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.

George Webb is a financial advisor at Cetera with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Cetera Investment Services LLC and Investment Centers of America, Inc. Prior to his financial advisory career, he was employed at Torrison Pools and Spas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and custodial relationships.

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.

Emma Conrad is a financial advisor at Robert Baird & Co. with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Robert Baird & Co. since 2019 and JJB Hilliard WL Lyons LLC since 2016. Conrad serves on the investment committee of the YWCA Charleston WV, is a board member and treasurer of Trinity Evangelical Lutheran Church, and participates on the investment committee for the Clay Center. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and specialized account programs, utilizing internal research, manager selection, and tax management strategies.

Collin Cornell is a Financial Advisor at Merrill Lynch Wealth Management. He holds the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute and has completed an Accredited Certificate Program from the Yale School of Management. His professional registrations include FINRA Series 7, 63, and 65. Collin's expertise encompasses portfolio management, retirement planning, business planning, philanthropic planning, wealth preservation, and transfer strategies. He applies institutional-level investment principles, emphasizing disciplined portfolio design, strategic asset allocation, and evidence-based investment decision-making. Collin works with a diverse client base that includes individuals, families, businesses, corporations, foundations, and non-profits to help navigate complex financial decisions through customized strategies and long-term planning. He is a member of the Charleston Estate Planning Council and participates in community activities with organizations such as Habitat for Humanity, River Ridge Church, and Special Olympics.

Carlotta Black is a financial advisor with Wells Fargo Clearing in Charleston, WV, holding Series 63 and Series 65 credentials and 35 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Prudential Equity Group, LLC. Outside of her advisory work, her spouse owns a trophy business in South Charleston, WV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets through more than 14,000 financial advisors and employs research-driven investment approaches.

James Mc Clure is a financial advisor at Ameriprise with 35 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he manages a business under Jerica9326 LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a research-driven, algorithm-supported approach combined with personalized financial advice.

Danny Wilkinson is a financial advisor with Morgan Stanley, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2019 and previously at Unified Trust Company from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Geoffrey Korwan is a financial advisor with Morgan Stanley in Charleston, WV, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015, as well as experience with Citigroup Global Markets dating back to 1992. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Sarah Trippe is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill and Rockefeller Capital Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutional plans.

Thomas Anderson Jr. is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Woodbury Financial Services and Investment Centers of America. Anderson also has a long-standing affiliation with Poca Valley Financial. Cetera Investment Advisers LLC is an SEC-registered adviser delivering services through a nationwide network of over 10,000 independent advisors. The firm serves a broad client base and offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform with access to affiliated and third-party managers.