Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

James Mckee is a financial advisor with McKee Wealth Management in Hurricane, WV, holding a Series 66 designation and 18 years of industry experience. He has worked at Southeast Investments, N.C. Inc., First Summit Financial, and has been involved with McKee & Associates, LLC since 2007. Mckee serves as a board member of the Home Builders Association of Greater Charleston. McKee Wealth Management provides financial planning, investment management, and wealth management services to individuals, families, and institutional clients including corporate pension and retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and uses a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party platforms.

John Arthur is the sole advisor at JA Investment Management, LLC in Hurricane, WV. He holds a Series 66 designation and has 12 years of industry experience. Prior to founding his firm in 2005, he worked at Ferris, Baker Watts, Inc. He is also the owner and head instructor of Relson Gracie Jiu Jitsu of WV and operates a lifestyle brand called Abstrakt Lifestyle. JA Investment Management serves individual investors and 401(k) plans by offering private asset management, plan management, and investment education. The firm uses both fundamental and technical analysis to tailor strategies to clients, maintaining most accounts on a non-discretionary basis and providing services that include institutional retirement and pension plan management.

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with four years of industry experience. He holds a Series 63 designation and has worked at Freedom Financial Advisors since 2022. In addition to his advisory role, Ross is involved with Freedom Financial Insurance Group, where he works as an agent selling fixed annuities and life insurance, and with Freedom Federal Educators, providing educational services. Freedom Financial Advisors serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm employs a fundamental analysis-based investment process with a conservative approach, emphasizes educational services, and maintains licensed insurance agents on staff who sell insurance products separately from advisory fees.

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Kirstin Selbee is an advisor at Freedom Financial Advisors, LLC with Series 65 and Series 63 registrations. She has no prior industry experience and has worked in various healthcare roles and as a homemaker. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, along with retirement plan consulting for 401(k) plans. The firm focuses on fundamental analysis and conservative investment strategies, emphasizing educational services and non-discretionary account management.

Megan Watterson is a financial advisor at Ironwood Wealth Management, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Kanawha County Courthouse and took an extended travel break before joining Ironwood. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis, with investment implementation focused on mutual funds and exchange-traded funds.

John Williams is a financial advisor at Ironwood Wealth Management, Inc. with 23 years of industry experience. He has been with Ironwood Wealth Management since 2001. Outside of his advisory role, he is involved in managing a building through J&T, LLC. Ironwood Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm focuses on portfolio management, financial planning, and retirement-plan consulting using a range of asset-allocation strategies supported by fundamental, technical, and quantitative analysis.

Tyler Williams is a financial advisor at Ironwood Wealth Management, Inc. with 2 years of industry experience. He holds a Series 65 designation and has been with Ironwood Wealth Management since 2016. Ironwood Wealth Management, Inc. provides discretionary and non-discretionary investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm utilizes fundamental, technical, and quantitative analysis to support its portfolio management, offering a range of asset-allocation strategies from Conservation to Aggressive Growth.

Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.

Alexander Schnulo is a financial advisor with FWG Investments, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining FWG Investments in 2024, he worked at Northwestern Mutual in various roles from 2021 to 2024. Schnulo serves as Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston and as Chapter President of the BNI Power Chapter, engaging in nonprofit fundraising and business networking activities. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven strategies overseen by professionals and executed through sub-advisers, offering services that include investment planning, retirement, insurance, tax, education, and real estate planning.

Brian Anania is a financial advisor with Madison Partners, holding CFP® and Series 66 designations and nine years of industry experience. He previously worked at Morgan Stanley for nine years, Gibbons and Kawash, A.C. for one year, and Acushnet Company for two years. He serves on the finance committee of Ascension Catholic Church in Hurricane, West Virginia. Madison Partners provides wealth management, discretionary portfolio management, and financial planning to individual and high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a customized, primarily long-term investment approach that includes ETFs, mutual funds, individual equities, fixed income, alternatives, and other investments, often implemented through third-party sub-advisers and model portfolios.

Jeremiah Greenleaf is a financial advisor with Consolidated Portfolio Review Corp and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at Cetera and Cetera Financial Specialists. In addition to his advisory work, he operates Greenleaf Associates Inc., providing tax and accounting services. Consolidated Portfolio Review serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to sub-advisors. The firm employs a strategic asset allocation approach supplemented by fundamental and technical analysis, with a platform that integrates both proprietary model portfolios and independent third-party advisors.

Timothy Stone is a financial advisor at First Advisors National, LLC with 16 years of industry experience. He holds a Series 65 designation and has been associated with Cherry Investment Advisors, Ltd. since 2010. In addition to his advisory role, he works as a life insurance agent in West Virginia. First Advisors National manages discretionary assets for individual and high-net-worth clients, focusing on third-party money manager selection and offering investment management, retirement plan consulting, and advice on individual securities, ETFs, and mutual funds.

Gregory Dennis is a Series 66-licensed financial advisor with United Brokerage Services, Inc., where he has worked since 2015. He has 26 years of industry experience. He serves as an arbitrator for the FINRA Office of Dispute Resolution on a contract basis. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans, offering programs such as unified managed accounts and separately managed strategies. The firm’s investment process includes asset allocation, mutual funds and ETFs, equity and fixed income selection, and tax-aware overlays, typically providing advice on a non-discretionary basis.

Aaron Blake is a financial advisor with Money Concepts Capital Corp and holds the Series 66 designation. He has experience at several firms including LPL Financial LLC and Horizon Financial Solutions. Additionally, he has been involved with Marshall University for five years and has previous experience at Calvary Baptist Academy. Outside of his advisory role, he is associated with Sonar Solutions and Service. Money Concepts Capital Corp serves a wide range of clients including individuals, pension plans, trusts, and corporations, managing approximately $4.07 billion in assets through a network of several hundred advisors. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary portfolio programs and integrates third-party managers and platforms such as Envestnet for operational support.

Whitney Stricklin is a CFP® with 25 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2015. Prior to this, she held roles at MSI Financial Services and owns two businesses, WPS, LLC and ACME Properties, LLC. She is also active in her community as a board member for Surprise Valley Youth Camp and Ignite Athletics. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies with both discretionary and non-discretionary programs, supported by third-party managers and technology platforms.

David Lanham is a CFP® professional with 32 years of industry experience. He is currently with MAI Capital Management, LLC and previously worked for 45 years at Lanham, O'Dell and Company, Inc. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and provides additional services including trust administration and insurance through affiliated entities.

David Williams is a CFP® with 30 years of industry experience. He is currently with MAI Capital Management, LLC and previously spent 39 years at Lanham, O'Dell & Company. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple investment strategies and integrates financial planning, tax, and administrative services into many client relationships.