Karen Quinn Watson

Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. 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 for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Andrew Baird is a Series 66-credentialed financial advisor with nine years of industry experience, currently with GWN Securities Inc. since 2017. He also serves as president of Baird Appraisals Inc., a real estate appraisal business specializing in residential and some agricultural properties. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a blend of discretionary portfolio management and model-based allocations, including legacy tactical strategies such as market-timing and momentum approaches.

Ronald Mosser is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Investment Services, Inc. and Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.