Ethan Turner is a financial advisor with Fidelity who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked with various divisions of Fidelity since 2011, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and currently with Fidelity Investments. Outside of his advisory role, Turner is a partner at MogumoriWorks LLC, a company involved in the buying and selling of trading cards. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is notable for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI techniques in its research and portfolio management processes.

Kent Bailey is a financial advisor with Edward Jones in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.

Robin Bailey is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Brittany Willard is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has a background serving in the United States Air Force, including roles in logistics and leadership. Willard is also a director of the KAST Foundation LLC, a nonprofit organization based in Hurricane, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.

Frances Abrevaya Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

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.

David Collins is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Primerica Advisors and Primerica Financial Services for his entire career prior to joining OSAIC in 2025. Outside of his advisory role, he serves as president of Collins & Associates LLC, an entity used for tax management purposes. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a wide variety of investment types.

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.