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Jeffrey B
Series 66
Fairmont, WV
Edward Jones
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.
Lacey S
Series 63, Series 66
Clarksburg, WV
Edward Jones
Lacey Sheets is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at The Huntington National Bank and its affiliated investment company prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.
Lisa S
Series 66
Fairmont, WV
Edward Jones
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 D
Series 63, Series 65
Bridgeport, WV
Raymond James Financial
Ronald Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His work history includes roles at Raymond James since 2013 and prior positions at MVB Wealth Management Solutions and Peoples Bank. He also owns Dean Wealth Management, LLC, an independent contractor business affiliated with Raymond James. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored strategies supported by extensive research and a broad affiliate network.
Todd F
Series 63, Series 66
Bridgeport, WV
Merrill
Todd Fulks is a financial advisor at Merrill with 36 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes over two decades at Merrill and nine years at Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries, leveraging integration with Bank of America’s broader platform and access to various financial products.
Tiffany E
Series 66
Bridgeport, WV
Edward Jones
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 H
Series 66
White Hall, WV
LPL Enterprise
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.
Zackariah S
Series 66
Bridgeport, WV
Equitable Advisors
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 diverse client base, including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and other endorsed third-party managers.
Thomas F
Series 63, Series 65
Bridgeport, WV
STIFEL
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.
John H
Series 63, Series 65
Clarksburg, WV
Cambridge Investment Research Advisors
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 K
Series 66
White Hall, WV
LPL Enterprise
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.
Michele K
Series 63, Series 66
Clarksburg, WV
Edward Jones
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 W
Series 63, Series 66
Bridgeport, WV
Equitable Advisors
John Wilson Jr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Equitable Advisors since 2002, having previously worked with AXA Advisors, LLC. Outside of his advisory role, he is involved in several non-investment business activities, including managing LLCs and sole proprietorships. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through various third-party programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client solutions.
Thomas B
Series 66
Bridgeport, WV
Merrill
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 R
Series 66
Fairmont, WV
Edward Jones
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 K
Series 63, Series 65
Bridgeport, WV
Cetera
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.
Hilarion C
Series 66
Clarksburg, WV
Edward Jones
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 I
Series 63, Series 66
Bridgeport, WV
OSAIC
Cynthia Iquinto is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at FSC Securities Corporation for 14 years before joining OSAIC in 2023. Outside of her advisory role, she coaches high school tennis at Notre Dame High School in West Virginia. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to build diversified portfolios across various asset classes.
Rebecca B
CFP®, Series 66
Bridgeport, WV
Edward Jones
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.
Gabriel F
Series 66
Bridgeport, WV
Cetera
Gabriel Fiest is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His career includes positions at VOYA Financial Advisors and United Security Agency, Inc. He is the owner of Fiest Financial LLC and serves as president of USA II, Inc. Additionally, he is a board member of a local civic and community association in Bridgeport, WV. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning services with access to multiple program structures and third-party managers.
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