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.

Gregory Andra is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Commonwealth since 2010 and has managed his own practice, Andra Wealth Management, since 2016. His outside business activities include fixed insurance sales from his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their individual and institutional clients. The firm provides a comprehensive adviser-support platform with access to model portfolios, third-party asset managers, retirement consulting, and custody services.

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.

Patricia Starliper is a financial advisor at Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Grant Keyser is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and currently in his first year in the industry. Prior to joining Wells Fargo, he held various roles in hospitality and real estate sectors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

William Abeles Jr. is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Abeles serves as treasurer for the Hagerstown-Wesel Sister City Affiliation and is a member of the board of trustees for the YMCA of Hagerstown. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wilson Rimmer is a financial advisor with Thrivent Investment Management in Martinsburg, WV, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Prior to his financial career, he worked with the Potomac District of the Assemblies of God for 18 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023 and has been involved with The Sparta Group since 1992. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Barbara Winters is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Catharine Weber is a financial advisor at RBC Capital Markets with a Series 66 credential and three years of industry experience. She has worked at firms including City National Bank, Johnson, Gasink & Baxter, LLP, and Compass Wealth Strategies. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Gretchen Gawler is a Series 66-credentialed financial advisor with RBC Capital Markets, bringing 2 years of industry experience. She has been with RBC Wealth Management since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, provides services to individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles.

Jeremy Sauers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and held roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, Jeremy is involved in artistic and musical pursuits through his business, Screaming Butterfly. 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 financial planning and portfolio management services, employing both proprietary and third-party strategies, and supports its large adviser network with advanced operational and research tools.

Vernon Dabney is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. He previously worked at Edward Jones for eight years before joining Raymond James in 2022. Dabney is also the founder of Forethought Wealth Management LLC, where he serves as financial advisor and office manager. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized services in municipal and public finance.

Nicholas Aberegg is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 credential and 19 years of industry experience. He has been with Equitable Advisors since 2007, including its predecessor AXA Advisors, LLC. Outside of his advisory role, he serves on the boards of the Eastern Panhandle WVU Alumni Association and the Eastern West Virginia Community Foundation, where he is also a scholarship committee member. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm works through a network of Investment Adviser Representatives and partners with third-party managers to offer a broad range of investment programs.

Zane Schreiber is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017. Prior to that, he worked at The George Washington University from 2013 to 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Kelsi Munson is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, Munson serves on the board of The Children's Village in Hagerstown, MD, and creates and sells jewelry made from sea glass through a local consignment shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and tax-efficient services.

Bradley Close is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. Prior to joining Cetera in 2025, he spent six years with Avantax Advisory Services. Outside of his advisory role, he serves on the boards of the Berkeley County Development Authority, the Eastern West Virginia Regional Airport Authority, and Hope Community Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform that provides access to affiliated and third-party managers, discretionary and non-discretionary portfolio management, and a variety of program structures.

Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 63 and Series 65 credentials and totaling 14 years of industry experience. He previously worked at CBIZ Financial Solutions Inc. for eight years and currently serves as Vice President at CNB Bank. Outside of finance, Stevens is also a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.