Independent financial advisors in Beckley, WV

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.

Michael Cavendish is a financial advisor at Vandalia Wealth with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Clearing and Axxcess Wealth Management. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization. Vandalia Wealth provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses model portfolios built with low-cost mutual funds, ETFs, individual securities, and alternative investments, emphasizing a generally long-term investment approach while allowing for rebalancing and client-specific needs.

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.

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.

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.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.