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.

Michael Nicotera is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes 14 years at Sagepoint Financial, Inc. and a long-standing role at The Sparta Group since 1992. Outside of his advisory work, he owns a vacation property in Florida that he rents to a family member. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, emphasizing asset allocation, risk assessment, and portfolio management supported by third-party money managers and technology solutions.

Jeremy Sauers is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior work includes roles at M&T Securities, Magnolias of Chambersburg, and Primerica Advisors. Outside of finance, he is involved as an artist and musician through a venture called Screaming Butterfly. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of financial planning, advisory programs, and retirement plan consulting services. The firm provides discretionary and non-discretionary portfolio management supported by research from multiple sources and offers specialized programs for institutional clients and plan participants.

Daniel Stevens is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 65 and Series 63 registrations and 14 years of industry experience. His prior roles include eight years at CBIZ Financial Solutions Inc. and his current position as Vice President at CNB Bank. Outside of his advisory work, he is active as a musician. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Susan Cummings is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with LPL Financial since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations across the United States. The firm provides a range of advisory programs, financial planning, and brokerage services utilizing model portfolios, third-party subadvisors, and various investment strategies.

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.

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.

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.

Christopher Kasecamp is a financial advisor with LPL Financial in Berkeley Springs, WV, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include 11 years at CBIZ Financial Solutions, Inc. He also serves as President of Trust & Investment Services at CNB Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.

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.

Thomas Close is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Avantax Advisory Services and Avantax Investment Services for nearly three decades. Outside of advising, he serves on the board of trustees for the Morgan County Library and is treasurer of the Hungarian Freedom Fighters Federation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment managers.