Thomas Burke is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for FSC Securities Corporation for 14 years before joining OSAIC. Outside of his advisory role, he serves as State Secretary for the West Virginia Knights of Columbus, a fraternal benefit society. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing proprietary tools and third-party platforms to offer customizable portfolio management options.

Levi Mckenzie is a Series 66 licensed financial advisor with Wells Fargo Advisors, based in Wheeling, WV, and has two years of industry experience. He previously worked at US Tech Solutions for one year before joining Wells Fargo Advisors in 2023. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and fee-based financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various financial planning areas.

Tyler Riedel is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds the Series 66 designation and previously worked at West Liberty University and Duquesne University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations and a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning.

John Creamer is a financial advisor with Wells Fargo Clearing in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Scenna is a financial advisor with Wells Fargo Clearing in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related products and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

Michael Riedel is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He has partial ownership in McKenzie Riedel Wealth Management LLC and full ownership of BNR, LLC, both investment-related businesses based in Wheeling, WV. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Renee Finney is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo in various capacities since 2007. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, using proprietary research and tools to develop tailored recommendations.

Bernadette Smith is a financial advisor at Ameriprise with 28 years of industry experience. She previously worked at Hazlett, Burt & Watson, Inc. for 15 years before joining Ameriprise Financial Services Inc. and later Ameriprise. She owns Bernadette M Smith, LLC, a business established to manage part of her practice. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security, and tax-smart withdrawal strategies through a centralized consulting team.

Daniel Young is a CFP®-designated financial advisor with Edward Jones, based in Wheeling, WV. He has 16 years of industry experience, all with Edward Jones since 2010. Young serves as a board member of the Wheeling Symphony Orchestra, where he participates in the finance committee and reviews the organization's budget and cash flow statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Basinger is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Wells Fargo entities since 2011. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients through a broad range of investment and fee-based financial planning services, offering specialized planning for areas such as business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses its own research and planning tools to develop tailored recommendations, with flexible implementation options through brokerage or advisory programs.

Zachary Riedel is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Clearing and a position at Wheeling Jesuit University. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services through a large network of advisors.

Gary Glessner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for nearly three decades and has held various roles including board positions at Unified Bank and The Linsly School. He is involved in multiple business activities such as tax preparation and accounting through Glessner & Associates, PLLC, and co-owns Evolve Multimedia, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supported by a large network of over 10,000 advisors and significant assets under management.

Timothy Roberts is a CFP® professional affiliated with Ameriprise, with 31 years of experience in the financial industry. He has held roles at firms including Summit Financial Groups Inc, Cetera, and International Assets Investment Management, LLC. Roberts serves as a board member of the Ohio Valley Hockey Association. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored, ongoing retirement-income planning through a centralized team and a structured recommendation process.

Eric Snodgrass is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes roles at Avantax Insurance Services, Highland Capital Brokerage, and FSC Securities Corporation. Outside of advisory work, he manages family oil and gas mineral rights and serves on the board of The Jets Booster Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors.

Jay Hunt is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 21 years of industry experience. His prior work includes roles at Avantax Investment Services, Glessner Snodgrass Wealth Management, and Unified Trust. Outside of advising, he co-owns a single-family rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a wide range of portfolio management and consulting services.

Rocky Ludwick II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked for Middle Mountain Angler from 2019 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Mael Glennon is a financial advisor at Edward Jones in Wheeling, WV, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Jared Sloan is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Edward Jones. In addition to his financial advisory work, Sloan serves as a board member on the City of St Clairsville, Ohio Board of Zoning Appeals and the Planning Commission Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various planning areas.