Catherine Preston

Matthew Williams is a CFP® certificant with 16 years of industry experience. He is currently with OneSeven, where he has worked since 2023, following an eight-year tenure at Ameriprise Financial Services, Inc. Williams serves on the boards of the Old Town Greens Townhome Association and the West Virginia University Alumni Board in the National Capitol Area. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, typically employing a long-term investment approach with diversified portfolios that may include mutual funds, ETFs, individual securities, alternatives, and private placements.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.

Robin Faris is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and with 17 years of industry experience. Faris has been with Bankers Life Advisory Services since 2017 and has also worked with Bankers Life Securities, Inc. and Bankers Life and Casualty since 2004. Outside of advisory work, Faris serves as Capital Campaign Chair for the documentary film "Impossible Town" and owns a horse boarding business in West Virginia. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Ronald Williams is a financial advisor at The Huntington Investment Company with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JP Morgan Chase and Woodforest National Bank. Williams has been with Huntington in various roles since 2018. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary private bank portfolios.

Benjamin Strader is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. He has been with Bankers Life Advisory Services and its affiliated entities since 2016, including roles in insurance agent training and recruitment. Outside of his advisory work, he is involved in managing rental properties as a part owner of a real estate venture. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis to guide investment decisions.