Maxwell Knapp is a financial advisor at Blackbear Capital, LLC with five years of industry experience. He previously worked at United Bankshares Inc. and Comvest Partners. Outside of his advisory role, he is involved in several business ventures including co-ownership of a fitness and rehabilitation center and an online software demonstration company. Blackbear Capital provides discretionary investment management and financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, managing portfolios with equities, fixed income, mutual funds, ETFs, and select alternative strategies.

Jack Whitney is a financial advisor with Blackbear Capital, LLC, holding a Series 66 designation and eight years of industry experience. He previously worked at United Brokerage, United Bank, and the State of West Virginia. Blackbear Capital provides discretionary investment management and ongoing financial consulting to individuals, charities, and governmental entities. The firm emphasizes asset allocation through fundamental, quantitative, and qualitative analysis, tailoring portfolios to client objectives and risk tolerance while maintaining relationships with state and municipal government clients.

Terri Brown is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Merrill from 2017 to 2021 and held positions at JP Morgan Chase and The Bank of New York Mellon. She is also involved with Handshake AI as an AI tutor. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and advanced modeling tools, delivering services primarily in an advisory capacity.

Michael Barton is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked for R&L Carriers for eighteen years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of advisors and branch offices nationwide.

Caleb Durst is a financial advisor with Edward Jones in Ravenswood, West Virginia, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Enterprise Rent-A-Car from 2009 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages a broad range of strategies through its SEC-registered advisory program and has approximately $1.01 trillion in assets under management, supported by a nationwide network of more than 23,700 financial advisors.