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.

Howard Bertram is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has been with WesBanco Securities, Inc. since 2006 and Wesbanco Bank since 2012, both based in Pittsburgh, PA. Bertram sells life insurance and fixed annuities through his office. 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, using a variety of analytical methods and investment strategies.

Rose Wilson is a financial advisor at WesBanco Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with WesBanco Securities since 2015. Outside of her advisory role, she is involved in animal welfare through crafting items for sale and donation, and serves as Co-Chair of the GARF Foundation, a nonprofit supporting owners of cats with FELV or FIV. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies while maintaining a bank-affiliated structure.

James Starcher is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with WesBanco Securities in various roles since 2014. 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. The firm offers a range of investment solutions including wrap-fee programs and third-party managed accounts, employing multiple analytical methods and strategies while maintaining a bank-affiliated, multi-team advisory structure.

Scott Molina is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Advisory Services Network in 2024, he spent 11 years at United Brokerage Services, Inc. He also works as an independent insurance agent, selling insurance and annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and utilizes a variety of investment strategies tailored to client objectives.

Vicki Korinko is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She previously worked at Valic Financial Advisors for five years before joining WesBanco Securities in 2020. Outside of her advisory role, she is involved in online sales of a health-related medical device as an independent contractor. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering customized financial planning and portfolio management through wrap-fee programs and third-party managed accounts. The firm emphasizes tailored investment strategies based on client objectives and uses a range of analytical methods combined with ongoing portfolio monitoring and rebalancing.

James Herberger II is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and The Huntington Investment Company. 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 non-discretionary wrap accounts and access to various managed account programs, employing a tailored investment approach based on clients’ objectives, risk tolerance, and time horizon.

Abbie Talbert is a financial advisor at WesBanco Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked exclusively with WesBanco Securities since 2016. Outside of her advisory role, she also performs secretarial work for a psychotherapy office. WesBanco Securities, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides customized financial planning and portfolio management through non-discretionary wrap fee accounts, separately managed accounts, and model portfolios, emphasizing tailored strategies based on client objectives and risk tolerance.

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. in Wheeling, WV, holding Series 63 and Series 65 designations and three years of industry experience. His previous work includes nine years at WesBanco Bank Inc. and three years at Steak N Shake. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, offering customized financial planning and portfolio management through wrap-fee and third-party managed programs. The firm emphasizes tailored investment strategies based on client objectives, risk tolerance, and time horizon, utilizing fundamental, technical, and charting analysis alongside ongoing monitoring and rebalancing.

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.

Dustin Defranco is a financial advisor with Founders Financial Alliance, LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with Founders Financial Alliance and LPL Financial since 2016. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to individual goals and risk tolerances, combining asset allocation, rebalancing, and a mix of strategies, alongside turnkey support for advisors.

Heather De Franco is a financial advisor at Founders Financial Alliance, LLC with a Series 66 designation and one year of industry experience. Prior to entering the financial industry, she worked as a homemaker and operated a photography business for nearly a decade. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances and offers comprehensive advisor support alongside its multi-pronged business model.

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.

Paul Barnette is a financial advisor at Founders Financial Alliance, LLC with 26 years of industry experience. He holds a Series 66 designation and has previously worked with Wells Fargo Clearing and Prudential Equity Group, LLC. Barnette has been with Founders Financial Alliance since 2020. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individual, high-net-worth, charitable, and corporate retirement plan clients. The firm employs an evidence-based investment approach tailored to individual goals and risk tolerances and offers additional services including retirement plan consulting and a FlatFeeCIO program.

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.

Bruce Trushel is a ChFC® with 44 years of experience in the financial services industry. He is currently with Founders Financial Alliance, LLC and LPL Financial, joining both firms in 2022. His previous roles include positions at Wells Fargo Clearing, PNC Wealth Management, and J.J.B. Hilliard, W.L. Lyons, LLC. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, combining asset allocation, rebalancing, multiple strategies, and third-party manager solutions.

Joshua Schmalz is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. His prior roles include positions at WesBanco Securities Inc and WesBanco Bank. Founders Financial Alliance provides discretionary investment management, financial planning, retirement plan consulting, and related advisory services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment process using ETFs, third-party managers, and regular portfolio monitoring, and offers a flat-fee family-office style program combining multiple advisory services.

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.

Derek Simpson is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at J.P. Morgan Securities and Unified Bank. He is also a commissioned notary for the states of West Virginia and Ohio. Founders Financial Alliance offers discretionary, fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm’s evidence-based investment approach is tailored to individual goals and risk tolerances, combining asset allocation, periodic rebalancing, and a mix of strategies including modern portfolio theory and technical analysis.