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 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.

Ashley Dunbar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JP Morgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

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.

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.

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.