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Jason M

Series 66

Parkersburg, WV

Wesbanco Securities, Inc.

Jason Mc Farland is a financial advisor at WesBanco Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, utilizing various analytical methods and investment strategies within a primarily nondiscretionary framework.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Preston H

Series 63, Series 65

Sheperdsville, KY

Wesbanco Securities, Inc.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Micah S

Series 66

Parkersburg, WV

Wesbanco Securities, Inc.

Micah Seen is a financial advisor at WesBanco Securities, Inc. in Parkersburg, WV, with six years of industry experience. He holds a Series 66 designation and has worked at various WesBanco entities since 2015. Prior to his financial career, he was employed at Taco Bell for seven years. 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 access to third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Brent B

Series 63, Series 66

Bellevue, OH

Wesbanco Securities, Inc.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. 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 access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Christopher W

Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Christopher Walter is a financial advisor with Wesbanco Securities, Inc. in Clinton, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Walter also works as an Allstate Rescuer on weekends and holidays, assisting motorists with car troubles. 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 variety of investment solutions including wrap-fee programs, third-party managed accounts, and tax-aware and ESG models, with a primarily nondiscretionary approach supported by multiple analytical methods.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Matthew D

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Matthew D'amico is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at The Leaders Group Inc, Illumination Financial Group, and Equitable Advisors, LLC. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various wrap-fee and managed account programs, focusing on tailored investment strategies aligned with clients’ objectives and risk tolerance.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Wendell R

Series 63, Series 65

Newport, KY

Wesbanco Securities, Inc.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Stefan B

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Stefan Brannare is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Summit Financial Group. He serves as a board member of the Ohio Valley Hockey Association. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, with a focus on both nondiscretionary and discretionary strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Howard B

CFP®, ChFC®, Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Howard Bertram is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has been with WesBanco Securities, Inc. since 2006 and Wesbanco Bank since 2012, both based in Pittsburgh, PA. Bertram sells life insurance and fixed annuities through his office. 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 programs and third-party managed solutions, using a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Rose W

Series 63, Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Rose Wilson is a financial advisor at WesBanco Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with WesBanco Securities since 2015. Outside of her advisory role, she is involved in animal welfare through crafting items for sale and donation, and serves as Co-Chair of the GARF Foundation, a nonprofit supporting owners of cats with FELV or FIV. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies while maintaining a bank-affiliated structure.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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James S

Series 63, Series 66

Wheeling, WV

Wesbanco Securities, Inc.

James Starcher is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with WesBanco Securities in various roles since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee programs and third-party managed accounts, employing multiple analytical methods and strategies while maintaining a bank-affiliated, multi-team advisory structure.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Vicki K

Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Vicki Korinko is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She previously worked at Valic Financial Advisors for five years before joining WesBanco Securities in 2020. Outside of her advisory role, she is involved in online sales of a health-related medical device as an independent contractor. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering customized financial planning and portfolio management through wrap-fee programs and third-party managed accounts. The firm emphasizes tailored investment strategies based on client objectives and uses a range of analytical methods combined with ongoing portfolio monitoring and rebalancing.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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James H

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

James Herberger II is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and The Huntington Investment Company. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to various managed account programs, employing a tailored investment approach based on clients’ objectives, risk tolerance, and time horizon.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Robert D

Series 63, Series 65

Beaver, PA

Wesbanco Securities, Inc.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Abbie T

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Abbie Talbert is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and eight years of industry experience. Prior to joining WesBanco Securities, she worked for the U.S. Department of Labor’s Mine Safety and Health Administration. Outside of her advisory role, she performs secretarial work for a psychotherapy office. 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 portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, using a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Michael M

Series 66

Jeffersonville, IN

Wesbanco Securities, Inc.

Michael Merk is a financial advisor with WesBanco Securities, Inc. based in Jeffersonville, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Ally Invest Securities LLC and Ally Invest Advisors for five years, as well as at Citi Group, Fidelity Brokerage Services, TD Ameritrade, Scottrade, and Charles Schwab. WesBanco Securities, Inc. offers investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans, emphasizing tailored investment strategies through customized financial planning and portfolio management in non-discretionary wrap accounts.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Jay D

Series 63, Series 65

Youngstown, OH

Wesbanco Securities, Inc.

Jay Dias is a financial advisor at WesBanco Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with firms including LPL Financial LLC, Premier Bank, Cetera, and The Huntington Investment Company. Outside of his advisory role, he officiates local minor sports through the Ohio Athletic Association. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Adam M

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Adam Morris is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Cullen D

Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Cullen Dalton is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 65 designations and three years of industry experience. His previous work includes nine years at WesBanco Bank Inc. and three years at Steak N Shake. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, offering customized financial planning and portfolio management through wrap-fee and third-party managed programs. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing fundamental, technical, and charting analysis alongside ongoing monitoring and rebalancing.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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David R

Series 63, Series 65

Sheperdsville, KY

Wesbanco Securities, Inc.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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