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.

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.

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.

James Witt is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Witt is also a partner and tax preparer at Arnett Carbis Toothman LLP in Charleston, West Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies along with access to private and registered pooled vehicles.

Gregory Smith is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at The Colony Group, Buckingham Strategic Wealth, N3 Results, Northwestern Mutual, and Bb&T Wealth. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dorothy Crouch is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked with Truist Investment Services since 2019 and was previously associated with Bb&T Securities starting in 2014. 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 offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Buckingham Strategic Wealth, LLC. Before entering the financial industry, he worked in logistics and transportation sectors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Colton Jones is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. He previously worked at Huntington Federal Savings Bank and has served on the board of the Religious Coalition for Community Renewal 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 diverse client base, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Ralph Goolsby II is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Christopher Erlewine is a CFP® with 23 years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Leslie Wilkerson is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds the Series 66 designation and has previously worked at BB&T Securities, LLC prior to joining Truist in 2021. Wilkerson serves as president of the East End Community Association, where she organizes local events and community maintenance activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research, to deliver a range of investment solutions.

John Barry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within the BB&T and Truist organizations dating back to 2003. Outside of his advisory work, he serves as the head coach for the girls lacrosse team at Capital High School in 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 and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting complemented by third-party platforms and AI-enabled research tools.

Jennifer Ware is a financial advisor with Truist Advisory Services holding Series 66 and Series 63 credentials and has 13 years of industry experience. She has held various roles within Truist and its predecessor firms since 2003, including positions at BB&T Wealth and BB&T Asset Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a range of third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. 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 manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Kara Boehm is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at LPL Financial and RBC Capital Markets. 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, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

John Bennett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Truist since 2018, previously working at BB&T Investments and BB&T Securities. 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, fiduciary support, and manager selection through its AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lee Ginther is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Truist Advisory Services since 2021, as well as prior experience at Bb&T Securities and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.