James Karnes is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process and manages approximately $2.74 trillion in client assets.

Michael Bumgardner is a financial advisor with Edward Jones in Barboursville, WV, holding a Series 63 designation and 31 years of industry experience. He has been with Edward Jones since 1994. 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 through a large network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Tanner Locey is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at Fifth Third Securities and Fifth Third Bank, and has a background that includes experience in the banking sector and lawn care. Locey holds Series 63 and Series 65 credentials. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Noel Rigsby is a CFP®, ChFC®, and Series 66-licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and also works with Vanguard Solutions, Inc. since 1992. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices across the United States.

Benjamin Mc Ginnis is a financial advisor at Morgan Stanley in Huntington, WV, holding the Series 66 designation. He has one year of industry experience, with prior roles at firms including Suttle and Stalnaker, PLLC and several accounting firms. His background also includes engagements outside of finance, such as work with Nomada Bakery and the United Methodist Foundation of WV, Inc. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a range of programs, including corporate financial planning agreements.

Margaret Hagy is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Prior to that, she was with Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Robert Hirt is a Series 66-licensed financial advisor with seven years of industry experience, currently working at J.P. Morgan Securities in Huntington, WV. His prior experience includes roles at Prudential Insurance Company of America, E*Trade Financial Corp, and Bank of America, among others. Outside of his advisory work, he oversees a rental property business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Seth Levy is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation. Prior to his current role starting in 2025, Seth worked at MassMutual Life Insurance Co and was involved in several businesses including Stellar Noodle Co and Stelllar Hospitality Inc. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, focusing on collaborative, annual financial planning engagements.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Casey Adkins is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. Prior to joining Raymond James, Casey held roles at Todd Dudley & Associates and Huntington Internal Medicine Group. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and consulting, integrating risk profiling and modeling tools to support client goals.

Daniel Lovejoy is a financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006 and holds a Series 66 designation. 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 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Harry Lucke is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1984. Outside of his advisory role, he is a limited partner in an oil and natural gas well in LaSalle County, Texas. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and complex investment strategies.

Mark Compston is a CFP® professional with 32 years of industry experience and is currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Securities and Wells Fargo Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven investment strategies.

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 tailored to individuals, families, and business owners. Canup brings a personalized approach to financial advising by connecting clients to people, plans, and processes that align with their unique ambitions and goals. Canup's professional experience includes serving as a personal banker at Bank of America's University of Georgia campus center. She started with Merrill's Huntington office in 2016 and became a financial advisor with the Stamm/Canup Team in 2018. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Madison County High School. Beyond her advisory role, Canup is actively involved in the Huntington community. She is a member of Generation Huntington, the Huntington Regional Chamber of Commerce, the Junior League of Huntington, and the Rotary Club of Huntington. Her board memberships include the Boys' & Girls' Club of Huntington, the Cabell County School's Foundation, The Huntington Museum of Art, and The Huntington Symphony. Additionally, she owns The Local, a vintage shop in Huntington's Old Central City, and enjoys antiquing, cooking, gardening, golfing, interior decorating, reading, swimming, tennis, and yoga.