Overwhelmed by options?
Answer a few questions to see advisors matched to you.
65 advisors near
25541
within the area shown on the map
Out of 400,000+ nationwide
Chris M
Series 63, Series 65
Winfield, WV
Empower Advisory Group
Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.
Jacob R
Series 65, Series 63
Huntington, WV
The huntington Investment company
Jacob Roberts is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.
Robert S
Series 66
Hurricane, WV
Money Concepts Capital Corp
Robert Skidmore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and nine years of industry experience. He has worked with Money Concepts Capital Corp since 2016 and serves as an elected County Commissioner for Putnam County since 2013. Additionally, he is employed as the City Manager of Hurricane, WV, where he manages administrative operations and oversees contracts and grants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.
Melanie J
Series 63, Series 66
Hurricane, WV
Kestra Advisory
Melanie Jacobsen is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Kestra Investment Services, LLC since 2009 and Larmann Financial Corporation since 2006. Jacobsen serves as a Retirement Plan Specialist, assisting in the servicing of retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.
Christopher L
Series 66
Winfield, WV
Guardian Life
Christopher Layden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Community Connections WV LLC and operates as an insurance broker for products other than Guardian insurance. Park Avenue Securities LLC, where Mr. Layden practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of proprietary and third-party investment advisory programs.
Ronald W
ChFC®, Series 63, Series 66
Huntington, WV
Money Concepts Capital Corp
Ronald West is a financial advisor with Money Concepts Capital Corp, holding the ChFC® designation and Series 63 and 66 licenses. He has 38 years of industry experience, including prior roles at Nationwide Securities, LLC and Nationwide Insurance Company. Outside of his advisory work, he owns and operates multiple insurance and DMV license service businesses. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a range of model portfolios and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage client assets.
Tammy H
Series 63, Series 65
Milton, WV
Empower Advisory Group
Tammy Holstein is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities LLC, VALIC Financial Advisors, Inc., and Advance Advisor Group, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Todd D
Series 63, Series 65
Barboursville, WV
Raymond James Financial
Todd Dudley is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He previously worked at Citigroup Global Markets and has been associated with Raymond James since 2009. He owns and operates Todd Dudley & Associates, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports both institutional consulting and advisory programs.
Charles H
Series 66
Barboursville, WV
Ameriprise
Charles Herndon is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2020. Outside of his advisory role, he serves on the Board of Directors and as fundraiser committee chair for Alchemy Theatre. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, delivering non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Brandon M
Series 63, Series 65
Hurricane, WV
OSAIC
Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.
Erin O
Series 66
Milton, WV
Edward Jones
Erin O'dell is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2018, she worked at DeGroff Financial and spent 15 years at Cabell Huntington Hospital. She holds a Series 66 designation. Outside of advising, Erin serves as a notary in Milton, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and supports a large nationwide network of financial advisors.
Bishop N
Series 66
Ona, WV
Cambridge Investment Research Advisors
Bishop Nash is a Series 66-credentialed financial advisor with six years of industry experience, currently with Cambridge Investment Research Advisors since 2021. Prior to this, he worked at Wells Fargo Advisors Financial Network and The Herald-Dispatch. Outside of advisory activities, he is involved in freelance photography. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations, offering a range of financial planning and investment management services through a network of independent financial professionals.
Mike J
Series 63, Series 65
Hurricane, WV
Primerica Advisors
Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.
Michael B
Series 63
Barboursville, WV
Edward Jones
Michael Bumgardner is a financial advisor with Edward Jones in Barboursville, WV, holding a Series 63 designation and 31 years of industry experience. He has been with Edward Jones since 1994. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.
Travis W
Series 66
Hurricane, WV
Edward Jones
Travis Willard is a Series 66 licensed financial advisor with Edward Jones in Hurricane, WV, where he has worked since 2015. He has 10 years of industry experience and serves concurrently in the U.S. Army/National Guard. Outside of advising, he is an adjunct professor at the University of Charleston and a board member of the Putnam County Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.
Sheri P
Series 65, Series 63
Hurricane, WV
Primerica Advisors
Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Primerica Financial Services since 2023 and has been employed by Jackson County Schools since 2008. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides trade execution and account custody through BNY Mellon Advisors and Pershing.
Casey A
Series 66
Barboursville, WV
Raymond James Financial
Casey Adkins is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Casey held roles at Todd Dudley & Associates and Huntington Internal Medicine Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, integrating risk profiling and modeling tools to support client goals.
Jeffrey U
Series 65, Series 63
Hurricane, WV
Primerica Advisors
Jeffrey Underwood is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 designations. He has 22 years of industry experience, having worked at PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of finance, he is involved with Ellison & Haney Manufacturing, Inc., where he serves as secretary, treasurer, and part-owner of a company that manufactures oil and gas equipment. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-driven investment strategies developed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.
Larry R
Series 63
Barboursville, WV
Raymond James Financial
Larry Rodes is a financial advisor with Raymond James Financial, holding a Series 63 designation and 49 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is an officer and treasurer of M&R Financial Inc., a support company involved in compensation distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.
Paul N
Series 63, Series 66
Ona, WV
Cambridge Investment Research Advisors
Paul Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2021, he worked at Wells Fargo Advisors from 2015 to 2020. He is also president of Oracle of Ona, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment strategies through its network of independent Financial Professionals, utilizing both proprietary and third-party models with various platform options.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
65 advisors near
25541
within the area shown on the map
Out of 400,000+ nationwide