Katherine Chesley is a financial advisor with Equitable Advisors in Charleston, WV, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Equitable Advisors since 1999, coinciding with her tenure at Axa Advisors, LLC. Outside of her advisory work, she serves as President of the LPGA Amateur Golf Association and Board Chair of the Kanawha Valley Women's Golf Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach includes matching clients to advisory program models or discretionary managers using both proprietary tools and third-party platforms.

Robert Bonwell Jr. is a financial advisor with Ameriprise in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Wells Fargo Advisors and the Life Insurance Company of Virginia. Outside of finance, he is a fractional owner of Drug Emporium, a pharmacy and retail store in Charleston. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

James O'Connor is a financial advisor with Merrill, holding a Series 66 designation and 19 years of industry experience. He has worked with Bank of America and Merrill since 2011. Outside of his advisory role, he is involved in fundraising for the YMCA in Charleston, West Virginia. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Webb is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including roles at Cetera Investment Services and Poca Valley Financial. Outside of his financial career, Webb serves as a part-time pastor at Humphreys Memorial UMC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Joseph Randolph is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He previously worked for Fifth Third Securities and Fifth Third from 2010 to 2020. Outside of his advisory role, he serves as treasurer for the Keith-Albee Performing Arts Center in Huntington, WV. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a wide range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Shahram Shafii is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pacer Financial Inc, PennMutual, and MiMedX. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

James Utterback is a financial advisor with Edward Jones in St Albans, WV, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors.

Robert Bonwell is a financial advisor with Ameriprise in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 60 years of industry experience. His prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He also holds a real estate license. Ameriprise provides retirement-income planning services targeting clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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.

Ethan Turner is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across multiple Fidelity entities since 2011. Outside of his advisory role, he is a partner at MogumoriWorks LLC, a business involved in buying and selling trading cards. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios including mutual funds, ETFs, and ETPs.

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 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley and Merrill in various capacities since 2002. His current role at Morgan Stanley Private Bank began in 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Shaitek Rogers is a financial advisor with J.P. Morgan Securities holding Series 63 and Series 66 designations and four years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, and prior to that was employed at United Bank and UPS. Before entering the financial industry, he was affiliated with Marshall University for six years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which offers asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation 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.