Matthew Herink

Michael Throckmorton is a CFP® and ChFC® with 18 years of industry experience. He is currently with Investment Research Corporation, where he has worked since 2011 in two separate periods, and also owns a tax preparation and fixed insurance services firm, PFMichaels Financial Consultants, LLC. Additionally, he is employed part-time at Foster Insurance, Inc., providing fixed insurance products. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis with a mix of discretionary and non-discretionary management, serving a diverse client base including high-net-worth individuals and various institutional investors.

Paul Foster is an investment advisor representative with Investment Research Corporation in Saint Clairsville, OH, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Investment Research Corporation and World Capital Brokerage, Inc. since 2011 and is also the president and owner of Foster Insurance, Inc., which provides life, property and casualty, and health insurance as well as accounting and tax services. Additionally, he is a 50% owner of PFMichaels Financial Consultants, LLC, offering tax preparation and fixed insurance services. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis, offers both discretionary and non-discretionary management, and advises on a broad range of investment products.

James Gregg is a financial advisor at Wealth Foundations Partners, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Global View Capital Advisors LLC and InTouch Advisors, LLC. Outside of advisory work, Gregg manages Gregg & Associates, LLC, an accounting and tax service business. Wealth Foundations Partners, LLC is a team-based firm that provides discretionary portfolio management and pension/401(k) consulting to individuals, charitable organizations, and business entities. The firm employs a range of investment strategies including asset allocation, options and hedging, and utilizes turnkey asset management platforms and outsourced managers to support trading and reporting.

Suzanne Ice is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and WesBanco Securities. She is based in St Clairsville, Ohio. PNC Wealth Management offers retail brokerage and advisory services, including an invitation-only digital portfolio solution for employees that uses algorithm-driven risk assessments and model portfolios managed by PNC or third-party strategists.

Benjamin Ohl is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Lincoln Financial Distributors and ownership of Canyon Development LLC, which formerly managed rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Julie Vavra Daley is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. Her prior roles include positions at Commonwealth Financial Services, Arbor Point Advisors, and Securities America. Outside of advisory work, she is involved in essential oil sales through DoTerra Essential Oils. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.