Scott Terpening is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Primerica in 2019, he worked at The Home Depot and operated Scott Terpening Insurance. He serves as a board member at large for the Hawks Preserve at Port Orange Plantation Homeowners Association. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets and serving individual, corporate, and charitable clients primarily through model-delivery investment strategies and discretionary portfolio management.

Cozette Ries is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Centric Brands and was involved with nonprofit and training organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Frederic Steele II is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and United Security Agency Inc. In addition to his advisory role, he operates as an independent insurance agent and serves as a notary public in Bridgeport, WV. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Emily Miller is a financial advisor with Edward Jones in Bridgeport, West Virginia. She holds a Series 66 designation and has nine years of industry experience, all with Edward Jones. Outside of her advisory role, she is involved with an oil and gas royalty business based in Canton, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

J. David Jackson serves as an Associate Resident Director with Merrill, bringing a comprehensive approach to wealth management that begins with understanding clients' individual financial goals. Combining the investment insights of Merrill with the banking and lending solutions of Bank of America, he works closely with clients to develop personalized strategies that address a wide range of financial objectives, including college education planning, legacy planning, retirement income, and socially responsible investing. Mr. Jackson began his career with Merrill in Charleston, West Virginia, in 1993. He holds a Bachelor's degree in Business Administration with an emphasis in Accounting from West Virginia University, earned between 1988 and 1992. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, he participates in volunteer activities and spends his personal time engaged in adventure sports, skiing, traveling, and with his family.