Aaron Finney is a financial advisor with LPL Financial based in Ashland, KY. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a pastor at Fisher Memorial Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Christopher Staten is a financial advisor at Morgan Stanley with 19 years of industry experience. He previously worked at J.P. Morgan Securities, United Bank, and United Brokerage Services Inc. His current credentials include the Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Michael Robinson is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to his current roles, he was employed at Moses Auto Group, Lowe's, Hurricane High School, and Marshall University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Andrew Fischer is a financial advisor with RBC Capital Markets in Huntington, WV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RBC Capital Markets since 2009 and has also been affiliated with City National Bank since 2019. Outside of his advisory role, Fischer serves on the board of the Woodlands Retirement Community Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers multiple advisory programs with customizable portfolio management and financial planning services, leveraging both in-house and third-party investment resources.

John Villers is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate financial planning agreements.

James Kent is a financial advisor with LPL Financial in Kenova, WV, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked previously at firms including Concourse Financial Group Securities Inc, Lincoln Financial Securities Corporation, and Merrill. Outside of his advisory work, he coaches tennis and is involved in related sports activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party asset managers, and institutional platforms.

David Hanzel II is a financial advisor at Edward Jones with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2016. 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, operating under a fiduciary standard.

Jason Strader is a financial advisor at Morgan Stanley with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he has served as a coach for the Ashland Independent School District since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides its services both directly and through corporate financial planning agreements.

Edward Kingery is a financial advisor with Cetera who holds a Series 66 designation and has 16 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and WesBanco Securities, Inc. Outside of his advisory work, he serves as an NCAA football official, a high school basketball and football official for the WVSSAC, and volunteers on the board of directors for the West Virginia State Bar Client Protection Fund. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a broad network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers, operating multiple program structures and custodial relationships.

Gene Rhoades II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and offering 37 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of advising, he is a joint owner of RRK Holdings, a corporation that manages an office building. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options, including model portfolios and bespoke strategies.

Kelsey Patterson is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 12 years before joining his current firm. He holds the Series 63 and Series 66 licenses and serves as a trustee and co-trustee in an investment-related trust in Greenup, Kentucky. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliate partnerships.

Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

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.

John Perry is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at the Social Security Administration and the Russell Independent School System. Outside of his advisory role, he serves as a varsity soccer head coach for the Russell Independent School System and also coaches youth players at the Easter Elite Soccer Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies alongside affiliated investment products.

Robert Powers is a financial advisor at Wells Fargo Clearing with 54 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill for 23 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Nathan Harmon is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he worked at Lincoln Financial Services and Compston Wealth Management, and has also devoted time to full-time education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.