Heidi Schenz is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. She has been with Raymond James & Associates since 2015. She serves as a finance and investment committee member for the Parkersburg Area Community Foundation, contributing to marketing, asset allocation, manager selection, and the periodic selection of investment advisors. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Tad Wilson is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is involved in managing a farm and horse boarding operation in Davisville, WV. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Emily Hickman is a financial advisor with LPL Financial and holds the Series 66 credential. She has six years of industry experience, including prior roles at Cambridge Investment Research Advisors and Jason D. Campbell. Outside of her advisory work, she is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party model portfolios and emphasizes the use of technology to support advisory operations.

Emillia Samosky is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Ralph Lauren and has experience operating an Etsy shop called Critter Society. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Heather Winebrenner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Her career includes roles at United Brokerage Services, United Bank, Primelending, and Nationwide Securities before joining Cetera in 2022. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Ethan Travis is a financial advisor with Equitable Advisors in Parkersburg, WV, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at R&R Logistics and Services, True North LLC, and several other companies across various sectors. Equitable Advisors serves a range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a combination of firm-offered and third-party advisory solutions.

Barbara Wilson is a Series 66-credentialed financial advisor with Raymond James & Associates, bringing 23 years of industry experience. She has been with Raymond James since 2015. Outside of her advisory role, Wilson serves as an assistant coach for the Ohio Valley All-Stars/Cheer Elite competition cheerleading team. 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, institutions, and municipalities, offering comprehensive financial planning and consulting services with a range of portfolio management strategies.

Joseph Stoltzfus is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Global Cooling, Inc. from 2016 to 2019. His credentials include the Series 66 designation. His wife operates a sewing business called Hopefully Hooked, which sells scrub hats. 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 and investment options under a fiduciary standard.

Jason Campbell is a financial advisor with LPL Financial in Parkersburg, WV, holding CFP® and ChFC® designations and over 25 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, Pro Trust Advisors, Capital Guardian Wealth Management, and Woodbury Financial Services. He is also involved in providing fixed, non-variable insurance services. 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 advisory and brokerage services with a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Jeremiah Kuhn is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Raymond James in 2021, he worked at Wells Fargo Advisors for seven years. Kuhn serves on the finance and investment committees of local nonprofit organizations, including First Baptist Church of Williamstown and the Little Hocking Water Association, and is the treasurer of the Hall Financial Advisors Giving Foundation. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting supported by advanced analytical tools and maintains unique affiliations to support municipal and public finance work.

Robert Blasczyk is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 15 years of industry experience, including ten years with Wells Fargo Financial LLC prior to joining Raymond James in 2019. Outside of his advisory role, he serves on the advisory board of a nonprofit foundation focused on charitable giving. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

Adam Kelly is a financial advisor with Equitable Advisors in Parkersburg, WV. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, Kelly worked in education and community programs, including roles at local schools and involvement with a juvenile drug court. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate investment solutions based on personal and plan information.

Bethany Arnold is a Series 66-licensed financial advisor with Equitable Advisors in Parkersburg, WV, beginning her industry career in 2026. Prior to joining the firm, she has held various roles including positions in the restaurant and hospitality sectors and worked at University of Rio Grande from 2019 to 2023. Outside of her advisory work, she has maintained ongoing involvement with local dining establishments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to implement advisory models and offers ERISA fiduciary services to qualified plans.

Jeremiah Rutter is a CFP® professional with 12 years of experience in the financial services industry, currently serving clients at Edward Jones since 2014. He holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jerry Villers is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 43 years of experience in the industry. In addition to his advisory role, Villers serves as a director for Leavitt Funeral Home. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning and uses risk profiling and analytical tools to support client goals, with a distinctive affiliation supporting municipal and public-finance work.

David Epler is a financial advisor with Primerica Advisors in Parkersburg, WV, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has worked at Primerica Financial Services since 1985 and with PFS Investments Inc. since 1988. Outside of traditional advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

Robert Snider is a financial advisor with Mass Mutual Investors Services in Vienna, WV, holding a Series 63 designation and 32 years of industry experience. He has worked at MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2017, and previously at MetLife Securities Inc. from 2015 to 2017. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual collaborative engagements using firm-approved analytical tools.

Cynthia Heidebrecht is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license and has 14 years of industry experience. She previously operated her own CPA practice, Cynthia Heidebrecht, CPA, PLLC, where she provided tax and accounting consulting services, including advising nonprofit churches and organizations. Her prior roles include lengthy tenures at Avantax firms and a period at San Dia Producing. Cetera Investment Advisers LLC is an SEC-registered adviser serving a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers.

Bryce Gandee is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked at multiple entities within Raymond James since 2025. Prior to his advisory roles, he held positions at Fouss & Fouss LLC and has a background that includes academic and engineering offices. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, maintaining a broad advisory network and specialized municipal and retirement plan services.

William Humphrey is a financial advisor with LPL Financial and holds Series 63 and Series 65 designations. He has 33 years of industry experience, having previously worked at Merrill, Wells Fargo Advisors LLC, and Wells Fargo Clearing. Humphrey operates a DBA for his LPL business under North Bend Wealth Management. 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 portfolio programs, and institutional platforms, supported by extensive operational and research tools.