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 66 and Series 63 credentials and seven years of industry experience. His prior experience includes positions at J.P. Morgan Securities and Unified Bank. He is also a notary for the States of West Virginia and Ohio. 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 and offers additional services including retirement plan consulting and a FlatFeeCIO program combining family-office style coordination with ETF model portfolios.

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® 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 at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Arbor Point Advisors and Securities America Advisors prior to joining Osaic. In addition to his advisory role, he serves as a trustee for a family irrevocable trust and is a licensed life and health insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and charitable clients. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models with custody primarily through Schwab and Fidelity.

Zachary Smith is a CFP® with seven years of industry experience, currently serving at The Huntington Investment Company. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. Outside of advisory work, 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 corporations. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.

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.

Kristen Painter is a financial advisor at PNC Wealth Management with one year of industry experience. She holds a Series 66 designation and has been with PNC Bank since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and approved model strategies managed internally or by third parties.

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.

John Cucarese is a financial advisor with Eagle Strategies (NY Life) in Steubenville, OH, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at New York Life and its affiliated subsidiaries since 2005 and operates his own firm, John Cucarese Financial Services, which brokers non-registered insurance products and sells New York Life products. He volunteers with the Highmark Caring Place Gala, assisting with an annual fundraiser for a child bereavement organization. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored advice, offers multiple program types including fee-based and co-advisory solutions, and manages a significant portion of assets on a non-discretionary basis.

Gabriel Hall is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has held roles at Ameriprise Financial Services, First Commonwealth Bank, Infinex Investments, Key Investment Services, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model combining third-party and proprietary strategies, offering a range of 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.