Sara Melissa Payne

Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.

Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.

Dewey Guida is a financial advisor at SteelOaks Investment Advisers, Inc. with 26 years of industry experience. The firm provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, and municipalities. SteelOaks emphasizes quantitative, technical, and passive investment strategies, primarily using diversified portfolios of exchange-traded funds rebalanced annually. The firm’s approach includes model portfolios based on historical research and serves both discretionary and non-discretionary accounts.

Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. In addition to his advisory role, he serves in the Ohio Army National Guard. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of internal portfolio strategies, third-party managers, and access to alternative investments.

Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. His prior work includes time at Cetera Advisors LLC and North American Financial, where he has been involved since 2015, primarily selling life and annuities. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, and retirement plans, offering asset management, financial planning, and plan services. The firm emphasizes fixed-income and income-oriented investment strategies, combining fundamental and technical analysis with active portfolio management and allocates assets to third-party managers when appropriate.

Thomas Falter is a financial advisor at Sound Income Strategies, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Pinnacle Investments and Essex Securities. Outside of his advisory work, he owns and operates North American Sporting, conducting concealed carry classes and licensed firearm sales. Sound Income Strategies serves a diverse client base, including individuals, corporations, pension plans, and registered advisors, offering asset management, financial planning, and ERISA plan services. The firm’s investment approach focuses on fixed-income and income-oriented strategies, actively managing portfolios with fundamental and technical analysis while also providing insurance planning and ETF sub-advisory services.