Jeffrey Borman is a financial advisor with Vandalia Wealth, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at LOC Investment Advisers for 11 years before joining Vandalia Wealth Management Incorporated and Axxcess Wealth Management, LLC. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm emphasizes model portfolios built with low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets, maintaining a generally long-term investment approach with flexibility for rebalancing or client needs.

Caleb Casto is a CFP® professional with seven years of experience in the financial services industry. He is currently with Vandalia Wealth and has previously worked at Axxcess Wealth Management, Fifth Third Securities, and Northwestern Mutual. Outside of his advisory role, he is also licensed to sell life, accident, health, and variable insurance products. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm primarily uses model portfolios with low-cost mutual funds, ETFs, individual securities, and may include alternative and digital assets, offering both long-term and shorter-term trading strategies as needed.

Ian Mcilvaine is a financial advisor at Vandalia Wealth with 16 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Mcilvaine is a 50% owner of Vandalia Wealth Management, Inc., an entity related to his advisory business, and is also licensed as an insurance agent. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios composed of low-cost mutual funds, ETFs, individual securities, and may include alternative investments and digital assets, operating with a generally long-term investment approach while offering flexibility for client needs.

Chelsea Weiss is an advisor at Vandalia Wealth with a Series 65 credential and one year of industry experience. Her prior roles include positions at McKinley Carter Wealth Services and Axxcess Wealth Management. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses low-cost mutual funds, ETFs, individual stocks and bonds, and alternative investments within model portfolios, and emphasizes a fiduciary duty to clients.

John Valentine is a financial advisor at NTV Asset Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at NTV Asset Management since 2018, following prior roles at LPL Financial and TALENTBRIDGE/BRADFORD MANAGEMENT. NTV Asset Management, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management, model portfolio services, and financial planning using a mix of fundamental, technical, quantitative, and qualitative approaches, managing over $1.09 billion in assets with a five-advisor team.

James Thomas is a Series 65 licensed financial advisor with 24 years of industry experience. He has been with NTV Asset Management, LLC since 2000. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in assets with a team of five advisors, focusing on larger, concentrated client relationships and utilizing less-common investment vehicles.

Bradley Foster is a CFA® charterholder with 12 years of industry experience. He is currently with NTV Asset Management, LLC, where he has worked since 2023. His prior experience includes roles at McKinley Carter Wealth Services and Fifth Third Bank. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a team of five advisors.

Alexander Schnulo is a financial advisor with FWG Investments, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining FWG Investments in 2024, he worked at Northwestern Mutual in various roles from 2021 to 2024. Schnulo serves as Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston and as Chapter President of the BNI Power Chapter, engaging in nonprofit fundraising and business networking activities. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven strategies overseen by professionals and executed through sub-advisers, offering services that include investment planning, retirement, insurance, tax, education, and real estate planning.

Jonathan Dorsey is a CFP®-credentialed financial advisor with 14 years of industry experience. He is currently with Vandalia Wealth and has prior experience at Burke & Herbert Bank, LPL Financial, J.P. Morgan Securities, and several other financial firms. Vandalia Wealth provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach using model portfolios composed of low-cost mutual funds, ETFs, individual securities, and alternative investments, supported by internal due diligence and outsourced portfolio management.

Luke Mc Clure is a financial advisor at Vandalia Wealth with six years of industry experience. He holds the Series 66 designation and previously worked at firms including G.A. Repple & Company, Horizon Financial, and LPL Financial. He serves as a board member for The Ovis Project, a nonprofit organization focused on community outreach in Charleston, WV. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm employs a model portfolio approach using low-cost mutual funds, ETFs, individual securities, and alternative investments, and offers a range of fee structures including percentage-of-AUM and standalone financial planning engagements.

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.

Barry Hunter is a financial advisor with Vicus Capital, Inc. in Charleston, WV, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including 28 years at Nationwide Advisory Services and ongoing affiliation with Nationwide Insurance Company. Hunter serves as a board member of the Roane County Chamber of Commerce and the Charleston Estate Planning Council, and he is vice president of the Woodbridge HOA. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies and provides ERISA fiduciary consulting alongside specialized program features such as faith-based and ESG paths.

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.

Eric Pritt is a financial advisor at United Brokerage Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2016. United Brokerage Services, Inc. provides 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 client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and investment services.

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.