Bradley Franklin Roberts

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Joseph Spano Sr. is the President and CEO of The Spano Group Wealth Managers with 30 years of industry experience. He holds a Series 63 designation and has previously worked at firms including Freedom Financial Advisors, Potter & Spano Financial Group, and Transamerica Financial Advisors. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis for portfolio construction and offers both direct management and recommendations of third-party money managers, with a focus on non-discretionary account management and ERISA-related retirement plan consulting.

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.

Joseph Unger is a financial advisor at Foundations Investment Advisors LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Unger is also an insurance agent licensed to sell life, health, annuity, property, and casualty insurance. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, uses model portfolios with asymmetric rebalancing, and incorporates third-party sub-advisers and custodians in its investment approach.

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.