Joe Keatley

Richard Allen is a financial advisor with 22 years of industry experience, currently practicing at 4 Seasons Advisors in Princeton, WV. He holds Series 63 and Series 65 licenses and has been involved with The Insurance Store Inc since 1998. Outside of his advisory role, he owns a business that sells dietary supplements. 4 Seasons Advisors is a small registered investment adviser serving individual clients with ongoing investment supervisory services and standalone financial planning. The firm focuses on mutual funds, equities, and ETFs, incorporates insurance-related advice, and uses fundamental and cyclical analysis with a long-term trading orientation.

Jessie Thompson is a financial advisor at 4 Seasons Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with 4 Seasons Advisors since 2012. In addition to her advisory role, she owns and operates The Ins Store, Inc., an insurance agency. 4 Seasons Advisors is a small registered investment adviser serving individual clients with investment supervisory services and financial planning. The firm manages approximately $2 million in client assets, focuses on mutual funds, equities, and ETFs, and integrates insurance-related advice as part of its offerings.

Tyler Hillyer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management. Prior to joining Ritholtz, he held roles at Mercer Global Advisors Inc. and Harrison & Company Wealth Management, LLC. He is based in Princeton, WV. Ritholtz Wealth Management provides comprehensive portfolio management, retirement plan consulting, and financial planning services to individuals and high-net-worth clients. The firm employs a goal-based planning approach focused on asset allocation and behavioral economics, utilizing low-cost ETFs and mutual funds alongside automated tools and access to alternative investments.

Scott Pittman is a financial advisor at Calton & Associates, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with Calton & Associates since 2010. Outside of his advisory role, Pittman serves as an independent director and chairman of the Compensation Committee at NUO Therapeutics, Inc., and is the CEO of the Coalfields Health Foundation, Inc., a nonprofit focused on healthcare service development. Calton & Associates serves individual investors, retirement plans, trusts, and estates by providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of investment programs and uses various analytic approaches, combining fee-based and commissionable products through its dual registration as both a registered investment adviser and broker-dealer.

Sasha Schrage is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. Prior to joining D.A. Davidson in 2017, she worked at Stortz Financial Group for 16 years. She holds a Series 66 designation and is also a commissioned notary in Virginia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Michael Wood Jr. is a CFP® professional with 38 years of industry experience, currently serving at D.A. Davidson & Co. since 2023. His prior roles include positions at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow, Inc. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.