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.

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 bringing 39 years of industry experience. He worked for Royal Alliance Associates, Inc. for 27 years prior to joining LPL Financial in 2023. Outside of his advisory work, he owns the Hopwood Shotokan Karate Club, where he is involved as a business owner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of investment adviser representatives.

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.

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.

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 in Morgantown, WV, holding Series 65 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and Guggenheim Investments. He is also involved in a separate business entity for tax and investment purposes called Theodore Rex Management. LPL Financial is a national broker-dealer and registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and portfolio programs supported by research and technology tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joshua Sowards is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Advisors, and as owner of Perfection Outdoors, LLC. 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 and access to third-party asset management, supported by a network of over 22,800 advisors.

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 licenses and fifteen years of industry experience. His career includes roles at Key Investment Services, Cetera Investment Services, and First National Bank of Pennsylvania. He is also associated with Fields Financial Services, a DBA related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked 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 for tax and investment purposes. 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 and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 credential. He has no prior industry experience in financial advising but has worked in hospitality and as a self-employed individual. 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 delivered through a network of Investment Adviser Representatives and third-party asset managers.

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.