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.

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.

Paul Nash is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2021, he worked at Wells Fargo Advisors from 2015 to 2020. He is also president of Oracle of Ona, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services. The firm provides a range of investment strategies through its network of independent Financial Professionals, utilizing both proprietary and third-party models with various platform options.

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.

Eugene Cox is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Woodbury Financial Services, MassMutual, and MetLife Resources. Outside of his advisory role, he is a member of the Financial Partners Group, which involves registered advisory activities related to fixed annuities, fixed life insurance, and accident and disability products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension 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 and employs a variety of asset-allocation tools and third-party solutions to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Hannah Sheppard is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at the University of South Florida and Cruises & Tours Unlimited. Sheppard has received royalties from a small number of book sales through Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Vermond Harris is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Raymond James Financial since 2006 and is currently affiliated with Peoples Bank and Peoples Financial Advisors. Harris is also an agent with Peoples Insurance Agency, where he focuses on fixed annuities for bank channel clients. Raymond James Financial Services Advisors, Inc. provides 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 offers tailored, non-discretionary planning and utilizes analytical tools for outcome modeling, supporting implementation through advisory programs or other providers.

Christopher Ball is a financial advisor at Edward Jones with nine years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Edward Jones since 2018. Prior to that, he was employed with Bank of America and Merrill from 2016 to 2018. Outside of his advisory role, he coaches and directs fitness classes at CrossFit Thunder in Huntington, WV. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

Donald Herndon is a financial advisor with Ameriprise, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and operates Herndon & Associates, a practice operations specialist business in Barboursville, WV. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Christopher Staten is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Securities, United Bank, and United Brokerage Services Inc. His current credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Michael Robinson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current roles, he was employed at Moses Auto Group, Lowe's, Hurricane High School, and Marshall University. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Fischer is a financial advisor with RBC Capital Markets in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and has also been affiliated with City National Bank since 2019. Outside of his advisory role, Fischer serves on the board of the Woodlands Retirement Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

John Villers is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and strategic investment estimates.