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Brooke C

CFP®, Series 63, Series 65

Wheeling, WV

Wesbanco Securities, Inc.

Brooke Carroll is a CFP® with four years of industry experience, currently serving as a financial advisor at WesBanco Securities, Inc. in Wheeling, WV. Prior to joining WesBanco Securities, she worked at Huntington National Bank and The Huntington Investment Company. She also has experience outside finance, having worked at Crazy Mexican Restaurant & Grill. 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 wrap-fee programs and third-party managed accounts, 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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Kelsie D

Series 66

Gahanna, OH

Wesbanco Securities, Inc.

Kelsie Dunbar is a financial advisor with WesBanco Securities, Inc. in Grove City, Ohio, holding a Series 66 designation and 10 years of industry experience. She has been with WesBanco Securities 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 for about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and third-party managed solutions, employing a range of analytical methods and strategies including tax-aware and ESG model choices.

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

Series 63, Series 65

Perrysburg, OH

Wesbanco Securities, Inc.

Christopher Egli is a financial advisor at WesBanco Securities, Inc. with 27 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, and Money Concepts Capital Corp. He holds Series 63 and Series 65 licenses. 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 various managed account platforms, 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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Biswojit R

Series 63, Series 65

Bowie, MD

Wesbanco Securities, Inc.

Biswojit Rebeiro is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including LPL Financial, Edward Jones, Bank of America, Merrill, Chase, Wells Fargo Bank, M&T Bank, and Educational Systems Federal Credit Union. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm emphasizes tailored investment strategies using fundamental, technical, and charting analysis, delivering customized financial planning and portfolio management through non-discretionary advisor-managed wrap accounts and other managed programs.

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

Series 66

Newport, KY

Wesbanco Securities, Inc.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. 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 various 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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Dylan G

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Dylan Gongola is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining WesBanco Securities, he worked at Oglebay Park and Cabelas and has held positions with Farimont State, the City of Wheeling, and Wheeling Schools. 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 delivers customized financial planning and portfolio management through non-discretionary wrap-fee 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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Daniel B

Series 66

Younstown, OH

Wesbanco Securities, Inc.

Daniel Bradaick is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Premier Bank, Cetera, and HOME SAVINGS BANK. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee programs and third-party managed solutions, combining multiple analytical methods and strategies while maintaining primarily nondiscretionary accounts.

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

Series 63, Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Spencer Dolence is a financial advisor at WesBanco Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily within WesBanco-affiliated entities since 2019. WesBanco Securities provides investment advisory services to a diverse client base, offering customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed programs. The firm emphasizes tailored investment strategies based on client objectives and risk tolerance, utilizing various analytical methods alongside ongoing portfolio monitoring.

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

Series 63

Defiance, OH

Wesbanco Securities, Inc.

Brian Tussing is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial, Premier Bank, and Money Concepts Capital Corp. Outside of his advisory role, he is involved in real estate rental activities. 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, using a mix of analytical methods and strategies, including tax-aware and ESG model choices.

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

Series 66

Lima, OH

Wesbanco Securities, Inc.

David Robinson is a financial advisor with WesBanco Securities, Inc. in Findlay, OH, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at LPL Financial, Premier Bank, The State Bank & Trust, and Cetera Investment Services. Outside of his advisory work, he is a part owner of an indoor golf simulator facility, Fore One Nine Golf Club, LLC, in Findlay. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets with 28 advisors. The firm offers a range of portfolio management solutions, including wrap-fee programs and access to third-party managed accounts, utilizing various investment strategies and analytical methods.

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

Series 66

Wheeling, WV

Wesbanco Securities, Inc.

Vicki Wiley is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with WesBanco Securities since 2013. Wiley also provides trust services through WesBanco Trust & Investment Services on a limited basis. WesBanco Securities, Inc. offers investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm provides a range of wrap-fee programs and access to third-party managed solutions, employing various analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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