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, West Virginia, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Wilmoth serves on the board of Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage solutions.

Derek Murray is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and previously worked in various roles including positions at Tristar Motors and University Motors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies, including discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor and branch network as well as affiliated services such as a trust company and securities-based lending.

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.

Randal Fields is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 39 years of industry experience. Prior to joining LPL Financial in 2023, he spent 27 years at Royal Alliance Associates, Inc. Outside of his advisory work, he owns the Hopwood Shotokan Karate Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 in Morgantown, WV, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, following her time at Axa Advisors LLC. Outside of her advisory role, she serves as an executor and trustee for her parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model-based solutions delivered to intermediary platforms.

Thomas Begley is a CFP® with 22 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Huntington National Bank, PRUCO Securities, and Wunderlich Securities. He serves on the board of directors at Pace Enterprises and is chairman of the alumni engagement committee for the Pi Kappa Phi fraternity, where he volunteers for student leadership educational events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

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.

Brett Clark is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 17 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Mr. Clark is involved with Theodore Rex Management, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by research and model portfolios.

Joshua Sowards is a financial advisor with LPL Financial based in Morgantown, WV, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors for five years and was the owner of Perfection Outdoors, LLC for four years. His outside business includes ownership of Perfection Outdoors, LLC. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and technology-driven portfolio management.

Edward Capuzzi Jr. is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and possessing 30 years of industry experience. He previously worked for SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Capuzzi serves as a board member of the Community Foundation of Fayette County, where he is involved in scholarship and grant activities. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Justin Revak is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 15 years of industry experience. His prior roles include positions at Cetera, First National Bank of PA, and Key Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and model portfolios.

Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, WVU Medicine, M&S Consulting, and Accenture Federal Services. Outside of his advisory role, he is involved with Mx4 Management LLC, a business entity unrelated to investments. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His professional background includes roles in the hospitality industry and self-employment. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.

Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.