Laura Howe is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Ameriprise in Morgantown, WV. She previously worked for The Huntington Investment Company for 19 years before joining Ameriprise in 2026. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on retirement income planning and tax-aware withdrawal strategies.

Charles Labritz is a CFP® professional with 25 years of industry experience, currently serving at Wells Fargo Advisors since 2021. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO ADVISORS LLC, spanning a total of 17 years before his current position. In addition to his advisory role, he holds ownership in two wealth management firms and acts as co-trustee for a related 401(k) plan. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with various financial products and referral channels.

Jessica Hood is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and pension plans. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services.

Curtis Wilmoth is a financial advisor with Equitable Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Equitable Advisors since 1999 and previously was associated with AXA Advisors, LLC. Wilmoth serves as a board member for the Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Jason Walls is a financial advisor with OSAIC, holding a Series 66 designation and 22 years of industry experience. He has worked at OSAIC and affiliated firms since 2024 and previously held roles at First United Bank and Trust, Cetera, and The Huntington Investment Company. Outside of his advisory work, Walls is involved in operating several businesses, including a restaurant and a campground. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and diversified portfolio construction methods to manage accounts on both discretionary and non-discretionary bases.

Lex Singleton is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for ten years at Harry Green Chevrolet Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Charisse Porter is a financial advisor at Ameriprise with 11 years of industry experience. She holds a Series 66 designation and previously worked at The Huntington Investment Company for 10 years. Outside of her advisory role, she serves as a brand ambassador for Tubby Todd, a company specializing in bath products. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Samantha Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of her advisory work, she serves in multiple nonprofit leadership roles, including president of a PFLAG chapter and treasurer positions on several local nonprofit boards in Fairmont, WV. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Robert Hoskin is a financial advisor with LPL Financial in Bridgeport, West Virginia, holding a Series 66 credential and 23 years of industry experience. He has worked at Goldman Sachs Wealth Services, TIAA and Tiaa, and Clear Mountain Bank. 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 financial planning and investment management services, using model portfolios, third-party subadvisors, and customized strategies across multiple asset classes.

Trenton Bailey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at Raytheon and West Virginia University before joining MassMutual and its affiliated entities in 2025. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software to analyze client goals and deliver written recommendations.

William Mason is a financial advisor at Edward Jones in Morgantown, WV, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019. Previously, he was the owner of Mason Properties of WV LLC, a real estate business that was in the process of liquidation as of 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices nationwide.

William Pulice II is a financial advisor with Merrill based in Bridgeport, WV, holding Series 63 and Series 65 licenses and having 29 years of industry experience. His prior work includes roles at Bank of America, N.A., Wells Fargo Clearing, and Wells Fargo Advisors LLC. He also serves as a power of attorney for his mother in investment matters. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trina Browning is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 designation and 15 years of experience at the firm. She has experience as an independent beauty consultant with Mary Kay Inc., primarily for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Tiffany Osman is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors LLC, since 2010. Osman also serves as an executor and trustee for her parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models, including third-party asset managers and proprietary programs, and offers ERISA fiduciary services through credentialed representatives.

James Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of the Pricketts Fort Memorial Foundation, co-founded the Community First nonprofit, and holds leadership positions with South Fairmont Rotary International, Grace Lutheran Church, and the Boy Scouts of America Mountaineer Area Council. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Fidelity Investments since 2014, along with prior experience at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles for registered investment companies, and integration of AI and algorithmic tools in its investment process.

Matthew Mc Laughlin is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 63 designation and over 32 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

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.

Thomas Begley is a CFP® professional with 22 years of experience in the financial services industry. He currently serves as a Senior Wealth Advisor at First United Bank and Trust and is associated with Cetera. Begley has held roles at several firms, including Huntington National Bank, Prudential, and Wunderlich Securities. Outside of his advisory work, he is a member of the board of directors at Pace Enterprises and chairs the alumni engagement committee for Pi Kappa Phi fraternity, where he also volunteers for student leadership and educational events. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program options, including discretionary and non-discretionary management, model portfolios, and access to third-party managers.