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.

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 with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. Her prior experience includes roles at Commonwealth Financial Services, Arbor Point Advisors, Securities America, J.P. Morgan Securities, and Chase Investment Services. Outside of advising, she is involved in essential oil sales through DoTerra Essential Oils. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and resources.

Thomas Burke is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for FSC Securities Corporation for 14 years before joining OSAIC. Outside of his advisory role, he serves as State Secretary for the West Virginia Knights of Columbus, a fraternal benefit society. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing proprietary tools and third-party platforms to offer customizable portfolio management options.

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.

John Creamer is a financial advisor with Wells Fargo Clearing in Wheeling, WV, holding Series 63 and Series 65 credentials and 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics from Wells Fargo Investment Institute alongside third-party data.

Philip Scenna is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2016, following a prior role at Prudential Equity Group. Outside of his advisory work, he serves as an executor for family estates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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 worked at Wells Fargo Advisors since 2023, following seven years at Wells Fargo Clearing and a year at Prudential Equity Group. He is a 50% owner of McKenzie Riedel Wealth Management LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis. The firm combines advisory services with other financial products and referral channels, providing clients with tailored recommendations supported by Wells Fargo research and planning tools.

Renee Finney is a financial advisor at Wells Fargo Advisors with 10 years of industry experience and a Series 66 credential. She has worked at Wells Fargo Clearing since 2016 and currently serves clients through Wells Fargo Advisors Financial Network. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, risk, and wealth-transfer planning, and uses proprietary research and tools to develop tailored recommendations.

Khoury Kloss is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining LPL Financial, Kloss worked at Commonwealth Financial Services and has experience in various roles including operating a lawn care business. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2018, following prior roles at Hazlett, Burt & Watson, Inc. and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies with an emphasis on operational and research support tools.

Heidi Missett is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Ameriprise. She is a trustee of a trust established by her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with a focus on tailored, discrete planning engagements.

Daniel Young is a CFP®-designated financial advisor with Edward Jones, based in Wheeling, WV. He has 16 years of industry experience, all with Edward Jones since 2010. Young serves as a board member of the Wheeling Symphony Orchestra, where he participates in the finance committee and reviews the organization's budget and cash flow statements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Basinger is a financial advisor with Wells Fargo Advisors in Wheeling, WV, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. 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 financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.