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.

Elizabeth Bolinger is a financial advisor with Cetera in St. Clairsville, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at various Cetera entities since 2021 and owns Wilcox Consulting Service, a business focused on consulting and payroll processing. Bolinger also acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

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

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.

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.

Jay Hunt is a financial advisor with Cetera Wealth Services, LLC and Cetera, holding Series 63, 65, and 66 licenses and 21 years of industry experience. He has worked at firms including Avantax Investment Services, Unified Trust, McKinley Carter Wealth Services, and LPL Financial. Outside of his advisory work, he is involved in managing a residential property. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Vincent Gallagher is a financial advisor at LPL Financial with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera Advisor Networks, Kestra Advisory, and Kestra Investment Services. Gallagher is also involved with Pathway Growth Partners, LLC, an entity related to his LPL business activities. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

Brian Mcvay is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, he is involved in off-road racing. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies through its Premier Retirement Income service.

Rocky Ludwick II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2009 and was previously associated with Middle Mountain Angler from 2019 to 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s advisory services are delivered on a non-discretionary basis with an ESG eligibility framework guiding investment recommendations.

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.

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.

Scott Castilow is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Pathway Growth Partners, Cetera Advisor Networks, and Wells Fargo Clearing. Outside of his advisory work, he coaches for the Wheeling Post 1 American Legion. 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 advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Jared Sloan is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2023. His prior experience includes seven years with Wells Fargo Clearing and three years at Edward Jones. Outside of his advisory role, he serves on the City of St. Clairsville, Ohio Board of Zoning Appeals and the Planning Commission Board. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, utilizing Wells Fargo research and planning tools to create tailored recommendations. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis.