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, West Virginia, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked with Equitable Advisors since 1999, previously associated with AXA Advisors, LLC. Wilmoth serves on the board of Fellowships of Christian Athletes and is an adjunct professor at West Virginia University. Equitable Advisors serves a diverse client base, including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, partnering extensively with program sponsors and third-party managers to provide advisory and brokerage 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.

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 worked at Equitable Advisors since 2016 and was previously with Axa Advisors. Chadwell is active in her community, serving as chapter president of PFLAG and holding board positions with the United Way of Marion County Emerging Leaders Advisory Council and the Greater Foundation of Women’s Club 300 in Fairmont, WV. Equitable Advisors provides financial planning and retirement plan support to individual investors, corporations, and charitable organizations, utilizing a hybrid referral and implementation model with access to multiple third-party asset managers and advisory programs.

Robert Hoskin is a financial advisor with LPL Financial in Bridgeport, West Virginia, holding a Series 66 designation and 22 years of industry experience. He has worked at Clear Mountain Bank and LPL Financial since 2018 and previously at TIAA and TIAA-CREF from 2011 to 2018. Hoskin is also involved as an insurance agent with Sage Insurance Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

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 in Bridgeport, WV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also serves as a power of attorney for a family member in an investment-related capacity. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional investors. The firm offers a range of model-based and discretionary investment strategies integrated with Bank of America’s broader corporate platform.

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 in Morgantown, WV, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has been with Equitable Advisors since 2010, following her time at Axa Advisors LLC. Outside of her advisory role, she serves as an executor and trustee for her parents. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

James Chadwell is a financial advisor with Equitable Advisors in Fairmont, WV, 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 work, Chadwell serves on the board of the Pricketts Fort Memorial Foundation, co-founded the nonprofit Community First, and holds leadership roles with the South Fairmont Rotary International, Grace Lutheran Church, and the Boy Scouts of America Mountaineer Area Council. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model leveraging LPL programs and third-party asset managers, offering both advisory and brokerage/insurance channels.

George Maccarelli is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with various Fidelity entities since 2014. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, including model-based solutions delivered to intermediary platforms.

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. In his role, he provides personalized wealth management strategies tailored to clients' priorities, leveraging Merrill's resources and investment insights. His expertise includes family wealth management strategies, legacy planning, retirement income, tax minimization, and socially responsible investing, among other areas. Joshua holds a Bachelor's Degree from Appalachian Bible College and has completed a non-accredited certificate program at Wake Forest University. He is a Personal Investment Advisor (PIA) and is involved with several professional organizations including Clarksburg Baptist Church, North Central West Virginia Estate Planning Council, and Rotary International. He is actively engaged in his community through volunteer work with organizations such as Clarksburg Baptist Church, Clarksburg Children's House, Clarksburg Community Action, United Way of Harrison County, and West Virginia Walk for Water. Joshua enjoys antiquing, baseball, biking, hiking, running, spending time with his family, and traveling.

Thomas Begley is a CFP® with 22 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Huntington National Bank, PRUCO Securities, and Wunderlich Securities. He serves on the board of directors at Pace Enterprises and is chairman of the alumni engagement committee for the Pi Kappa Phi fraternity, where he volunteers for student leadership educational events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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.

Anthony Abruzzino is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 designations and has been affiliated with Cetera since 2011. Abruzzino also manages several of his own advisory entities, including Abruzzino Retirement Solutions and Abruzzino Wealth Management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.