David Kirby is a financial advisor at Truist Advisory Services with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truist Advisory Services since 2021, following prior roles at BB&T Securities and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, Kirby serves on the boards of several nonprofit organizations, including Concord University Foundation and Carnegie Hall Foundation, where he is secretary/treasurer. 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 with non-discretionary consulting and utilizes AI-enabled tools and inter-affiliate resources to support manager selection and oversight.

Blaise Robeson is a CFP® with 28 years of industry experience. He has been with The Huntington Investment Company since 1998, including its affiliated entities, and also worked at Ameriprise Financial Services, LLC. since 2026. Blaise is based in Charleston, WV. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

John Adams Jr. is a financial advisor with Money Concepts Capital Corp in Nitro, WV, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Money Concepts Capital Corp since 2001. In addition to his advisory role, he owns Adams Creative Network, a consulting services business unrelated to investments. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through multiple managed programs, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Clayton Stike is a financial advisor at Wealth Enhancement Advisory Services, LLC with two years of industry experience. He holds the Series 66 designation and has worked with firms including LPL Financial LLC and Wealth Enhancement Brokerage Services. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers with quantitative, momentum, and fundamental analysis.

Sharin Akhtar is a financial advisor with Truist Advisory Services who holds the Series 66 credential and has 27 years of industry experience. Prior to joining Truist Advisory Services in 2021, Akhtar worked at BB&T Investment Services, Inc. and BB&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platform and manager arrangements.

Robert Metz is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Scott & Stringfellow, Inc., Bb&T Securities, LLC, and Truist Investment Services. Based in Charleston, WV, he has been with Truist Advisory Services since 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its AMC Advantage manager-selection program.

John Stone is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Centennial State Financial. Stone also operates an insurance brokerage, Stone Assurance, where he provides insurance sales and service focusing on Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services with a broad network of advisers and manages over $8 billion in discretionary assets.

Caylen Baire is a financial advisor with Truist Advisory Services, holding a Series 66 designation and two years of industry experience. He has previously worked within Truist Investment Services and Truist Bank, as well as at Lacas Theraies. 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 with non-discretionary consulting and uses third-party platform arrangements, including AI-enabled research tools, to support investment decisions.

Robert Kopp Jr. is a financial advisor with J. W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with J. W. Cole Advisors since 2019, following prior roles at Householder Group Estate & Retirement Specialists and LPL Financial. Outside of his advisory work, he is involved with RAKopp, Inc., a business entity for tax purposes. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

Jacqueline Cavendish is a financial advisor with The Huntington Investment Company in Charleston, WV. She holds Series 63 and Series 65 licenses and has 22 years of industry experience. Her prior work includes roles at Truist Advisory Services, Truist Investment Services, and BB&T. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, high-net-worth clients, charitable organizations, and businesses with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform and employs an open-architecture model combining third-party and proprietary investment options.

Evan Shamblin is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC and Suttle & Stalnaker, PLLC. Shamblin holds a Series 65 designation and is based in Charleston, West Virginia. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an enhanced open architecture framework, incorporating quantitative analysis and tools such as trend-following and options overlay strategies.

Kelly Whitlock is a financial advisor with Truist Advisory Services in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Truist Advisory Services and its affiliated entities since 2016, following prior roles at Bb&T Securities. Outside of her advisory work, Whitlock serves as Co-Chair of Women for Leadership and Economic Development, a nonprofit focused on supporting women in business, and as a board member of Education Elevators, an organization dedicated to mentoring at-risk students. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

David Houchins is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes positions at Truist Investment Services, SunTrust Bank, and Scott & Stringfellow, Inc. He serves on the board of the South Charleston Economic Development Authority and is on the board of directors of TMC Technologies. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, offering asset allocation analysis, fiduciary support, and manager-selection programs supported by third-party platform partnerships.

Anthony Watts serves as a Senior Financial Advisor within Merrill Lynch Wealth Management. In his role, he provides financial guidance and investment strategies to clients, leveraging his expertise as a Personal Investment Advisor (PIA). He holds a Bachelor's Degree from the University of Charleston. This educational background supports his professional qualifications and role in advising clients on wealth management.

Gregory Bumgarner is a financial advisor at Ameriprise with 33 years of industry experience. He holds a Series 63 designation and has been with Ameriprise Financial Services LLC since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Jacob Gomolak is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and West Virginia School of Business and Economics. He has also worked in education and hospitality sectors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning using firm-approved tools and quantitative models.

Johnny Bane is a financial advisor with Ameriprise in Beckley, WV, holding a Series 63 designation and over 40 years of industry experience. He has been with Ameriprise and its affiliate firms since 2005. Outside of his advisory role, he owns and manages an advisory business through Lew61922 LLC. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Deidra Payne is a financial advisor with Raymond James Financial in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been involved with Raymond James Financial Services Advisors, Inc. since 2013 and owns Payne Investment Team, LLC. Outside of her advisory work, she teaches a core fitness class at the Charleston Tennis Club. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored planning and consulting, employing risk profiling and analytical tools to support client goals through various advisory programs.

Jason Burke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides financial planning typically in an advisory capacity without individual security recommendations.

Audra Pritt is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 63, and Series 65 licenses and with 17 years of industry experience. She previously worked at JPMorgan Securities, LLC, from 2014 to 2024. Wells Fargo Advisors is a large national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm integrates research and analytics in its investment approach and offers a range of brokerage and advisory solutions.