I’m a Certified Financial Planner and the founder of Blackwater Financial. I’ve spent a decade working in wealth management and creating financial plans. I’ve worked in firms big and small, and with clients from every walk of life. I’ve served engineers, physicians, graphic designers, attorneys, teachers, college professors, tech workers, blue collar workers and many, many more. I’ve held the titles of Financial Advisor, Team Leader, and Director of Financial Planning. Most importantly, I love what I do and genuinely enjoy coming to work everyday. During the first decade of my career, I became very disenchanted with the way most advisors serve clients who are still in the wealth accumulation stage of life. I created Blackwater Financial to fix this problem.

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF. Ross is also an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual and high-net-worth clients, as well as corporations, offering investment advisory and financial planning services. The firm uses a combination of fundamental, quantitative, and modern portfolio theory analysis, primarily operating in a non-discretionary capacity while providing recommendations and oversight.

Jon Huffman is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Before joining Huffman & Ross in 2025, he worked at Equitable Advisors and TIAA-CREF. Outside of advisory work, he is a licensed insurance agent. Huffman & Ross Wealth Management provides investment advisory and financial planning services primarily to individual and high-net-worth clients, as well as corporations. The firm employs a non-discretionary investment approach that integrates fundamental, quantitative, and modern portfolio theory analyses, focusing on long-term trading and documented risk tolerances.

Delaina Kucish is a financial advisor with Alden Investment Group, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at Edward Jones for over two decades before joining Alden Investment Advisors, LLC and J. Alden Associates, Inc. She is president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors serves individual clients, retirement plans, nonprofits, other advisors, and pooled vehicles with discretionary and non-discretionary portfolio management, retirement-plan advisory, and fee-only financial planning. The firm uses customized asset allocations combining proprietary strategies with third-party managers, delivered primarily through its Alden COVE platform, which integrates multiple technology and service providers and supports unified managed accounts.

Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Brian Dean is a Series 66-licensed advisor with United Brokerage Services, Inc. in Morgantown, WV, where he has worked since 2016. He has 25 years of industry experience. Dean serves as a volunteer board member of the Bo Pare Foundation, participating in decisions on funding for park projects in the Morgantown area. United Brokerage Services provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual equities, fixed income, and third-party research, typically advising on a non-discretionary basis while offering various managed account programs.

Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.

Olivia Abboud is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial career, she worked with the United States Secret Service and has experience in education and senior living sectors. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Isaac Stolar is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. in Morgantown, WV. He has previously worked with Orion Financial and held roles at The Citadel and West Virginia University. Outside of his advisory duties, he creates product review videos on YouTube through The Stolar System. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and specialized consulting, employing a variety of analytical approaches and both discretionary and non-discretionary management arrangements.

Michelle Swiger is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and 19 years of industry experience. She has worked at TIAA-CREF since 2018 and at TIAA since 2016. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with ties to TIAA-administered employer retirement plans, as well as to various trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through multiple managed account programs.

John Bonasso is a financial advisor with Primerica Advisors based in Morgantown, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Douglas Davis is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Truist Advisory Services since 2021 and previously worked at BB&T Investment Services and Bb&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Allen Poe is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He has been with Centaurus Financial since 2002 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns Orion Financial, LLC, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical methods and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Laura Howe is a CFP® professional with 20 years of industry experience. She has worked at The Huntington Investment Company since 2007 and has been with Ameriprise Financial Services, LLC since 2026. Howe holds Series 63 and Series 65 licenses. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party and affiliate strategies, with portfolio management and custodial services supported through National Financial Services.

Shawn Wendel is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds Series 63 and Series 65 designations and has 15 years of industry experience, including 10 years at PNC Investments, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithmic risk assessments and managed portfolios composed of mutual funds and ETFs.

Angelo Cilia is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked with Ameritas since 2003 in various capacities and is also involved with CF Advisors Group LLC and Canvas Financial. Outside of advisory work, he appraises and evaluates coin collections for estates and individuals. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, fiduciary retirement plan services, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on firm-level affiliations and comprehensive client service.

Isaiah Simon is a CFP® credentialed financial advisor at The Huntington Investment Company with four years of industry experience. His prior work history includes roles at Ameriprise Financial Services, Cetera Advisor Networks, and various non-financial businesses. The Huntington Investment Company serves individuals, high-net-worth clients, charitable organizations, and corporations with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party and affiliate-managed portfolios, with account management options including advisor discretion, model providers, and overlay services.

Gregory Mccoy Jr. is a financial advisor at The Huntington Investment Company in Morgantown, WV, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise Financial Services, Cetera, and First United Bank & Trust. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models.

Zebulon Lewis is a financial advisor with Primerica Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked with Park Avenue Securities LLC since 2017 and Guardian Life Insurance Co. of America since 2015. Outside of his advisory roles, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

Jace Kyle is a financial advisor at Guardian Life with Series 66 credentials and five years of industry experience. He has worked at Park Avenue Securities since 2020 and previously attended West Virginia University from 2016 to 2020. Outside of his advisory work, he serves as an adjunct professor at Davis and Elkins College and is the secretary of the Tygart Valley Lions Club. He also holds a board member position with the Youth Health Service. He works at Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a digital advisory platform.