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.

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 Guardian Life 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 advisory career, she worked with the United States Secret Service and has experience in hospitality and senior living sectors. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and utilizing platforms such as Envestnet and Pershing.

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 at TIAA-CREF with 19 years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2018, following six years at The Huntington Investment Company. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning and ongoing discretionary management, utilizing model and customized portfolios under fiduciary standards.

John Bonasso is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life. Bonasso also serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and tailored financial planning and consulting services.

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.

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.

Zebulon Lewis is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities LLC since 2017, concurrently with his role at Guardian Life Insurance Company of America since 2015. Outside of finance, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Jace Kyle is a financial advisor with Guardian Life and holds a Series 66 credential, with five years of industry experience. He previously worked at Park Avenue Securities and has experience as an adjunct professor at Davis and Elkins College. He serves as secretary of the Tygart Valley Lions Club and is a board member for Youth Health Service, an organization focused on child development and care services. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

John Stolar is a financial advisor at Centaurus Financial, Inc. with 39 years of industry experience. He has worked at both Centaurus Financial and Orion Financial, LLC since 2002. Outside of his advisory work, he is involved with JMS Services LLC and provides services related to health and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary strategies and various investment analyses.

Colleen Knight is a financial advisor at TIAA-CREF with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial and Clear Mountain Bank. Knight serves as a board member for the United Way of Monongalia and Preston Counties and is a 25% owner of a farming operation in West Virginia. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often leveraging pre-existing TIAA employer retirement plan relationships. The firm provides customized portfolio management alongside model-based strategies and acts as adviser to a donor-advised fund as part of its vertically integrated group.

Bryan Schod is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a community organization. Bryan works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions including discretionary management, model-based strategies, and digital advisory tools.

Jonathan Menzer is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at PNC Investments since 2016 and previously held roles at Waddell & Reed, Aquatorium Innovations Inc., and Arroas Haymakers Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs.

Raymond Prendergast is a financial advisor with TIAA-CREF in Morgantown, WV, holding a Series 66 designation and 24 years of industry experience. He has been with TIAA-CREF and its affiliated entities since 2016. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and operates within a vertically integrated structure using affiliated funds.

Nicolas Heywood is a financial advisor with TIAA-CREF, holding a Series 66 designation and 18 years of industry experience. He has worked at TIAA-CREF since 2012 and previously spent four years with BB&T Investment Services, Inc. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers a range of managed account options, including model portfolio and customized portfolio approaches, while acting as adviser to the TIAA Donor Advised Fund.