David Patterson II is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Ameriprise in Bridgeport, WV, where he has worked for multiple periods since 2009, including his current tenure beginning in 2026. His prior experience includes a brief period at LPL Financial. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivering a range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Graser is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he worked at Singapore American School and Nansha College Preparatory Academy. 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, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Lane Flint is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in a dental office owned by Dr. Robert Flint D.D.S., where he performed after-hours cleaning and organization. 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 solutions, supported by a large national network of financial advisors and branch offices.

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 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.

Tyler Mason is a financial advisor with LPL Financial in Fairmont, WV, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Cetera and John Burton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Christopher Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at SCF Investment Advisors, Scf Securities, ProEquities, and Ameriprise. 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 range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

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.

Scott Kinty is a financial advisor with Edward Jones in Fairmont, WV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Hopewell United Methodist Church and as a board member of the Marion County Senior Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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 at LPL Enterprise with 18 years of industry experience. He holds the Series 66 credential and has previously worked with Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Advisors, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

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 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 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.