Robert Felton is a financial advisor at Felton Wealth, LLC with seven years of industry experience. He previously worked with Wells Fargo Advisors and Raymond James Financial Services. Felton serves as a member of the City of Wheeling's Entertainment Endowment Committee and the City of Wheeling Board of Zoning Appeals. Felton Wealth, LLC provides investment advice primarily to individual investors and qualified retirement plans, offering fiduciary advice and investment management services. The firm’s strategies are tailored to client objectives and employ a mix of fundamental and technical analysis, with accounts reviewed regularly and the option to delegate portfolio management to sub-advisors.

Thomas Anthony is a financial advisor with Anthony Investment Management, LLC in Wheeling, WV. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 14 years with his current firm and prior work at Main Street Financial Services, Corp. since 2001. Anthony Investment Management serves individuals, charitable organizations, corporations, trusts, estates, and retirement plan sponsors. The firm offers portfolio management, financial planning, investment consulting, and retirement plan consulting, focusing on tailored portfolios built from fundamental analysis and active retirement plan and pension consulting.

Russell Dunkin is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Fort Henry Capital, LLC since 2014. Fort Henry Capital serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and other businesses by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. The firm’s investment process is primarily fundamental and tailored to client objectives, risk tolerance, and tax situations.

Miranda Parkinson is a CFP® professional at Appalachian Capital Management with four years of industry experience. Prior to joining the firm, she worked at C.H. Robinson Worldwide and was employed by The Ohio State University. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions through customized or model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and regular reviews.

Ross Merenda is a financial advisor with Optima Trade & Investments, LLC, where he has worked since 2005. He has 12 years of industry experience. Optima Trade & Investments is a registered investment adviser offering portfolio management on a limited discretionary basis, as well as financial planning and consulting services. The firm employs a blend of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and shorter-term trading strategies, including the use of stop orders, short sales, margin transactions, and option writing when aligned with client objectives.

Jeffrey Hensler is a Series 65-licensed financial advisor at Optima Trade & Investments, LLC with 20 years of industry experience. He has been with the firm since 2006. Optima Trade & Investments is a registered investment adviser that provides portfolio management on a limited discretionary basis along with financial planning and consulting services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with a focus on technical analysis and shorter-term trading strategies, and offers alternative billing arrangements including performance-based fees for qualified clients.

John Parkinson is a CFP® with 27 years of industry experience and has been with Appalachian Capital Management since 1992. He serves on the board of directors for Consumers National Bank in Mt. Pleasant, Ohio. Appalachian Capital Management delivers discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on tailored investment solutions primarily using no-load mutual funds and ETFs. The firm emphasizes asset allocation, diversification, and long-term positioning, managing accounts on a discretionary basis with ongoing monitoring and at least quarterly reviews.

Jeremy Lowe is a CFP® professional with 23 years of experience in the financial advisory industry. He has been with Fort Henry Capital, LLC since 2014. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and other businesses, providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. Fort Henry Capital’s investment approach is primarily fundamental and tailored to each client’s objectives, liquidity needs, risk tolerance, and tax situation.

James O'Brien II is a financial advisor at McKinley Carter Wealth Services, Inc. with four years of industry experience. He holds the Series 65 designation and has previously worked at Ogden Newspapers Inc, Wheeling Jesuit University, and Barnes & Noble College at West Virginia Northern Community College. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients with financial planning, investment management, retirement plan consulting, and philanthropic endowment services. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, utilizing a variety of investment vehicles and independent managers.

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.

Michael Throckmorton is a CFP® and ChFC® with 18 years of industry experience. He is currently with Investment Research Corporation, where he has worked since 2011 in two separate periods, and also owns a tax preparation and fixed insurance services firm, PFMichaels Financial Consultants, LLC. Additionally, he is employed part-time at Foster Insurance, Inc., providing fixed insurance products. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis with a mix of discretionary and non-discretionary management, serving a diverse client base including high-net-worth individuals and various institutional investors.

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.

Paul Foster is an investment advisor representative with Investment Research Corporation in Saint Clairsville, OH, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Investment Research Corporation and World Capital Brokerage, Inc. since 2011 and is also the president and owner of Foster Insurance, Inc., which provides life, property and casualty, and health insurance as well as accounting and tax services. Additionally, he is a 50% owner of PFMichaels Financial Consultants, LLC, offering tax preparation and fixed insurance services. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis, offers both discretionary and non-discretionary management, and advises on a broad range of investment products.

David Wilcox II is a financial advisor at McKinley Carter Wealth Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 designations. Wilcox previously worked at Wells Fargo Clearing and Northwestern Mutual, with a period of extended travel in between. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutions, and nonprofits. The firm offers financial planning, investment management, wealth management, retirement plan consulting, and philanthropic endowment services, using a combination of fundamental and technical analysis within a strategic asset allocation framework.

Jack Fuentes is a financial advisor at McKinley Carter Wealth Services, Inc. based in Wheeling, WV. He holds a Series 65 designation and has been with McKinley Carter since 2026. Prior to joining the firm, he gained experience at PwC and spent several years affiliated with West Virginia University. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of mutual funds, ETFs, individual securities, options, and private placements, employing a mix of fundamental and technical analysis within a long-term strategic asset allocation framework.

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.

Chelsea Clegg is a CFP® and Series 65-licensed advisor with over 10 years of experience. She has worked with McKinley Carter Wealth Services, Inc. since 2014 and has been involved with Plexus Worldwide since 2021. McKinley Carter Wealth Services is an SEC-registered adviser serving individuals, families, institutions, and nonprofits through financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis within a long-term asset allocation framework tailored to client risk tolerance and account size.

Tyler Brautigan is a CFP® and Series 66 registered advisor with Commonwealth Financial Services, bringing 11 years of industry experience. He previously worked at Hazlett, Burt & Watson, Inc. and United Brokerage Services, Inc. Brautigan serves as president of Helping Heroes, Inc., overseeing financials and monthly operations. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, retirement plans, trusts, corporations, and other entities. The firm offers portfolio management, financial planning, retirement advisory services, and lending solutions, using a range of investment strategies including fundamental and technical analysis.

John Williams is a CFP® and Series 65 licensed financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, with 12 years of industry experience. He has been with McKinley Carter since 2013. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm offers financial planning, investment and wealth management, retirement plan consulting, and philanthropic endowment services using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.