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Zachary R

Series 66

Wheeling, WV

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Gary G

Series 63, Series 65

Wheeling, WV

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Timothy R

CFP®, Series 63, Series 65

Wheeling, WV

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Elizabeth W

Series 66, Series 63

St. Clairsville, OH

Cetera

Elizabeth Wilcox is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. She has worked with multiple Cetera entities since 2021 and has experience in consulting and small business operations, including ownership of Wilcox Consulting Service, which provides business setup and payroll processing services. Wilcox also has a background in heating and air services and operated a local restaurant, Pizza Cottage. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, enabling advisors to utilize affiliated and third-party managers across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Paul J

ChFC®, Series 65, Series 63

Wheeling, WV

Mass Mutual Investors Services

Paul Joanou is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds the ChFC® designation as well as Series 65 and Series 63 licenses. Joanou has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1996. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eric S

Series 63, Series 66

Wheeling, WV

Cetera

Eric Snodgrass is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes roles at Avantax Insurance Services, Highland Capital Brokerage, and FSC Securities Corporation. Outside of advisory work, he manages family oil and gas mineral rights and serves on the board of The Jets Booster Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse 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, financial planning, and retirement services, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Emily W

CFP®, Series 66

Wheeling, WV

Raymond James Financial

Emily Waters is a CFP® with 12 years of experience in the financial services industry. She is affiliated with Raymond James Financial Services Advisors, Inc. and also serves as a partner in Riverbridge Wealth Management. Waters has worked at Raymond James since 2014 and at Riverbridge Wealth LLC since 2019. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is noted for its municipal and public-finance capabilities and specialized advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jay H

Series 66, Series 65, Series 63

Wheeling, WV

Cetera

Jay Hunt is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 21 years of industry experience. His prior work includes roles at Avantax Investment Services, Glessner Snodgrass Wealth Management, and Unified Trust. Outside of advising, he co-owns a single-family rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a wide range of portfolio management and consulting services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Vincent G

Series 63, Series 65

Bridgeport, OH

LPL Financial

Vincent Gallagher is a financial advisor with LPL Financial in Bridgeport, Ohio, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He previously worked at Cetera Advisor Networks LLC for seven years before joining LPL Financial in 2023. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Brian M

Series 66

Saint Clairsville, OH

Ameriprise

Brian Mcvay is a financial advisor with Ameriprise Financial Services in Saint Clairsville, Ohio, holding a Series 66 designation and 21 years of industry experience. His prior work includes positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he is involved in off-road racing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Rocky L

Series 66, Series 63

Bellaire, OH

J.P. Morgan Securities

Rocky Ludwick II is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked for Middle Mountain Angler from 2019 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Wealth management Executive Founder/Business Owner
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Mael G

Series 63, Series 66

Wheeling, WV

Edward Jones

Mael Glennon is a financial advisor at Edward Jones in Wheeling, WV, holding Series 63 and Series 66 credentials with 13 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Retirement income strategy Wealth management ESG / Sustainable investing Military & Veterans Values-based investing Religious/faith focused
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Henry G

Series 63, Series 65

St Clairsville, OH

Primerica Advisors

Henry Graham III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been affiliated with Primerica Advisors since 1981 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Scott C

Series 63, Series 66

Bridgeport, OH

LPL Financial

Scott Castilow is a financial advisor at LPL Financial with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing and Cetera Advisor Networks. He also serves as a coach for the Wheeling Post 1 American Legion. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various investment strategies.

College savings (529s, UTMA, etc.)
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Jared S

CFP®, Series 66

Wheeling, WV

Wells Fargo Advisors

Jared Sloan is a CFP® professional with 13 years of industry experience, currently affiliated with Wells Fargo Advisors since 2023. He previously worked at Wells Fargo Clearing and Edward Jones. In addition to his financial advisory work, Sloan serves as a board member on the City of St Clairsville, Ohio Board of Zoning Appeals and the Planning Commission Board. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing proprietary research and tools to develop tailored recommendations across various planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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