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.

Gregory Mccoy Jr. is a financial advisor with Ameriprise in Morgantown, WV, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, First United Bank & Trust, and The Huntington Investment Company. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement income planning advice based on proprietary research and third-party data.

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.

Laiken Beckley is a ChFC® credentialed financial advisor with Edward Jones in Bridgeport, WV, with five years of industry experience. Prior to joining Edward Jones in 2021, Beckley worked at State Farm and Freshley Built Properties, a real estate investing business. Beckley also serves as the head coach for the Bridgeport Middle School cheer team. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Zachary Fincher is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work includes roles at State Farm and West Virginia University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including oversight of multiple registered investment companies. The firm’s approach combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and customized advisory solutions.

Evan Kliethermes is a Series 66-licensed financial advisor with Edward Jones in Fairmont, West Virginia, with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates Kliethermes Farms, where he raises and sells farm animals. 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 approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Rickey Thomas II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Duncan Financial Planning Advisors, Cambridge Investment Research Advisors, and Metlife Securities Inc. He serves as a board member for GanaPay LLC, a for-profit entity based in St. Augustine, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions supported by advanced operational tools, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.

Joshua Sowards is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 credential and nine years of industry experience. His prior roles include positions at Morgan Stanley, Wells Fargo Advisors, and as owner of Perfection Outdoors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a network of over 22,800 advisors.

Derek Nuzum is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2006. Outside his advisory role, he owns a commercial real estate investment business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver tailored recommendations.

Austin Tucker is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated a personal and landscape business, Texin LLC, which he maintains to manage insurance on his equipment for personal and family use. Tucker has been with Edward Jones since 2023 and has prior experience with Texin LLC and Line-X of North Central WV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.

Jason Kundis is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Lincoln Financial Securities for 13 years before joining Cambridge Investment Research Advisors in 2021. Outside of his advisory role, he is president and owner of Kundis Consulting, LLC, an independent insurance agency. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options, including proprietary and third-party model strategies, across multiple platform arrangements with both discretionary and non-discretionary investment implementations.

Travis Maraney is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, WVU Medicine, M&S Consulting, and Accenture Federal Services. Outside of his advisory role, he is involved with Mx4 Management LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a platform supporting both discretionary and non-discretionary strategies.

John Faith is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Prudential Insurance Company of America since 1993 and was with Pruco Securities, LLC for 31 years. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Zackary Nicholson is a financial advisor at Equitable Advisors with a Series 66 credential. He has no prior industry experience in financial advising but has worked in hospitality and as a self-employed individual. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Jordan Baker is a financial advisor at Wells Fargo Advisors with two years of industry experience. He previously worked at Janney Montgomery Scott LLC and Ameriprise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with advisory services that can be integrated with other financial products and referral networks.

J. David Jackson serves as an Associate Resident Director with Merrill, bringing a comprehensive approach to wealth management that begins with understanding clients' individual financial goals. Combining the investment insights of Merrill with the banking and lending solutions of Bank of America, he works closely with clients to develop personalized strategies that address a wide range of financial objectives, including college education planning, legacy planning, retirement income, and socially responsible investing. Mr. Jackson began his career with Merrill in Charleston, West Virginia, in 1993. He holds a Bachelor's degree in Business Administration with an emphasis in Accounting from West Virginia University, earned between 1988 and 1992. His professional designations include Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Committed to community involvement, he participates in volunteer activities and spends his personal time engaged in adventure sports, skiing, traveling, and with his family.