Margaret Hagy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Brian Salters is a Series 66-licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 14 years of industry experience and is based in Worthington, KY. Outside of his advisory role, Salters owns Salty's BBQ and Catering, a smoking and grilling business for events. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supported by comprehensive research and multiple portfolio management styles.

Robert Hirt is a Series 66-licensed financial advisor with seven years of industry experience, currently working at J.P. Morgan Securities in Huntington, WV. His prior experience includes roles at Prudential Insurance Company of America, E*Trade Financial Corp, and Bank of America, among others. Outside of his advisory work, he oversees a rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Seth Levy is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Prior to his current role starting in 2025, Seth worked at MassMutual Life Insurance Co and was involved in several businesses including Stellar Noodle Co and Stelllar Hospitality Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, annual financial planning engagements.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Casey Adkins is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Casey held roles at Todd Dudley & Associates and Huntington Internal Medicine Group. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting, integrating risk profiling and modeling tools to support client goals.

Daniel Lovejoy is a financial advisor at Edward Jones with 20 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2006. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Harry Lucke is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 designations and having 42 years of industry experience. He worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 35 years before joining Robert Baird in 2019. He is a limited partner in an oil and natural gas well in LaSalle County, Texas, operated by Chesapeake Energy. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by internal research and strategic partnerships.

Mark Compston is a CFP® professional with 32 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Lincoln Financial Securities, Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he operates Compston Wealth Management, a business related to his work at LPL. 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 investment management services, including access to third-party asset managers and institutional platforms.

Dane Lehman is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Before joining Edward Jones in 2024, he worked at DirecTV from 2011 to 2023. 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 investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Dewey Brown is a Series 66-licensed financial advisor with Morgan Stanley in Huntington, WV, with four years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A., along with experience working at Wake Forest University and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Lea Bostic is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2012 and holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

William Brown Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 40 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct client relationships and corporate agreements.

Larry Rodes is a financial advisor with Raymond James Financial, holding a Series 63 designation and 49 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2011. Outside of his advisory role, he is an officer and treasurer of M&R Financial Inc., a support company involved in compensation distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

David Miller is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at City National Bank since 2022 along with a tenure at RBC Capital Markets since 2009. Outside of his advisory role, he actively oversees rental properties through Cuban Investments. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers advisory programs featuring discretionary and non-discretionary portfolio management, tailored investment strategies, and a range of integrated financial services.

Leanna Canup is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides investment planning, risk management, and holistic wealth management services for individuals, families, and business owners. Her approach includes building long-term relationships and offering guidance through various stages of wealth planning to support clients in achieving their financial goals and dreams. Born and raised in Danielsville, Georgia, Canup majored in finance at the University of Georgia and began her professional career as a personal banker at Bank of America's UGA campus center. In 2016, she joined Merrill Lynch's Huntington office and became a financial advisor with the Stamm/Canup Team in 2018. She holds the Personal Investment Advisor (PIA) designation. Canup is actively involved in the Huntington community. She participates in professional organizations such as Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. Additionally, she serves on the boards of the Boys' & Girls' Club of Huntington, the Huntington Symphony Orchestra, and The Huntington Museum of Art. Outside of her financial career, Canup owns The Local, a vintage shop in Huntington, and enjoys antiquing, cooking, gardening, golfing, interior decorating, reading, swimming, tennis, and yoga.

James Cummings is a financial advisor with Mass Mutual Investors Services offering 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services LLC and MassMutual Financial Group since 2013. Outside of his advisory role, he serves on the board of directors for Safe Insurance Company and is involved in individual and group life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving a range of clients including individuals, business owners, trusts, and charitable organizations. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-driven planning using firm-approved analytical tools.

Christian Hall is a financial advisor at Edward Jones with a Series 66 credential and no prior industry experience. His work history includes roles at Edward Jones and several other firms, along with self-employment on TikTok and involvement with Hall Capital Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Deanna Patrick is a financial advisor at Edward Jones in Ironton, Ohio, holding a Series 66 designation with 22 years of industry experience. She previously worked at Wesbanco Securities, PNC Wealth Management, and Natcity Investments before joining Edward Jones in 2016. Patrick serves as a board member of Ironton Alive, a community organization focused on planning and implementing local activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and maintains one of the largest networks of financial advisors and branch offices in the industry.

Caleb Gibson is a financial advisor with Wells Fargo Clearing who holds a Series 66 designation and has 15 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting services 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.