Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services across its client relationships.

James Witt is a CFP® professional with seven years of industry experience. He is currently with Focus Partners Wealth, LLC and has previous experience at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Witt is also a partner and tax preparer at Arnett Carbis Toothman LLP in Charleston, West Virginia. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm emphasizes a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies along with access to private and registered pooled vehicles.

Gregory Smith is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has held roles at The Colony Group, Buckingham Strategic Wealth, N3 Results, Northwestern Mutual, and Bb&T Wealth. Focus Partners serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dorothy Crouch is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and 22 years of industry experience. She has worked with Truist Investment Services since 2019 and was previously associated with Bb&T Securities starting in 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, plan sponsor fiduciary support, and the AMC Advantage manager-selection program, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms.

Neil Deruiter is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds the Series 65 designation and has prior experience at Buckingham Strategic Wealth, LLC. Before entering the financial industry, he worked in logistics and transportation sectors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Colton Jones is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. He previously worked at Huntington Federal Savings Bank and has served on the board of the Religious Coalition for Community Renewal in Charleston, WV. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Ralph Goolsby II is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at LPL Financial, City National Bank, and RBC Capital Markets. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and research integrating quantitative and fundamental analysis.

Christopher Erlewine is a CFP® with 23 years of industry experience, currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Arnett Carbis Toothman Wealth Advisors, BB&T Investment Services, Harrisdirect, and Morgan Stanley. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Chris Meadows is a financial advisor with Empower Advisory Group in Winfield, WV, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Gwfs Equities, Inc. for 10 years since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates rather than short-term return forecasts.

Leslie Wilkerson is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds the Series 66 designation and has previously worked at BB&T Securities, LLC prior to joining Truist in 2021. Wilkerson serves as president of the East End Community Association, where she organizes local events and community maintenance activities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and consulting, supported by third-party platforms and AI-enabled research, to deliver a range of investment solutions.

John Barry is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include multiple positions within the BB&T and Truist organizations dating back to 2003. Outside of his advisory work, he serves as the head coach for the girls lacrosse team at Capital High School in Charleston, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and fiduciary support, utilizing a mix of discretionary manager relationships and non-discretionary consulting complemented by third-party platforms and AI-enabled research tools.

Jennifer Ware is a financial advisor with Truist Advisory Services holding Series 66 and Series 63 credentials and has 13 years of industry experience. She has held various roles within Truist and its predecessor firms since 2003, including positions at BB&T Wealth and BB&T Asset Management. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by a range of third-party platform and manager arrangements, with oversight from its Equity Research team and Investment Advisory Group.

Robert Skidmore is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and nine years of industry experience. He has worked with Money Concepts Capital Corp since 2016 and serves as an elected County Commissioner for Putnam County since 2013. Additionally, he is employed as the City Manager of Hurricane, WV, where he manages administrative operations and oversees contracts and grants. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs using model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Melanie Jacobsen is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Kestra Investment Services, LLC since 2009 and Larmann Financial Corporation since 2006. Jacobsen serves as a Retirement Plan Specialist, assisting in the servicing of retirement plans. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds.

Steven Blank is a financial advisor with Truist Advisory Services in Saint Albans, WV, holding the ChFC® designation along with Series 63 and 66 licenses. He has 14 years of industry experience and has worked at Truist Advisory Services since 2018, including roles at Bb&T Securities and Modern Woodmen of America. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs using a combination of discretionary and non-discretionary approaches, supported by AI-enabled research and inter-affiliate resources.

Kara Boehm is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at LPL Financial and RBC Capital Markets. She is based in Charleston, WV. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

John Bennett is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Truist since 2018, previously working at BB&T Investments and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager selection through its AMC Advantage program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Lee Ginther is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Truist Advisory Services since 2021, as well as prior experience at Bb&T Securities and Scott & Stringfellow, Inc. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, leveraging third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Christopher Layden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Community Connections WV LLC and operates as an insurance broker for products other than Guardian insurance. Park Avenue Securities LLC, where Mr. Layden practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of proprietary and third-party investment advisory programs.

Christopher Willits is a financial advisor with Focus Partners Wealth, LLC based in Charleston, WV. He holds Series 63 and Series 65 designations and has 20 years of industry experience. His prior experience includes roles at Wesbanco Securities, Inc. and Wesbanco Bank, Inc. from 2013 to 2024, as well as positions at The Colony Group, LLC and Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.