Tarrell Ries

Jennifer Ross is a financial advisor with Huffman & Ross Wealth Management LLC in Morgantown, WV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Equitable Advisors and TIAA-CREF Individual & Institutional Services. Outside of her advisory role, she is an independent licensed insurance agent. Huffman & Ross Wealth Management serves individual clients, including high-net-worth individuals, and business entities with portfolio management and financial planning services. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies aligned with clients’ goals and risk tolerance.

Jon Huffman is a financial advisor at Huffman & Ross Wealth Management LLC in Morgantown, WV, with 23 years of industry experience. He previously worked at Equitable Advisors and TIAA-CREF. Outside of his advisory role, Huffman is part owner of a real estate company and a farm, though his involvement is limited and not client-related. Huffman & Ross Wealth Management serves individual and business clients with portfolio management and financial planning, employing a blend of fundamental analysis, modern portfolio theory, and quantitative methods. The firm manages a large client base relative to its staff and offers advice across a diverse range of investment products, including insurance and annuities.

Janet Morris is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, LPL Enterprise, and several WesBanco entities. Outside of her advisory role, she owns OSS2 Shooting & Survival, LLC, a firearms training and strength conditioning business. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing a variety of analytical methods and strategies across discretionary and nondiscretionary accounts.

Jonathan Menzer is a financial advisor at PNC Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with PNC Investments since 2016. His work history also includes roles at Aquatorium Innovations Inc. and Arroas Haymakers Club. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Wesley Liddle is a financial advisor with PNC Wealth Management in Morgantown, WV. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at PNC Bank and PNC Investments LLC, as well as experience at Socianet Media. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only online discretionary model account pilot available to PNC Bank employees. These programs employ approved model strategies managed by PNC or third-party strategists and use mutual funds and ETFs with annual rebalancing.

James Sawczyszyn is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 16 years before joining LPL Financial in 2024. Outside of advisory work, he is involved in non-variable insurance activities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and retirement plan participants. The firm offers a variety of investment solutions supported by an in-house research team and a broad delivery platform that integrates advisory and brokerage services.