Kelsey Patterson is a financial advisor at Raymond James & Associates with 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney LLC for 12 years before joining his current firm. He holds the Series 63 and Series 66 licenses and serves as a trustee and co-trustee in an investment-related trust in Greenup, Kentucky. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by in-house research and affiliate partnerships.

Colby Wright is a financial advisor with Raymond James & Associates in Ashland, KY, holding a Series 66 credential and 13 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined total of 14 years. Outside of advising, he is involved in agriculture and construction/engineering as a sole proprietor in Louisa, Kentucky. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Ann Stamm is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is a Personal Investment Advisor (PIA) dedicated to helping clients connect all aspects of their financial lives to prioritize and pursue their most important goals. Ann’s approach involves working closely with clients to develop personalized plans aimed at funding education, managing retirement and healthcare expenses, and achieving long-term family objectives. She focuses on bringing simplicity and transparency to the complexities of investing and wealth planning. Ann holds a Master’s Degree from Marshall University and a Bachelor’s Degree from the University of Missouri System.

Paul Jacobson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has worked at Raymond James since 2019 and previously spent four years with Capital Fiduciary Advisors. Jacobson serves on the finance and investment committee of the St. Mary’s Medical Center Foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with a range of financial planning and consulting services, employing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Paula Bonk is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and previously worked at RBC Royal Bank for eleven years. Bonk serves as Treasurer for Jubilee Family Ranch, a charitable foundation, where she assists with financial compliance and coordination with the organization’s CPA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through in-house and third-party managers, supported by RBC’s extensive capital markets and asset management capabilities.

John Perry is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has previously worked at the Social Security Administration and the Russell Independent School System. Outside of his advisory role, he serves as a varsity soccer head coach for the Russell Independent School System and also coaches youth players at the Easter Elite Soccer Academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory strategies alongside affiliated investment products.

Stephanie Perry is a financial advisor at Edward Jones with 18 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2007. Outside of her advisory role, she has an inheritance interest in an oil and gas well through HG Energy II Appalachia LLC. 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 broad range of advisory programs and investment solutions through a nationwide network of financial advisors.

Robert Powers is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lawrence Miller is a financial advisor with Wells Fargo Clearing in Huntington, WV, holding Series 63 and Series 65 designations. He has 30 years of industry experience, including over a decade at Wells Fargo Clearing and prior work at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and offering both non-discretionary and discretionary plan management options.

Nathan Harmon is a financial advisor with LPL Financial based in Ironton, OH. He holds a Series 66 designation and has two years of industry experience, including prior roles at Lincoln Financial Services and Compston Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and various investment strategies.

Jeffrey Faucette is a financial advisor with Raymond James & Associates in Huntington, WV, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James since 2012. He serves as a committee member on the investment committee of the Cabell Huntington Hospital Foundation. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized advisory services.

John Holland is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients' individual financial goals. Leveraging the resources of Merrill and Bank of America, he helps clients navigate changing market conditions and access investment insights alongside banking and lending solutions. John holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from The Citadel. He is committed to community involvement and spends time volunteering with local organizations, reflecting the Merrill tradition of engagement in the communities served.

Christopher Music is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has been affiliated with Cetera and related entities since 2019 and is also involved in an independent music production and audio engineering business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

Chase Villers is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and is currently based in Huntington, WV. His work history includes roles within Morgan Stanley and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Rebecca Tanner is a Series 66 licensed financial advisor at Edward Jones in Huntington, WV, with two years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Brian Massey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. He has served as president of M&R Financial, Inc. since 2012 and is an executive board member and past president of the Big Green Scholarship Foundation, where he also participates on the finance and investment committee. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers non-discretionary advisory services using risk profiling and analytical modeling, supporting implementation through advisory programs and emphasizing technology and compliance in its operations.

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.