John Stolar is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has worked at both Centaurus Financial and Orion Financial, LLC since 2002. Outside of his advisory work, he is involved with JMS Services LLC and provides services related to health and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary strategies and various investment analyses.

Colleen Knight is a financial advisor at TIAA-CREF with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Clear Mountain Bank. Knight serves as a board member for the United Way of Monongalia and Preston Counties and is a 25% owner of a farming operation in West Virginia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often leveraging pre-existing TIAA employer retirement plan relationships. The firm provides customized portfolio management alongside model-based strategies and acts as adviser to a donor-advised fund as part of its vertically integrated group.

Raymond Prendergast is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and 24 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Nicolas Heywood is a financial advisor with TIAA-CREF, holding a Series 66 designation and bringing 17 years of industry experience. He has been with TIAA-CREF since 2012. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and acts as adviser to the TIAA Donor Advised Fund.

Patricia Watson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Truist and its predecessor firms since 2013, including Bb&T Bank where she worked for 25 years. Outside of her advisory role, she serves on the boards of the Foundation of Monongalia General Hospital and WV Philanthropy, a nonprofit supporting grantmakers and charitable efforts in West Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and consulting, supported by AI-enabled equity research and a structured manager-selection program.

Wesley Liddle is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at PNC Bank and PNC Investments LLC, as well as experience at Socianet Media. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot available to PNC Bank employees. These programs employ approved model strategies managed by PNC or third-party strategists and use mutual funds and ETFs with annual rebalancing.

Wesley Spiker is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he serves as an insurance agent and unit sales manager at Bankers Life & Casualty, Inc., where he assists clients with life, health, and annuity products and manages a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Angela Holdsworth is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has held various roles within Truist and its predecessor firms since 2004. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary strategies through third-party manager relationships.

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He offers investment services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His coverage areas include multiple counties in West Virginia and Pennsylvania. Robert's expertise encompasses retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, CDs, equity and fixed-income strategies, estate planning strategies, IRAs, SEP IRAs, and Simple IRAs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Tyler Consolidated High School. He is actively involved in community organizations such as Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. Robert also participates in several professional and community groups including Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Generation WV, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce.

Jason Junkin is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. His prior roles include over a decade at TIAA and work with West Virginia University and Peaceful Glen LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and incorporates AI and systematic methods in its investment process.

Robert Kozul is a CFP® and holds a Series 66 license, with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Stantec Consulting Inc for three years. Outside of his advisory role, he owns Abercrombie Properties, which manages an office building in Danville, VA. 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 nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Mattie Trefz is a Series 66-licensed financial advisor with Edward Jones, based in Fairmont, WV, and has three years of industry experience. Prior to joining Edward Jones, Mattie held positions in education and federal programs administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary options, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jesse Ayers II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in the contracting and holdings sectors, working at Triad Holdings LLC, Veritas Contracting, LLC, and Rogers Electrical Contracting Co. Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

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.

James Sawczyszyn is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and worked previously at Lincoln Financial Securities Corporation for 16 years. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios, research, and various investment strategies.

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.

Tyler Mason is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera and John Burton. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and various management options.

Scott Werdebaugh is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Securities America Advisors, Lincoln Financial Securities, and H. Beck, as well as operating Integrity Financial Planning since 2008. Outside of advising, he serves as a volunteer board member for Pace Enterprises and chairs the finance committee for Sky Harbour Condominium Apartments, Inc. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools and third-party platforms to construct and manage portfolios that may include a range of securities and investment strategies.

David Weigand is a financial advisor with LPL Financial in Morgantown, WV. He holds a Series 66 designation and began his advisory career at LPL Financial in 2025 following 15 years at TTEC. Outside of his advisory role, he serves as a soccer referee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a range of clients including individuals, retirement plans, and institutions. The firm offers diverse financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.