Angela Beblo is a financial advisor at Global Freedom Financial LLC with a Series 65 credential and four years of industry experience. She has worked at Jackson Kelly PLLC since 2022 as Counsel and previously spent sixteen years at Spilman Thomas & Battle PLLC. Beblo maintains an active legal practice alongside her advisory role. Global Freedom Financial LLC provides comprehensive financial planning and consulting to individual clients, focusing on retirement, estate, tax, and business planning among other areas. The firm does not manage assets but offers investment analysis and recommendations within planning engagements, operating as a single-advisor practice with a legal affiliation.

Robert Nistendirk is a financial advisor at WNA Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has been a partner at Costanzo Woomer Nistendirk, PLLC since 1996. WNA Wealth Management provides investment advisory and financial planning services primarily to individual clients, including retirement and pension/profit-sharing plans. The firm’s approach emphasizes asset allocation and a combination of strategies such as dollar-cost averaging, technical analysis, and both long- and short-term purchases, supported by Savant Wealth Management’s platform for portfolio management and trade processing.

Eric Ayersman is a CFP® professional with 13 years of experience in financial advising and over 26 years as a CPA. He is the principal of Retirement Planning Consultants Inc. in South Charleston, WV, and previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of advising, he maintains a tax preparation and consulting business through Ayersman Financial Group, Inc. Retirement Planning Consultants Inc. provides investment management for individual, corporate, and charitable clients, specializing in retirement accounts such as IRAs, 401(k)s, and 529 plans. The firm focuses on customized asset allocation primarily using ETFs, managing most assets on a discretionary basis while offering access to insurance and annuity products through the principal’s CPA and insurance licensure.

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.

Ian Flores is a financial advisor at NTV Asset Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at NTV Asset Management since 2019, following a 19-year tenure at BB&T Asset Management, Inc. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques to inform investment decisions and manages nearly $1 billion in client assets through a team of five advisors.

Steven Tardy is a financial advisor at McKinley Carter Wealth Services, Inc. in Charleston, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience, including two years at Teays Valley Insurance, LLC prior to joining McKinley Carter in 2017. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base that includes individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon while offering ongoing portfolio monitoring and philanthropic services.

John Valentine is a financial advisor at NTV Asset Management, LLC with 25 years of industry experience. He holds the Series 63 designation and has been with NTV Asset Management since 2001. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a mix of analytical techniques and manages nearly $1 billion in client assets, focusing on larger, concentrated relationships and utilizing a range of investment vehicles including partnerships in real estate and oil and gas.

John Valentine is a financial advisor at NTV Asset Management, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at NTV Asset Management since 2018 and previously held positions at LPL Financial LLC, TalentBridge/Bradford Management, and VAVA LLC. NTV Asset Management provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a five-advisor team serving primarily larger, concentrated client relationships.

James Thomas is a Series 65 licensed financial advisor with 24 years of industry experience. He has been with NTV Asset Management, LLC since 2000. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in assets with a team of five advisors, focusing on larger, concentrated client relationships and utilizing less-common investment vehicles.

Bradley Foster is a CFA® charterholder with 12 years of industry experience. He is currently with NTV Asset Management, LLC, where he has worked since 2023. His prior experience includes roles at McKinley Carter Wealth Services and Fifth Third Bank. NTV Asset Management provides continuous portfolio management and financial planning to individuals, pension plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a team of five advisors.

John Jones is a financial advisor at Axxcess Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he assists with an industrial construction business owned by his spouse. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and other investment advisers. The firm manages customized multi-asset portfolios through fundamental, technical, and cyclical analysis, and offers distinctive third-party manager and operational support capabilities through its Third-Party Asset Management Platform.

Jason Lunsford is a financial advisor with Axxcess Wealth Management, LLC, holding a Series 66 designation and bringing 23 years of industry experience. Prior to joining Axxcess Wealth Management in 2025, he worked at Forvis Mazars Wealth Advisors LLC and FORVIS Wealth Advisors LLC, and spent 12 years at Dixon Hughes Wealth Advisors LLC. He also maintains an insurance sales activity focusing on fixed insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is noted for its customized multi-asset portfolios and distinctive Third-Party Asset Management Platform, which supports multiple third-party managers and offers consolidated reporting and administrative oversight.

Lois Crichton is a financial advisor with Axxcess Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she serves as a Commissioner on the Municipal Beautification Commission for the City of Charleston and is a board member of the Kanawha Garden Club. Axxcess Wealth Management provides comprehensive wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and offers distinctive third-party manager platform capabilities that support both discretionary and non-discretionary services.

Jeffrey Borman is a financial advisor at Axxcess Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LOC Investment Advisers for 11 years. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm is notable for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities, offering customized multi-asset portfolios and operational support to RIAs and broker-dealers.

Caleb Casto is a financial advisor at Axxcess Wealth Management, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fifth Third Bank, Fifth Third Securities, and Northwestern Mutual. Outside of his advisory role, he has experience as an insurance agent. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm is notable for its Third-Party Asset Management Platform, which supports multi-asset portfolio management, strategic and tactical asset allocation, and operational services including consolidated reporting and oversight for multiple third-party managers.

Ian Mcilvaine is a financial advisor at Axxcess Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Mcilvaine is also involved as an insurance agent specializing in accident, health, sickness, life, and variable annuity products. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, trusts, businesses, and charitable organizations. The firm employs a multi-asset portfolio approach combining fundamental, technical, and cyclical analysis and supports other RIAs and broker-dealers through its Third-Party Asset Management Platform.

Chelsea Weiss is a financial advisor at Axxcess Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Axxcess Wealth Management, she worked at McKinley Carter Wealth Services for five years and has held positions in various organizations including Job Corps and Prestera Center for Mental Health Services, Inc. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative support through its Third-Party Asset Management Platform.

Kathryn Lester is a financial advisor at Axxcess Wealth Management, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Robert Baird & Co. and Jjb Hillisrd Wl Lyons LLC. Lester serves on the investment and finance committees of the Diocese of Wheeling/Charleston and Blessed Sacrament Catholic Church and is a board member of the Elk City Renewal Association. Axxcess Wealth Management offers wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a multi-asset portfolio strategy with both strategic and tactical asset allocation and provides operational support and consolidated reporting through its Third-Party Asset Management Platform.