Michael Throckmorton is a CFP® and ChFC® with 19 years of industry experience. He is currently with Investment Research Corporation, where he has worked since 2020, and is also a 50% owner of PFMichaels Financial Consultants, LLC, a firm providing tax preparation and accounting services as well as fixed insurance products. Additionally, he is employed by Foster Insurance, Inc., offering fixed insurance services. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products and strategies.

Paul Foster is an investment advisor representative with Investment Research Corporation in Saint Clairsville, OH, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Investment Research Corporation and World Capital Brokerage, Inc. since 2011 and is also the president and owner of Foster Insurance, Inc., which provides life, property and casualty, and health insurance as well as accounting and tax services. Additionally, he is a 50% owner of PFMichaels Financial Consultants, LLC, offering tax preparation and fixed insurance services. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis, offers both discretionary and non-discretionary management, and advises on a broad range of investment products.

Matthew Herink is a financial advisor at Hazlett, Burt & Watson, Inc. with four years of industry experience. He holds a Series 66 designation and has worked previously at LexAurum Advisors, Carpenter & Associates, and Brokers International Financial Services. Outside of finance, he has experience in the wine industry with Good Mansion Wines and in the golf sector with Bill Casper Golf. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation across traditional and alternative asset classes and offers both discretionary and non-discretionary account programs.

James Gregg is a financial advisor with Wealth Foundations Partners, LLC in Saint Clairsville, Ohio, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at multiple firms including Global View Capital entities and maintains managing member roles at Gregg & Associates, LLC, which provides tax preparation and consulting services, and InTouch Insurance Group, LLC, where he manages operations related to Medicare supplemental insurance. Wealth Foundations Partners offers investment advisory services to individuals, retirement plans, corporations, and non-profits, combining modern portfolio theory and multiple analytical approaches across diverse investment types. The firm employs various third-party platforms and provides financial planning services integrated with asset management.

Suzanne Ice is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at LPL Financial, CUNA Brokerage Services, CUNA Mutual Group, and WesBanco Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via mutual funds and ETFs managed by PNC or third-party strategists.

Benjamin Ohl is a financial advisor at Edward Jones in St Clairsville, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2023, he worked at Lincoln Financial Distributors and Canyon Development LLC. 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 and investment strategies, supported by a nationwide network of thousands of financial advisors and branch offices.

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.

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.

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.

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.

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.

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.