Richard Allen is a financial advisor with 22 years of industry experience, currently practicing at 4 Seasons Advisors in Princeton, WV. He holds Series 63 and Series 65 licenses and has been involved with The Insurance Store Inc since 1998. Outside of his advisory role, he owns a business that sells dietary supplements. 4 Seasons Advisors is a small registered investment adviser serving individual clients with ongoing investment supervisory services and standalone financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and uses fundamental and cyclical analysis with a long-term trading orientation.

Jessie Thompson is a financial advisor with 25 years of industry experience, currently with 4 Seasons Advisors in Princeton, WV. She has held Series 63 and Series 65 credentials and has been with 4 Seasons Advisors since 2012. Thompson also has a long-standing ownership role at The Insurance Store, Inc. outside of her advisory work. 4 Seasons Advisors is a small registered investment adviser serving individual clients with investment supervisory services and financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and manages approximately $2 million in client assets with a documented investment process.

Tyler Hillyer is a CFP® and Series 65 credentialed advisor with five years of industry experience. He has worked at Ritholtz Wealth Management since 2025 and previously held roles at Mercer Global Advisors Inc., Harrison & Company Wealth Management, and Ridgetop Research. Ritholtz Wealth Management serves individual and institutional clients, offering comprehensive portfolio management and financial planning with an investment approach that emphasizes goal-based strategies, asset allocation, and behavioral finance principles. The firm combines advisor-led services with digital platforms and manages approximately $9.4 billion in client assets.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and a Series 66 designation. Prior to joining D.A. Davidson & Co. in 2017, Schrage worked at Stortz Financial Group for 16 years. Outside of advising, Schrage is a commissioned notary public in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under the Advisers Act fiduciary standard.

Michael Wood Jr. is a CFP® professional with 39 years of industry experience, currently serving at D.A. Davidson & Co. He has previously worked at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Michael Wood III is a financial advisor with D.A. Davidson & Co. He holds a Series 66 designation and has nine years of industry experience, including prior roles at Truist Investment Services and BB&T Securities. Wood serves on the board of the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, employing both qualitative and quantitative analysis, and distinguishes itself through municipal advisory activities and affiliated custodial entities.

Joe Keatley is a financial advisor at Raymond James Financial with 25 years of industry experience. He has worked at First Community Bank since 2018 and has held positions with Raymond James Financial Services Advisors Inc. since 2017 and Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an associate at First Community Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning through various analytical tools and supports its clients with a broad range of advisory programs and institutional consulting services.

Victoria Lester is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. since 2015 and has also been associated with First Community Bank and Bluefield State College. Lester is involved as an associate at First Community Wealth Management, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm focuses on tailored, non-discretionary planning and uses advanced analytical tools to support client goals, while also offering specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Robert Terry III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and with 23 years of industry experience. He has worked at Raymond James since 2013 and serves as a financial advisor and branch manager at First Community Bank, where he has been an associate since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth individuals, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports advisory programs with advanced analytical tools, alongside specialized municipal and public finance services.

Sara May is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Crowe & Company Orthodontics, Boehringer Ingelheim Pharmaceuticals, AdaptHealth, and Thryv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Anne Crowe is a financial advisor with LPL Financial in Bluefield, VA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Jonathan Ferrell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His previous roles include positions at Wells Fargo Clearing Services, BB&T, Cetera Investment Services, Merrill, and UBS Financial Services. He is also involved with CF Sterling Wealth Management, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered by a large network of investment adviser representatives using a range of investment strategies and technologies.

Jody Deel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Cetera in 2025, Deel operated Deel Financial, PLLC and has experience dating back to 2010 in accounting and tax preparation through his own firms. He serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic supporting unplanned pregnancies, and The 315 Company, a faith-based entertainment organization. Cetera is an SEC-registered adviser that supports a large network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management.

Lindsay Price is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Bluefield, WV, and has 12 years of industry experience. Price has worked with Raymond James since 2014 and is also associated with First Community Bank. Additionally, Price serves as an advisor for First Community Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary consulting using analytical tools and supports a broad network of advisors, including specialized municipal and retirement plan advisory services.

James Folmar is a CFP®-designated financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and proprietary money market funds, operating under a fiduciary standard.

Michael Patton is a CFP® certificant with 28 years of experience in the financial services industry. He has been with LPL Financial since 2013 and has worked with Investment Planning Consultants since 1996. Patton is also involved in selling long-term care insurance as part of his other business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment strategies and offers various financial planning and institutional platforms.

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.

Gregory Degray is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at LPL Financial since 2013, and previously spent five years with Raymond James Financial and Raymond James Financial Services, Inc. In addition to his advisory work, he is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives.

Christopher Benson is a financial advisor at Edward Jones in Bluefield, VA, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.