Teresa Yutzy is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior work includes roles at LPL Financial and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Ryan Pickard is a financial advisor with Truist Advisory Services, holding a Series 66 designation and three years of industry experience. He has been with Truist and its affiliated entities since 2016, including Truist Investment Services and BB&T. Outside of his advisory role, Pickard serves as a board member of Hope for Appalachia, an addiction recovery organization for women and children, and as the Orientation Chair for the Rotary Club of Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that integrates discretionary and non-discretionary management supported by AI-enabled equity research and multi-affiliate resources.

Ronald Arthur II is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Advisory Services and BB&T Securities. Outside of his advisory role, he owns and operates a music recording studio in Evans, WV. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Richard Morton is a financial advisor with Money Concepts Capital Corp in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Money Concepts Capital Corp since 1997 and is also involved with KVRTA, a public transportation employer, since 2020. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and robust back-office platforms.

Brett Staples is a financial advisor at Truist Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at BB&T Securities and J.P. Morgan Securities. Outside of his advisory role, he is vice president and instructor at an indoor cycling company and serves on the boards of the Fund for the Arts and the Education Alliance of West Virginia. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by advanced research and inter-affiliate integration.

Whitney Stricklin is a CFP® with 25 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2015. Prior to this, she held roles at MSI Financial Services and owns two businesses, WPS, LLC and ACME Properties, LLC. She is also active in her community as a board member for Surprise Valley Youth Camp and Ignite Athletics. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by third-party managers and technology platforms.

Lori Duffield is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior experience includes roles at LPL Financial and RBC Capital Markets Corporation. She is based in Charleston, WV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm combines passive and active investment management guided by an internal Investment Committee and offers a range of financial planning, consulting, and specialized retirement solutions.

John Burdette II is a financial advisor with J. W. Cole Advisors, Inc. in Charleston, WV, holding Series 63 and Series 66 licenses with 26 years of industry experience. His prior work includes roles at National Planning Corporation, OSAIC Services, Inc., and Sunamerica Securities, Inc. Outside of advising, Burdette is an author and hosts the "Winning At Wealth" podcast focused on financial literacy. J. W. Cole Advisors serves individuals, high-net-worth clients, and institutions through a large network of independent advisers, offering fee-based portfolio management, financial planning, and retirement plan services. The firm employs a mix of discretionary and non-discretionary account management using fundamental and technical analysis, model portfolios, and third-party investment platforms.

Paulette Street is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Janney Montgomery Scott since 2005. Outside of her advisory role, she serves on the Board of Trustees at Elizabeth Memorial United Methodist Church in Charleston, WV. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Lori Mcguire is a financial advisor at Truist Advisory Services with the ChFC® designation and a Series 63 license. She has four years of industry experience and previously worked at Bb&T Wealth for seven years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of services including asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and inter-affiliate integration.

Taylor Raab is a financial advisor with Janney Montgomery Scott in Charleston, WV, holding a Series 66 designation and 22 years of industry experience. He has been with Janney Montgomery Scott since 2005. Raab serves on several nonprofit boards, including the Bob Burdette Center and the First Presbyterian Church Hope Center, and is involved with the University of Charleston and the Kanawha Amateur Radio Club. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.

Matthew Hale is a financial advisor at Truist Advisory Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Truist and its predecessor firms since 2018, as well as at JJB Hilliard W.L. Lyons LLC from 2014 to 2018. Outside of his advisory role, he volunteers as a pianist at his church. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program through discretionary and non-discretionary approaches. The firm integrates services across affiliated entities and utilizes third-party platforms and AI-enabled research tools in its investment process.

Cindy Mcghee is a financial advisor at Focus Partners Wealth, LLC with the PFS™ and Series 66 credentials and 21 years of industry experience. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, and A&F Insurance Advisors. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients by offering wealth management, advisory, financial and tax planning, family office and business management, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach using an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

David Lanham is a CFP® professional with 32 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked for 45 years at Lanham, O'Dell and Company, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and provides additional services including trust administration and insurance through affiliated entities.

Edward Stike is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at LPL Financial and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

David Williams is a CFP® with 30 years of industry experience. He is currently with MAI Capital Management, LLC and previously spent 39 years at Lanham, O'Dell & Company. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple investment strategies and integrates financial planning, tax, and administrative services into many client relationships.

Andrew Clark is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has experience working at Edward Jones and Fifth Third Bank, and has been with Fifth Third Securities since 2025. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Jerry Slone is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at The Colony Group, LLC, Buckingham Asset Management, LLC, and Arnett Carbis Toothman Wealth Advisors LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jane Carpenter is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63, 65, and 66 licenses and totaling 38 years of industry experience. Her career includes roles at Truist Investment Services, SunTrust Bank, Bb&T Securities, and Scott & Stringfellow. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and third-party manager selection through its AMC Advantage program. The firm employs a combination of discretionary and non-discretionary approaches and uses AI-enabled tools in its research, with a notable integration across affiliated entities.

Elaine Fierbaugh is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. Her prior work includes roles at LPL Financial and RBC Capital Markets Corporation. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research.