Adam Morris is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies.

Cullen Dalton is a financial advisor with WesBanco Securities, Inc. based in Wheeling, WV. He holds the Series 65 and Series 63 designations and has three years of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank Inc. for nine years and has experience in the food service industry with Steak N Shake. WesBanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm emphasizes tailored investment strategies based on client objectives and risk tolerance, utilizing various analysis methods and third-party program sponsors for implementation and custody.

Gregory Simons is a financial advisor at WesBanco Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Intuit, Truist Bank, and WesBanco Bank Inc. Outside of his advisory role, he owns and operates an online retail business specializing in household items and sports memorabilia. 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 programs and third-party managed solutions, employing various analytical strategies and providing both nondiscretionary and discretionary account options.

Drew Ecklund is a financial advisor with Wesbanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and 19 years of industry experience. He has worked at WesBanco Bank, Inc. and Wesbanco Securities since 2019, and previously held roles at LPL Financial LLC, Cetera Investment Services LLC, Northwest Advisors, Inc., and Northwest Savings Bank. He also serves as Vice President and Business Development Officer Team Lead at WesBanco Trust and Investment Services. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors and about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing a range of analytical methods and investment strategies within a platform that includes tax-aware and ESG model choices.

Lisa Stavsky is a financial advisor at Wesbanco Securities, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF. Outside of her advisory role, she serves on the boards of several nonprofit organizations in Columbus, Ohio, including as Treasurer and Executive Board Member of the Columbus Jewish Historical Society. Wesbanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm emphasizes tailored strategies using fundamental, technical, and charting analysis, working with third-party sponsors for discretionary model management and execution.

Seth White is a financial advisor with Wesbanco Securities, Inc., holding a Series 65 designation and 19 years of industry experience. He has worked at Wesbanco Bank Inc. since 2020 and previously spent eight years at both Hazlett, Burt & Watson, Inc. and Security National Trust Co. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, offering a range of wrap-fee programs and third-party managed solutions. The firm uses a combination of analytical methods and strategies, serving approximately 842 clients with $166 million in assets under management.

Paul Curnes is a financial advisor at WesBanco Securities, Inc. with 26 years of industry experience. He holds the Series 66 designation and has been with WesBanco Securities since 2014. Outside of his advisory role, he works as a baseball umpire and serves as an adjunct faculty member at Wheeling Jesuit University. 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 wrap-fee and third-party managed solutions, employing a mix of analytical methods and strategies while maintaining a primarily nondiscretionary client approach.

Brooke Carroll is a CFP® professional at WesBanco Securities, Inc. with four years of industry experience. Prior to joining WesBanco Securities in 2023, Brooke held positions at Huntington National Bank and The Huntington Investment Company. Outside of finance, Brooke also worked in the restaurant industry. 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 a range of wrap-fee and third-party managed programs, emphasizing tailored strategies based on client objectives, risk tolerance, and time horizon.

Dylan Gongola is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining WesBanco Securities, he worked at Oglebay Park and Cabelas and has held positions with Farimont State, the City of Wheeling, and Wheeling Schools. 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 delivers customized financial planning and portfolio management through non-discretionary wrap-fee programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Brandon Galici is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at Edward Jones and operates Galici Financial. Outside of advising, he mentors entrepreneurs through Kingdom Driven Entrepreneur LLC, works as an independent insurance agent, prepares tax documents, and offers life coaching services. Portfolio Medics provides investment advisory and financial planning services primarily to individuals and high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm builds customized portfolios using diversified mutual funds, ETFs, stocks, and bonds, combining fundamental, technical, and cyclical analysis with a focus on retail and small-business client relationships.

Spencer Dolence is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 66 designations and four years of industry experience. He has held multiple roles within WesBanco Bank Inc. and WesBanco Securities since 2019. 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 wrap-fee programs and third-party managed accounts, emphasizing tailored investment strategies based on clients’ objectives, risk tolerance, and time horizon.

Herman Lantz is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. He has practiced law since 2008 as the sole attorney at Lantz Law Offices and serves as an Assistant Prosecuting Attorney in both Hancock and Marshall counties in West Virginia. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm manages approximately $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using a variety of investment strategies and third-party platforms.

Vicki Wiley is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with WesBanco Securities since 2013. Wiley also provides trust services through WesBanco Trust & Investment Services on a limited basis. WesBanco Securities, Inc. offers investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm provides a range of wrap-fee programs and access to third-party managed solutions, employing various analytical methods and investment strategies.

Daniel Padden is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Arbor Point Advisors and Securities America Advisors prior to joining Osaic. In addition to his advisory role, he serves as a trustee for a family irrevocable trust and is a licensed life and health insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models with custody primarily through Schwab and Fidelity.

Douglass Schmidt is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several Truist affiliates since 2006, including BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary management and non-discretionary consulting supported by third-party platforms and specialized research tools.

Jose Moreno Silva is a financial advisor at PNC Wealth Management in Wheeling, WV, holding a Series 66 designation with nine years of industry experience. He has worked with PNC Investments since 2016 and previously with PNC Bank from 2014 to 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering for employees that uses algorithmic questionnaires to recommend risk-based investment models managed by PNC or third-party strategists.

Dino Giovannone is a financial advisor with Farther, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked for McKinley Carter Wealth Services, Inc. for 10 years. Outside of finance, he owns Atomic Cowboy Productions, a music production and artist management business. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and utilizes bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Brenda Weekly is a financial advisor with CWM, LLC in Wheeling, WV, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at SECURITIES AMERICA, Inc., Arbor Point Advisors, and LPL Financial. Outside of advisory work, she operates an online retail business as an eBay seller. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services using discretionary model portfolios overseen by an internal Investment Committee.

Jason Haswell is a financial advisor with LPL Financial in Wheeling, WV, holding Series 63 and Series 65 licenses and over 30 years of industry experience. Prior to joining LPL Financial in 2021, he worked for Royal Alliance Associates, Inc. for five years. He hosts a podcast unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Steven Waters is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He has worked at Raymond James Financial since 2019 and previously at BNY Mellon from 2015 to 2021. Waters serves as chair of the board on the finance council of St. Michael Parish in Wheeling, WV. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to help clients evaluate potential outcomes, supporting implementation through various advisory programs.