Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.

Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.

Earl Stevenson Jr. is a financial advisor at Chicago Capital Management Advisors, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Forest Securities, Inc., Avellino Financial Advisors, Inc., Questar Asset Management, and Charis Financial Group. Stevenson is also an enrolled agent with the IRS and performs tax preparation services. Chicago Capital Management Advisors provides discretionary portfolio management and financial planning services to individuals, corporations, trusts, and retirement plans. The firm employs a fundamentals-driven investment process and offers a range of model strategies tailored to client risk profiles, including the use of derivatives for hedging and income.

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Brian Dean is a Series 66-licensed advisor with United Brokerage Services, Inc. in Morgantown, WV, where he has worked since 2016. He has 25 years of industry experience. Dean serves as a volunteer board member of the Bo Pare Foundation, participating in decisions on funding for park projects in the Morgantown area. United Brokerage Services provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual equities, fixed income, and third-party research, typically advising on a non-discretionary basis while offering various managed account programs.

Todd Loyal is a financial advisor at United Brokerage Services, Inc. with 26 years of industry experience. He has held his current position since 2013 and previously worked at United Bank for three years. Todd holds Series 63 and Series 66 licenses. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs through its clearing relationship with Wells Fargo Clearing Services, employing a strategy that includes asset allocation, mutual funds and ETFs, individual securities, model portfolios, and tax-aware overlays.

Olivia Abboud is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial advisory career, she worked with the United States Secret Service and has experience in hospitality and senior living sectors. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and utilizing platforms such as Envestnet and Pershing.

Kristin Bernard is a financial advisor at Janney Montgomery Scott with a Series 66 credential and no prior industry experience. Her work background includes roles at Elderton State Bank, Oklahoma Christian University, and various delivery services such as Instacart and DoorDash. She is currently associated with Spark Delivery alongside her advisor position. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes prior roles at Bank of America and Merrill. Outside of his advisory work, he coordinates the Health Kids Running Series in Chadds Ford, PA, and serves as a trustee for the Catholic Institute and member of the investment committee for The Catholic Foundation in the Diocese of Greensburg. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Isaac Stolar is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. in Morgantown, WV. He has previously worked with Orion Financial and held roles at The Citadel and West Virginia University. Outside of his advisory duties, he creates product review videos on YouTube through The Stolar System. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting, employing a variety of analytical approaches and both discretionary and non-discretionary management arrangements.

Lisa Ritsko is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2007. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Geremy Hoover is a CFP® professional with 16 years of experience at Janney Montgomery Scott. He has worked at Janney continuously since 2014. Hoover serves as a board member for Fillies Basketball, a nonprofit promoting girls’ basketball development in the Laurel Highlands School District. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

Christopher Filicky is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michelle Swiger is a financial advisor at TIAA-CREF with 19 years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2018, following six years at The Huntington Investment Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards.

Peter Barchetti is a financial advisor with Centaurus Financial, Inc. in Uniontown, PA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Centaurus Financial since 2006. Outside of advisory services, he owns and operates a tax preparation and accounting business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

John Bonasso is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life. Bonasso also serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and tailored financial planning and consulting services.

Douglas Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Allen Poe is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He has been with Centaurus Financial since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Orion Financial, LLC, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Melody Cole is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and various advisory programs, utilizing both in-house and third-party portfolio management.

Bryan Bougher is a financial advisor at PNC Wealth Management with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with PNC Investments and PNC Bank since 2014. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses approved strategies managed by PNC and third parties. The firm’s approach involves algorithm-driven risk assessment and portfolio implementation via mutual funds and ETFs with annual rebalancing.