Freedom Financial Advisors, LLC

Brian Ross is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. He holds a Series 63 designation and has prior experience at Transamerica from 2011 to 2016. Outside of advisory work, Ross is involved with Freedom Financial Insurance Group, where he sells fixed annuities and life insurance, and participates in educational services through Freedom Federal Educators. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm employs a conservative investment approach based on fundamental analysis, emphasizes educational services, and maintains a material insurance affiliation through licensed agents.

Melissa Grass is a financial advisor at Freedom Financial Advisors, LLC with three years of industry experience. She holds a Series 63 designation and has prior experience at TransAmerica. Outside of investment advising, she is the CEO of Freedom Federal Educators, a business that provides federal benefits education through webinars and other content. Freedom Financial Advisors primarily serves individual clients with financial planning and portfolio management, as well as retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative positioning, and educational services, managing approximately $13 million in assets mostly on a non-discretionary basis.

Jerry Potter is a financial advisor with Freedom Financial Advisors, LLC in South Charleston, WV, holding a Series 63 designation and 39 years of industry experience. He has operated Jerry Potter Financial since 2009 and has been with Potter & Spano Financial Group since 2018. Outside of advising, he is an independent insurance agent affiliated with multiple insurers and manages a separate life insurance and fixed annuities business. Freedom Financial Advisors primarily serves individual clients through financial planning and portfolio management, and provides retirement plan consulting for 401(k) plans. The firm emphasizes fundamental analysis, conservative investment positioning, and client education, managing approximately $13 million in assets across about 27 clients with a predominantly non-discretionary approach.