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78 advisors near
26506
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Out of 400,000+ nationwide
Johnathan F
Series 66
Morgantown, WV
Edward Jones
Johnathan Flowers is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked in real estate and has been involved in various basketball training and coaching roles, including youth sports program leadership and hosting a sports podcast. He also has entrepreneurial experience as a consultant for an entertainment business and serves as executive director of a regional youth sports organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient management and securities-based lending.
Tiffany O
Series 63, Series 65
Morgantown, WV
Equitable Advisors
Tiffany Osman is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, following her time at Axa Advisors LLC. Outside of her advisory role, she serves as an executor and trustee for her parents. 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 employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.
George M
Series 63, Series 65
Morgantown, WV
Fidelity
George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model-based solutions delivered to intermediary platforms.
Matthew M
Series 63
Morgantown, WV
Edward Jones
Matthew Mc Laughlin is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Thomas B
CFP®, Series 66, Series 63, Series 65
Morgantown, WV
Cetera
Thomas Begley is a CFP® with 22 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Huntington National Bank, PRUCO Securities, and Wunderlich Securities. He serves on the board of directors at Pace Enterprises and is chairman of the alumni engagement committee for the Pi Kappa Phi fraternity, where he volunteers for student leadership educational events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Anthony A
Series 63, Series 65
Morgantown, WV
Cetera
Anthony Abruzzino is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera since 2011. Abruzzino also manages several of his own advisory entities, including Abruzzino Retirement Solutions and Abruzzino Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Zachary F
Series 66
Morgantown, WV
Fidelity
Zachary Fincher is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and West Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of multiple registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized advisory solutions.
Emma R
Series 66
Morgantown, WV
OSAIC
Emma Russell is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has worked previously at Commonwealth Financial Network and Virtus Wealth Solutions. Outside of her advisory role, she works as a server at a local Japanese restaurant in Morgantown, WV. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.
Evan K
Series 66
Fairmont, WV
Edward Jones
Evan Kliethermes is a Series 66-licensed financial advisor with Edward Jones in Fairmont, West Virginia, with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates Kliethermes Farms, where he raises and sells farm animals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.
Rickey T
Series 63, Series 65
Morgantown, WV
LPL Financial
Rickey Thomas II is a financial advisor with LPL Financial in Morgantown, WV, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He previously worked at Duncan Financial Planning Advisors, Cambridge Investment Research Advisors, and Metlife Securities Inc. Outside of his advisory work, he serves as a board member of GanaPay LLC, a for-profit company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, with investment approaches supported by in-house research and third-party subadvisors.
Brett C
Series 65, Series 66
Morgantown, WV
LPL Financial
Brett Clark is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 17 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. Mr. Clark is involved with Theodore Rex Management, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options supported by research and model portfolios.
Joshua S
Series 66
Morgantown, WV
LPL Financial
Joshua Sowards is a financial advisor with LPL Financial based in Morgantown, WV, holding a Series 66 designation and having nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors for five years and was the owner of Perfection Outdoors, LLC for four years. His outside business includes ownership of Perfection Outdoors, LLC. LPL Financial serves individual and institutional clients, including high-net-worth individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research and technology-driven portfolio management.
Austin T
Series 66
Fairmont, WV
Edward Jones
Austin Tucker is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated a personal and landscape business, Texin LLC, which he maintains to manage insurance on his equipment for personal and family use. Tucker has been with Edward Jones since 2023 and has prior experience with Texin LLC and Line-X of North Central WV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.
Jason K
Series 63, Series 65
Morgantown, WV
Cambridge Investment Research Advisors
Jason Kundis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is president and owner of Kundis Consulting, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options, including proprietary and third-party model strategies, across multiple platform arrangements with both discretionary and non-discretionary investment implementations.
Travis M
Series 66
Morgantown, WV
LPL Financial
Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and has worked previously at Ameriprise, WVU Medicine, M&S Consulting, and Accenture Federal Services. Outside of his advisory role, he is involved with Mx4 Management LLC, a business entity unrelated to investments. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, employing a range of discretionary and non-discretionary management strategies supported by in-house and third-party research.
John F
Series 63, Series 65
Morgantown, WV
LPL Enterprise
John Faith is a financial advisor at LPL Enterprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that features model portfolios, third-party asset management, and insurance products.
Zackary N
Series 66
Morgantown, WV
Equitable Advisors
Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 designation and no prior industry experience. His professional background includes roles in the hospitality industry and self-employment. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to provide advisory and brokerage solutions.
Jordan B
Series 66
Morgantown, WV
Wells Fargo Advisors
Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.
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Finding advisors...
78 advisors near
26506
within the area shown on the map
Out of 400,000+ nationwide