Kimberly Shay is a financial advisor with Edward Jones in Fairmont, WV, holding a Series 66 designation and 12 years of experience with the firm since 2014. She has ownership in a small residential rental property business managing nine townhomes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and offers services under a fiduciary standard supported by a large nationwide network of advisors.

Joshua Stear is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized wealth management strategies. He works closely with individuals and families to develop financial plans that align with their life priorities and goals, utilizing resources and investment insights from Merrill and Bank of America. His areas of focus include family wealth management, legacy planning, retirement income strategies, socially responsible investing, and tax minimization. Mr. Stear holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program at Wake Forest University. He holds the Professional Investment Advisor (PIA) designation and is actively involved in professional organizations such as the North Central West Virginia Estate Planning Council and Rotary International. Outside of his professional role, Joshua is engaged in various community organizations including Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. He enjoys spending time with his family and pursuing interests such as antiquing, baseball, biking, hiking, running, and traveling.

Aaron Mann is a financial advisor at Edward Jones with 16 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm 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.

David Evans is a Senior Financial Advisor with Merrill Lynch Wealth Management, serving clients in North Central West Virginia and Southwestern Pennsylvania. He specializes in providing investment and wealth management services tailored to individual client priorities and goals. His expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, retirement planning, and socially responsible investing. David's approach focuses on creating personalized financial strategies that align with clients' life objectives, measuring success by evaluating progress and making adjustments as needed. David holds a Bachelor's Degree from West Virginia University and holds the Personal Investment Advisor (PIA) designation. He actively participates in community volunteering and enjoys adventure sports, boating, camping, fishing, football, golfing, skiing, soccer, spending time with his family, and traveling.

Laiken Beckley is a ChFC® credentialed financial advisor with Edward Jones in Bridgeport, WV, with five years of industry experience. Prior to joining Edward Jones in 2021, Beckley worked at State Farm and Freshley Built Properties, a real estate investing business. Beckley also serves as the head coach for the Bridgeport Middle School cheer team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Ryan Grogg is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and two years of industry experience. He has worked at Cambridge Investment Research Advisors since 2024 and previously held roles at Cambridge Investment Research Inc. and Bankers Life Insurance Company. Outside of financial advising, he serves as a board member for the West Virginia Enduro Series, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent financial professionals and offers a variety of portfolio management strategies across multiple custody platforms.

Edward Aman III is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Outside of his advisory role, he is involved as an owner or partner in several real estate holding entities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and provides additional services such as tax-efficient solutions and securities-based lending.

Derek Nuzum is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2006. Outside his advisory role, he owns a commercial real estate investment business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver tailored recommendations.

John Frenzel is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Oppenheimer, RBC Capital Markets, and Merrill. Outside of his advisory work, he serves as the head softball coach at Bridgeport High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

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.

Benjamin Hall is a financial advisor with Ameriprise in Bridgeport, WV, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His career includes prior roles at LPL Financial and Northwestern Mutual, as well as a 13-year tenure at the Harrison County Board of Education. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-based recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

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 at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2019. Prior to that, he had roles at The Home Depot and operated Scott Terpening Insurance. He currently serves as a board member at large for the Hawks Preserve at Port Orange Plantation Homeowners Association. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors using model-delivery strategies managed by unaffiliated asset managers.

Cozette Ries is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at Centric Brands and was involved with nonprofit and training organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Frederic Steele II is a financial professional with 28 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked previously with VOYA Financial Advisors and United Security Agency Inc. In addition to his advisory role, he operates as an independent insurance agent and serves as a notary public in Bridgeport, WV. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

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.