Rebecca Tanner is a financial advisor at Edward Jones in Huntington, WV, holding a Series 66 designation with 13 years at the firm and three years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Terresa Pratt is a Series 66-licensed financial advisor with Ameriprise, based in Huntington, WV, and has 25 years of experience in the industry. Her prior experience includes roles at The Huntington Investment Company, J.P. Morgan Securities, and Banc One Securities Corporation. She serves as a board member for the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area, and has held leadership roles with the Greater Huntington Estate Planning Council. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that combines written recommendation reports with ongoing advice focused on income stability and tax-aware withdrawal strategies.

Jan Mc Ginnis is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley, Mc Ginnis spent nine years at Realty Exchange. Outside of work, Mc Ginnis serves as Treasurer on the board of the Boys and Girls Club in Huntington, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.

Eric Baker is a financial advisor at Edward Jones in Ashland, KY, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices.

James Gibbs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Cetera since 2019 and previously spent over a decade with Summit Financial Group and Summit Brokerage Services. Outside of advisory work, he has a 50% ownership interest in a local restaurant and coin-operated laundry business in Ashland, Kentucky. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

John Hall is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jefferey Biederman Jr. is a financial advisor with Raymond James & Associates in Huntington, WV, holding Series 63 and Series 65 licenses and 29 years of industry experience. Prior to joining Raymond James in 2025, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2009 to 2025. He is an officer and vice president of Emandel Realty, where he manages an investment account. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and various organizations. The firm offers financial planning and consulting with a range of portfolio management styles and provides municipal advisory services alongside market-making and execution roles in municipal and government bonds.

Morgan Hood serves as Senior Resident Director at Merrill’s Huntington office, where he has been a financial advisor since 1999. In this role, he focuses on delivering goals-based wealth management strategies tailored to affluent individuals, families, and organizations. Morgan emphasizes a personalized and holistic planning approach, offering a single point of contact and disciplined guidance in asset allocation and wealth management to help clients achieve their long-term financial objectives. His practice supports a wide range of clients, including families, business owners, corporations, non-profit organizations, trusts, and estates. Morgan collaborates closely with clients’ legal and accounting professionals and accesses Merrill specialists in areas such as managed solutions, investment banking, insurance, and estate and retirement planning to provide comprehensive service. Morgan holds a Bachelor of Business Administration in Finance and a Master of Business Administration with a concentration in Finance, both from Marshall University. He holds the Personal Investment Advisor (PIA) designation. Morgan resides in Huntington, West Virginia, with his wife and three children and has been active in the local community. Outside of work, his interests include baseball, basketball, fishing, football, reading, family time, and traveling.

James Perry Jr. is a financial advisor at Raymond James & Associates with 32 years of industry experience. He has held positions at J.J.B. Hilliard, W.L. Lyons, Inc. for 23 years before joining Raymond James in 2017. He holds Series 63 and Series 65 licenses. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andrew Hughes is a financial advisor at Robert W. Baird & Co. with one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and has a background in law, including positions at Reed Law Firm and Bailey Law Firm. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm employs a range of portfolio management strategies and provides financial planning, consulting, and brokerage services.

Marsha Adkins is a financial advisor at Raymond James & Associates with 34 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Raymond James & Associates since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Chapman is a CFP® with 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sean Hornbuckle is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as a delegate in the West Virginia Legislature. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of financial advisors and branch offices.

Benjamin Mcginnis is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2012 and with Morgan Stanley Private Bank, National Association since 2015. Mcginnis holds Series 63, Series 65, and Series 66 designations. He serves on the boards of several community organizations, including the Foundation for the Tri-State Community, where he is a board member and investment committee participant, and the Hoops Family Children’s Hospital Trust Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, supported by structured processes and analytical tools, and manages approximately $2.74 trillion in client assets.

Cole Villers is a Series 66-licensed financial advisor with Morgan Stanley, based in Huntington, WV, and has one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked in education for Ashland Independent Schools and held various roles at Marshall University and Morehead State University. Outside of his advisory practice, he is involved with Complex7, a recreation-focused business. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to develop tailored plans, while clients are responsible for implementing and maintaining their plans.

Gregory Rankin is a financial advisor at Osaic Wealth, Inc. with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Metlife Securities. Outside of his advisory role, he owns a sole proprietorship involved in managing short-term vacation rentals. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisors. The firm offers brokerage, investment advisory, financial planning, and managed account services that utilize firm-provided asset allocation tools and third-party solutions.

Ryan Rice is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

Janet Chaffin is a financial advisor with Morgan Stanley in Huntington, WV, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Tyler Hutchison is a financial advisor at Robert Baird & Co. with nine years of industry experience. He holds a Series 66 designation and has worked at Baird Private Wealth Management since 2021. Prior to that, he was employed at Bank of America and Merrill from 2016 to 2021. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across various investment strategies.