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Cassandra S

Series 65, Series 66

Hedgesville, WV

Strada Wealth Management, LLC

Cassandra Sakala is a financial advisor at Strada Wealth Management, LLC with five years of industry experience. She holds Series 65 and Series 66 licenses. Prior to joining Strada Wealth Management, she worked at Williams Associates for 25 years and has been involved with My Virtual Sales Assistant LLC for over 15 years. Strada Wealth Management serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and a specialized marital-matters practice. The firm employs a range of investment strategies and emphasizes client education, offering planning engagements that include regular strategy sessions and market updates.

Medicare planning Retirement income strategy
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Patricia S

Series 66

Berkeley Springs, WV

Edward Jones

Patricia Starliper is a financial advisor at Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael N

Series 63, Series 66

Berkeley Springs, WV

OSAIC

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023 and has been involved with The Sparta Group since 1992. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering integrated brokerage and investment advisory services through a large network of affiliated advisers and multiple platforms. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios that may include various asset classes and supports both discretionary and non-discretionary account management.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jeremy S

Series 63, Series 65

Hancock, MD

LPL Financial

Jeremy Sauers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining LPL Financial in 2021, he worked at M&T Securities and held roles at Primerica Advisors and Primerica Financial Services. Outside of his advisory role, Jeremy is involved in artistic and musical pursuits through his business, Screaming Butterfly. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, employing both proprietary and third-party strategies, and supports its large adviser network with advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Daniel S

Series 63, Series 65

Berkeley Springs, WV

LPL Financial

Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 63 and Series 65 credentials and totaling 14 years of industry experience. He previously worked at CBIZ Financial Solutions Inc. for eight years and currently serves as Vice President at CNB Bank. Outside of finance, Stevens is also a musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement participants, banks, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Susan C

Series 63, Series 65

Hedgesville, WV

LPL Financial

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. Her career includes positions at Merrill, Banc of America Investment Services, UBS Financial Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with various financial services and maintaining oversight of over $819 billion in discretionary assets.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Naima A

Series 66

Hedgesville, WV

Morgan Stanley

Naima Ama is a financial advisor with Morgan Stanley in Hedgesville, WV, holding a Series 66 designation and three years of industry experience. She previously worked at Bank of America, Merrill, and has experience in both higher education and retail sectors. Outside of finance, she has been involved with One Hour AC LLC. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

General estate planning guidance
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Jason M

Series 66

Berkeley Springs, WV

Edward Jones

Jason Marshall is a financial advisor with Edward Jones in Berkeley Springs, WV, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Zing Funding, CBSI Inc, and CNB Bank, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large national network of financial advisors and branch offices.

Retirement income strategy Retirement withdrawal strategies College savings (529s, UTMA, etc.) Business ownership considerations Real estate investing Founder/Business Owner
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William B

Series 63, Series 66

Berkeley Springs, WV

OSAIC

William Boyd is a financial advisor at OSAIC with Series 63 and Series 66 licenses and 42 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has been associated with The Sparta Group, Inc. for over 30 years. Boyd maintains an insurance license related to a formerly held annuity business but does not conduct new insurance activities. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and charitable clients, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm employs various asset-allocation tools and third-party managed-account solutions to construct portfolios across a range of investment types.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher K

Series 63, Series 65

Berkeley Springs, WV

LPL Financial

Christopher Kasecamp is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 15 years of industry experience. He was previously with CBIZ Financial Solutions, Inc. for 11 years before joining LPL Financial and CNB Bank in 2020. He serves as President of Trust & Investment Services at CNB Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a range of financial planning and investment management solutions, leveraging model portfolios, third-party subadvisors, and various strategic allocations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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John S

Series 63, Series 65

Hancock, MD

Mass Mutual Investors Services

John Schriever is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been with MML Investors Services and MassMutual since 2015. Outside of advising, he is the owner of 2JS Holdings LLC, a business established to hold a commercial property. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eugene C

Series 66

Berkeley Springs, WV

OSAIC

Eugene Casaleggio Jr. is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Sagepoint Financial, Inc. and The Sparta Group. He maintains a partner role with Sparta Financial Services, an LLC associated with banking activities for commission and office expense payments. OSAIC serves a broad client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs a range of asset-allocation tools and supports various account management options through a network of affiliated advisers.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas C

Series 63, Series 65

Berkeley Springs, WV

Cetera

Thomas Close is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services since 1997 and maintains a CPA practice dating back to 1980. Outside of advisory work, Close serves on the board of directors for CNB Bank and the board of trustees for the Morgan County Library, and he is treasurer of the Hungarian Freedom Fighters Federation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and consulting services via a multi-manager platform with access to third-party money managers and customized investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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