Gabriel Fiest is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His career includes positions at VOYA Financial Advisors and United Security Agency, Inc. He is the owner of Fiest Financial LLC and serves as president of USA II, Inc. Additionally, he is a board member of a local civic and community association in Bridgeport, WV. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing a variety of portfolio management and financial planning services with access to multiple program structures and third-party managers.

Samantha Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of her advisory work, she serves in multiple nonprofit leadership roles, including president of a PFLAG chapter and treasurer positions on several local nonprofit boards in Fairmont, WV. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Robert Hoskin is a financial advisor with LPL Financial in Bridgeport, West Virginia, holding a Series 66 credential and 23 years of industry experience. He has worked at Goldman Sachs Wealth Services, TIAA and Tiaa, and Clear Mountain 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 financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Katherine Clark is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with Ameriprise and has held roles at Ameriprise Financial Services, LLC, and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing annual advice. The firm’s approach involves proprietary investment research and algorithmic tools, with a structured enrollment process and recommendations influenced by Ameriprise’s affiliated product ecosystem.

Nathaniel Gladish is a financial advisor with J.P. Morgan Securities in Bridgeport, WV, holding a Series 66 designation and six years of industry experience. His work history includes roles at J.P. Morgan Securities LLC, JP Morgan Chase Bank, The Huntington Investment Company, Edward Jones, and Wesbanco Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Pulice II is a financial advisor with Merrill based in Bridgeport, WV, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior work includes roles at Bank of America, N.A., Wells Fargo Clearing, and Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother in investment matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Newbrough is a CFP® and ChFC® with 10 years of experience in financial advising, currently with Edward Jones since 2015. He holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, investment strategies, and affiliated services through a nationwide network of more than 23,700 financial advisors.

Laura Brownfield is a financial advisor at Cambridge Investment Research Advisors with 19 years of industry experience. She previously worked at Fidelity Investments and Fidelity Brokerage Services LLC for 18 years. Outside of her advisory role, she is an owner and partner of a business entity, LD Customs, based in Spelter, WV. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals using a variety of portfolio management and model-based strategies.

James Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of the Pricketts Fort Memorial Foundation, co-founded the Community First nonprofit, and holds leadership positions with South Fairmont Rotary International, Grace Lutheran Church, and the Boy Scouts of America Mountaineer Area Council. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Kimberly Shay is a financial advisor with Edward Jones in Fairmont, WV, holding a Series 66 designation and 12 years of experience with the firm since 2014. She has ownership in a small residential rental property business managing nine townhomes. 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 strategies, and offers services under a fiduciary standard supported by a large nationwide network of advisors.

Joshua Stear is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with individuals and families to develop financial plans that align with their life priorities and goals, utilizing resources and investment insights from Merrill and Bank of America. His areas of focus include family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. Mr. Stear holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program at Wake Forest University. He holds the Professional Investment Advisor (PIA) designation and is actively involved in professional organizations such as the North Central West Virginia Estate Planning Council and Rotary International. Outside of his professional role, Joshua is engaged in various community organizations including Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. He enjoys spending time with his family and pursuing interests such as antiquing, baseball, biking, hiking, running, and traveling.

Aaron Mann is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

David Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in North Central West Virginia and Southwestern Pennsylvania. He specializes in providing investment and wealth management services tailored to individual client priorities and goals. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, retirement planning, and socially responsible investing. David's approach focuses on creating personalized financial strategies that align with clients' life objectives, measuring success by evaluating progress and making adjustments as needed. David holds a Bachelor's Degree from West Virginia University and holds the Personal Investment Advisor (PIA) designation. He actively participates in community volunteering and enjoys adventure sports, boating, camping, fishing, football, golfing, skiing, soccer, spending time with his family, and traveling.

Laiken Beckley is a ChFC® credentialed financial advisor with Edward Jones in Bridgeport, WV, with five years of industry experience. Prior to joining Edward Jones in 2021, Beckley worked at State Farm and Freshley Built Properties, a real estate investing business. Beckley also serves as the head coach for the Bridgeport Middle School cheer team. 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.

Ryan Grogg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously held roles at Cambridge Investment Research Inc. and Bankers Life Insurance Company. Outside of financial advising, he serves as a board member for the West Virginia Enduro Series, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals and offers a variety of portfolio management strategies across multiple custody platforms.

Edward Aman III is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he is involved as an owner or partner in several real estate holding entities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and provides additional services such as tax-efficient solutions and securities-based lending.

Derek Nuzum is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2006. Outside his advisory role, he owns a commercial real estate investment business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver tailored recommendations.

John Frenzel is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Oppenheimer, RBC Capital Markets, and Merrill. Outside of his advisory work, he serves as the head softball coach at Bridgeport High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides 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, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Benjamin Hall is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His career includes prior roles at LPL Financial and Northwestern Mutual, as well as a 13-year tenure at the Harrison County Board of Education. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Ashley Dunbar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.