Jeffrey Underwood is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 designations. He has 22 years of industry experience, having worked at PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of finance, he is involved with Ellison & Haney Manufacturing, Inc., where he serves as secretary, treasurer, and part-owner of a company that manufactures oil and gas equipment. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-driven investment strategies developed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

Brett Harper is a financial advisor at Edward Jones in Charleston, WV, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for the Town of Eagle Police Department and was involved with St. Paul Sober Living. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Steven Deshuk is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Michael Frontino is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial for 17 years. Outside of his advisory role, he owns a sole proprietorship licensed to sell life and health insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of portfolio construction tools and offers both discretionary and non-discretionary account management.

Jeffery Hiestand is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has spent over three decades at Prudential Insurance Company of America and its affiliate, Pruco Securities, and is currently associated with LPL Enterprise. In addition to his advisory role, he operates an insurance and financial services business in Hurricane, WV. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it also offers affiliated insurance and trust services.

George Webb is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Cetera Investment Services and Poca Valley Financial. Outside of his financial career, Webb serves as a part-time pastor at Humphreys Memorial UMC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Shahram Shafii is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pacer Financial Inc, PennMutual, and MiMedX. 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 nationwide network of financial advisors and branch offices.

James Utterback is a financial advisor with Edward Jones in St Albans, WV, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Craig Tuemler is a financial advisor at Osaic with 12 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Primerica Advisors and PFS Investments Inc. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing, supporting a range of investment options and account management styles.

Matthew Carr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ethan Turner is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with various divisions of Fidelity since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently with Fidelity Investments. Outside of his advisory role, Turner is a partner at MogumoriWorks LLC, a company involved in the buying and selling of trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI techniques in its research and portfolio management processes.

Kent Bailey is a financial advisor with Edward Jones in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Patty Lipps is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2013 and has also worked at JPMORGAN Chase Bank, N.A. since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Robin Bailey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shaitek Rogers is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., United Bank, and UPS. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brittany Willard is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has a background serving in the United States Air Force, including roles in logistics and leadership. Willard is also a director of the KAST Foundation LLC, a nonprofit organization based in Hurricane, WV. 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 approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Frances Abrevaya Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

George Webb is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cetera Investment Services LLC and Investment Centers of America, Inc. Prior to his financial advisory career, he was employed at Torrison Pools and Spas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and custodial relationships.

David Collins is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for his entire career prior to joining OSAIC in 2025. Outside of his advisory role, he serves as president of Collins & Associates LLC, an entity used for tax management purposes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a wide variety of investment types.

Jason Moore is a financial advisor with LPL Enterprise, holding Series 65 and Series 63 licenses and possessing 10 years of industry experience. His prior roles include positions at Fifth Third Bank, The Huntington Investment Company, and Wells Fargo Clearing. Outside of his advisory work, he is an ordained minister in Hurricane, WV, where he officiates weddings. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.