Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at United Bankshares Inc. from 2016 to 2020. Outside of his advisory role, Knapp is involved in several business ventures including co-ownership of a fitness and rehabilitation center, an apparel company, and a software demonstration business. Blackbear Capital provides investment management and financial consulting services to individual clients, charities, and governmental entities. The firm manages portfolios primarily through discretionary asset allocation and manager selection, serving a mix of high net worth individuals and public sector clients.

Jack Whitney is a financial advisor at Blackbear Capital, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Blackbear Capital since 2020. Prior to that, he was with United Brokerage for three years and United Bank for one year. Blackbear Capital provides investment management and financial consulting services to individual clients, including high net worth individuals, as well as charities and governmental entities. The firm manages client portfolios using asset allocation, fundamental, quantitative, and qualitative analysis, primarily employing mutual funds, ETFs, and alternative strategies.

Terri Brown is a financial advisor with Morgan Stanley in Ripley, West Virginia, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Merrill and JP Morgan Chase. Outside of her financial advisory role, she is involved as an employee with Handshake AI, a technology company focused on AI tutoring. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers both direct and employer-based financial plans.

Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.