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.

Kenneth Perkins is a financial advisor with Cetera, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of advising, Perkins serves on the boards of several local organizations, including the Jefferson Soil and Water Conservation District and the Steubenville Cultural Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of advisors, utilizing a multi-manager platform with varying program structures and investment options.

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.

Susan Pevac is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones, STIFEL, and First Allied Advisory Services. Pevac is also an independent insurance agent with various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Justin Tegano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Cambridge since 2013. Outside of his advisory role, Tegano is an independent insurance agent and also receives gas royalties as a landowner. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client needs.

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.

Gregory Metcalf is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 35 years of industry experience. Prior to his tenure at Cambridge, he worked at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, Metcalf is active in several community and fraternal organizations, serving on the board of the Ancient Accepted Scottish Rite and holding leadership roles within local Masonic lodges and the Jefferson County Democrat Party. He is also a coach at Franciscan University of Steubenville. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers multiple investment implementation options, including proprietary and third-party model strategies, and maintains institutional features such as advisor transition support and formal compliance processes.

James Kolb is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to that, he was involved with JkOlB Enterprises, LLC for two years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

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.

David Cowden is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 35 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc., MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. Outside of his advisory duties, he coaches baseball at Weirton High School and serves as a benefits coordinator for Trinity Health System. 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 financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios, third-party research, and various investment strategies.

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.

James Wingett is a financial advisor with Robert Baird & Co. in Steubenville, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Robert Baird & Co. since 2019 and concurrently at JJB Hilliard WL Lyons LLC since 2016. Outside of his advisory role, Wingett serves as an assistant girls varsity basketball coach at Madena High School and is a volunteer board member of Rotary of Steubenville and United Way of Jefferson County. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients through a variety of financial planning and portfolio management services. The firm uses a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research tools, and reported approximately $394 billion in regulatory assets under management as of December 31, 2025.

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.

Melanie Harless is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019. Prior to that, she spent over three decades with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a broad range of investment strategies.

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.