Overwhelmed by options?
Answer a few questions to see advisors matched to you.
109 advisors near
45750
within the area shown on the map
Out of 400,000+ nationwide
Taj R
Series 66
Parkersburg, WV
Rohr Capital Management
Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.
Ashley B
Series 65
Parkersburg, WV
Rohr Capital Management
Ashley Boggs is a Series 65 licensed advisor with Rohr Capital Management, where she has worked since 2022. She has three years of industry experience and also serves as president of Problem-Solving Math, LLC, providing educational consulting and support services. Additionally, she works as an independent tax return preparer. Rohr Capital Management offers discretionary portfolio management and financial planning services to individual and small business clients. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, managing accounts on a discretionary basis with a fiduciary focus on retirement accounts.
Zachary S
CFP®, Series 65
Vienna, WV
Commonwealth Financial Services
Zachary Seese is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with Commonwealth Financial Services, where he has worked since 2022, and previously has experience in educational roles at several institutions including West Virginia University and Parkersburg South High School. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing a range of investment strategies that include fundamental and technical analysis, tactical rebalancing, and third-party manager solutions.
Samuel C
Series 65
Vienna, WV
Commonwealth Financial Services
Samuel Cremeans is an advisor at Commonwealth Financial Services with a Series 65 credential and one year of industry experience. Prior to joining Commonwealth, he worked at United Parcel Service and Northwestern Mutual. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, broker/dealer customers, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing fundamental and technical analysis along with third-party manager options.
C. J
Series 63, Series 65
Vienna, WV
Hazlett, Burt & Watson, Inc.
C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. 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 and offers both discretionary and non-discretionary account programs across a range of asset classes.
Joshua W
Series 65
Vienna, WV
Commonwealth Financial Services
Joshua Wine is a Series 65-licensed financial advisor with Commonwealth Financial Services in Vienna, WV. He has three years of industry experience and also serves as a Tax Manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked for over ten years. Commonwealth Financial Services is an SEC-registered advisory firm that serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm offers portfolio management, financial planning, retirement plan advisory services, and securities-backed lending solutions, utilizing a range of investment strategies and custodial platforms.
Shanell J
Series 66
Vienna, WV
Commonwealth Financial Services
Shanell Jeffrey is a financial advisor with Commonwealth Financial Services, holding a Series 66 designation and 14 years of industry experience. Her previous roles include positions at Arbor Point Advisors, Securities America, Inc., and LPL Financial. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing various investment strategies and third-party manager solutions.
Craig S
Series 66
Vienna, WV
Commonwealth Financial Services
Craig Seachrist is a financial advisor with Commonwealth Financial Services, holding a Series 66 designation and 23 years of industry experience. His prior roles include work at Arbor Point Advisors and Seachrist, Kennon & Marling. Outside of advising, he serves as president of Seachrist and Associates, a public accounting firm, and is chairman of Handley House, a wholesale distributor of dollhouse miniatures. Commonwealth Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing both fundamental and technical analysis along with third-party manager options.
Madison G
Series 65
Vienna, WV
Commonwealth Financial Services
Madison Gontarek is a Series 65 licensed advisor at Commonwealth Financial Services with two years of industry experience. Prior to joining Commonwealth, Madison worked at Galton Academy and R.W. Baird Financial. Outside of finance, Madison has held roles in hospitality and university services. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, employing both fundamental and technical analysis along with third-party manager options.
Evan B
Series 65
Marietta, OH
Commonwealth Financial Services
Evan Brockmeier is a financial advisor at Commonwealth Financial Services with a Series 65 designation and three years of industry experience. His prior work includes roles at Fleming Watson Financial and Chevron Corporation. Outside of his advisory work, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered firm that serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan advisory services with a range of investment strategies and fiduciary plan services.
Melanie H
CFP®, Series 66
Vienna, WV
Hazlett, Burt & Watson, Inc.
Melanie Herbst is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Hazlett, Burt & Watson, Inc. since 2017. Prior to joining Hazlett, Burt & Watson, she worked at Edward Jones from 2014 to 2017. 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 and offers a range of account programs and advisory services across traditional and alternative asset classes.
Derek B
Series 66
Vienna, WV
Commonwealth Financial Services
Derek Bailey is a financial advisor with Commonwealth Financial Services and holds a Series 66 designation. He has four years of industry experience, including positions at Arbor Point Advisors, Securities America, Inc., and One AquaSource. He is based in Vienna, WV and joined Commonwealth Financial Services in 2023. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and lending solutions, utilizing a range of investment strategies across various securities.
Tyler S
Series 63, Series 66
Vienna, WV
Commonwealth Financial Services
Tyler Szafran is a financial advisor at Commonwealth Financial Services with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., and T. Rowe Price. Commonwealth Financial Services is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory, and lending solutions, utilizing a variety of investment strategies and conducting educational seminars for clients and plan participants.
Bernard M
Series 66
Vienna, WV
Commonwealth Financial Services
Bernard Mc Manus II is a financial advisor with Commonwealth Financial Services and holds a Series 66 designation. He has 10 years of industry experience and has worked previously at firms including JP Morgan Chase Bank and Securities America. Outside of his advisory role, he serves as a board member for Habitat for Humanity and the Boys and Girls Clubs of Parkersburg, and is involved with the Parkersburg Cougars Wrestling Club as treasurer, board member, and coach. Commonwealth Financial Services is an SEC-registered advisory firm that serves individual clients, pension plans, trusts, and business entities. The firm offers portfolio management, financial planning, retirement advisory services, and lending solutions, utilizing a range of securities and both fundamental and technical investment strategies.
Neal W
CFP®, Series 63
Marietta, OH
Commonwealth Financial Services
Neal Watson is a CFP® credentialed advisor with 30 years of industry experience, currently with Commonwealth Financial Services. His prior experience includes roles at Farther, Arbor Point Advisors, Fleming Watson Financial Advisors, MIAI, Inc., and Securities America Advisors. He is also licensed as an insurance agent, a role he has held since 1996. Commonwealth Financial Services is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension plans, trusts, estates, corporations, and other business entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and other financial solutions using a blend of fundamental and technical investment strategies.
Michael S
CFP®, ChFC®, Series 65, Series 63
Vienna, WV
Commonwealth Financial Services
Michael Seese is a CFP® and ChFC® with 30 years of industry experience. He has worked at Commonwealth Financial Services since 2003 and previously held roles at LPL Financial, Securities America, Inc., and Arbor Point Advisors. Outside of his advisory work, he serves on several boards including a local bank, a credit union, and the WVU at Parkersburg Foundation, and is involved in a local sports recreation center. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers portfolio management, financial planning, retirement advisory services, and lending solutions, utilizing a range of investment strategies and third-party manager options.
Daniel S
CFP®, Series 66
Vienna, WV
Commonwealth Financial Services
Daniel Spurgeon is a CFP® and Series 66-designated financial advisor with 12 years of industry experience. He has worked at Commonwealth Financial Services since 2014, with prior roles at Arbor Point Advisors and Securities America, Inc. He serves as a volunteer advisory board member for Faith Link, a nonprofit providing meals and transportation assistance to elderly shut-ins, and is an investment committee member for the Parkersburg Area Community Foundation. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers portfolio management, third-party money manager programs, financial planning, retirement plan advisory services, and lending solutions, utilizing both fundamental and technical analysis alongside tactical rebalancing and external managers.
Brayden S
Series 66
Marietta, OH
Maridea Wealth Management
Brayden Sallee is a financial advisor at Maridea Wealth Management with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC. Before entering the financial industry, he held roles at United Parcel Service and in education at Shawnee State University and local schools. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in assets through a 33-advisor team. The firm constructs diversified, tax-aware portfolios with a long-term investment horizon and integrates AI productivity tools under human oversight to support research and administrative tasks.
Lori P
Series 63, Series 66
Parkersburg, WV
United Brokerage Services, INC
Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 12 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. provides investment advisory services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach emphasizes strategic and tactical asset allocation, the use of mutual funds, ETFs, individual securities, and third-party research, typically offering advice on a non-discretionary basis.
Dustin B
Series 66
Beverly, OH
Maridea Wealth Management
Dustin Becker is a financial advisor at Maridea Wealth Management with four years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. Becker is also involved in an insurance agency, Dietz, Futrell & Walters Insurance Inc., where he has a role outside of his advisory work. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans through a 33-advisor team managing approximately $1.97 billion in assets. The firm employs a diversified, tax-aware investment approach using low-cost mutual funds and ETFs, supplemented by AI tools under human oversight and coordinated services across affiliated entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
109 advisors near
45750
within the area shown on the map
Out of 400,000+ nationwide