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.

Benjamin Workman is a financial advisor at RBC Capital Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fifth Third Securities for 17 years and City National Bank for 3 years. Outside of his advisory role, he performs as a guitarist and vocalist in a musical group and serves on the boards of the Marshall University Alumni Association and the Huntington Symphony Orchestra. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofit organizations. The firm offers customized advisory programs with portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

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.

Haley Popp is a financial advisor at Edward Jones, holding a Series 66 designation with two years of experience. Prior to joining Edward Jones in 2024, Haley worked at Ohio Valley Bank from 2019 to 2024 and has held various positions in the service and retail industries. Edward Jones is a full-service wealth management firm serving more than 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 strategies, with a large nationwide network of financial advisors and branch offices.

Bradley Roberts is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at JPMorgan Chase Bank and its affiliates since 2017. Prior to joining JPMorgan, he worked at DAF Associates and Money Concepts Capital Corp. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Charles Music is a financial advisor at Raymond James & Associates with 25 years of industry experience. He has been with Raymond James since 2013 and holds Series 63 and Series 65 credentials. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a broad network of advisers and affiliated specialists.

Joseph George is a financial advisor at Merrill with 44 years of industry experience. He holds a Series 63 designation and has worked at Merrill since 1981. He has also been associated with Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kimberly Kennedy is a financial advisor with Edward Jones in Barboursville, WV, holding a Series 66 designation and 3 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Steven Simmerman is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James for 19 years. Outside of his advisory role, Simmerman is a partner at Lightning Properties LLC, where he participates in real estate leasing decisions. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Leigh Villers is a financial advisor with Morgan Stanley in Huntington, West Virginia, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and firm-approved tools, with a broad range of retail and institutional offerings.

Carla Adkins is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Outside of her advisory work, she serves as Treasurer on the Board of the Kings Daughters Medical Center volunteer organization in Ashland, KY. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed-account solutions. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.