Jonathan Schnell is a financial advisor at United Brokerage Services, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at TIAA-CREF and PNC Investments prior to joining his current firm. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm primarily manages client assets on a non-discretionary basis and maintains an affiliation with United Bank, combining bank affiliation with a dual RIA and broker-dealer registration.

Brian Dean is a Series 66-licensed advisor with United Brokerage Services, Inc. in Morgantown, WV, where he has worked since 2016. He has 25 years of industry experience. Dean serves as a volunteer board member of the Bo Pare Foundation, participating in decisions on funding for park projects in the Morgantown area. United Brokerage Services provides investment advisory services to individuals, trusts, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, individual equities, fixed income, and third-party research, typically advising on a non-discretionary basis while offering various managed account programs.