Daniel Kelly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with Raymond James & Associates and has held previous roles at FAI Wealth Management and TIAA-CREF. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning and consulting services supported by comprehensive research and multiple portfolio management approaches.

Amy Forman is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and Thrivent Investment Management since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning across various topics, with options to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”

Zachary Delphi is a financial advisor with Ameriprise in Martinsburg, WV, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Fidelity Investments and The Vanguard Group, Inc. He serves as Treasurer on the Board of Directors for The Robert C. Byrd Center for Congressional History and Education. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Butler is a financial advisor with Ameriprise in Martinsburg, WV, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously at Axa Advisors LLC. Outside of finance, he was involved with Butler's Farm Market during his time at West Virginia University. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jessica Reid is a Series 66 licensed financial advisor with Equitable Advisors and has one year of industry experience. Prior to joining Equitable Advisors, she worked for eight years with Berkeley County Schools and eleven years at Walmart. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing a network of Investment Adviser Representatives and third-party asset managers.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Phillip Mccoy is a financial advisor at Ameriprise with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise Financial Services since 2012, including prior experience at Merrill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and third-party data to provide written recommendations and ongoing advice.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Colin Waldeck is a financial advisor at Equitable Advisors with Series 66 credentials and no prior industry experience. His background includes roles at Massey Hyundai and Shepherd University. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm implements client solutions using third-party asset managers and advisory programs, offering a range of investment products including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Derek Helman is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior roles include positions at Scf Securities, Bank of America, Merrill, and Mission Financial Advisors. Outside of his advisory work, he has been involved in managing family-owned restaurant businesses. Edward Jones is a full-service wealth management firm that serves a broad client base including individual and institutional investors, offering a range of advisory and investment solutions supported by a large nationwide network of advisors and branch offices.

Toby Crites is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 11 years of industry experience. His career includes roles at Fidelity Investments, Edward Jones, and T. Rowe Price before joining LPL Financial and CNB Bank in 2024. He currently serves as a Senior Investment Analyst at CNB Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Scott Daniel is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Amazon, Northwestern Mutual, and Joshua Parish. In addition to his advisory work, he is the owner of Greystone Farm LLC, a business unrelated to investing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lauren Epperly is a financial advisor with Equitable Advisors, holding a Series 66 designation and four years of industry experience. She previously worked for Truist Financial Corporation (formerly BB&T) for eight years. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party asset managers and offers services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.

Reggie Turner is a financial advisor with Edward Jones, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, PNC Investments, and BB&T Investment Services. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation, co-founded the Western Maryland Community Development Corporation, and is a commissioner for the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Cindy Ross is a financial advisor with Edward Jones in Kearneysville, WV. She holds the Series 66 designation and began her advisory career in 2025. Prior to joining Edward Jones, she worked at Carrabba’s Restaurant and Target, and spent over two decades at the Social Security Administration. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Hollie Hadsall is a financial advisor with Edward Jones in Charles Town, WV, holding Series 63 and Series 66 designations and having 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and strategies supported by a large network of financial advisors and branch offices nationwide.

Amanda Ryder is a financial advisor at Edward Jones with 12 years of industry experience. She holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Edward Jones in 2023, she worked at Truist Advisory Services and BB&T Bank. In addition to her advisory work, she is involved with the Avery Raymond Burkhart Memorial Scholarship Fund, which awards scholarships to local students, and co-owns a hobby farm focused on beef cattle and hay production. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and maintains a large nationwide network of financial advisors and branch offices.

Sara Church is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with LPL Financial since 2015. 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 extensive operational and research tools.

Jennifer Fountain is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018. Her prior experience includes roles at Geostellar, Rodan & Fields, and Christian Caine Jewelers, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.