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Matthew Y

CFP®, Series 66

Hurricane, WV

LPL Financial

Matthew Young is a financial advisor with LPL Financial, holding the CFP® designation and Series 66 license, and has 18 years of industry experience. He previously worked at G.A. Repple & Company for 17 years and has maintained a separate role as owner and head running coach at Genesis Running LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning, portfolio management, and participant-level retirement advice solutions.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Nathan G

CFP®, Series 66

Milton, WV

Edward Jones

Nathan Gainer is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at West Virginia State University for five years. In addition to his advisory role, he teaches online business classes as an adjunct faculty member at West Virginia State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Intergenerational Families
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Zachary S

Series 63, Series 65

Hurricane, WV

OSAIC

Zachary Sallade is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at PFS Investments Inc. and Primerica Financial Services for seven years and has been involved with Putnam County Schools for over a decade. Outside of advising, he mentors a student interested in pursuing a career as a financial advisor at Teays Valley Christian School. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage, investment advisory services, and access to various third-party managed account solutions, employing asset-allocation tools and risk assessment to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Arville C

Series 63, Series 65

Hurricane, WV

OSAIC

Arville Cline is a financial advisor at Osaic with 13 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for 12 years. He also owns Cline Business Services, a proprietorship offering full accounting and tax services as well as property and casualty insurance brokerage. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on diversified portfolios and access to third-party managers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher C

Series 66

Scott Depot, WV

J.P. Morgan Securities

Christopher Childress is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Charlie D

CFP®, Series 65, Series 63, Series 66

South Charleston, WV

J.P. Morgan Securities

Charlie Da Vee is a CFP® professional with 11 years of industry experience. Currently affiliated with J.P. Morgan Securities, he previously held roles at Starwood Capital LLC and several other financial firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending strategies.

Wealth management Executive Founder/Business Owner
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Jason G

Series 63, Series 66

Charleston, WV

Edward Jones

Jason Gruse is a financial advisor with Edward Jones in Charleston, WV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved with Charleston Catholic Middle School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supporting its services with a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance Retired Founder/Business Owner Executive
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