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Timothy B

Series 63, Series 65

Paden City, WV

Hazlett, Burt & Watson, Inc.

Timothy Bidwell is a financial advisor with Hazlett, Burt & Watson, Inc. and holds Series 63 and Series 65 licenses. He has 24 years of industry experience and has been with Hazlett, Burt & Watson since 2000. 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 an asset-allocation-based investment process and offers both discretionary and non-discretionary account management across a range of asset classes.

Wealth management Income planning Real estate investing
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Herman L

Series 65

Moundsville, WV

integrity Advisory Solutions

Herman Lantz is a financial advisor at Integrity Advisory Solutions with a Series 65 credential and one year of industry experience. He has practiced law since 2008 as the sole attorney at Lantz Law Offices and serves as an Assistant Prosecuting Attorney in both Hancock and Marshall counties in West Virginia. Integrity Advisory Solutions is a multi-team firm serving individuals, trusts, estates, corporations, and other business clients through a network of independent advisors. The firm manages approximately $1.1 billion in client assets and offers portfolio management, financial planning, retirement plan consulting, and model portfolio programs, using a variety of investment strategies and third-party platforms.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
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Douglass S

Series 63, Series 65

Moundsville, WV

Truist Advisory Services

Douglass Schmidt is a financial advisor at Truist Advisory Services with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several Truist affiliates since 2006, including BB&T Investments and Truist Investment Services. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary management and non-discretionary consulting supported by third-party platforms and specialized research tools.

Founder/Business Owner Executive
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Ciara S

CFP®, Series 65

Woodsfield, OH

CWM, LLC

Ciara Stewart is a CFP® professional at CWM, LLC with three years of industry experience. She has worked at Heritage Financial and Investment Services, LLC and Commonwealth Financial Services, LLC. Outside of her advisory role, she serves as Vice President and Advisor of the Monroe County 4H Committee/Cross County Classics 4H Club. CWM, LLC is an SEC-registered investment adviser that serves individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and a range of retirement plan solutions, managing accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Nikki L

CFP®, ChFC®, Series 66

Woodsfield, OH

CWM, LLC

Nikki Lude is a CFP® and ChFC® financial advisor at CWM, LLC with 21 years of industry experience. Her prior firms include Commonwealth Financial Services, Arbor Point Advisors, Securities America, Heritage Financial & Investment Services, and LPL Financial. She serves on multiple local nonprofit boards, including the Monroe County Community Foundation and the Monroe County 4H Endowment Committee, and coaches elementary school volleyball. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, typically managing accounts on a discretionary basis using model portfolios and combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Thomas B

Series 63, Series 66

Moundsville, WV

OSAIC

Thomas Burke is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for FSC Securities Corporation for 14 years before joining OSAIC. Outside of his advisory role, he serves as State Secretary for the West Virginia Knights of Columbus, a fraternal benefit society. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing proprietary tools and third-party platforms to offer customizable portfolio management options.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Aaron B

Series 66, Series 63

Clarington, OH

LPL Financial

Aaron Burga is a financial advisor with LPL Financial who holds Series 66 and Series 63 designations and has 12 years of industry experience. He previously worked at WesBanco Securities Inc from 2013 to 2019 before joining LPL Financial in 2019. Burga serves as the mayor of Wilson Township, Ohio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advisor-facing technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gary W

Series 63, Series 66

Clarington, OH

LPL Financial

Gary Williamson is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Southeastern Ohio Credit Union, Wesbanco Securities Inc, and The Huntington Investment Company. His activities include operation of Home Loan Financial Services Inc. and involvement with several insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies across various account types.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Gabriel H

CFP®, Series 66

Moundsville, WV

Ameriprise

Gabriel Hall is a Certified Financial Planner (CFP®) with 12 years of industry experience. He is currently with Ameriprise and has previously worked at firms including The Huntington Investment Company and First Commonwealth Bank. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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