Chuckie Young is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and three years of industry experience. He is also the managing partner of CoxHollidaYoung, PLLC, a CPA firm where he has worked since 1996. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both traditional and non-traditional delivery methods and combining advisory, broker-dealer, and insurance capabilities.

Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Asset Management Corporation, a subsidiary of United Bank.

John Zinaich is a financial advisor at Founders Financial Securities LLC with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Founders Financial Securities since 2008. Outside of his advisory role, he serves as chairman of Paramount Baptist Church. Founders Financial Securities provides investment advisory services to individuals, retirement plan sponsors, trusts, and corporate clients through a network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms and services, including managed portfolios and specialized consulting such as 1031 exchanges.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Michael Kolasa is a Series 65-licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. He has worked at AE Wealth Management since 2020 and also has a longstanding role with Epic Planning, LLC, where he is involved in life insurance and annuity sales. Outside of his advisory work, he is an owner of The Hub Co-Op, LLC, a real estate leasing business in Martinsburg, WV. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and plan consulting, supported by a platform that integrates multiple model managers and advisor-managed portfolios.

Zebulon Sale is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Bb&T Bank and Bb&T Investments before joining Truist in 2019. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, implementing advice through a combination of discretionary manager relationships and non-discretionary consulting supported by multiple third-party platforms.

Janine Sam is a CFP® with five years of industry experience, currently advising at Empower Advisory Group. Her prior roles include positions at GWFS Equities, Inc. and teaching appointments at Shepherd University and Massey University. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through both standalone plans and managed account solutions.

Gregory Andra is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2010 and has managed his own practice, Andra Wealth Management, since 2016. His outside business activities include fixed insurance sales from his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with access to model portfolios, third-party asset managers, retirement consulting, and custody services.

Alfred Norton III is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including 16 years with Mass Mutual Investors Services and 17 years with MassMutual Life Insurance. Outside of investment advising, he is the managing partner of Norton Consulting III, specializing in Medicare sales and consulting. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of services, including portfolio management, financial planning, and retirement consulting, and employs a range of program structures combining in-house and third-party manager strategies with technology-driven tools.

Steve Hose is a financial advisor at LPL Financial with 31 years of industry experience. He has held positions at LPL Financial since 2010, previously working at M&T Securities, Inc. and Raymond James Financial Services, Inc. He is registered with Series 63 and Series 65 credentials and is involved with The Hose Group, which includes non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and tools to support its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Forrest Miles is a financial advisor with LPL Financial in Hagerstown, MD, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior roles include positions at PNC Investments, Truist Investment Services, and Davenport & Company LLC. Outside of his investment advisory work, he is involved with Miles Financial Solutions LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors, supported by various advisory platforms and operational tools.

Evan Vink is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sterling Financial Management, the Department of Defense, and Red Bull. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management through a large network of advisors.

Colleen Smith is a financial advisor with OSAIC, holding a Series 66 designation and two years of industry experience. She has worked at several firms including Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of her advisory role, she works as an American Sign Language interpreter with Purple Communications. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its large scale, recent consolidation activities, and a complex network of affiliated entities.

Tracy Regalia is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2019. She has seven years of experience in the financial industry and serves in the West Virginia Air National Guard as a part-time Drill Status Guardsman. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Shane Small is a financial advisor with Cetera Investment Advisors and holds a Series 66 designation. He has 16 years of industry experience, including a decade with Cetera and First United Bank and Trust. He serves as a board member of Waynesboro Country Club. Cetera Investment Advisors operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides portfolio management, financial planning, and access to third-party money managers through various program structures nationwide.

Allison Myers is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Anchor Home Inc. and Frederick County Parks and Recreation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Heidi Reif Jones is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and has previously worked at Cetera, Edward Jones, and Wells Fargo Home Mortgage. In addition to her advisory role, she is involved with Sequoia Wealth Solutions LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Ethan Loewen is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Edward Jones in two separate periods totaling 11 years, with a five-year tenure at Wells Fargo Clearing in between. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, corporate, and charitable entities. The firm offers a range of advisory programs and investment strategies and operates under a fiduciary standard, supported by a nationwide network of over 23,000 financial advisors.