Daniel Sherman

Barbara Battin is a financial advisor with Confluence Financial Partners, holding Series 63 and Series 65 credentials and 13 years of industry experience. She previously worked at CETERA Advisor Networks LLC and CashDollar & Associates, LLC. Outside of her advisory work, she serves as a committee member at Cochranton Community Church, where she oversees the budget, expenses, and audits financial records. Confluence Financial Partners serves individual and institutional clients, including high-net-worth individuals, business owners, and retirement plan sponsors. The firm employs a fiduciary, goals-based investment process that includes a mix of active and passive strategies, detailed retirement plan consulting, and portfolio management tailored to client objectives.

Steven Sabo is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Virtue Capital Management since 2019. In addition, he independently sells life insurance and annuities through Executive Financial Group and Executive Financial Planning. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and ERISA and qualified plan consulting, employing active, model-driven strategies that incorporate economic data and quantitative optimization.

Jonathan Van Kirk is a financial advisor at Vicus Capital, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Iron Point Financial. Vicus Capital serves a diverse client base including individuals, businesses, trusts, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies combining fundamental and technical analysis and provides specialized fiduciary consulting and plan-sponsor services alongside traditional advisory offerings.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing various analytical methods and strategies across nondiscretionary and discretionary accounts.

Benjamin Burkley is a financial advisor with LPL Financial and Stratos Wealth Partners, LTD, holding a Series 66 designation and 16 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017 and was previously with Hefren-Tillotson, Inc. from 2015 to 2017. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households, offering a variety of investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Cathleen Beatrice is a financial advisor with OSAIC Institutions, INC. She holds Series 63 and Series 65 designations and has 12 years of industry experience. She has worked at Mercer County State Bank since 2017, where she serves as AVP of Branch Banking, and has prior experience with Infinex Investments, Ristvey Investment Group, and Raymond James Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements, financial planning, ERISA plan services, and access to alternative investments. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions using a mix of fundamental and technical analysis, with a notable emphasis on non-discretionary assets.