John Osborne is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and has worked at Wells Fargo Advisors, Wells Fargo Clearing, and Mid State Industrial Mtn, among other roles. Since 2025, he has also been associated with Burke and Herbert Wealth Management. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Thomas Frame is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Ameriprise from 2013 to 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.

Erin Iannone is a financial advisor with OSAIC, holding a Series 66 designation and one year of industry experience. Before joining Virtus Wealth Solutions in 2025, Erin worked for nine years at United Bank. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, using various tools and third-party solutions to construct and manage portfolios across a wide range of asset classes.

Kristal Waybright is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. She has been with LPL Financial since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

Tressa Wood is a CFP® with 12 years of industry experience, currently working at Osaic Wealth. Her background includes roles at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and First Command, among others. She is also involved in fixed insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and managed accounts supported by advanced asset-allocation tools and third-party money managers.

Hayden Mason is a financial advisor at Edward Jones in Morgantown, WV, with four years of industry experience. He holds a Series 66 designation and has prior work experience at Milwaukee Tool, Techtronic Industries, and Allstate. Mason serves as President-Elect of the Cheat Lake Rotary, where he participates in board decisions regarding grants, donations, and manages a donor advised fund. 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 nationwide network of financial advisors and branch offices.

Kenneth Fultz is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and 20 years of industry experience. He has worked with LPL Financial since 2008. Outside of his advisory role, he is involved in managing a campground business in Pennsylvania. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Craig Poluszek is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 designations and 13 years of industry experience. His career includes roles at J.P. Morgan Securities, Fidelity Investments, TIAA, and LPL Financial. Poluszek also serves in a fiduciary capacity for the Poluszek Family Trust. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through a combined advisory and brokerage platform.

Michael Oates is a financial advisor at Wells Fargo Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. He also has ownership interests in wealth management firms based in Morgantown, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, incorporating proprietary research and tools, with an emphasis on tailored, discrete planning engagements across diverse client needs.

Joseph Bezjak is a financial advisor with Mass Mutual Investors Services in Morgantown, WV, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions with Voya Financial Advisors and Northwestern Mutual. Mass Mutual 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, focusing on collaborative annual planning engagements using firm-approved analytical tools.

Brian Kurcaba is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and ChFC® credentials with 22 years of industry experience. He has been with Edward Jones since 2003. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Bailey is a financial advisor with Mass Mutual Investors Services who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has worked with MassMutual and MetLife-affiliated firms since 1998. Outside of his financial services career, he owns businesses involved in property and casualty insurance as well as real estate. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annually structured financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce and employer-sponsored planning.

Charles Labritz is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, spanning a total of 17 years before his current position. In addition to his advisory role, he holds ownership in two wealth management firms and acts as co-trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Jessica Hood is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

Curtis Wilmoth is a financial advisor with Equitable Advisors in Morgantown, West Virginia, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Wilmoth serves on the board of Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Jason Walls is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has worked at OSAIC and affiliated firms since 2024 and previously held roles at First United Bank and Trust, Cetera, and The Huntington Investment Company. Outside of his advisory work, Walls is involved in operating several businesses, including a restaurant and a campground. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and diversified portfolio construction methods to manage accounts on both discretionary and non-discretionary bases.

Lex Singleton is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for ten years at Harry Green Chevrolet Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Trenton Bailey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at Raytheon and West Virginia University before joining MassMutual and its affiliated entities in 2025. MML 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, employing firm-approved software to analyze client goals and deliver written recommendations.

William Mason is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019. Previously, he was the owner of Mason Properties of WV LLC, a real estate business that was in the process of liquidation as of 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Trina Browning is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 designation and 15 years of experience at the firm. She has experience as an independent beauty consultant with Mary Kay Inc., primarily for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.