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56 advisors near
26537
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Out of 400,000+ nationwide
Scott W
Series 63, Series 66
Morgantown, WV
OSAIC
Scott Werdebaugh is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Securities America Advisors, Lincoln Financial Securities, and H. Beck, as well as operating Integrity Financial Planning since 2008. Outside of advising, he serves as a volunteer board member for Pace Enterprises and chairs the finance committee for Sky Harbour Condominium Apartments, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios that may include a range of securities and investment strategies.
David W
Series 66
Morgantown, WV
LPL Financial
David Weigand is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he spent 15 years with TTEC. Outside of his advisory role, Weigand serves as a soccer referee in West Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions to individuals, retirement participants, institutions, and banks, utilizing various model portfolios, third-party subadvisors, and customized strategies.
Kurt S
CFP®, Series 66
Morgantown, WV
Edward Jones
Kurt Skasik is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Melinda W
Series 66
Richard, VA
Raymond James & Associates
Melinda Warren is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 24 years of industry experience and has worked at firms including Morgan Stanley and Z3Capital Partners. Warren has been with Raymond James & Associates since 2015 in various capacities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.
Kristal W
Series 66
Morgantown, WV
LPL Financial
Kristal Waybright is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is involved with WendyWorld Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.
Venetia A
Series 63, Series 65
Morgantown, WV
Ameriprise
Venetia Abulaban is a financial advisor at Ameriprise with 40 years of industry experience, including 32 years at The Huntington Investment Company. She holds Series 63 and Series 65 credentials. Venetia’s spouse owns a fast food restaurant franchise and retail business in Morgantown, WV. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.
Hayden M
Series 66
Morgantown, WV
Edward Jones
Hayden Mason is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 credential and four years of industry experience. He previously worked at Milwaukee Tool, Techtronic Industries, and Allstate. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.
Kenneth F
Series 66
Morgantown, WV
LPL Financial
Kenneth Fultz is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2008 and previously spent four years with Morgan Stanley and Morgan Stanley DW Inc. Outside of his advisory role, he is involved with Wendy World Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.
Ward R
Series 66
Kingwood, WV
Edward Jones
Ward Ries is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held roles including work with Aramark and periods as a student. Outside of his advisory work, he is associated with Pittsburgh Pro Bike and Run, a business focused on running shoes, clothing, and nutrition. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.
Michael O
Series 63, Series 65
Morgantown, WV
Wells Fargo Advisors
Michael Oates is a financial advisor with Wells Fargo Advisors in Morgantown, WV, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He is a co-owner of a local professional building in Morgantown. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.
Joseph B
Series 63, Series 66
Morgantown, WV
Mass Mutual Investors Services
Joseph Bezjak is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors, Northwestern Mutual, and in the pharmaceutical and construction industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.
Brian K
CFP®, ChFC®, Series 63, Series 66
Morgantown, WV
Edward Jones
Brian Kurcaba is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and ChFC® credentials with 22 years of industry experience. He has been with Edward Jones since 2003. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Jeffrey B
Series 63, Series 65, Series 66
Morgantown, WV
Mass Mutual Investors Services
Jeffrey Bailey is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has worked with MassMutual and MetLife-affiliated firms since 1998. Outside of his financial services career, he owns businesses involved in property and casualty insurance as well as real estate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annually structured financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce and employer-sponsored planning.
Laura H
CFP®, Series 63, Series 65
Morgantown, WV
Ameriprise
Laura Howe is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Morgantown, WV. She previously worked for The Huntington Investment Company for 19 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.
Charles L
CFP®, Series 66
Morgantown, WV
Wells Fargo Advisors
Charles Labritz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He is co-owner of Oates Labritz Wealth Management LLC, a wealth management practice based in Morgantown, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.
Jessica H
Series 66
Morgantown, WV
Edward Jones
Jessica Hood is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.
Curtis W
Series 63, Series 65
Morgantown, WV
Equitable Advisors
Curtis Wilmoth is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously was associated with AXA Advisors, LLC. Wilmoth serves as a board member for the Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.
Jason W
Series 66
Morgantown, WV
OSAIC
Jason Walls is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has worked at OSAIC and affiliated firms since 2024 and previously held roles at First United Bank and Trust, Cetera, and The Huntington Investment Company. Outside of his advisory work, Walls is involved in operating several businesses, including a restaurant and a campground. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and diversified portfolio construction methods to manage accounts on both discretionary and non-discretionary bases.
Lex S
Series 66
Morgantown, WV
Edward Jones
Lex Singleton is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for ten years at Harry Green Chevrolet Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.
Trenton B
Series 66
Morgantown, WV
Mass Mutual Investors Services
Trenton Bailey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at Raytheon and West Virginia University before joining MassMutual and its affiliated entities in 2025. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.
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Finding advisors...
56 advisors near
26537
within the area shown on the map
Out of 400,000+ nationwide