Todd Christopher Dudley

Ethan Layne is a financial advisor at Layne Financial Group in Huntington, WV, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at several entities including Maynard & Mease CPAs and Consumers Gas Utility Company. Outside of advising, he serves as president of Layne Tax Solutions, a tax and accounting firm. Layne Financial Group provides discretionary investment management, wealth planning, and financial planning to individual and high-net-worth clients, corporate pension and profit-sharing plans, and charitable organizations. The firm emphasizes institutional-style asset allocation and a factor-based investment approach, incorporating model portfolios, external consultants, and sub-advisory relationships.

Joseph Spano Sr. is President and CEO of The Spano Group Wealth Managers and holds a Series 63 designation. He has 30 years of industry experience, including roles at Freedom Financial Advisors, Potter & Spano Financial Group, and Transamerica Financial Advisors. The Spano Group Wealth Managers provides financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charities. The firm uses fundamental analysis to construct portfolios and generally manages accounts on a non-discretionary basis, while also offering insurance product sales and ERISA-related retirement plan consulting services.

Steven Smith is a financial advisor with Creative Financial Solutions, LLC, holding a Series 63 designation and 38 years of industry experience. He has been with Creative Financial Solutions since 2008 and also maintains dual registrations with Cambridge Investment Research Advisors Inc. Outside of his advisory work, Smith is a part owner of Esquire Country Club in Barboursville, WV. Creative Financial Solutions provides customized financial planning and advisory services for individuals, families, small businesses, and trusts. The firm focuses on individualized planning supported by third-party research and does not take custody of client assets, with investment activities managed through dual-registered advisors and custodial platforms.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 credential and previously worked in legal roles, including at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of advisory work, he is a co-member of Machair, LLC, a commercial real estate company. Global Value Investment Corporation provides discretionary investment research and advisory services to individual clients, pooled vehicles, pension, and charitable clients. The firm’s investment approach centers on fundamental analysis conducted by an in-house research team and includes both short- and long-term strategies, with portfolios tailored to client specifications on a discretionary basis.

Robert Brewster II is a financial advisor at United Brokerage Services, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with United Brokerage Services since 2005. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank through its parent company, United Asset Management Corporation.

Charles Smith is a financial advisor at VOYA Financial Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with VOYA since 2014. Prior to this, he has operated Charles F Smith & Associates since 1972. Outside of his advisory work, he is an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker‑dealer affiliate of Voya Financial that provides financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm utilizes both affiliated and unaffiliated investment products, offering services through a large network of representatives and emphasizing investment policy statements, model portfolios, and technology-enabled tools in client relationships.