Michael Throckmorton is a CFP® and ChFC® with 18 years of industry experience. He is currently with Investment Research Corporation, where he has worked since 2011 in two separate periods, and also owns a tax preparation and fixed insurance services firm, PFMichaels Financial Consultants, LLC. Additionally, he is employed part-time at Foster Insurance, Inc., providing fixed insurance products. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis with a mix of discretionary and non-discretionary management, serving a diverse client base including high-net-worth individuals and various institutional investors.

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.

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.

Zachary Smith is a CFP® with seven years of industry experience, currently serving at The Huntington Investment Company. His prior roles include positions at Ameriprise Financial Services and Huntington National Bank. Outside of advisory work, he operates the scoreboard and clock for John Marshall High School home basketball games. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers with proprietary Private Bank portfolios.

Suzanne Ice is a financial advisor with PNC Wealth Management in St Clairsville, OH, holding Series 65 and Series 63 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 assessment and diversified mutual fund and ETF strategies.

Gabriel Hall is a CFP® with 12 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. He has held roles at Ameriprise Financial Services, First Commonwealth Bank, Infinex Investments, Key Investment Services, and LPL Financial. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and businesses. The firm employs an open-architecture model combining third-party and proprietary strategies, offering a range of wrap-fee programs on the Envestnet MAS platform.

Benjamin Ohl is a financial advisor with Edward Jones in St Clairsville, Ohio. He holds Series 65 and Series 63 licenses and has 18 years of industry experience. Prior to joining Edward Jones in 2023, he worked at Lincoln Financial Distributors for eight years and owned Canyon Development LLC from 2021 to 2023. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Positano is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services and has operated Positano Tax & Financial Services LLC since 2008. Outside of his advisory role, he is involved in tax preparation and accounting, as well as insurance sales. Cetera Investment Advisers is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement services through a multi-manager platform with access to a variety of investment strategies and third-party managers.

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.

Julie Vavra Daley is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Commonwealth Financial Services, Arbor Point Advisors, and Securities America. Outside of her advisory role, she is involved in essential oil sales through DoTerra Essential Oils. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management and supporting diversified investment strategies.

Robert Positano is a financial advisor with Cetera who holds a Series 63 license and has 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years. In addition to his advisory role, he serves as an elected official for Archer Township and operates a coin buying and selling business as well as a tax preparation service. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to a wide range of investment strategies and third-party managers.

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 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.

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.