Melanie Jacobsen is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Kestra Investment Services, LLC since 2009 and Larmann Financial Corporation since 2006. Jacobsen serves as a Retirement Plan Specialist, assisting in the servicing of retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. 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 manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Christopher Layden is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved as an insurance broker with Community Connections WV LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and integrated lending options.

John Adams Jr. is a financial advisor with Money Concepts Capital Corp in Nitro, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Money Concepts Capital Corp since 2001. In addition to his advisory role, he owns Adams Creative Network, a consulting services business unrelated to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through multiple managed programs, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Tammy Holstein is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities LLC, VALIC Financial Advisors, Inc., and Advance Advisor Group, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Sarah Aluise is a financial advisor at Ameriprise with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including The Huntington Investment Company, Northwestern Mutual Investment Services, Wesley H Richardson, and J.P. Morgan Securities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.

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.

Michael Fruth is a financial advisor with Edward Jones in St Albans, WV, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he was involved in real estate through Family First Realty and Sea Glass Properties, and managed his own ventures including Fruth Inc and Fruth Lawn Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

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.

Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Mariann Rutherford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked with PFS Investments Inc. since 2022 and Primerica Financial Services since 2021. Outside of her advisory role, she is a healthcare consultant with Mightywell, based in Marietta, GA. Primerica Advisors is a firm that provides a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

Travis Willard is a Series 66 licensed financial advisor with Edward Jones in Hurricane, WV, where he has worked since 2015. He has 10 years of industry experience and serves concurrently in the U.S. Army/National Guard. Outside of advising, he is an adjunct professor at the University of Charleston and a board member of the Putnam County Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Brian Rosewell is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Gabes for eight years. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Charleston Table Tennis Club. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary retirement advice.

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and two years of industry experience. She has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and also works with Jackson County Schools. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliates of her firm. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.

Jeffrey Underwood is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of advising, he is part owner and officer of Ellison & Haney Manufacturing, Inc., a company that manufactures oil and gas equipment. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Paul Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2021, he worked at Wells Fargo Advisors from 2015 to 2020. He is also president of Oracle of Ona, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment strategies through its network of independent Financial Professionals, utilizing both proprietary and third-party models with various platform options.

Steven Deshuk is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jeffery Hiestand is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has spent over three decades at Prudential Insurance Company of America and its affiliate, Pruco Securities, and is currently associated with LPL Enterprise. In addition to his advisory role, he operates an insurance and financial services business in Hurricane, WV. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated insurance and trust services.

George Webb is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Cetera Investment Services and Poca Valley Financial. Outside of his financial career, Webb serves as a part-time pastor at Humphreys Memorial UMC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.