James Patrick Gregg

Robert Felton is a financial advisor at Felton Wealth, LLC with seven years of industry experience. He previously worked with Wells Fargo Advisors and Raymond James Financial Services. Felton serves as a member of the City of Wheeling's Entertainment Endowment Committee and the City of Wheeling Board of Zoning Appeals. Felton Wealth, LLC provides investment advice primarily to individual investors and qualified retirement plans, offering fiduciary advice and investment management services. The firm’s strategies are tailored to client objectives and employ a mix of fundamental and technical analysis, with accounts reviewed regularly and the option to delegate portfolio management to sub-advisors.

Thomas Anthony is a financial advisor with Anthony Investment Management, LLC in Wheeling, WV. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 14 years with his current firm and prior work at Main Street Financial Services, Corp. since 2001. Anthony Investment Management serves individuals, charitable organizations, corporations, trusts, estates, and retirement plan sponsors. The firm offers portfolio management, financial planning, investment consulting, and retirement plan consulting, focusing on tailored portfolios built from fundamental analysis and active retirement plan and pension consulting.

Russell Dunkin is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Fort Henry Capital, LLC since 2014. Fort Henry Capital serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and other businesses by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. The firm’s investment process is primarily fundamental and tailored to client objectives, risk tolerance, and tax situations.

Miranda Parkinson is a CFP® professional at Appalachian Capital Management with four years of industry experience. Prior to joining the firm, she worked at C.H. Robinson Worldwide and was employed by The Ohio State University. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions through customized or model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and regular reviews.

Ross Merenda is a financial advisor with Optima Trade & Investments, LLC, where he has worked since 2005. He has 12 years of industry experience. Optima Trade & Investments is a registered investment adviser offering portfolio management on a limited discretionary basis, as well as financial planning and consulting services. The firm employs a blend of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and shorter-term trading strategies, including the use of stop orders, short sales, margin transactions, and option writing when aligned with client objectives.

Jeffrey Hensler is a Series 65-licensed financial advisor at Optima Trade & Investments, LLC with 20 years of industry experience. He has been with the firm since 2006. Optima Trade & Investments is a registered investment adviser that provides portfolio management on a limited discretionary basis along with financial planning and consulting services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with a focus on technical analysis and shorter-term trading strategies, and offers alternative billing arrangements including performance-based fees for qualified clients.