Robert Simmons is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with RBC Capital Markets and City National Bank, having worked at RBC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services utilizing both in-house and third-party investment managers, with options for tax management and responsible investing.

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Rolando Parsley is a financial advisor with Equitable Advisors, holding Series 63 and Series 66 registrations and seven years of industry experience. His prior work includes roles at Chase Investment Services Corp. and Citigroup Global Markets. He is also the owner of Parsley Holdings LLC, operating under the name Herd Tactical, a non-investment-related business. Equitable Advisors serves individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to match clients with suitable program models or discretionary managers, often utilizing third-party advisory platforms.

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.

Shane Stafford is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Raymond James Financial Services from 2018 to 2020. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 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.

Stewart Frye is a Series 63 licensed financial advisor with Edward Jones in Huntington, WV, with 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Kathy Whitley is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides diverse financial services, including relationships with investment companies, private funds, and affiliated commodity trading activities.

Peter Dewald is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, including high-net-worth clients, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Andrew Burns is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, Burns serves on the board of Ronald McDonald House Charities in Huntington, WV. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Susan Wallace is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMORGAN Chase Bank, N.A. since 1995. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm's process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Thomas Cannon is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Prudential Equity Group. He serves as a board member of The Huntington City Mission Inc., a local nonprofit involved in fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

James Karnes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and the Estate Planning Strategies Group.

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.

Benjamin Mc Ginnis is a financial advisor at Morgan Stanley in Huntington, WV, holding the Series 66 designation. He has one year of industry experience, with prior roles at firms including Suttle and Stalnaker, PLLC and several accounting firms. His background also includes engagements outside of finance, such as work with Nomada Bakery and the United Methodist Foundation of WV, Inc. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs, including corporate financial planning agreements.

Margaret Hagy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Hirt is a Series 66-licensed financial advisor with seven years of industry experience, currently working at J.P. Morgan Securities in Huntington, WV. His prior experience includes roles at Prudential Insurance Company of America, E*Trade Financial Corp, and Bank of America, among others. Outside of his advisory work, he oversees a rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Seth Levy is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Prior to his current role starting in 2025, Seth worked at MassMutual Life Insurance Co and was involved in several businesses including Stellar Noodle Co and Stelllar Hospitality Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, annual financial planning engagements.

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.