Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic and tactical asset allocation, the use of mutual funds, ETFs, individual securities, and third-party research, typically offering advice on a non-discretionary basis.

Lindsay Green is a financial advisor at United Brokerage Services, Inc. with eight years of industry experience. She has worked exclusively with the firm since 2010 in various capacities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm primarily manages client assets on a non-discretionary basis, offering a range of investment programs and maintaining an affiliation with United Bank through its parent company.

James Harper is a financial advisor at Trustmont Advisory Group, Inc. with 40 years of industry experience. He has been with Trustmont Advisory Group since 2011 and has operated as a self-employed advisor since 1991. Outside of advisory work, he manages a group health and life insurance division as an independent contractor for an insurance agency. Trustmont Advisory Group serves a diverse client base including individuals, trusts, pension plans, and corporations. The firm employs a long-term investment approach drawing on various public research sources and offers discretionary portfolio management alongside financial planning and brokerage services.

Ami Shaver is a financial advisor at United Brokerage Services, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has been with United Brokerage Services since 1995 and United Bank since 2004, where she serves as EVP and Chief Human Resources Officer. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm predominantly manages assets on a non-discretionary basis and is affiliated with United Bank, providing a combination of banking and advisory services uncommon among enterprise peers.

Toni Sams is a financial advisor with First Heartland Consultants, Inc. in Parkersburg, WV, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with First Heartland Capital, Inc. since 2009. Sams is also the owner of TMW Financials, LLC, a business involved in marketing insurance and financial services. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Stacey Brooks is a financial advisor at Maridea Wealth Management with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Cetera Advisors LLC and LPL Financial LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, OH. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in client assets. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and emphasizes a long-term investment horizon complemented by AI productivity tools under human oversight.

Joshua Mc Bride is a financial advisor with United Brokerage Services, Inc. He holds the Series 63 and Series 65 designations and has 17 years of industry experience. His prior roles include positions at Truist Advisory Services, TRUIST INVESTMENT SERVICES, INC., Bb&T Securities, LLC, and BBTIS. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers a variety of managed account programs and utilizes a strategic and tactical asset allocation approach that includes mutual funds, ETFs, individual securities, third-party research, and tax-aware overlays.

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.

John Miller is a financial advisor at Kovack Advisors, Inc. with 43 years of industry experience. He has been with Kovack Advisors since 2006 and previously worked at Raymond James Financial Services, Inc. from 2004 to 2005. Miller serves as chair of the Endowments Committee at First Presbyterian Church in Marietta, OH. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, employing a combination of internally developed models and third-party managers to manage client portfolios.

Christopher Bennon is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with ValMark Advisers and Valmark Securities since 2007. Bennon serves as a board member for the Parkersburg Art Center. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using proprietary and third-party platforms, including mutual funds, ETFs, and separate-account managers, with ongoing account monitoring and rebalancing overseen by an investment committee.

Keith Thieman is a financial advisor with Maridea Wealth Management in Marietta, Ohio, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include seven years at Cetera Advisors LLC and five years at LPL Financial LLC. In addition to his advisory work, he is a licensed non-variable insurance agent. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and related services. The firm employs diversified, tax-aware portfolios primarily using low-cost mutual funds and ETFs, incorporates AI productivity tools under oversight, and has grown rapidly since its founding in 2023 to manage nearly $2 billion in assets across a 33-advisor team.

Micheal Earl is a financial advisor with United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 63 designation and 21 years of industry experience. He has been with United Brokerage Services since 2013 and currently serves as Chief Compliance Officer of Wealth Management for the division, which includes United Brokerage and United Bank's Trust Department. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, offering a combination of banking relationships and a dual RIA and broker-dealer registration.

Eric Humphrey is a financial advisor at United Brokerage Services, Inc. with five years of industry experience. He holds the Series 66 designation. Prior to joining United Brokerage Services, he worked for REM Community Options for six years. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes strategic and tactical asset allocation, uses mutual funds, ETFs, individual equities, and fixed income, and offers both non-discretionary and discretionary management options through various wrap and unified managed account programs.

Nathaniel Butler is a financial advisor at United Brokerage Services, Inc. in Parkersburg, WV, holding a Series 66 designation with 18 years of industry experience. He has been with United Brokerage Services since 2008. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and is affiliated with United Bank, combining banking relationships with a dual registration as both an RIA and a broker-dealer.

Douglas Thorpe is a CFP® and ChFC® with 24 years of industry experience, currently serving as an advisor at ValMark Advisers, Inc. since 2007. Beyond his advisory role, he is involved in community activities including coaching youth basketball and serving as president of the Parkersburg High School Boys Track Boosters. He also participates in scholarship committee work related to financial education. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm utilizes diversified, goal-based model portfolios with a focus on multi-asset allocation, employing mutual funds, ETFs, and third-party managers, along with proprietary platforms such as ACCESS and partnerships with firms like Charles Schwab.

Mark Schwendeman is a financial advisor with ValMark Advisers, Inc. in Marietta, Ohio, holding a Series 63 designation and over 44 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2009 and is also a half-owner of the Schwendeman Agency, Inc., an independent full-service insurance agency. Outside of his advisory work, Schwendeman serves as Chairman of the Board for Shale Crescent USA, Inc., a nonprofit organization focused on economic development in the Mid-Ohio Valley, and holds leadership roles in several local businesses and community organizations, including the Marietta Country Club. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary platforms and advisory services including ETF-focused portfolio solutions.

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2020, following a prior role at Converge and experience at Covenant College. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Anthony Titus is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions with Bankers Life and Casualty Company and Advanced Healthcare Solutions LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to clients' goals and risk tolerances.

William Howell is a CFP® professional with 43 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2005. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he has an ownership interest in an inherited condominium in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage, financial planning, consulting, and advisory programs, employing both in-house and third-party portfolio management.

Kayla Sayres is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and three years of industry experience. She has been affiliated with Bankers Life and Casualty, Inc. since 2009 as an insurance agent and unit sales manager, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.