James Sawczyszyn is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Lincoln Financial Securities Corporation for 16 years. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies.

Jeffrey Boyles is a Series 66 licensed financial advisor with Edward Jones in Fairmont, WV, where he has worked since 2018. He has seven years of industry experience, including three years at Civil & Environmental Consultants prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Tyler Mason is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera and John Burton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management options.

Christopher Stewart is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked previously at SCF Investment Advisors, SCF Securities, and ProEquities. He is also involved in managing Stewart Financial Advisors LLC, an entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management supported by model portfolios and research.

Lisa Stover is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Her prior roles include positions at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Ronald Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has worked at Raymond James since 2013 and previously held roles at MVB Wealth Management Solutions and Peoples Bank. He is also the owner of Dean Wealth Management, LLC, an independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using advanced analytical tools, supports institutional portfolio management, and has specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Todd Fulks is a financial advisor with Merrill in Bridgeport, WV, holding Series 63 and Series 66 credentials and 36 years of industry experience. He has worked at Merrill since 2004 and has been with Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Kinty is a financial advisor with Edward Jones in Fairmont, WV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Hopewell United Methodist Church and as a board member of the Marion County Senior Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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.

Tiffany Elliott is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2019 and also operates a vacation rental business, managing guest reservations and property upkeep in Elkins, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a broad range of investment advisory programs and maintaining significant retail advisor and branch coverage.

John Osborne is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and Mid State Industrial Mtn, among other roles. Since 2025, he has also been associated with Burke and Herbert Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Sherald Hill is a Series 66-credentialed financial advisor with 18 years of industry experience. He is currently with LPL Enterprise and previously worked at Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, and Wells Fargo Advisors. Hill also serves as president of Wild & Wonderful Wealth Partners, a business affiliated with LPL. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset management, and integrated financial product offerings.

Thomas Fox II is a financial advisor at Stifel with 32 years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He holds the Series 63 and Series 65 licenses and is based in Bridgeport, WV. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Robert Kimble is a Series 66 licensed advisor with seven years of industry experience, currently with LPL Enterprise. His prior roles include positions at Ameriprise Financial Services and The Prudential Insurance Company of America. Outside of his advisory work, Kimble serves on nonprofit boards for the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and he owns a tax preparation and accounting business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, portfolio management using model portfolios and third-party strategists, and access to various brokerage and insurance products via an integrated platform.

Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.

Andrew Rubenstein is a Series 66 credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive nationwide network of advisors and branch offices.

Hayden Mason is a financial advisor at Edward Jones in Morgantown, WV, with four years of industry experience. He holds a Series 66 designation and has prior work experience 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, donations, and manages a donor advised fund. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Craig Poluszek is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 designations and 13 years of industry experience. His career includes roles at J.P. Morgan Securities, Fidelity Investments, TIAA, and LPL Financial. Poluszek also serves in a fiduciary capacity for the Poluszek Family Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through a combined advisory and brokerage platform.

Rebecca Burns is a financial advisor with Edward Jones in Bridgeport, WV, holding CFP® and Series 66 designations and has 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joseph Bezjak is a financial advisor with Mass Mutual Investors Services in Morgantown, WV, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions with Voya Financial Advisors and Northwestern Mutual. Mass Mutual 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, focusing on collaborative annual planning engagements using firm-approved analytical tools.