Brian Anania is a financial advisor with Madison Partners, holding CFP® and Series 66 designations and nine years of industry experience. He previously worked at Morgan Stanley for nine years, Gibbons and Kawash, A.C. for one year, and Acushnet Company for two years. He serves on the finance committee of Ascension Catholic Church in Hurricane, West Virginia. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, primarily long-term investment approach that includes ETFs, mutual funds, individual equities, fixed income, alternatives, and other investments, often implemented through third-party sub-advisers and model portfolios.

Jeremiah Greenleaf is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Cetera and Cetera Financial Specialists. In addition to his advisory work, he operates Greenleaf Associates Inc., providing tax and accounting services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to sub-advisors. The firm employs a strategic asset allocation approach supplemented by fundamental and technical analysis, with a platform that integrates both proprietary model portfolios and independent third-party advisors.

Rossitsa Getskova is a financial advisor at United Brokerage Services, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked at United Brokerage Services since 2015 and United Bank since 2005. Getskova serves as the Investment Committee Chair for the West Virginia Bankers Association and is a member of the YWCA Investment Committee in Charleston, WV. United Brokerage Services, Inc. offers 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 assets on a non-discretionary basis and is affiliated with United Bank, combining banking services with a range of investment management options.

Timothy Stone is a financial advisor at First Advisors National, LLC with 16 years of industry experience. He holds a Series 65 designation and has been associated with Cherry Investment Advisors, Ltd. since 2010. In addition to his advisory role, he works as a life insurance agent in West Virginia. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and offering investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Gregory Dennis is a Series 66-licensed financial advisor with United Brokerage Services, Inc., where he has worked since 2015. He has 26 years of industry experience. He serves as an arbitrator for the FINRA Office of Dispute Resolution on a contract basis. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans, offering programs such as unified managed accounts and separately managed strategies. The firm’s investment process includes asset allocation, mutual funds and ETFs, equity and fixed income selection, and tax-aware overlays, typically providing advice on a non-discretionary basis.

Jonathan Matuszkiewicz is a financial advisor with United Brokerage Services, Inc. He holds Series 65 and Series 63 credentials and has 12 years of industry experience. His prior roles include positions at Crestview Capital Advisors, J.W. Cole Advisors, J.W. Cole Financial, and New York Life Insurance Company. He is also employed as an Institutional Advisor with United Bank Wealth Management Department. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a strategic and tactical asset allocation approach, utilizing mutual funds, ETFs, individual securities, model portfolios, and tax-aware overlays, generally providing advice on a non-discretionary basis.

Aaron Blake is a financial advisor with Money Concepts Capital Corp and holds the Series 66 designation. He has experience at several firms including LPL Financial LLC and Horizon Financial Solutions. Additionally, he has been involved with Marshall University for five years and has previous experience at Calvary Baptist Academy. Outside of his advisory role, he is associated with Sonar Solutions and Service. Money Concepts Capital Corp serves a wide range of clients including individuals, pension plans, trusts, and corporations, managing approximately $4.07 billion in assets through a network of several hundred advisors. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs and integrates third-party managers and platforms such as Envestnet for operational support.

Gregory Meadows is a financial advisor at Truist Advisory Services with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Citigroup Global Markets, and BB&T Securities. Meadows is based in Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary approaches supported by AI-enabled research and inter-affiliate integration.

Teresa Yutzy is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at LPL Financial and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ryan Pickard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2016, including Truist Investment Services and BB&T. Outside of his advisory role, Pickard serves as a board member of Hope for Appalachia, an addiction recovery organization for women and children, and as the Orientation Chair for the Rotary Club of Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management supported by AI-enabled equity research and multi-affiliate resources.

Ronald Arthur II is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Advisory Services and BB&T Securities. Outside of his advisory role, he owns and operates a music recording studio in Evans, WV. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Richard Morton is a financial advisor with Money Concepts Capital Corp in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1997 and is also involved with KVRTA, a public transportation employer, since 2020. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and robust back-office platforms.

Brett Staples is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BB&T Securities and J.P. Morgan Securities. Outside of his advisory role, he is vice president and instructor at an indoor cycling company and serves on the boards of the Fund for the Arts and the Education Alliance of West Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

Whitney Stricklin is a CFP® with 25 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2015. Prior to this, she held roles at MSI Financial Services and owns two businesses, WPS, LLC and ACME Properties, LLC. She is also active in her community as a board member for Surprise Valley Youth Camp and Ignite Athletics. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by third-party managers and technology platforms.

Lori Duffield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior experience includes roles at LPL Financial and RBC Capital Markets Corporation. She is based in Charleston, WV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment management guided by an internal Investment Committee and offers a range of financial planning, consulting, and specialized retirement solutions.

John Burdette II is a financial advisor with J. W. Cole Advisors, Inc. in Charleston, WV, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior work includes roles at National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of advising, Burdette is an author and hosts the "Winning At Wealth" podcast focused on financial literacy. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutions through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services. The firm employs a mix of discretionary and non-discretionary account management using fundamental and technical analysis, model portfolios, and third-party investment platforms.

Paulette Street is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Janney Montgomery Scott since 2005. Outside of her advisory role, she serves on the Board of Trustees at Elizabeth Memorial United Methodist Church in Charleston, WV. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Lori Mcguire is a financial advisor at Truist Advisory Services with the ChFC® designation and a Series 63 license. She has four years of industry experience and previously worked at Bb&T Wealth for seven years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Taylor Raab is a financial advisor with Janney Montgomery Scott in Charleston, WV, holding a Series 66 designation and 22 years of industry experience. He has been with Janney Montgomery Scott since 2005. Raab serves on several nonprofit boards, including the Bob Burdette Center and the First Presbyterian Church Hope Center, and is involved with the University of Charleston and the Kanawha Amateur Radio Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.

Matthew Hale is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2018, as well as at JJB Hilliard W.L. Lyons LLC from 2014 to 2018. Outside of his advisory role, he volunteers as a pianist at his church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches. The firm integrates services across affiliated entities and utilizes third-party platforms and AI-enabled research tools in its investment process.