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.

Delaina Kucish is a financial advisor with Alden Investment Advisors, LLC and J. Alden Associates, Inc., holding Series 63 and Series 66 credentials with 23 years of industry experience. Prior to joining Alden in 2024, she worked at Edward Jones from 2001 to 2023. Outside of her advisory role, she serves as president of The Monumental Basketball Association, a nonprofit organization. Alden Investment Advisors offers portfolio management and fee-based financial planning to individuals, advisors, retirement plans, and institutional clients. The firm focuses on customized asset allocations using proprietary strategies and third-party managers, with distinctive services including fiduciary oversight of employer plans and integrated technology platforms for unified household reporting.

Courtney Kucish is a financial advisor at Alden Investment Group with 18 years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for 15 years. Outside of advising, she serves as secretary for Monumental Resources, a retail shipping business in Fairmont, WV. Alden Investment Advisors provides portfolio management and financial planning services to individuals, other advisors, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary strategies and third-party managers, and is notable for integrating technology platforms to extend discretionary oversight and for its concentrated fiduciary services for employer plans.

Matthew Williams is a CFP® with 17 years of industry experience, currently advising at OneSeven. He previously worked at Ameriprise Financial Services and Eagle Strategies, among other firms. Williams serves on the boards of the OLD TOWN GREENS Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering financial planning and discretionary portfolio management with a primarily long-term investment approach that includes access to alternatives and private placements. The firm utilizes both discretionary and non-discretionary strategies and partners with unaffiliated Independent Managers and third-party platforms.

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.

Leslie Boyce is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. Prior to joining Lombard Advisers, Boyce worked at firms including Cetera Advisors LLC, The Huntington Investment Company, and Morgan Stanley. Outside of advisory work, Leslie serves as CFO for Poynter's Business Solutions, a company engaged in office equipment sales and service. Lombard Advisers provides personalized investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers both discretionary and non-discretionary portfolio management, utilizing various analytical methods, and manages approximately $670 million in assets as of the end of 2025.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and bringing four years of industry experience. He has been with Bankers Life and its affiliated entities since 2016, including roles in insurance sales and agent training. Outside of advising, he is involved in recruiting and training insurance agents and has a part ownership in a small residential rental business. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs fundamental, technical, and cyclical analysis to create tailored asset allocations and offers strategies across a range of securities within customized portfolios.

Christopher Phillips is a financial advisor at Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with Bankers Life since 2013, transitioning to advisory and securities roles in 2025. Outside of his advisory work, he is a one-third owner of a vacation rental unit at Snowshoe Mountain resort. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Sam Lacaria Jr. is a financial advisor at Empower Advisory Group with 25 years of industry experience. His career includes roles at CETERA Financial Specialists LLC, Citizens Securities, Inc., LPL Financial, and M&T Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Wesley Spiker is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 10 years of industry experience. In addition to his advisory role, he serves as an insurance agent and unit sales manager at Bankers Life & Casualty, Inc., where he assists clients with life, health, and annuity products and manages a team of insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analysis to develop tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Robert Koerber is a Senior Financial Advisor with Merrill Lynch Wealth Management based in Bridgeport, West Virginia. He offers investment services to individuals, small business owners, unions, non-profits, and dealerships across North Central West Virginia and Southwestern Pennsylvania. His coverage areas include multiple counties in West Virginia and Pennsylvania. Robert's expertise encompasses retirement planning, rollovers, succession planning, trusts, private family foundations, insurance, annuities, Roth IRAs, cash management, CDs, equity and fixed-income strategies, estate planning strategies, IRAs, SEP IRAs, and Simple IRAs. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from Tyler Consolidated High School. He is actively involved in community organizations such as Cecil Jarvis 10K, Harrison County CASA program, Toys for Tots, and United Way. Robert also participates in several professional and community groups including Emerging Leaders of Harrison County, FBI Citizens Academy Alumni, Generation WV, Marine Corps League, Morgantown Chamber of Commerce, VFW, and Wetzel County Chamber of Commerce.

Jason Junkin is a financial advisor with Fidelity Investments, holding a Series 66 designation and 12 years of industry experience. His prior roles include over a decade at TIAA and work with West Virginia University and Peaceful Glen LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages a range of portfolios, including multi-manager and fund-of-funds structures, and incorporates AI and systematic methods in its investment process.

Robert Kozul is a CFP® with nine years of industry experience, currently working at Edward Jones since 2016. He owns Abercrombie Properties, a business involved in managing an office property in Danville, VA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs, including wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mattie Trefz is a Series 66-licensed financial advisor with Edward Jones, based in Fairmont, WV, and has three years of industry experience. Prior to joining Edward Jones, Mattie held positions in education and federal programs administration. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including both discretionary and non-discretionary options, and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jesse Ayers II is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in the contracting and holdings sectors, working at Triad Holdings LLC, Veritas Contracting, LLC, and Rogers Electrical Contracting Co. Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large network of financial advisors and branch offices nationwide.

Jason Graser 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, he worked at Singapore American School and Nansha College Preparatory Academy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Lane Flint is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in a dental office owned by Dr. Robert Flint D.D.S., where he performed after-hours cleaning and organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

James Sawczyszyn is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities Corporation, Osaic FS, Inc., and PRUCO Securities, LLC. In addition to his advisory role, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by research-driven tools and a broad platform that includes insurance services and banking partnerships.

Jeffrey Boyles is a Series 66 licensed financial advisor with Edward Jones in Fairmont, WV, where he has worked since 2018. He has seven years of industry experience, including three years at Civil & Environmental Consultants prior to joining Edward Jones. 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 and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,000 advisors and 15,000 branch offices.