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.

Angela Holdsworth is a financial advisor at Truist Advisory Services with nine years of industry experience. She holds a Series 66 designation and has been with Truist and its predecessor entities since 2017, including positions at BB&T and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships, utilizes third-party platforms and AI-enabled research tools, and integrates services across its affiliated broker-dealer and bank.

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.

Tarrell Ries is a CFP® and ChFC® professional with 25 years of industry experience, all spent at Edward Jones since 2001. He serves as president of the Preston County Chamber of Commerce and holds board positions with the Preston Memorial Hospital Foundation and the Preston Memorial Hospital. Ries is also a trustee for Wesley United Methodist Church in Kingwood, WV. 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, including discretionary and non-discretionary wrap fee strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

James Sawczyszyn is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and PRUCO Securities, LLC. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven tools and a broad platform that includes insurance services and banking partnerships.

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 at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he spent 15 years with TTEC. Outside of his advisory role, Weigand serves as a soccer referee in West Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions to individuals, retirement participants, institutions, and banks, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Kurt Skasik is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a 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 advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melinda Warren is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 24 years of industry experience and has worked at firms including Morgan Stanley and Z3Capital Partners. Warren has been with Raymond James & Associates since 2015 in various capacities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

John Osborne is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, and Edward Jones. He is currently associated with Burke and Herbert Wealth Management in addition to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Thomas Frame is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Saxony Capital Management, and Raymond James Financial. 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 and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party management, and technology tools to support customized investment strategies.

Erin Iannone is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Before joining Virtus Wealth Solutions in 2025, Erin worked for nine years at United Bank. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using various tools and third-party solutions to construct and manage portfolios across a wide range of asset classes.

Kristal Waybright is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014. Outside of her advisory role, she is involved with WendyWorld Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Tressa Wood is a CFP® with 12 years of industry experience, currently working at Osaic Wealth. Her background includes roles at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and First Command, among others. She is also involved in fixed insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and managed accounts supported by advanced asset-allocation tools and third-party money managers.

Venetia Abulaban is a financial advisor at Ameriprise with 40 years of industry experience, including 32 years at The Huntington Investment Company. She holds Series 63 and Series 65 credentials. Venetia’s spouse owns a fast food restaurant franchise and retail business in Morgantown, WV. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Hayden Mason is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 credential and four years of industry experience. He previously worked at Milwaukee Tool, Techtronic Industries, and Allstate. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

Kenneth Fultz is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2008 and previously spent four years with Morgan Stanley and Morgan Stanley DW Inc. Outside of his advisory role, he is involved with Wendy World Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ward Ries is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held roles including work with Aramark and periods as a student. Outside of his advisory work, he is associated with Pittsburgh Pro Bike and Run, a business focused on running shoes, clothing, and nutrition. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Michael Oates is a financial advisor with Wells Fargo Advisors in Morgantown, WV, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He is a co-owner of a local professional building in Morgantown. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.

Joseph Bezjak is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors, Northwestern Mutual, and in the pharmaceutical and construction industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.