Christian Taylor is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Wells Fargo Clearing Services, LLC for 10 years and Cetera Advisors LLC for 4 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance clients through a unique affiliation with a municipal advisor.

Cortnie Beaver is a CFP® with seven years of industry experience, currently affiliated with LPL Financial. Her prior roles include positions at AmeriServ Trust and Financial Services, Thrivent Advisor Network, and Sterling Financial Management. Outside of her advisory work, she serves on nonprofit boards for Habitat for Humanity of Washington County and the Arts Alliance of Greater Waynesboro, where she contributes to committee reviews and financial presentations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research to support various investment strategies.

Zachary Delphi is a financial advisor with Ameriprise in Martinsburg, WV, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Fidelity Investments and The Vanguard Group, Inc. He serves as Treasurer on the Board of Directors for The Robert C. Byrd Center for Congressional History and Education. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Steven Butler is a financial advisor with Ameriprise in Martinsburg, WV, holding a Series 66 designation and seven years of industry experience. He has worked at Ameriprise since 2019 and previously at Axa Advisors LLC. Outside of finance, he was involved with Butler's Farm Market during his time at West Virginia University. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team.

Jessica Reid is a financial advisor with Equitable Advisors in Martinsburg, WV. She holds a Series 66 designation and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Berkeley County Schools for eight years and Walmart for eleven years. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, often delivering solutions through LPL-sponsored programs and endorsed TAMPs.

Daniel Norris is a financial advisor with Mass Mutual Investors Services in Hagerstown, MD, holding Series 63 and 65 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Outside of advising, he is a leadership board member of the Fellowship of Christian Athletes and owns Oak Valley Farms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships focusing on client goals and strategies.

Dena Morgan is a financial advisor with Edward Jones in Martinsburg, WV, holding CFP® and Series 66 credentials and with seven years of industry experience. She previously worked at Bechtel Corporation for nine years and served as a county engineer for Berkeley County. Morgan is active in her community as a board member of Horses with Hearts and the Professional Business Women's Association, and she serves as vice president of BNI Martinsburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Phillip Mccoy is a financial advisor with Ameriprise who holds Series 63 and Series 66 designations and has 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized consulting team working alongside financial advisors.

Joseph Kefauver is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of his advisory work, he serves as a board member for Main Street Middletown, a nonprofit organization. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs a range of portfolio construction tools and provides access to various investment products and third-party money managers.

Joshua Mongold is a financial advisor with Edward Jones, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Azer Scientific for two years and has extensive experience in the healthcare sector, including roles at the VA Medical Center in Martinsburg and WVU Medicine - Jefferson Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Kegan Murphy is a financial advisor with Cetera in Hagerstown, MD, holding a Series 66 designation and beginning his industry career in 2025. His prior work includes roles at First United Bank & Trust, CNB Bank, and positions at West Virginia University and Fairmont State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with significant assets under management and a large advisor network.

Colin Waldeck is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Massey Hyundai and teaching positions at Shepherd University and Jefferson High School. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

Kenneth Smith is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and utilizes model portfolios and third-party research to provide both discretionary and non-discretionary management.

Derek Helman is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2022. His prior experience includes roles at SCF Securities, Bank of America, Merrill, Fidelity Investments, and Mission Financial Advisors. Outside of his advisory work, he has been involved in managing family-owned restaurant businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Toby Crites is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments, Edward Jones, and T. Rowe Price. He also serves as a Senior Investment Analyst at CNB Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Alyssa Groves is a Series 66 credentialed financial advisor at Edward Jones in Williamsport, MD, with one year of industry experience. She has held prior roles at Truist and Etsy among other organizations, and has academic experience from the University of California Irvine. 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 and investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Daniel is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 65 and Series 63 licenses and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. Outside of his advisory role, he is the owner of Greystone Farm LLC, a business he has been involved with since 2009. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with model portfolios and research from various sources.

Lauren Epperly is a financial advisor with Equitable Advisors in Martinsburg, WV, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Financial Corporation from 2013 to 2021 before joining Equitable Advisors in 2021. Outside of her advisory role, she serves on the board of the Panhandle Home Health Puttin' Tournament Committee and is involved with local community organizations including the Junior League of the Eastern Panhandle and youth sports clubs. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Reggie Turner is a financial advisor at Edward Jones with 25 years of industry experience and holds a Series 66 designation. His prior roles include positions at RBC Capital Markets LLC, Pruco Securities LLC, The Prudential Insurance Company of America, E K Riley Investments LLC, and PNC Investments. Outside of his advisory work, he serves as a trustee for the 1772 Foundation focused on historic preservation and is a co-founder of the Western Maryland Community Development Corporation; he is also a commissioner with the Maryland Commission on African American History & Culture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and reported approximately $1.01 trillion in assets under management.

Brandi Small is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at Cetera and First United Bank and Trust, where she assists the Trust Department with estate planning and administration tasks. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party money managers.