Jacob Caldwell is a CFP® professional with three years of industry experience, currently affiliated with Founders Financial Securities LLC. He has held roles at Morgan Financial Group, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he serves as a board member for the nonprofit Week of Compassion. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services such as portfolio management, financial planning, retirement consulting, and brokerage and insurance services, utilizing multiple investment programs and a combination of advisory, broker-dealer, and insurance capabilities.

Kristen Money is a financial advisor with Great Valley Advisor Group, LLC, holding a Series 65 designation and five years of industry experience. She has worked at First Light Financial, Brighter Financial Capital Management, Kalos Capital, and Clark & Associates. Outside of advising, she has engaged in insurance activities through Clark & Associates, Inc. Financial Solutions. Great Valley Advisor Group is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and other entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting, utilizing a combination of in-house strategies and third-party managers.

David Roberts is a CFP®-certified financial advisor with 14 years of industry experience. He currently works with OnePoint BFG Wealth Partners and has previously held roles at LPL Financial and Northwestern Mutual. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, businesses, retirement plans, and charitable organizations. The firm employs a mix of third-party managers, custodian platforms, and proprietary models tailored to client-specific investment objectives and risk profiles.

Robert Trowbridge III is a financial advisor at Coppell Advisory Solutions LLC with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Coppell Advisory Solutions in 2020, he worked at Elite Investment Team, LLC and Dominion Wealth Management, Inc., and he is also the owner of Brightline Strategies LLC, a consulting firm providing financial and tax planning services. Additionally, he has been a West Virginia insurance agent offering fixed insurance products since 1980. Coppell Advisory Solutions LLC, part of Fusion Investment Advisors, provides discretionary portfolio management and financial planning to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and employs an open-architecture investment platform with a broad range of strategies and continuous portfolio monitoring.

Chuckie Young is a financial advisor with Founders Financial Securities LLC, holding a Series 66 designation and three years of industry experience. He is also the managing partner of CoxHollidaYoung, PLLC, a CPA firm where he has worked since 1996. Founders Financial Securities serves a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management and financial planning services, utilizing both traditional and non-traditional delivery methods and combining advisory, broker-dealer, and insurance capabilities.

Cindy Ross is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Navy Federal, she worked at Edward Jones and has a background that includes roles at Target and the Social Security Administration. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options through managed advisory programs and third-party portfolio managers.

Peter Warren is a financial advisor at United Brokerage Services, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at United Brokerage Services since 2013. In addition to his advisory role, he serves as Market President at United Bank in Martinsburg, WV. 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 Asset Management Corporation, a subsidiary of United Bank.

Patrick Chitwood is a financial advisor with Arkadios Wealth Advisors, holding the ChFC® and Series 63 designations and bringing 47 years of industry experience. He has held roles at multiple firms, including Triad Advisors, Acg Wealth, Inc., and Arkadios Capital, and has operated his own advisory businesses, Chitwood Advisory Group and Chitwood Wealth Management. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans implemented through various internally managed and third-party strategies, combining fundamental, technical, and cyclical analysis.

Samuel Boyd is a CFP® with 16 years of industry experience, currently serving with Mariner Independent. His prior roles include positions at Capital Asset Management Group, Inc., Capital Investment Advisors, Inc., and Cambridge Investment Research Inc. He is a board member of the National Capital Area Financial Planning Association, a nonprofit entity based in Herndon, VA. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management and planning services through independent advisers supported by a platform that integrates institutional resources, model portfolios, and third-party managers.

Robert Schneider is a CFP® with 27 years of industry experience, currently serving at Beaumont Financial Partners. He has been with Beaumont since 2014 and also worked at BAHA Financial Group. Beaumont Financial Partners provides investment management, wealth management, family office services, financial planning, and in-house tax preparation to affluent individuals, families, small businesses, and select institutions. The firm employs a Dominant Benefit Theory of Investing, using primarily low-cost index funds, ETFs, selective sub-advisors, and alternative investments, with tailored portfolio management overseen by an Investment Committee.

Michael Tievy is a financial advisor with Kestra Advisory Services, LLC, holding CFP® and Series 63 credentials and bringing 39 years of industry experience. He has been with Kestra Advisory since 2016 and has operated as a self-employed consultant specializing in insurance sales and retirement plan consulting since 1973. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base of institutional and individual investors. The firm offers a wide range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as plan sponsors and sovereign wealth funds.

Michael Kolasa is a Series 65-licensed financial advisor at AE Wealth Management, LLC with six years of industry experience. He has worked at AE Wealth Management since 2020 and also has a longstanding role with Epic Planning, LLC, where he is involved in life insurance and annuity sales. Outside of his advisory work, he is an owner of The Hub Co-Op, LLC, a real estate leasing business in Martinsburg, WV. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and plan consulting, supported by a platform that integrates multiple model managers and advisor-managed portfolios.

Zebulon Sale is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Truist and its predecessor entities, including Bb&T Securities and Bb&T Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a mix of discretionary and non-discretionary manager relationships supported by extensive inter-affiliate integration and AI-enhanced research tools.

John Sheehan is a financial advisor at Rockefeller Financial LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for several years. Outside of his advisory role, he owns and operates Altamont Farm Cattle Company LLC. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm employs a Private Advisor model and a consolidated investment platform that provides a range of discretionary and non-discretionary solutions across asset classes.

Jordan Liskey is a financial advisor with NewEdge Advisors, holding a Series 66 credential and 15 years of industry experience. He previously worked at Edward Jones and Wells Fargo in various roles between 2011 and 2024. Outside of his advisory work, Liskey serves as a board member of Barns of Rose Hill, a local nonprofit focused on the arts, where he participates on the Budget, Finance & Investment and Development Committees. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a wide range of services including portfolio management, financial planning, and consulting, utilizing multiple program structures and technology tools to support advisors and clients.

Steve Hose is a financial advisor at LPL Financial with 31 years of industry experience. He has held positions at LPL Financial since 2010, previously working at M&T Securities, Inc. and Raymond James Financial Services, Inc. He is registered with Series 63 and Series 65 credentials and is involved with The Hose Group, which includes non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing various investment strategies and tools to support its extensive network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Colleen Smith is a financial advisor with OSAIC holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley, FSC Securities Corporation, and Kramer Financial LLC. Outside of financial services, she works as an American Sign Language interpreter for Purple Communications. OSAIC serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services along with access to various managed account solutions. The firm employs comprehensive asset allocation tools and a mix of investment products tailored to client needs, supported by a complex corporate structure and multiple third-party partnerships.

Max Skirkanich is a financial advisor with LPL Financial holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2026, he worked at Davenport & Company LLC and the Virginia Tech National Science Institute. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including model portfolios, third-party asset management, and institutional platforms.

Tracy Regalia is a Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2019. She has seven years of experience in the financial industry and serves in the West Virginia Air National Guard as a part-time Drill Status Guardsman. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors.

Bradley Mullins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked for the Commonwealth of Virginia and as a self-employed professional. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.