William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.

Anthony Park is a Series 65-licensed advisor at Leif Clarke Wealth Management, Inc. with over nine years of experience in financial services. His prior roles include positions at Baird, Kentucky Farmers Bank, City National Bank, and Richwood Industries. Leif Clarke Wealth Management provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates. The firm employs a value-oriented investment approach and customizes recommendations based on detailed client assessments of risk tolerance, time horizon, and income needs.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Sarah Aluise is a Series 66-licensed financial advisor with 13 years of industry experience. She has worked at The Huntington Investment Company since 2019 and previously held positions at Northwestern Mutual Investment Services LLC and Wesley H Richardson. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with discretionary investment authority and specialized program options.

Dennis Bearce is a financial advisor at Fifth Third Securities, Inc. in Huntington, WV, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked with Fifth Third Securities and Fifth Third Bank since 2007. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Susanne Eavenson is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at various Truist entities since 2010 and previously at BB&T. Outside of her advisory role, she serves as vice president of Dodrill Jewelers and is a board member of Mountain State Centers for Independent Living, a community organization supporting people with disabilities. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary solutions combining model portfolios, third-party managers, and advisor-led asset allocation.

Christen Harper is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes a decade with Dr. Mark Hickman before joining Empower Financial Services and Empower Advisory Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms.

Terresa Pratt is a financial advisor with The Huntington Investment Company, holding a Series 66 credential and 25 years of industry experience. She has been with the firm since 2010. Pratt has served as past president and is a current member of the Greater Huntington Estate Planning Council and is a board member of the Developmental Therapy Center, a nonprofit providing therapy services to individuals with special needs in the Tri-State area. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets across nearly 400 advisors and offers an open-architecture, model-driven platform with specialized program options and overlay services.

Robert Klug Sr. is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His prior work history includes roles at Combined Insurance and the Law Offices of Robert J. Klug, Sr. Outside of advising, he provides ride share and delivery services through platforms such as Lyft, Uber, DoorDash, and Amazon Flex during evenings and weekends. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Anne Bolling is a financial advisor at Empower Advisory Group with six years of industry experience. She holds the Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, and Guyan Holding, LLC. Bolling serves on the boards of the Huntington YMCA and the Huntington Museum of Art. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as individual IRA and retail brokerage clients. The firm integrates financial planning with Empower’s recordkeeping and administrative platforms, offering point-in-time plans and optional managed account solutions.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

Robert Simmons is a CFP® professional with 21 years of experience in the financial services industry. He is currently affiliated with RBC Capital Markets and City National Bank, having worked at RBC since 2009. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored advisory programs and portfolio management services utilizing both in-house and third-party investment managers, with options for tax management and responsible investing.

Daniel Wells is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' full financial picture to develop personalized wealth management strategies that align with their goals. He offers access to Merrill’s investment insights alongside the banking and lending solutions of Bank of America. Daniel holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Marshall University. He is committed to building one-on-one relationships with clients to support their life goals and legacy planning. Additionally, he participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Rolando Parsley is a financial advisor with Equitable Advisors in Huntington, WV, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with Equitable Advisors since 2022 and owns Parsley Holdings LLC doing business as Herd Tactical, a non-investment-related business he has operated since 2010. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a range of third-party asset managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor client investment solutions.

Mark Compston is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Securities Corporation and Wells Fargo Advisors. He serves as Treasurer on the board of the nonprofit Third and Center in Ironton, Ohio. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

David Thompson Jr. is a financial advisor with Raymond James & Associates in Ashland, KY, holding Series 63, 65, and 66 credentials and possessing 28 years of industry experience. He has been with Raymond James & Associates since 2007 and is also a partner in Lightning Properties. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations through both non-discretionary and discretionary programs.