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.

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 at WesBanco Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors, Inc. from 2015 to 2020. Outside of her advisory role, she is involved in online sales of a medical device aimed at improved health as an independent contractor. WesBanco Securities, Inc. provides investment advice and portfolio management services 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 and third-party managed accounts, employing analytical methods ranging from fundamental to technical and incorporating tax-aware and ESG models within its platform.

James Herberger II is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining WesBanco Securities in 2025, he worked at The Huntington Investment Company from 2016 to 2023. WesBanco Securities, Inc. offers investment advisory services to individual investors, 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 clients' objectives, risk tolerance, and time horizon, utilizing a range of analytical methods alongside ongoing monitoring and rebalancing.

Abbie Talbert is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and eight years of industry experience. Prior to joining WesBanco Securities, she worked for the U.S. Department of Labor’s Mine Safety and Health Administration. Outside of her advisory role, she performs secretarial work for a psychotherapy 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 portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, using a variety of analytical methods and investment strategies.

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.

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 with Founders Financial Alliance, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Barnette provides investment advisory services primarily through Founders Financial Alliance. Founders Financial Alliance offers discretionary investment management, financial planning, and retirement plan consulting 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 portfolio monitoring, and provides a family-office style program under a flat fee arrangement.

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.

Robert Aborn Jr. is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones and Katmai Government Services, as well as serving as an instructor at Eastern Gateway Community College’s business department. Outside of advising, he also works as an insurance agent for Millennium Brokerage. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios combining fundamental, technical, and cyclical analysis and serves a client base focused on retail and small-business relationships.

Bruce Trushel is a financial advisor with Founders Financial Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience, with prior roles at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting 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 ongoing portfolio monitoring, and offers a family-office style program under a flat fee arrangement.

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.