Marilynn Echols is a financial advisor at Hazlett, Burt & Watson, Inc. with 50 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hazlett, Burt & Watson since 1971. Echols also serves as Vice President and a member of the board of directors for HB&W, Inc., the holding company owning Hazlett, Burt & Watson, where she oversees bookkeeping and records. Hazlett, Burt & Watson, through its division Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an asset-allocation-based investment process and offers a range of account types and advisory services across traditional and alternative asset classes.

Shane Pamphilis is a financial advisor with Hazlett, Burt & Watson, Inc. He holds the Series 66 designation and has 11 years of industry experience. Prior to joining Hazlett, Burt & Watson in 2021, he worked at PNC Investments and PNC Bank. Hazlett, Burt & Watson’s division, Security Capital Management, provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs an investment approach focused on asset allocation informed by economic forecasting and third-party research, offering a range of portfolio options and integrating brokerage, insurance, and trust services.

Gregory Marquart is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding a Series 66 designation and 22 years of industry experience, all with his current firm. He serves as a trust advisor for the Paul & Virginia Blake Memorial Foundation, which supports various charitable causes. Hazlett, Burt & Watson's division, Security Capital Management, provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and organizations, utilizing an asset allocation approach guided by economic forecasting and third-party research. The firm integrates broker-dealer, insurance, and trust capabilities, offering both brokerage and advisory services.

Jason Marsh is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Hazlett, Burt & Watson since 2004. Security Capital Management, a division of Hazlett, Burt & Watson, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account options.

Michael Barickman is a financial advisor at Hazlett, Burt & Watson, Inc. with 38 years of industry experience. He has been with Hazlett, Burt & Watson since 2000. Barickman holds Series 63 and Series 65 designations. Hazlett, Burt & Watson's division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and manages over $1.19 billion in assets.

William Paras is a financial advisor at Hazlett, Burt & Watson, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Hazlett, Burt & Watson since 2007. Paras also serves as Vice President and Portfolio Manager at Security National Trust Co., where he has worked since 2004. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation modeling and ongoing monitoring across traditional and alternative asset classes, and it offers both discretionary and non-discretionary account programs.

Walker Holloway III is a CFP® and holds a Series 66 license, with 15 years of industry experience. He has been with Hazlett, Burt & Watson, Inc. since 2013. Hazlett, Burt & Watson’s Security Capital Management division provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm integrates brokerage, insurance, and trust capabilities to offer a broad range of advisory and brokerage services, managing approximately $1.39 billion for over 2,300 clients through a team of 20 advisors.

Harold Burech is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 designations and with 48 years of industry experience. He has been with Hazlett, Burt & Watson since 1977. He is part of Security Capital Management, a division of Hazlett, Burt & Watson, which provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm manages approximately $1.39 billion for about 2,357 clients and offers both asset management and wrap-fee programs, utilizing a defined investment management cycle and a diversified approach including mutual funds, ETFs, equities, fixed income, and alternative asset classes.

Thomas Morrison is a financial advisor with Hazlett, Burt & Watson, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Hazlett, Burt & Watson since 1996. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account programs.

Joshua Braunlich is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 credential and 18 years of industry experience. He has been with Hazlett, Burt & Watson since 2012. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm uses a documented investment process focused on asset allocation and offers both wrap and non-wrap account programs with discretionary and non-discretionary management.

Tarina Neely is a Series 66-licensed advisor with Hazlett, Burt & Watson, Inc. She has been with the firm since 1996 and has three years of industry experience. Outside of advising, she works part-time as a REALTOR through Paull Associates, Inc. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm follows a documented investment process focusing on asset allocation across traditional and alternative asset classes and manages both wrap and non-wrap accounts.