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.

Cole Tegano is a financial advisor at Cambridge Investment Research Advisors with two years of industry experience. He holds a Series 66 designation and has worked previously at Arias Agencies and DoorDash. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals, utilizing proprietary and third-party strategies across multiple platforms.

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.

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 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.

Charles Mccoy II is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been affiliated with Cetera and its related entities since 2015. In addition to his advisory role, Mccoy is involved in insurance sales, including life, health, disability, annuities, and long-term care products, through separate businesses. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, executed across multiple program structures and custodial relationships.

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.

Eugene Zrinyi Jr. is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has previously worked at firms including Scottrade and Equitable Advisors. Outside of his advisory role, he is active in his community as a board member of the Follansbee and Jefferson County Chambers of Commerce and the United Way of Jefferson County, and serves as an ambassador for the Jefferson County Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across multiple program structures, supported by a multi-manager platform and over $256 billion in assets under management.

Jeffrey Nedley is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at PNC Investments and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, he is also a landlord. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Nicholas Mamula Jr. is a financial advisor with OSAIC in Steubenville, OH, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at SagePoint Financial, Inc. for 14 years before joining OSAIC in 2023. Outside of his advisory role, he serves as a court-appointed trustee for a testamentary trust and engages in independent insurance sales. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services with portfolio construction supported by firm-provided tools and access to third-party money managers.

George Crim II is a financial advisor at Cetera with 36 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Concourse Financial Group Securities Inc and Stifel. He also operates Crim Investments, an independent financial services business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Heather Reynolds is a financial advisor with Robert W. Baird & Co. in Steubenville, Ohio, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Advisors LLC, Cetera Advisor Networks, Station Capital, and Brentwood Bank. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm utilizes a range of investment strategies including separately managed accounts, tax management, and model-traded portfolios, supported by internal research and technology, with approximately $394 billion in regulatory assets under management as of December 2025.