John Wilson Jr. is a financial advisor with Equitable Advisors in Bridgeport, WV, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Equitable Advisors since 2002 and was previously affiliated with AXA Advisors. Outside of his advisory role, he is involved in several non-investment business activities, including ownership and management roles in private companies. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory models and provides ERISA fiduciary services through credentialed investment adviser representatives.

Thomas Bailey is a Financial Advisor with Merrill Lynch Wealth Management, offering personalized financial planning to help clients preserve and grow their assets. Leveraging a partnership with senior advisor David Jackson, who has 30 years of experience at Merrill, Thomas uses a collaborative approach and a simple four-step plan to tailor strategies based on clients’ goals, priorities, risks, and concerns. His focus is on delivering exceptional service and customized solutions by utilizing the extensive tools and resources available through Merrill Lynch and Bank of America. Prior to his advisory role, Thomas gained experience in client support working alongside advisors in regions from Bridgeport, West Virginia, to New York City. He holds a degree in Finance from West Virginia University and the Personal Investment Advisor (PIA) professional designation. Thomas is also involved in professional and community organizations including the Morgantown, WV Sons and Daughters of Italy and The Clarksburg Columbian Club, and supports community initiatives such as the Morgantown Urban Hunt Meat Donation and the Walk to End Alzheimer's. Outside of his professional life, Thomas is a father to two young children and enjoys activities such as cooking, fishing, hunting, golf, and small engine repair. He values family time and embraces the balance between his work and personal interests.

Jason Beveridge is a financial advisor at Ameriprise with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Huntington Investment Company, J.P. Morgan Securities, and WesBanco Securities Inc. He owns a rental property in Florida as a part-time business activity. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a focus on retirement income planning through its specialized Ameriprise Premier Retirement Income service that offers tailored written recommendations and ongoing advice.

Andrew Rubenstein is a Series 66 credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive nationwide network of advisors and branch offices.

Randall Kerns is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 39 years of industry experience. He has held roles at Cetera and Voya Financial Advisors and is the president of United Security Agency, an insurance agency he has managed since 1984. Outside of advising, he serves on the board of directors for the North Central West Virginia Regional Airport. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to diverse investment strategies.

Jeri Bice is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of her advisory role, she manages a temporary rental property in Savannah, Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Mercer is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles at Sheetz and was self-employed for several years. 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 and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Hilarion Cann Jr. is a Series 66-registered financial advisor with Edward Jones, based in Clarksburg, WV, and has 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.

Cynthia Iquinto is a financial advisor at OSAIC with 23 years of industry experience. She has held roles at FSC Securities Corporation from 2009 to 2023 before joining OSAIC. Outside of her advisory work, she coaches tennis at Notre Dame High School. OSAIC serves a diverse client base including individual investors, high-net-worth clients, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio management supported by asset-allocation tools, risk assessments, and access to multiple third-party money managers.

Rebecca Burns is a financial advisor with Edward Jones in Bridgeport, WV, holding CFP® and Series 66 designations and has 11 years of industry experience. She has been with Edward Jones since 2015. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Charisse Porter is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company for 10 years. Outside of her advisory role, she serves as a brand ambassador for Tubby Todd, a company specializing in bath products. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

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.