Michael Cavendish is a financial advisor at Axxcess Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an investment committee member for the Beckley Area Foundation, a charitable organization. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base. The firm manages customized multi-asset portfolios using a combination of fundamental, technical, and cyclical analysis, and is notable for its Third-Party Asset Management Platform and sleeve-manager capabilities.

Shawn Schuyler is a financial advisor with BFC Planning, Inc. in Beckley, WV, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His prior work includes roles at United Planners Financial, LLC and Waddell & Reed, Inc. He is also involved with West Virginia Financial Solutions, LLC as an agent for non-variable insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional investors through approximately 200 advisory representatives. The firm provides a range of financial planning and portfolio management services, utilizing various platform arrangements and investment strategies tailored to different client needs.

Samuel Stewart is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Prior to joining Money Concepts in 2019, he spent 20 years with Nationwide Securities, LLC and Nationwide Insurance Company. Outside of advisory work, he serves on the boards of Clearfork Valley Golf Course and the Wyoming County Economic Development Authority. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and combines fundamental and technical analysis with modern portfolio theory to manage assets across discretionary and non-discretionary accounts.

Acie Hylton Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, LPL Financial, Infinex Financial Group, and Summit Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following a four-year tenure at Appalachian Regional Healthcare. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Charles Wilkerson is a financial advisor at J.P. Morgan Securities with 44 years of industry experience. He has been with J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities since 2012. Wilkerson holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tracy Houck is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including at Novartis and Cook Medical. Outside of her advisory role, Houck is the owner and CEO of Eleventh Perspective, LLC, a creative productions and sales business, and serves as a caregiver for her adult disabled daughter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Brooke Dempsey is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and has prior work experience in healthcare roles at Stonerise Beckley, Stonerise Rainelle, and MedExpress. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products.

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Clark Swepston is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC., where he served for nearly five decades. Outside of his advisory role, Swepston is chair of the Deacon board at Crab Orchard Baptist Church in Beckley, WV. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.

Autumn Ballard is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2013. Outside of her advisory role, she was involved with Twisted Sisterz Flavor House LLC from 2019 to 2024. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Bill Burgess is a financial advisor at Edward Jones with 42 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Burgess is based in Beckley, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Richard Hampton is a financial advisor with Edward Jones in Beckley, WV, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Before joining Edward Jones in 2018, he worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2016 to 2018. Outside of his advisory role, he is co-owner of Go Duck Media LLC, a marketing firm serving local small businesses, where he helps oversee finance and expansion. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets with a large national network of advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Justin Hurd is a CFP® professional with 40 years of experience in the financial services industry. He has worked at Merrill for over four decades, followed by Bank of America, and currently serves as an advisor at LPL Financial. 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.

Miranda Brunty is a Series 66-licensed financial advisor with LPL Enterprise, based in Beckley, WV, and has two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and several healthcare institutions. Outside of financial advising, she is a co-owner of Hemlock & Holler Co., a business based in Daniels, WV. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage capabilities.

Douglas Lehman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Edward Jones in Beckley, WV since 2003. Outside of his advisory role, he serves as a consultant and referee for soccer games during non-trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

John Forinash is a financial advisor with Edward Jones in Beckley, WV. He holds a Series 66 credential and began his advisory career with Edward Jones in 2024. Prior to joining Edward Jones, he worked as a barista at Chocolate Moose Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Bailey Meade is a Series 66 credentialed financial advisor with three years of industry experience. They have worked at J.P. Morgan Securities since 2022 and previously held roles at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Benjamin Worley is a financial advisor with Edward Jones in Beckley, WV, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Alpha Natural Resources for six years. Outside of advising, Worley is involved in a real estate LLC, Worley Proper, with properties leased to local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed account options, and affiliated investment products. The firm is notable for its extensive retail advisor network and supplementary financial services, including trust and securities-based lending capabilities.

Megan Legursky is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and previously worked at Mars Bank. Outside of her advisory role, she serves on the boards of the United Way of Southern West Virginia and the Beckley-Raleigh County Chamber of Commerce, and is president of the BNI West Virginia - Country Roads Connections Chapter. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Heather Cantley is a financial advisor at Edward Jones in Beckley, WV, holding a Series 66 designation with five years of industry experience. Prior to her current role, she worked as a teacher at various schools within Raleigh County Schools and provides English tutoring to Chinese children through VIP Kids. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors.

Cheyenna Daniels is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Daniels worked for 14 years with the Raleigh County Board of Education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Deana Gwinn is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Her prior experience includes roles at JPMorgan Chase Bank, N.A. and Bank One dating back to 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services on a non-discretionary basis and combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Patterson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase Bank from 2018 to 2023. Outside of his advisory role, he is the owner of a residential cleaning business in Shady Spring, West Virginia, which he operates together with his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Hunter Wade is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining Cambridge in 2022, he worked at The O.N. Equity Sales Company and Ohio National Financial Services. Wade serves as a board member for The Salvation Army and is involved as treasurer for an election campaign for a West Virginia Supreme Court of Appeals justice candidate. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent financial professionals using multiple account platforms and third-party strategists.

Brice Hartsuch is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior experience includes positions at J.P. Morgan Securities and Ohio National Financial Services. Outside of advising, he serves as treasurer of Legacy FC, an organization involved in sport, fitness, and gaming, and he is also an adjunct professor and author. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Raymond Morton is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves on the Finance Committee for St. Francis DeSales Church and is involved with RJMorton.LLC as a Practice Operations Specialist. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Joseph Meade is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.