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Gregory S

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Gregory Simons is a financial advisor at WesBanco Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Intuit, Truist Bank, and WesBanco Bank Inc. Outside of his advisory role, he owns and operates an online retail business specializing in household items and sports memorabilia. 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, employing various analytical strategies and providing both nondiscretionary and discretionary account options.

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

Series 63, Series 66

Fort Wayne, IN

Wesbanco Securities, Inc.

Seth Hicks is a financial advisor at WesBanco Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Chase Bank and JS Products, LLC. Outside of his advisory role, he serves as a board member for The Center for Whitley County Youth, a nonprofit organization focused on life skills and educational services for underserved youth, and is involved with Rock 4 The Rock Ministry, providing leadership training to youth in worship ministry. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes customized financial planning and portfolio management through non-discretionary, advisor-managed wrap accounts and separately managed programs, employing 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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Debra G

Series 66

Columbus, OH

Wesbanco Securities, Inc.

Debra Gordon is a financial advisor with WesBanco Securities, Inc. in Reynoldsburg, Ohio, holding a Series 66 designation and 24 years of industry experience. She has been with WesBanco Securities since 2009 and WesBanco Bank since 2012. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, utilizing a range of analytical methods and investment strategies.

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

Series 66

Columbiana, OH

Wesbanco Securities, Inc.

Robert Hyde is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC, Premier Bank, and Cetera Investment Advisers LLC. WesBanco Securities, Inc. provides investment advice and portfolio management services 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, combining various analytical methods and investment strategies.

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

Series 63, Series 65, Series 66

Sheperdsville, KY

Wesbanco Securities, Inc.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. Her prior roles include positions at WesBanco Bank, PNC Bank, PNC Investments, and Morgan Stanley. 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 emphasizes tailored investment strategies through a non-discretionary wrap-fee program with access to third-party managed accounts and uses fundamental, technical, and charting analysis to guide portfolio management.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Sharon A

Series 63, Series 65

Columbus, OH

Wesbanco Securities, Inc.

Sharon Aller is a financial advisor at WesBanco Securities, Inc. in Columbus, OH, with 23 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at PNC Investments for 15 years before joining WesBanco Securities in 2024. WesBanco Securities 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 third-party managed solutions, utilizing various analytical methods and strategies tailored to client objectives and risk tolerance.

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

Series 63, Series 66

Clarksburg, WV

Wesbanco Securities, Inc.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. 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 and offers a range of wrap-fee programs and 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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Eric S

Series 66

Upper Sandusky, OH

Wesbanco Securities, Inc.

Eric Sparling is a financial advisor at WesBanco Securities, Inc. with 31 years of industry experience. He holds the Series 66 designation and has previously worked at Premier Bank, LPL Financial, Money Concepts Capital Corp., and Investment Professionals, Inc. 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 emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing various analytical methods and a range of managed account options.

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

Series 63, Series 65

Zelienople, PA

Wesbanco Securities, Inc.

David Mcginley is a financial advisor with WesBanco Securities, Inc. in Zelienople, Pennsylvania, holding Series 63 and Series 65 licenses and totaling 19 years of industry experience. His prior roles include positions at Citizens Securities, Essex National Securities, and Uvest Financial Services Group. He spends a portion of his time soliciting life insurance and fixed annuity products. WesBanco Securities, Inc. offers investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm employs a tailored investment approach combining fundamental and technical analysis, with implementation supported by third-party program sponsors, operating as a subsidiary of a bank holding company with affiliated trust and insurance services.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Drew E

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Drew Ecklund is a financial advisor with Wesbanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and 19 years of industry experience. He has worked at WesBanco Bank, Inc. and Wesbanco Securities since 2019, and previously held roles at LPL Financial LLC, Cetera Investment Services LLC, Northwest Advisors, Inc., and Northwest Savings Bank. He also serves as Vice President and Business Development Officer Team Lead at WesBanco Trust and Investment Services. 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 and about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing a range of analytical methods and investment strategies within a platform that includes tax-aware and ESG model choices.

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

Series 63, Series 65

Parkersburg, WV

Wesbanco Securities, Inc.

James Conner is a financial advisor at WesBanco Securities, Inc. in Sissonville, WV, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at WesBanco entities since 2000. Outside of his advisory role, he participates as a guest speaker at various churches and is involved in ministry work on a part-time basis. 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, utilizing a variety of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

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

Series 63, Series 65

Morgantown, WV

Wesbanco Securities, Inc.

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.

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

Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Lisa Stavsky is a financial advisor at Wesbanco Securities, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF. Outside of her advisory role, she serves on the boards of several nonprofit organizations in Columbus, Ohio, including as Treasurer and Executive Board Member of the Columbus Jewish Historical Society. Wesbanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm emphasizes tailored strategies using fundamental, technical, and charting analysis, working with third-party sponsors for discretionary model management and execution.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Ricky F

Series 63, Series 66

Lexington, KY

Wesbanco Securities, Inc.

Ricky Fisher is a financial advisor with WesBanco Securities, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at WesBanco Trust Investments since 2025 and WesBanco Securities since 2024, following eight years at Nancy Barron & Associates, Inc. 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 externally managed portfolios, emphasizing tailored investment strategies based on client objectives and risk tolerance.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Chad L

Series 63, Series 66

Pittsburgh, PA

Wesbanco Securities, Inc.

Chad Lino is a financial advisor at WesBanco Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WesBanco Securities since 2019. His prior experience includes roles at First Commonwealth Bank and Infinex Investments, Inc. from 2015 to 2019. WesBanco Securities, Inc. provides investment advisory and portfolio management services to individuals, corporations, trusts, estates, and retirement plans through wrap-fee programs and other advisory offerings. The firm offers both non-discretionary and discretionary management, utilizing third-party managers and a range of strategies including tax-aware and ESG options.

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

Series 65

Columbus, OH

Wesbanco Securities, Inc.

Perry Reynolds is a financial advisor with WesBanco Securities, Inc. in Columbus, Ohio. He holds a Series 65 designation and has six years of industry experience. Prior to joining WesBanco Securities, he worked at Columbus Investment Advisory for nine years. Reynolds also serves as Vice President and Senior Investment Officer – Portfolio Manager for WesBanco Trust Investments. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management, primarily delivered via non-discretionary wrap accounts and access to separately managed accounts and model portfolios. The firm’s investment approach combines fundamental, technical, and charting analysis tailored to client objectives, utilizing third-party program sponsors for implementation and custody.

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

Series 63, Series 65

New Castle, PA

Wesbanco Securities, Inc.

Arthur Hughes is a financial advisor at WesBanco Securities, Inc. in Ellwood City, PA, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at WesBanco Securities since 2019 and previously at WesBanco Bank from 2016 to 2023. 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 various analytical methods and strategies across nondiscretionary and discretionary accounts.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Loren G

CFP®, Series 63, Series 66

Bowie, MD

Wesbanco Securities, Inc.

Loren Glaser is a CFP® professional with 26 years of industry experience, currently serving at WesBanco Securities, Inc. and WesBanco Bank since 2021. His prior experience includes roles at Merrill Lynch, Bank of America, BB&T, and SunTrust. He also holds a position as Vice President and Senior Investment Officer/Portfolio Manager for trust investments at WesBanco Trust. 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, employing diverse analytical methods and investment strategies while maintaining affiliations with a bank, trust company, and insurance agency.

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

Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Seth White is a financial advisor with Wesbanco Securities, Inc., holding a Series 65 designation and 19 years of industry experience. He has worked at Wesbanco Bank Inc. since 2020 and previously spent eight years at both Hazlett, Burt & Watson, Inc. and Security National Trust Co. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, offering a range of wrap-fee programs and third-party managed solutions. The firm uses a combination of analytical methods and strategies, serving approximately 842 clients with $166 million in assets under management.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Paul C

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Paul Curnes is a financial advisor at WesBanco Securities, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with WesBanco Securities since 2014. Outside of his advisory role, he works as a baseball umpire and serves as an adjunct faculty member at Wheeling Jesuit University. 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 wrap-fee and third-party managed solutions, employing a mix of analytical methods and strategies while maintaining a primarily nondiscretionary client approach.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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