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 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.

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.

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.

Jason Moore is a financial advisor with LPL Enterprise LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior roles include positions at Fifth Third Bank, Fifth Third Securities, The Huntington Investment Company, and Wells Fargo. He is also an ordained minister in Hurricane, WV, where he officiates weddings. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of affiliated non-securities products and services.

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., holding Series 63 and Series 66 licenses. He has five years of industry experience, including prior roles at Diffenbauch & Hritz and time as an associate at Jones Monk & Ranson LLC in a support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

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.