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® with four years of industry experience, currently serving as a financial advisor at WesBanco Securities, Inc. in Wheeling, WV. Prior to joining WesBanco Securities, she worked at Huntington National Bank and The Huntington Investment Company. She also has experience outside finance, having worked at Crazy Mexican Restaurant & Grill. 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 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 at WesBanco Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily within WesBanco-affiliated entities since 2019. WesBanco Securities provides investment advisory services to a diverse client base, offering customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed programs. The firm emphasizes tailored investment strategies based on client objectives and risk tolerance, utilizing various analytical methods alongside ongoing portfolio monitoring.

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 22 years of experience in the financial industry. He has been with Eagle Strategies (NY Life) since 2018 and has worked at NYLife Securities LLC and New York Life Insurance Company since 2004. Outside of his advisory role, he volunteers as a coach for a Shetland baseball team with Washington Youth Baseball. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Padden is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and Arbor Point Advisors. Outside of his advisory role, he serves as a life insurance agent and trustee for a family irrevocable trust. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, using multiple program models and a mix of proprietary and third-party platforms to manage client portfolios.

Suzanne Ice is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 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 assessments and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

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. His career includes roles at Truist Advisory Services, Truist Investment Services, and BB&T, spanning from 2015 to the present. Outside of finance, he is training as a professional pyrotechnic for seasonal fireworks displays. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager‑selection programs, utilizing a combination of discretionary and non‑discretionary approaches supported by third‑party platforms and AI-enabled research tools.

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 at Carson Wealth with 10 years of industry experience. She holds a Series 66 designation and has worked at several firms including SECURITIES AMERICA, Inc., Arbor Point Advisors, and Commonwealth Financial Services, LLC. Outside her advisory work, she operates an online retail business as an eBay seller. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by a centralized Investment Committee and a range of tailored portfolio solutions.

Callen Bryan is a financial advisor with LPL Financial in Wheeling, WV, holding a Series 63 license and 39 years of industry experience. He has worked with several firms, including Cetera and Founders Financial Alliance, and has operated Bryan Wealth Management LLC since 2017. Outside of advisory work, he is also a licensed non-variable insurance agent and a notary in West Virginia. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by various technology tools and extensive non-advisory financial products.

Jason Haswell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 30 years of industry experience. He previously worked at Royal Alliance Associates, Kestra Investment Services, and United Brokerage Services. Haswell hosts a podcast unrelated to investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Benjamin Ohl is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Lincoln Financial Distributors and Canyon Development LLC. Ohl was also the owner of Canyon Development LLC, a real estate holding company that no longer maintains rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of 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.

Colleen Burgess is a financial advisor with Ameriprise in St Clairsville, OH, holding Series 63 and Series 65 licenses with 18 years of industry experience. Her prior experience includes roles at The Huntington Investment Company, Wells Fargo Clearing, and PNC Wealth Management. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning advice centered on dependable income and tax-aware withdrawal strategies.

Carrie Bowman is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 29 years of industry experience. Her prior firms include Cetera Advisor Networks, Cetera Wealth Services, and Janney Montgomery Scott. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.