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.

Laura Howe is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Morgantown, WV. She previously worked for The Huntington Investment Company for 19 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Charles Labritz is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2021. His prior roles include positions at Wells Fargo Clearing and Prudential Equity Group, LLC. He is co-owner of Oates Labritz Wealth Management LLC, a wealth management practice based in Morgantown, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk, and wealth-transfer planning, supported by proprietary research and planning tools.

Jessica Hood is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

Curtis Wilmoth is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously was associated with AXA Advisors, LLC. Wilmoth serves as a board member for the Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jason Walls is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has worked at OSAIC and affiliated firms since 2024 and previously held roles at First United Bank and Trust, Cetera, and The Huntington Investment Company. Outside of his advisory work, Walls is involved in operating several businesses, including a restaurant and a campground. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and diversified portfolio construction methods to manage accounts on both discretionary and non-discretionary bases.

Lex Singleton is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for ten years at Harry Green Chevrolet Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Trenton Bailey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at Raytheon and West Virginia University before joining MassMutual and its affiliated entities in 2025. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

William Mason is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019. Previously, he was the owner of Mason Properties of WV LLC, a real estate business that was in the process of liquidation as of 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

Trina Browning is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 designation and 15 years of experience at the firm. She has experience as an independent beauty consultant with Mary Kay Inc., primarily for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Johnathan Flowers is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in real estate and has been involved in various basketball training and coaching roles, including youth sports program leadership and hosting a sports podcast. He also has entrepreneurial experience as a consultant for an entertainment business and serves as executive director of a regional youth sports organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient management and securities-based lending.

Tiffany Osman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2010. Osman also serves as an executor and trustee for her parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party asset managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Fidelity Investments since 2014, along with prior experience at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles for registered investment companies, and integration of AI and algorithmic tools in its investment process.

Matthew Mc Laughlin is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Thomas Begley is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as a Senior Wealth Advisor at First United Bank and Trust and is associated with Cetera. Begley has held roles at several firms, including Huntington National Bank, Prudential, and Wunderlich Securities. Outside of his advisory work, he is a member of the board of directors at Pace Enterprises and chairs the alumni engagement committee for Pi Kappa Phi fraternity, where he also volunteers for student leadership and educational events. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program options, including discretionary and non-discretionary management, model portfolios, and access to third-party managers.

Gregory Mccoy Jr. is a financial advisor with Ameriprise in Morgantown, WV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, First United Bank & Trust, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice based on proprietary research and third-party data.

Anthony Abruzzino is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera since 2011. Abruzzino also manages several of his own advisory entities, including Abruzzino Retirement Solutions and Abruzzino Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Zachary Fincher is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and West Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of multiple registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized advisory solutions.

Emma Russell is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and Virtus Wealth Solutions. Outside of her advisory role, she works as a server at a local Japanese restaurant in Morgantown, WV. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.