Joseph Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles with Cetera Wealth Services, Independence Portfolio Partners LLC, and Atlas Brokerage Company LP. Outside of his advisory work, he serves as finance committee chairman at Mt. Olivet Methodist Church and acts as a successor trustee for a revocable trust. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors managing approximately $256 billion in assets.

Jason Ogden is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his current role, he worked at PSI Supply Chain Solutions for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets, offering a range of investment strategies and affiliated financial services through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Christopher Freeman is a CFP® professional with 43 years of industry experience, currently associated with Raymond James Financial Services Advisors, Inc. since 2009 and leading Freeman Investments LLC since 2018. He serves on the advisory board of the JB Chambers Foundation, a nonprofit providing community funding mainly for children. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide client base including individuals, corporations, and institutional clients, utilizing tailored non-discretionary planning and analytical tools to support client goals.

Julie Vavra Daley is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Services, Arbor Point Advisors, and Securities America. Outside of her advisory role, she is involved in essential oil sales through DoTerra Essential Oils. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies.

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 two years of industry experience. He holds the Series 66 designation and has worked previously at West Liberty University and Duquesne University. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

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.

Khoury Kloss is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Services. Outside of finance, he was involved with Kloss Lawn Care LLC for two years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of advisory programs and financial planning services supported by research and technology-driven portfolio management.

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.

Shawn Rohrig is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 16 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 10 years at Hazlett, Burt & Watson, Inc. Rohrig maintains a role as a non-variable insurance producer with Highland Capital Brokerage alongside his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through its national network of investment adviser representatives.

Heidi Missett is a financial advisor with Wells Fargo Advisors in Saint Clairsville, Ohio, holding a Series 66 license and over 21 years of industry experience. She has worked with Wells Fargo entities since 2009 in various roles. Outside of her advisory work, she serves as a trustee of a trust established by her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using Wells Fargo research and tools, allowing clients to choose if and how to implement recommendations.

Daniel Young is a CFP® and holds a Series 66 license with Edward Jones, where he has worked since 2010. He has 15 years of industry experience. Outside of his advisory role, Daniel serves on the board of the Wheeling Symphony Orchestra and participates on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors and offers a range of advisory programs and investment strategies 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.

Michael Gardill is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has two years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Riverbridge Wealth Management, Hazlett, Burt, And Watson Financial Services, Wheeling Hospital, and Huntington National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors and is notable for its broad product access and regulatory registrations.

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.