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.

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.

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.

Tyler Mason is a financial advisor with LPL Financial in Fairmont, WV, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Cetera and John Burton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

David Weigand is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he spent 15 years with TTEC. Outside of his advisory role, Weigand serves as a soccer referee in West Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and investment solutions to individuals, retirement participants, institutions, and banks, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Christopher Stewart is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His prior roles include positions at SCF Investment Advisors, Scf Securities, ProEquities, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Lisa Stover is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and GCC Technologies LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Kinty is a financial advisor with Edward Jones in Fairmont, WV, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a trustee for Hopewell United Methodist Church and as a board member of the Marion County Senior Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

John Osborne is a financial advisor with LPL Financial in Morgantown, WV, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Truist Investment Services, and Edward Jones. He is currently associated with Burke and Herbert Wealth Management in addition to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by a large network of investment adviser representatives.

Sherald Hill is a financial advisor with LPL Enterprise holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Prudential Insurance Company of America, Nationwide Insurance, Wells Fargo Clearing, and Merrill. He is also president of Wild & Wonderful Wealth Partners, a DBA associated with his current LPL business. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, corporate and charitable entities. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers a range of financial planning, consulting, and insurance product services.

Robert Kimble is a financial advisor at LPL Enterprise with seven years of industry experience and holds a Series 66 designation. He has previously worked at Ameriprise Financial Services and Prudential-affiliated firms. Kimble serves on the boards of two nonprofit organizations, the Buckhannon-Upshur Chamber of Commerce and MVBOA, Inc., and operates a tax preparation and accounting business. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a Model Wealth Portfolios wrap program.

Andrew Rubenstein is a Series 66 credentialed financial advisor at Edward Jones with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive nationwide network of advisors and branch offices.

Jeri Bice is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, she worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of her advisory role, she manages a temporary rental property in Savannah, Georgia. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a variety of clients, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Adam Mercer is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he worked in various roles at Sheetz and was self-employed for several years. 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 supported by a large network of financial advisors and branch offices nationwide.

Brian Kurcaba is a financial advisor at Edward Jones in Morgantown, WV, holding CFP® and ChFC® credentials with 22 years of industry experience. He has been with Edward Jones since 2003. 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 under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Lex Singleton is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked for ten years at Harry Green Chevrolet Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and has a large national network of financial advisors and branch offices.

Charisse Porter is a financial advisor with Ameriprise in Fairmont, WV, holding a Series 66 credential and 11 years of industry experience. Prior to joining Ameriprise in 2026, she spent a decade at The Huntington Investment Company and also worked at United Brokerage Services. Outside of finance, she serves as a brand ambassador for Tubby Todd, promoting their bath products through a referral program. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies. Their retirement income service involves a written Recommendation Report and ongoing advice, utilizing a collaborative approach between a centralized team and the advisor.

Samantha Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Equitable Advisors since 2016, previously affiliated with Axa Advisors. Outside of her advisory work, she serves in multiple nonprofit leadership roles, including president of a PFLAG chapter and treasurer positions on several local nonprofit boards in Fairmont, WV. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party sponsors.

Trina Browning is a financial advisor with Edward Jones in Morgantown, WV, holding a Series 66 designation and 15 years of experience at the firm. She has experience as an independent beauty consultant with Mary Kay Inc., primarily for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

James Chadwell is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of his advisory role, he serves on the board of the Pricketts Fort Memorial Foundation, co-founded the Community First nonprofit, and holds leadership positions with South Fairmont Rotary International, Grace Lutheran Church, and the Boy Scouts of America Mountaineer Area Council. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm focuses on matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Kimberly Shay is a financial advisor with Edward Jones in Fairmont, WV, holding a Series 66 designation and 12 years of experience with the firm since 2014. She has ownership in a small residential rental property business managing nine townhomes. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, and offers services under a fiduciary standard supported by a large nationwide network of advisors.

Evan Kliethermes is a Series 66-licensed financial advisor with Edward Jones in Fairmont, West Virginia, with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he owns and operates Kliethermes Farms, where he raises and sells farm animals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and provides both discretionary and non-discretionary solutions under a fiduciary standard.

Derek Nuzum is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2012 and has been associated with MassMutual Life Insurance Company since 2006. Outside his advisory role, he owns a commercial real estate investment business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver tailored recommendations.

Austin Tucker is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously operated a personal and landscape business, Texin LLC, which he maintains to manage insurance on his equipment for personal and family use. Tucker has been with Edward Jones since 2023 and has prior experience with Texin LLC and Line-X of North Central WV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a broad network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products under a fiduciary standard.