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.

Matthew Epling is a financial advisor with McKinley Carter Wealth Services, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining McKinley Carter Wealth Services in 2023, he worked at HomeBase Inc and Moxxee Coffee. McKinley Carter Wealth Services offers investment management, wealth management, financial planning, and retirement plan consulting to a range of clients including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

David Nolan is a financial advisor with McKinley Carter Wealth Services, Inc. in Wheeling, WV. He holds the Series 63 designation and has 25 years of industry experience, including 16 years with McKinley Carter. McKinley Carter Wealth Services is an SEC-registered investment adviser serving individuals, families, institutional, and nonprofit clients. The firm provides financial planning, investment management, retirement plan consulting, and philanthropic endowment services using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework.

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.

John Slicer is a financial advisor with McKinley Carter Wealth Services, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with McKinley Carter since 2008 and also operates a separate business as a sole proprietor providing magic entertainment. McKinley Carter Wealth Services offers investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm combines fundamental and technical analysis with strategic asset allocation and tactical adjustments, tailoring portfolios to client risk tolerance and time horizon.

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.

William Carter is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 credential with 21 years of industry experience. He has worked at McKinley Carter Wealth Services since 2008 and maintains a separate legal practice as an attorney since 1997. Carter serves on the board of the Greater Kanawha Valley Foundation. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, with portfolio customization based on client risk tolerance and time horizon.

Sierra Love is a financial advisor at Commonwealth Financial Services with one year of industry experience. She holds a Series 65 designation. Prior to joining Commonwealth, she worked at Hazlett, Burt & Watson for three years and has experience outside finance in veterinary services and education. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, using a range of investment strategies and providing fiduciary and educational services.

James Gregg is a financial advisor with Wealth Foundations Partners, LLC in Saint Clairsville, Ohio, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at multiple firms including Global View Capital entities and maintains managing member roles at Gregg & Associates, LLC, which provides tax preparation and consulting services, and InTouch Insurance Group, LLC, where he manages operations related to Medicare supplemental insurance. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, combining modern portfolio theory and multiple analytical approaches across diverse investment types. The firm employs various third-party platforms and provides financial planning services integrated with asset management.

Suzette Smith is a financial advisor at McKinley Carter Wealth Services, Inc. with 20 years of industry experience. She holds a Series 66 designation and has worked at McKinley Carter Wealth Services since 2015 and at Willow Glen Capital, LLC since 2022. McKinley Carter Wealth Services provides investment management, wealth management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Teresa Michaels is a CFP® professional with 15 years of experience in the financial advisory industry. She has been with McKinley Carter Wealth Services, Inc. since 2016. Michaels serves as a member of the Finance Advisory Council at the WVU John Chambers College of Business & Economics. McKinley Carter Wealth Services is an SEC-registered adviser that serves individuals, families, institutional, and nonprofit clients. The firm provides financial planning, investment management, 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.

Jeffrey Stenhouse is a financial advisor at McKinley Carter Wealth Services, Inc. with four years of industry experience. He holds a Series 65 designation and has worked in various roles including at Ellis Insurance Agency and the University of Charleston prior to joining McKinley Carter in 2021. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

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.

Christopher Walter is a financial advisor with Wesbanco Securities, Inc. in Clinton, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Walter also works as an Allstate Rescuer on weekends and holidays, assisting motorists with car troubles. 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 variety of investment solutions including wrap-fee programs, third-party managed accounts, and tax-aware and ESG models, with a primarily nondiscretionary approach supported by multiple analytical methods.

Matthew D'amico is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at The Leaders Group Inc, Illumination Financial Group, and Equitable Advisors, LLC. 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 various wrap-fee and managed account programs, focusing on tailored investment strategies aligned with clients’ objectives and risk tolerance.

Stefan Brannare is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Summit Financial Group. He serves as a board member of the Ohio Valley Hockey Association. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, with a focus on both nondiscretionary and discretionary strategies.

Patricia Caprarese is a financial advisor with United Brokerage Services, Inc., holding a Series 66 designation and four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and United Bank. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various programs. The firm predominantly manages client assets on a non-discretionary basis and combines a banking affiliation with a dual registration as both an RIA and a broker-dealer.