Donald Herndon is a financial advisor with Ameriprise, holding a Series 63 designation and over 33 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, he owns and operates Herndon & Associates, a practice operations specialist business in Barboursville, WV. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm combines research-driven modeling and tax-efficient strategies to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Christopher Staten is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Securities, United Bank, and United Brokerage Services Inc. His current credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Michael Robinson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current roles, he was employed at Moses Auto Group, Lowe's, Hurricane High School, and Marshall University. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Fischer is a financial advisor with RBC Capital Markets in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and has also been affiliated with City National Bank since 2019. Outside of his advisory role, Fischer serves on the board of the Woodlands Retirement Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

John Villers is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and strategic investment estimates.

Jason Strader is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of finance, he has served as a coach for the Ashland Independent School District since 2013. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and supports both individual clients and corporate financial planning agreements.

Edward Kingery is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and WesBanco Securities, Inc. Outside of his advisory work, he serves as an NCAA football official, a high school basketball and football official for the WVSSAC, and volunteers on the board of directors for the West Virginia State Bar Client Protection Fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers, operating multiple program structures and custodial relationships.

Kelsey Patterson is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 12 years before joining his current firm. He holds the Series 63 and Series 66 licenses and serves as a trustee and co-trustee in an investment-related trust in Greenup, Kentucky. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliate partnerships.

Kent Bailey is a financial advisor with Edward Jones in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. 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, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

Robin Bailey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paul Jacobson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2019 and previously spent four years with Capital Fiduciary Advisors. Jacobson serves on the finance and investment committee of the St. Mary’s Medical Center Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Paula Bonk is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked at RBC Royal Bank for eleven years. Bonk serves as Treasurer for Jubilee Family Ranch, a charitable foundation, where she assists with financial compliance and coordination with the organization’s CPA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

Stephanie Perry is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Outside of her advisory role, she has an inheritance interest in an oil and gas well through HG Energy II Appalachia LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Robert Powers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brittany Willard is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has a background serving in the United States Air Force, including roles in logistics and leadership. Willard is also a director of the KAST Foundation LLC, a nonprofit organization based in Hurricane, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Lawrence Miller is a financial advisor with Wells Fargo Clearing in Huntington, WV, holding Series 63 and Series 65 designations. He has 30 years of industry experience, including over a decade at Wells Fargo Clearing and prior work at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary plan management options.

Jeffrey Faucette is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2012. He serves as a committee member on the investment committee of the Cabell Huntington Hospital Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

John Holland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals. Leveraging the resources of Merrill and Bank of America, he helps clients navigate changing market conditions and access investment insights alongside banking and lending solutions. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Citadel. He is committed to community involvement and spends time volunteering with local organizations, reflecting the Merrill tradition of engagement in the communities served.

Christopher Music is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Cetera and related entities since 2019 and is also involved in an independent music production and audio engineering business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.