Ralph Goolsby II is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Christopher Erlewine is a CFP® with 23 years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Leslie Wilkerson is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds the Series 66 designation and has previously worked at BB&T Securities, LLC prior to joining Truist in 2021. Wilkerson serves as president of the East End Community Association, where she organizes local events and community maintenance activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research, to deliver a range of investment solutions.

John Barry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within the BB&T and Truist organizations dating back to 2003. Outside of his advisory work, he serves as the head coach for the girls lacrosse team at Capital High School in Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting complemented by third-party platforms and AI-enabled research tools.

Jennifer Ware is a financial advisor with Truist Advisory Services holding Series 66 and Series 63 credentials and has 13 years of industry experience. She has held various roles within Truist and its predecessor firms since 2003, including positions at BB&T Wealth and BB&T Asset Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a range of third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Kara Boehm is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at LPL Financial and RBC Capital Markets. She is based in Charleston, WV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

John Bennett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Truist since 2018, previously working at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lee Ginther is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Truist Advisory Services since 2021, as well as prior experience at Bb&T Securities and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Christopher Layden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Community Connections WV LLC and operates as an insurance broker for products other than Guardian insurance. Park Avenue Securities LLC, where Mr. Layden practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of proprietary and third-party investment advisory programs.

Christopher Willits is a financial advisor with Focus Partners Wealth, LLC based in Charleston, WV. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior experience includes roles at Wesbanco Securities, Inc. and Wesbanco Bank, Inc. from 2013 to 2024, as well as positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

John Gregory is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and specialized consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

David Kirby is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, Kirby serves on the boards of several nonprofit organizations, including Concord University Foundation and Carnegie Hall Foundation, where he is secretary/treasurer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes AI-enabled tools and inter-affiliate resources to support manager selection and oversight.

Blaise Robeson is a CFP® with 28 years of industry experience. He has been with The Huntington Investment Company since 1998, including its affiliated entities, and also worked at Ameriprise Financial Services, LLC. since 2026. Blaise is based in Charleston, WV. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

John Adams Jr. is a financial advisor with Money Concepts Capital Corp in Nitro, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Money Concepts Capital Corp since 2001. In addition to his advisory role, he owns Adams Creative Network, a consulting services business unrelated to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through multiple managed programs, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Clayton Stike is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Sharin Akhtar is a financial advisor with Truist Advisory Services who holds the Series 66 credential and has 27 years of industry experience. Prior to joining Truist Advisory Services in 2021, Akhtar worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Robert Metz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Based in Charleston, WV, he has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

John Stone is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Centennial State Financial. Stone also operates an insurance brokerage, Stone Assurance, where he provides insurance sales and service focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a broad network of advisers and manages over $8 billion in discretionary assets.