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.

Michael Wood III is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and has previously worked at Truist Investment Services, Inc. and BB&T Securities. He serves as a board member of the Tazewell High School Hall of Fame, a nonprofit organization that elects members and provides scholarships to graduates. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Joe Keatley is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo Advisors LLC and First Community Bank. In addition to his advisory role, he is an associate employee at First Community Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through client collaboration and provides access to a broad range of implementation options and affiliate resources.

Victoria Lester is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and 14 years of industry experience. She previously worked at Bluefield State College and is also associated with First Community Bank. Lester serves as an advisor at First Community Wealth Management in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a wide range of clients, including individual investors, high-net-worth individuals, pension plans, and municipal entities. The firm emphasizes tailored financial plans and advisory services, often operating in a non-discretionary role supported by extensive research and an affiliate network.

Robert Terry III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Raymond James since 2013 and is also an associate and branch manager at First Community Wealth Management in Bluefield, WV. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations developed through risk profiling and firm research, with a notable portion of its advisory business conducted on a non-discretionary basis.

Sara May is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at Crowe & Company Orthodontics, Boehringer Ingelheim Pharmaceuticals, AdaptHealth, and Thryv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Anne Crowe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with CF Sterling Wealth Management, LLC, a DBA related to her LPL business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and accommodates both advisory and brokerage services tailored to client needs.

Jonathan Ferrell is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing, BB&T, Infinex Investments, and First Bancorp. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Jody Deel is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Deel Financial, PLLC since 2010, providing accounting and tax preparation services. Deel serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic, and The 315 Company, a faith-based entertainment organization. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with institutional services uncommon for a firm of its size.

Lindsay Price is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. She has been with Raymond James Financial Services since 2014 and is also associated with First Community Bank. In addition to her advisory role, she works as an associate at First Community Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations supported by firm research and a broad affiliate network.

James Folmar is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Patton is a CFP® professional with 27 years of industry experience. He has been with LPL Financial since 2013 and has worked at Investment Planning Consultants since 1996. Patton is also involved in selling long-term care insurance as a side activity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, and institutions. The firm offers a range of advisory programs and investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Peter Romano is a financial advisor with Ameriprise in Bluefield, VA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Romano serves on the advisory board for the School of Business at Bluefield State University. Ameriprise is a large institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports, primarily focused on Ameriprise-managed accounts.

Gregory Degray is a financial advisor with LPL Financial who holds a Series 66 designation and has 18 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he is also a commissioned notary. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Christopher Benson is a financial advisor at Edward Jones in Bluefield, VA, holding Series 63 and Series 66 credentials with 28 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.