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.

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.

Jacob Roberts is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and seven years of industry experience. He has worked at several Huntington-based firms, including The Huntington Investment Company and Huntington National Bank, before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement income planning through written Recommendation Reports and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Lawrence Miller is a financial advisor with Wells Fargo Clearing in Huntington, WV, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Merrill, where he spent 2 and 11 years respectively. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics.

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.

Chase Villers is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and is currently based in Huntington, WV. His work history includes roles within Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Jason Moore is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, The Huntington Investment Company, and Wells Fargo. He is also an ordained minister in Hurricane, WV, where he officiates weddings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

Rebecca Tanner is a financial advisor at Edward Jones in Huntington, WV, holding a Series 66 designation with 13 years at the firm and three years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Terresa Pratt is a Series 66-licensed financial advisor with Ameriprise, based in Huntington, WV, and has 25 years of experience in the industry. Her prior experience includes roles at The Huntington Investment Company, J.P. Morgan Securities, and Banc One Securities Corporation. She serves as a board member for the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area, and has held leadership roles with the Greater Huntington Estate Planning Council. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendation reports with ongoing advice focused on income stability and tax-aware withdrawal strategies.

Jan Mc Ginnis is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley, Mc Ginnis spent nine years at Realty Exchange. Outside of work, Mc Ginnis serves as Treasurer on the board of the Boys and Girls Club in Huntington, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Brian Massey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. He has served as president of M&R Financial, Inc. since 2012 and is an executive board member and past president of the Big Green Scholarship Foundation, where he also participates on the finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary advisory services using risk profiling and analytical modeling, supporting implementation through advisory programs and emphasizing technology and compliance in its operations.

John Hall is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2003. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jefferey Biederman Jr. is a financial advisor with Raymond James & Associates in Huntington, WV, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2025. He is an officer and vice president of Emandel Realty, where he manages an investment account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives. His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service. Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.

James Perry Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has held positions at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Raymond James in 2017. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.