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.

Louis Costanzo III is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked at Founders Financial Alliance since 2017, previously affiliated with LPL Financial and operating Louis J. Costanzo & Associates. Outside of advisory work, he is a CPA partner involved in a CPA affiliate program and serves as a trust advisor for family life insurance trusts. 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 approach using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program that combines management and planning services under a flat fee arrangement.

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.

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.

Mark Stecker is a CFP® with 21 years of industry experience currently affiliated with Eagle Strategies (NY Life). He has been with Eagle Strategies since 2018 and has worked at NYLife Securities LLC and New York Life Insurance Company since 2004. Outside of his advisory role, Stecker volunteers as a coach for a Shetland baseball team with Washington Youth Baseball. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, including fee-based advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Daniel Padden is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and possessing 12 years of industry experience. He has held positions at Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, he is licensed as a life and health insurance agent and serves as trustee of a family irrevocable trust. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Zachary Smith is a CFP® professional with six years of industry experience, currently serving at The Huntington Investment Company. His work history includes multiple roles within The Huntington National Bank and The Huntington Investment Company, along with a recent position at Ameriprise Financial Services, LLC. Outside of his advisory duties, he operates the scoreboard and clock for John Marshall High School home basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture investment model that incorporates third-party and affiliate strategies, with portfolio management supported through wrap-fee programs on the Envestnet MAS platform.

Suzanne Ice is a financial advisor with PNC Wealth Management in St Clairsville, OH, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and WesBanco Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessment and diversified mutual fund and ETF strategies.

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.

Harley Schultz is a financial advisor with Truist Advisory Services, holding a Series 66 designation and eight years of industry experience. He has worked within the Truist organization since 2018, including roles at BB&T Securities, BB&T Investments, and BB&T Bank. Outside of finance, Schultz is training as a pyrotechnic and assists with professional fireworks displays during the summer. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses third-party platforms and AI-enabled research tools to support its investment processes.

Gabriel Hall is a CFP® with 12 years of industry experience currently advising at The Huntington Investment Company. He has held positions at Ameriprise Financial Services, First Commonwealth Bank, Infinex Investments, and KeyBank. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model combining third-party sub-managers and proprietary Private Bank offerings, delivering services through multiple wrap-fee programs on the Envestnet MAS platform.

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.

Callen Bryan is a financial advisor with LPL Financial, holding a Series 63 designation and 39 years of industry experience. He has worked with Cetera and operates Bryan Wealth Management LLC, which he founded in 2017. In addition to advisory services, he is involved in selling non-variable insurance products and serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement consulting with both discretionary and non-discretionary management options, supported by research and technology-driven investment strategies.

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.

Benjamin Ohl is a financial advisor with Edward Jones in St Clairsville, Ohio. He holds Series 65 and Series 63 licenses and has 18 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Lincoln Financial Distributors for eight years and owned Canyon Development LLC from 2021 to 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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.

Carrie Bowman is a financial advisor at LPL Financial in Wheeling, WV, with 29 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Cetera Advisor Networks LLC for seven years. Outside of advising, she is a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.