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.

John Shaheen is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience, including a long tenure at Avantax Investment Services and over 40 years as a CPA with his own tax preparation and accounting practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary program options.

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.

Ralph Wagoner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. Outside of finance, he owns and operates a woodworking and crafting business called Tammy’s Crafting Corner and Wood Working. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Mariann Rutherford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at Primerica Advisors since 2022 and Primerica Financial Services since 2021. Outside of her advisory role, Mariann also works as a healthcare consultant with Mightywell. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts.

Jason Thompson is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as Treasurer for a political organization in Charleston, West Virginia, and manages a family farm in Elkview, West Virginia. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources. The firm manages approximately $2.74 trillion in client assets and offers services including tailored financial planning and estate planning strategies.

Jessi Mills is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities and United Brokerage Services, Inc. Mills serves on the boards of the American Heart Association and the YWCA in Charleston, WV, where she volunteers in leadership and finance roles. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Taylor Long is a financial advisor at Robert Baird & Co. with two years of industry experience. Prior to joining Baird, he worked at Merrill and City National Bank. His background also includes roles outside finance, such as involvement with Goodwill Industries of KYOWVA Area, Inc., and operating Southridge Golf Range and Pizza. Taylor Long is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded strategies alongside internal research and technology tools.

Marie Parsons is a financial advisor with Merrill in Charleston, WV. She holds a Series 66 designation and has 16 years of industry experience, including over 20 years with Merrill. Merrill, together 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Travis Willard is a Series 66 licensed financial advisor with Edward Jones in Hurricane, WV, where he has worked since 2015. He has 10 years of industry experience and serves concurrently in the U.S. Army/National Guard. Outside of advising, he is an adjunct professor at the University of Charleston and a board member of the Putnam County Planning Commission. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Brian Rosewell is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and previously worked at Gabes for eight years. Outside of his advisory role, he serves as Treasurer and a member of the Board of Directors for the Charleston Table Tennis Club. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary retirement advice.

Amanda Buckalew is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 29 years of industry experience. She previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo in 2024. Outside of her advisory role, she is an independent sales representative for Marketplace Global, a direct sales company focused on health products. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clifton Clark is a financial advisor with LPL Financial in Charleston, WV, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Burke and Herbert Bank and Trust, Summit Community Bank, Truist Investment Services, and BB&T. 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 through a large network of investment adviser representatives, employing diverse investment strategies and operational tools.

Stephen Smith is a financial advisor at Osaic with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for nine years. He also served on the West Virginia State Treasurer’s Office Board of Trustees for eight years. In addition to advising, Smith operates Smith Accounting Services, an accounting firm providing tax preparation, bookkeeping, and payroll services. OSAIC Wealth, Inc. serves a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, using various tools and platforms to manage diversified portfolios across asset classes.

Brian Floyd is a financial advisor with Ameriprise in Scott Depot, WV, holding a Series 66 designation and eight years of industry experience. He has worked at Ameriprise since 2017 and previously spent seven years at Charleston Area Medical Center. Outside of his advisory role, he is involved in managing real estate through business entities he owns. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, offering written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients holding assets in Ameriprise-managed accounts.

Daniel Kay is a financial advisor at Robert Baird & Co. with 39 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including J.J.B. Hilliard, W.L. Lyons, LLC, Ferris, Baker Watts, LLC, and RBC Capital Markets. Kay has been with Robert Baird & Co. since 2019. The DDK Group, where Kay is a team member, operates within Robert W. Baird & Co.’s Private Wealth Management department and serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, separately managed accounts, and brokerage services, utilizing internal research and technology to support its investment approach.

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and two years of industry experience. She has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and also works with Jackson County Schools. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliates of her firm. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.

Joshua Chambers is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RW Baird since 2021. Outside of finance, he coaches at Huntington High School and is involved in buying and selling sports cards on a limited basis. Baird’s Private Wealth Management department, including the DDK Group where Chambers works, serves high net worth individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers various financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies supported by internal research and the use of artificial intelligence.

Robert Jones is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds a Series 63 designation and has worked with Raymond James since 2002. In addition to his advisory role, Jones serves as an officer and treasurer for Access Systems, a company he has been involved with since 2001. 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, and institutional investors. The firm offers tailored, non-discretionary planning and utilizes risk profiling and modeling tools to support client goals.