Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63
Experience Industry experience
21 years
Location
Martins Ferry, OH 43935
Eagle Strategies (NY Life)
Enterprise
Mark Stecker is a CFP® with 21 years of industry experience currently affiliated with Eagle Strategies (NY Life). He has been with Eagle Strategies since 2018 and has worked at NYLife Securities LLC and New York Life Insurance Company since 2004. Outside of his advisory role, Stecker volunteers as a coach for a Shetland baseball team with Washington Youth Baseball. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Martins Ferry, OH
42 South 4th Street, Suite 102
Martins Ferry OH 43935
Advisors at this office
1
Ohio · Pennsylvania
21 years of industry experience
Eagle Strategies (NY Life)
2018 - Present • 8 years
Washington, PA
NYLife Securities Llc
2004 - Present • 22 years
Pittsburgh, PA
New York life Insurance Company
2004 - Present • 22 years
Pittsburgh, PA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wheeling, WV
Anthony Investment Management, LLC
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.
CFP®, Series 66
Wheeling, WV
Fort Henry Capital, LLC
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.
CFP®
St. Clairsville, OH
Appalachian Capital Management
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.
Wheeling, WV
Optima Trade & Investments, LLC
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.
Series 65
Wheeling, WV
Optima Trade & Investments, LLC
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.
CFP®, Series 63, Series 65
St. Clairsville, OH
Appalachian Capital Management
John Parkinson is a CFP® with 26 years of industry experience, serving as the sole advisor at Appalachian Capital Management since 1992. He is a member of the board of directors at Consumers National Bank in Mt. Pleasant, Ohio, where he participates in loan reviews and general bank operations. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on customized portfolios and firm model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, using both fundamental and technical analysis to manage accounts on a discretionary basis with ongoing monitoring and regular reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")