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 worked at Equitable Advisors since 2016 and was previously with Axa Advisors. Chadwell is active in her community, serving as chapter president of PFLAG and holding board positions with the United Way of Marion County Emerging Leaders Advisory Council and the Greater Foundation of Women’s Club 300 in Fairmont, WV. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Robert Hoskin is a financial advisor with LPL Financial in Bridgeport, West Virginia, holding a Series 66 designation and 22 years of industry experience. He has worked at Clear Mountain Bank and LPL Financial since 2018 and previously at TIAA and TIAA-CREF from 2011 to 2018. Hoskin is also involved as an insurance agent with Sage Insurance Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 in Bridgeport, WV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a power of attorney for a family member in an investment-related capacity. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

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 with Cambridge Investment Research Advisors and holds Series 63 and Series 66 designations. She has 18 years of industry experience, including 16 years with Fidelity Brokerage Services LLC. In addition to her advisory role, she is an owner and partner of a business entity based in Spelter, WV. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a variety of portfolio management solutions and maintains proprietary and third-party investment strategies, with a focus on tailored client approaches and institutional support features.

James Chadwell is a financial advisor with Equitable Advisors in Fairmont, WV, 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 work, Chadwell serves on the board of the Pricketts Fort Memorial Foundation, co-founded the nonprofit Community First, and holds leadership roles with the South Fairmont Rotary International, Grace Lutheran Church, and the Boy Scouts of America Mountaineer Area Council. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model leveraging LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels.

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. In his role, he provides personalized wealth management strategies tailored to clients' priorities, leveraging Merrill's resources and investment insights. His expertise includes family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing, among other areas. Joshua holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program at Wake Forest University. He is a Personal Investment Advisor (PIA) and is involved with several professional organizations including Clarksburg Baptist Church, North Central West Virginia Estate Planning Council, and Rotary International. He is actively engaged in his community through volunteer work with organizations such as Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. Joshua enjoys antiquing, baseball, biking, hiking, running, spending time with his family, 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 Series 66-licensed financial advisor with Edward Jones in Bridgeport, WV, where they have worked since 2021. Beckley has five years of industry experience, including prior roles at State Farm and involvement with Harrison County Schools. Outside of financial advising, Beckley 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 managed solutions. The firm operates under a fiduciary standard and maintains a large retail advisor and branch network alongside affiliated capabilities such as a trust company and proprietary mutual funds.

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 at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Oppenheimer for six years before joining LPL Financial in 2019. Outside of his advisory role, he serves as the head softball coach at Bridgeport High School. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by research and model portfolios from both internal and third-party sources.

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.

Scott Terpening is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Primerica in 2019, he worked at The Home Depot and operated Scott Terpening Insurance. He serves as a board member at large for the Hawks Preserve at Port Orange Plantation Homeowners Association. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets and serving individual, corporate, and charitable clients primarily through model-delivery investment strategies and discretionary portfolio management.