Joseph Spano Sr. is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Freedom Financial Advisors, Potter & Spano Financial Group, and Transamerica Financial Advisors. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis for portfolio construction and offers both direct management and recommendations of third-party money managers, with a focus on non-discretionary account management and ERISA-related retirement plan consulting.

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.

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

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.

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.

Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also an insurance agent licensed to sell life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians in its investment approach.

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.

Charles Smith is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining VOYA in 2014, he has operated Charles F Smith & Associates since 1972. In addition to his advisory work, he is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, predominantly providing non-discretionary, recommendation-based advice.

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.

Andrew Clark is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses. He has experience working at Edward Jones and Fifth Third Bank, and has been with Fifth Third Securities since 2025. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage channels. The firm offers multiple investment programs on the Passageway platform, including advisor-directed mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Robert O'Dell is a financial advisor at MAI Capital Management, LLC with 32 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Lanham, O'Dell and Company Inc. and L.O.C. Financial Products Co. for 45 years. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, institutional clients, and sports professionals. The firm manages a broad range of strategies and integrates financial planning, tax, and administrative services across its client relationships.

Noah Vercampt is a financial advisor with Hightower Advisors who holds a Series 65 credential and has four years of industry experience. He has held roles at Hightower since 2021, following brief tenures at Charles Aris and positions in various organizations including FedEx and local government entities. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm employs a multi-manager investment approach, utilizing both affiliated and third-party managers, and offers services that include portfolio management, financial planning, and retirement plan consulting.