Andrew Burns is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, Burns serves on the board of Ronald McDonald House Charities in Huntington, WV. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Susan Wallace is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, having worked at JPMORGAN Chase Bank, N.A. since 1995. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm's process integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Thomas Cannon is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes prior roles at Wells Fargo Advisors and Prudential Equity Group. He serves as a board member of The Huntington City Mission Inc., a local nonprofit involved in fundraising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

James Karnes is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2002. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and the Estate Planning Strategies Group.

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.

Travis Willard is a Series 66 licensed financial advisor with Edward Jones in Hurricane, WV, where he has worked since 2015. He has 10 years of industry experience and serves concurrently in the U.S. Army/National Guard. Outside of advising, he is an adjunct professor at the University of Charleston and a board member of the Putnam County Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

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.

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Primerica Financial Services since 2023 and has been employed by Jackson County Schools since 2008. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides trade execution and account custody through BNY Mellon Advisors and Pershing.

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.

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.

Jeffrey Underwood is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 designations. He has 22 years of industry experience, having worked at PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of finance, he is involved with Ellison & Haney Manufacturing, Inc., where he serves as secretary, treasurer, and part-owner of a company that manufactures oil and gas equipment. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm uses model-driven investment strategies developed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

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.