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.

Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services across its client relationships.

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.

Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

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.