Tressa Wood is a CFP® with 12 years of industry experience, currently working at Osaic Wealth. Her background includes roles at Virtus Wealth Solutions, Commonwealth Financial Network, MassMutual, and First Command, among others. She is also involved in fixed insurance sales. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and managed accounts supported by advanced asset-allocation tools and third-party money managers.

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.

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.

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.

Ward Ries is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he held roles including work with Aramark and periods as a student. Outside of his advisory work, he is associated with Pittsburgh Pro Bike and Run, a business focused on running shoes, clothing, and nutrition. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Michael Oates is a financial advisor with Wells Fargo Advisors in Morgantown, WV, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. His career includes roles at Wells Fargo Clearing and Prudential Equity Group. He is a co-owner of a local professional building in Morgantown. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and planning tools.

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.

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.

Charisse Porter is a financial advisor with Ameriprise in Fairmont, WV, holding a Series 66 credential and 11 years of industry experience. Prior to joining Ameriprise in 2026, she spent a decade at The Huntington Investment Company and also worked at United Brokerage Services. Outside of finance, she serves as a brand ambassador for Tubby Todd, promoting their bath products through a referral program. 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. Their retirement income service involves a written Recommendation Report and ongoing advice, utilizing a collaborative approach between a centralized team and the advisor.

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.

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.