Top financial advisors working with retirees 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.

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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.