Kurt Skasik is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melinda Warren is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has 24 years of industry experience and has worked at firms including Morgan Stanley and Z3Capital Partners. Warren has been with Raymond James & Associates since 2015 in various capacities. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

John Osborne is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Truist Investment Services, BB&T Investment Services, and Edward Jones. He is currently affiliated with Burke & Herbert Wealth Management, a DBA for LPL Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives and sophisticated operational tools.

Sherald Hill is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 credential and has previously worked with Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Advisors, and Merrill. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, third-party asset management access, and insurance product facilitation through affiliated entities.

Thomas Fox II is a financial advisor at Stifel with 32 years of industry experience. He has held roles at Stifel Nicolaus & Co Inc since 2020 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. He holds the Series 63 and Series 65 licenses and is based in Bridgeport, WV. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

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. Outside of her advisory role, she is involved with WendyWorld Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network that serves individuals, retirement plans, banks, trust companies, and institutions. The firm provides a variety of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Venetia Abulaban is a financial advisor at Ameriprise with 40 years of industry experience, including 32 years at The Huntington Investment Company. She holds Series 63 and Series 65 credentials. Venetia’s spouse owns a fast food restaurant franchise and retail business in Morgantown, WV. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a retirement income service focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

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.

Hayden Mason is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 credential and four years of industry experience. He previously worked 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 and donations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices nationwide.

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.

Kenneth Fultz is a financial advisor with LPL Financial, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2008 and previously spent four years with Morgan Stanley and Morgan Stanley DW Inc. Outside of his advisory role, he is involved with Wendy World Campground LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Craig Poluszek is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Fidelity Investments, TIAA, Morgan Stanley, and other financial services firms. He is based in Morgantown, WV. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

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 at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors, Northwestern Mutual, and in the pharmaceutical and construction industries. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

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.