Shawn Schuyler is a financial advisor with BFC Planning, Inc. in Beckley, WV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior work includes roles at United Planners Financial, LLC and Waddell & Reed, Inc. He is also involved with West Virginia Financial Solutions, LLC as an agent for non-variable insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional investors through approximately 200 advisory representatives. The firm provides a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored to different client needs.

Samuel Stewart is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Money Concepts in 2019, he spent 20 years with Nationwide Securities, LLC and Nationwide Insurance Company. Outside of advisory work, he serves on the boards of Clearfork Valley Golf Course and the Wyoming County Economic Development Authority. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets across discretionary and non-discretionary accounts.

Acie Hylton Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, LPL Financial, and Summit Bank. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary approaches, supported by third-party platforms and AI-enabled research tools, with a focus on integrated inter-affiliate service arrangements.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities in Beckley, WV. He holds the Series 66 and Series 63 licenses and has seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2019, he worked at Appalachian Regional Healthcare from 2015 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework when making recommendations.

Charles Wilkerson is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Wilkerson holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Houck is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Novartis and Cook Medical. Outside of her advisory role, Houck is the owner and CEO of Eleventh Perspective, LLC, a creative productions and sales business, and serves as a caregiver for her adult disabled daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Brooke Dempsey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work experience in healthcare roles at Stonerise Beckley, Stonerise Rainelle, and MedExpress. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Faris is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Clark Swepston is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for several decades. He serves as chair of the Deacon board at Crab Orchard Baptist Church. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs model-driven investment strategies and offers financial planning, access to third-party asset managers, and affiliated trust and insurance services.

Autumn Ballard is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2013. Outside of her advisory role, she was involved with Twisted Sisterz Flavor House LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Bill Burgess is a financial advisor at Edward Jones with 42 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Burgess is based in Beckley, WV. 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 through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Richard Hampton is a financial advisor with Edward Jones in Beckley, WV, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Edward Jones in 2018, he worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. Outside of his advisory role, he is co-owner of Go Duck Media LLC, a marketing firm serving local small businesses, where he helps oversee finance and expansion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large national network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Katie Barnes is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Miranda Brunty is a financial advisor at LPL Enterprise with two years of industry experience. She holds a Series 66 designation and has previously worked at The Prudential Insurance Company of America, Pruco Securities LLC, and several regional hospitals. Outside of her advisory role, she is a business owner of Hemlock & Holler Co. in Daniels, WV. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach using portfolios developed by its research department and third-party strategists, and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Douglas Lehman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Edward Jones in Beckley, WV since 2003. Outside of his advisory role, he serves as a consultant and referee for soccer games during non-trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Bailey Meade is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, Bailey worked at JPMorgan Chase Bank, N.A. from 2020 to 2022 and has held various roles in retail and service industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Benjamin Worley is a financial advisor with Edward Jones in Beckley, WV, holding a Series 66 designation and with nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, Worley is the owner of Worley Proper, LLC, a real estate leasing business with multiple commercial properties in Beckley and Lester, WV. Edward Jones is a full-service wealth management firm serving individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dave Deming is a financial advisor with J.P. Morgan Securities in Beckley, WV, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Megan Legursky is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and previously worked at Mars Bank. Outside of her advisory role, she serves on the boards of the United Way of Southern West Virginia and the Beckley-Raleigh County Chamber of Commerce, and is president of the BNI West Virginia - Country Roads Connections Chapter. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Heather Cantley is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with five years of industry experience. Prior to her work in financial advising, she was employed as a teacher with Raleigh County Schools and provides English tutoring to Chinese children through VIP Kids. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various investment strategies and advisory services with approximately $1.01 trillion in assets under management.

Cheyenna Daniels is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Daniels worked for 14 years with the Raleigh County Board of Education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deana Gwinn is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. She has 22 years of industry experience, including 14 years at J.P. Morgan Securities and ongoing roles since 1998 with JPMorgan Chase Bank and Bank One. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized products and services.

Michael Patterson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase Bank from 2018 to 2023. Outside of his advisory role, he is the owner of a residential cleaning business in Shady Spring, West Virginia, which he operates together with his wife. 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 advisory programs and investment solutions through a large network of financial advisors and branch offices.

Hunter Wade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Prior to joining Cambridge in 2022, he worked at The O.N. Equity Sales Company and Ohio National Financial Services. He serves as a board member for The Salvation Army and holds leadership roles in multiple business entities, including presidency positions at Cornerstone Wealth Management and Cornerstone Financial Group, Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering a range of portfolio management solutions under various custody and platform arrangements.

Brice Hartsuch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes roles at J.P. Morgan Securities, Ohio National Financial Services, and The O.N. Equity Sales Company. Outside of his advisory work, he serves as Treasurer of Legacy FC, a sports and fitness organization, and is an adjunct professor, author, and speaker. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm employs various investment strategies, including proprietary models and third-party manager referrals, with implementation available through multiple platform arrangements tailored to client objectives.

Raymond Morton is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves on the Finance Committee for St. Francis DeSales Church and is involved with RJMorton.LLC as a Practice Operations Specialist. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Joseph Meade is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.