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.

Dustin Becker is a financial advisor with Maridea Wealth Management in Marietta, Ohio, holding a Series 66 license and four years of industry experience. He previously worked at LPL Financial LLC and has a background in insurance with Dietz, Futrell & Walters Insurance Inc. Becker is involved with Maridea Insurance Company LLC alongside his advisory role. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, supplemented by selective use of individual securities or sub-advisers and incorporates AI tools under human supervision to enhance its services.

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 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at United Brokerage Services since 1995 and United Bank since 2004, where she serves as EVP and Chief Human Resources Officer. United Brokerage Services provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm offers various managed account programs and emphasizes strategic asset allocation, use of mutual funds and ETFs, individual securities selection, and tax-aware overlays.

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 with Maridea Wealth Management, holding a Series 63 credential and bringing 29 years of industry experience. Her prior firms include LPL Financial LLC and Cetera Advisors LLC. Brooks serves on the Board of Public Affairs for the Village of Beverly, Ohio, participating in decisions regarding local water and sewer systems. Maridea Wealth Management advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, managing nearly $2 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term focus and integrates insurance and tax planning services via affiliated entities.

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.

Rickie Walters is a financial advisor at Maridea Wealth Management with 37 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and Cetera Advisors. Outside of advisory services, he is involved in insurance brokerage through Dietz, Futrell & Walters. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans. The firm manages approximately $1.97 billion in client assets across a 33-advisor team, focusing on diversified, tax-aware portfolios with a primarily long-term investment approach.

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 at Maridea Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC and Cetera Advisors LLC. Outside of his advisory role, he is also licensed as a non-variable insurance agent. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets across a 33-advisor team. The firm focuses on diversified, tax-aware portfolios using low-cost mutual funds and ETFs, applying a primarily long-term investment approach supported by AI tools and affiliated tax and insurance services.

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.

Michael Anthony is a financial advisor with Maridea Wealth Management in Marietta, OH, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC and Cetera Advisors LLC, as well as involvement in the family insurance agency, Dietz Futrell & Walters Insurance. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing nearly $2 billion in assets across a multi-advisor platform. The firm constructs diversified, tax-aware portfolios using low-cost mutual funds and ETFs, incorporating individual securities or sub-advisers as appropriate, and employs AI tools under human oversight to support its investment and administrative processes.

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., holding a Series 63 designation and over 45 years of industry experience. He has been with ValMark Advisers and ValMark Securities since 2009 and operates the Schwendeman Agency, Inc., an independent full-service insurance agency. Outside of financial advising, he serves as Chairman of the Board for Shale Crescent USA, a nonprofit focused on economic development in the Mid-Ohio Valley, and holds leadership roles on the board of the Marietta Country Club. ValMark Advisers provides investment advisory and financial planning services to individual investors, retirement plan sponsors, and institutional clients, offering diversified, goal-based model portfolios and asset allocation primarily implemented through mutual funds, ETFs, and separate-account managers. The firm is also adviser to the TOPS® ETF Portfolios and index sponsor for the TOPS® Global Equity Target Range™ Index, integrating proprietary and third-party strategies within its advisory programs.

Ethan Brooker is a financial advisor with Farther and holds a Series 65 designation. He began his advisory career in 2026 after working in various roles including multiple terms at the Ohio Auditor of State and experience at Prieto & Schott CPAs LLC. In addition to his financial roles, he has been involved with Brooker General Contractors. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.