Ronald Williams is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at The Huntington National Bank, The Huntington Investment Company, and JP Morgan Chase. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Lisa Stover is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

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.

Kolby Abruzzino is a CFP®-credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2022, and previously held roles at First United Bank & Trust and Cetera. He has also been involved with the Genesis Youth Crisis Center Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Sherald Hill is a financial advisor with LPL Enterprise holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Clearing, and Merrill. He is also president of Wild & Wonderful Wealth Partners, a DBA associated with his current LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and insurance product services.

Zackariah Spurlock is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and previously worked at Star Furniture and MVP Bank. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Thomas Fox II is a financial advisor with Stifel, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously spent four years with Wells Fargo Clearing. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

John Halterman is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Cambridge since 2014 and also has a long tenure with Franklin Life Insurance Company. Outside of his advisory work, he serves as president of Gorilla Youth and the Clarksburg Columbian Club, and is a board member of Harrison County Student Achievement and the FBI Citizen's Academy Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent professionals, offering both discretionary and non-discretionary investment solutions across multiple platforms.

Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Michele Kroll is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she has interests in managing energy royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

John Wilson Jr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2002 and was previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in several non-investment business activities, including ownership and management roles in private companies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed investment adviser representatives.

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.

Jason Beveridge is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, J.P. Morgan Securities, and WesBanco Securities Inc. He owns a rental property in Florida as a part-time business activity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a focus on retirement income planning through its specialized Ameriprise Premier Retirement Income service that offers tailored written recommendations and ongoing advice.

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.

Randall Kerns is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 39 years of industry experience. He has held roles at Cetera and Voya Financial Advisors and is the president of United Security Agency, an insurance agency he has managed since 1984. Outside of advising, he serves on the board of directors for the North Central West Virginia Regional Airport. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment strategies.

Adam Mercer is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles at Sheetz and was self-employed for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Hilarion Cann Jr. is a Series 66-registered financial advisor with Edward Jones, based in Clarksburg, WV, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Cynthia Iquinto is a financial advisor at OSAIC with 23 years of industry experience. She has held roles at FSC Securities Corporation from 2009 to 2023 before joining OSAIC. Outside of her advisory work, she coaches tennis at Notre Dame High School. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio management supported by asset-allocation tools, risk assessments, and access to multiple third-party money managers.