Casey Cook is a financial advisor with Ameriprise, holding a Series 66 designation and eight years of industry experience. He has been with Ameriprise since 2013, working initially at AMERIPRISE FINANCIAL SERVICES, Inc. before continuing at Ameriprise. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Jacob Verno is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 credential and has previously worked in various roles at West Virginia University, TRC Companies, Dow Chemical, and FMC Sportsman Club. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized retirement income service that provides written recommendation reports and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Brian Mcclung is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at various Morgan Stanley entities since 2005 and briefly at Wells Fargo Clearing in 2005. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Matthew Carr is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patty Lipps is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with J.P. Morgan Securities since 2013 and has also worked at JPMORGAN Chase Bank, N.A. since 2019. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

J Willis is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. With over 40 years of experience, Willis guides clients through complex financial environments, focusing on developing comprehensive wealth management strategies that include investment selection and the efficient transfer of business ownership and individual wealth. Willis joined Merrill in 1987 and has built trusted, long-term relationships with clients, now serving third and fourth generation families. Before his career in financial advising, he owned a specialty advertising company that utilized hot air balloons for promotional purposes and was a commercial pilot involved in balloon sales, training, and adventure flights. He earned a Bachelor of Science degree in Marketing and Finance from Marshall University in 1980 and holds the Personal Investment Advisor (PIA) designation. Willis lives in Charleston, West Virginia, with his wife Becky. They have two sons, James and Robert, who have pursued careers in dentistry and business, respectively.

Melissa Short is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Secular Return Estimates and Monte Carlo simulations to model outcomes.

Joel McDavid is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill, including nine years at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.

Shaitek Rogers is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., United Bank, and UPS. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Thad Taylor is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 license and four years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and a brief period with Kroger Co. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and emphasizes an advisory approach without providing individual security recommendations as part of its standalone planning program.

Ellen Bastron is a financial advisor with Wells Fargo Clearing in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as a trustee for a family trust involving children’s trusts. 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 a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

James Ball is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works directly with clients to develop personalized financial strategies tailored to their long-term goals. His approach centers on understanding each client's full financial picture and creating flexible plans that respond to changing market conditions, leveraging investment insights from Merrill and solutions from Bank of America. James’s areas of expertise include investment consulting for defined contribution plans, personal retirement planning, portfolio management services, and retirement income. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James earned his bachelor's degree from West Virginia University. Outside of his professional work, James participates in community volunteering consistent with Merrill’s tradition of service. His personal interests include biking, golfing, pickleball, and tennis.

David Long Jr. is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory programs to individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Jamie Jarmon is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kannathal Sampath is a financial advisor with Equitable Advisors in Charleston, WV, holding a Series 66 designation and 23 years of industry experience. She has worked with Equitable Advisors and its predecessor, Axa Advisors, since 2003. Outside of her advisory role, Sampath serves as a director for Bala Vihar Sunday School and is an advisory board member at the University of Charleston. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment models and focusing on matching clients to appropriate advisory solutions based on risk assessment.

Jacob Fishbaugh is a Series 66 licensed financial advisor with Wells Fargo Clearing in Charleston, WV, and has seven years of industry experience. His prior work includes positions at Paychex, Compass Retirement Solutions, and Republic Services. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm serves clients through a combination of brokerage and advisory solutions, employing research and analytics from Wells Fargo Investment Institute and third parties, and provides a range of financial products through its bank and insurance affiliates.

Matthew Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Raymond James, he worked at Diffenbauch & Hritz and West Virginia University. He also supports a separate business, Jones Monk & Ranson LLC, in a registered representative role assisting with client needs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

James Parsons is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at J.P. Morgan Securities for 12 years before joining Wells Fargo Clearing in 2024. Outside of his advisory role, Parsons owns and operates a real estate investment LLC in Charleston, WV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Otis O'connor Jr. is a Senior Financial Advisor specializing in financial strategies, retirement, and legacy planning for individual clients and their families. He also works with business retirement plans and provides access to commercial lending through Bank of America. As a founding member of the O'Connor & Associates team, he focuses on individual portfolio strategies for growing client wealth and retirement plans, complemented by lending solutions for medical practices and commercial and residential clients. Otis has a deep understanding of the financial needs of healthcare professionals, including financing start-ups or growing practices, debt restructuring, equipment financing, and retirement plans. His previous career was in healthcare management, where he served in multiple administrator roles for multi-specialty physician practices and surgery centers in the Carolinas and West Virginia. He is an active member of the Charleston Estate Planning Council and earned the Eagle Scout award in his youth. He holds a Bachelor's Degree from Virginia Polytechnic Institute & State University and a Master's Degree from Virginia Commonwealth University. Otis possesses the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. His approach is founded on connecting all aspects of clients' financial lives to help prioritize and pursue their most important goals.

Andrew Zban is a financial advisor with Morgan Stanley in Charleston, WV, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at N3 and La Familia and was affiliated with Marshall University. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through a structured planning process without individual security recommendations as part of standalone plans.