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.

Tammy Holstein is a financial advisor at Empower Advisory Group with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including JP Morgan Securities LLC, VALIC Financial Advisors, Inc., and Advance Advisor Group, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

Brandon Miller is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services for six years and served the City of Charleston for over two decades. OSAIC serves a diverse clientele including individual investors, institutions, and charitable organizations through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, using firm-provided tools and third-party solutions to construct portfolios across various asset classes.

William Bracken Sr. is a Series 66-licensed financial advisor with nine years of industry experience, currently serving clients at Equitable Advisors since 2023. His prior experience includes roles at Bank of America, Merrill, and Morgan Stanley. He serves as a Board Member and Programming Committee Chair for the Charleston WV Rotary Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of advisory models and third-party asset managers to tailor investment solutions for both non-high-net-worth and high-net-worth clients.

Quin Cable is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Quin worked at Bank of America, Merrill, RW Baird, and several other firms, including a lengthy period in education. 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 and financial planning services that utilize structured discovery processes and firm-approved tools.

Erin O'dell is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones in 2018, she worked at DeGroff Financial and spent 15 years at Cabell Huntington Hospital. She holds a Series 66 designation. Outside of advising, Erin serves as a notary in Milton, WV. 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 over $1 trillion in assets and supports a large nationwide network of financial advisors.

Michael Fruth is a financial advisor with Edward Jones in St Albans, WV, holding Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Edward Jones, he was involved in real estate through Family First Realty and Sea Glass Properties, and managed his own ventures including Fruth Inc and Fruth Lawn Care. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services, supported by a large nationwide network of advisors and branch offices.

Conner Fowler is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at MVB Financial Corp., West Virginia University, and Northwestern Mutual. Outside of finance, Fowler has been involved with several business ventures including Aloha Management LLC and Morgantown Wing Company, LLC. Morgan Stanley Wealth Management is a global investment adviser and broker-dealer servicing both individual and institutional clients. The firm offers a variety of advisory programs centered on tailored financial planning and employs advanced modeling tools to support client strategies.

Austin Rosencrance is a Senior Financial Advisor at Hardy, Smith, Cross & Associates, part of Merrill Lynch Wealth Management. He joined the team in October 2017, where he focuses on investment administration of client accounts, servicing retirement plans including 401(k) plans, and maintaining client relationships. Austin attained a Bachelor of Science degree in Accounting from West Virginia University and a Master of Science degree in Banking and Finance from the University of Nottingham in Nottingham, England. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise includes family wealth management strategies, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He resides in Charleston with his wife, Kenzie, and their two daughters. Outside of work, Austin enjoys running, spending time with his family, traveling, and cheering the Mountaineers to victory.

Charles Haught III is a financial advisor with Edward Jones in South Charleston, WV, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1999 and also has an ongoing association with Penn Mutual Life Insurance Company since 1988. Outside of his advisory work, he serves as President of the South Charleston Police Civil Service Commission and co-owns a resale business focused on estate and yard sales. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory and management strategies. The firm’s extensive nationwide network supports a broad client base with both discretionary and non-discretionary solutions, including affiliated mutual funds and trust services.

Matthew Kelly is a Series 66-licensed financial advisor with Morgan Stanley, based in Charleston, WV. He has 11 years of industry experience and has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support client financial plans.

Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.