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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.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

Ashley Boggs is a financial advisor at Rohr Capital Management in Parkersburg, WV, holding a Series 65 designation with four years of industry experience. In addition to her advisory role, she is the president of Problem-Solving Math, LLC, an educational support services business, and works as an independent tax return preparer. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning to individual and small business clients, using a tactical allocation approach with exchange-listed securities, mutual funds, and select individual stocks. The firm manages accounts on a discretionary basis and acts as a fiduciary for retirement accounts.

General retirement planning Cash flow / budgeting
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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.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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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.

Wealth management Income planning Real estate investing
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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.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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Craig S

Series 66

Vienna, WV

Commonwealth Financial Services

Craig Seachrist is a financial advisor at Commonwealth Financial Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth Financial Services and Arbor Point Advisors, as well as his own firm, Seachrist, Kennon & Marling. Outside of his advisory role, he is the president of Seachrist and Associates, a public accounting firm, and serves as chairman of Handley House, a wholesale distributor of dollhouse miniatures. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, pension plans, trusts, estates, corporations, and other entities. The firm offers portfolio management, financial planning, retirement plan advisory services, and utilizes a range of investment strategies including discretionary and non-discretionary management, third-party managers, and wrap-fee programs.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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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.

Wealth management Income planning Real estate investing
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Derek B

Series 66

Vienna, WV

Commonwealth Financial Services

Derek Bailey is a financial advisor with Commonwealth Financial Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and One AquaSource. 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, third-party money manager programs, financial planning, retirement plan advisory services, and securities-backed lending solutions.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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Michael S

CFP®, ChFC®, Series 63, Series 65

Vienna, WV

Commonwealth Financial Services

Michael Seese is a financial advisor at Commonwealth Financial Services with 30 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arbor Point Advisors, LPL Financial, and Equitable Advisors. Seese is actively involved in his community through board memberships, including at the WVU at Parkersburg Foundation, First Exchange Bank, and West Virginia Central Federal Credit Union, and he is an ownership member of a local sports recreation center. Commonwealth Financial Services provides a range of investment and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan advisory services, and integrates third-party money managers and wrap-fee programs into client strategies.

Retired Founder/Business Owner Executive
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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.

Retired Founder/Business Owner Executive
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Jason M

Series 66

Parkersburg, WV

Wesbanco Securities, Inc.

Jason Mc Farland is a financial advisor at WesBanco Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, utilizing various analytical methods and investment strategies within a primarily nondiscretionary framework.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Micah S

Series 66

Parkersburg, WV

Wesbanco Securities, Inc.

Micah Seen is a financial advisor at WesBanco Securities, Inc. in Parkersburg, WV, with six years of industry experience. He holds a Series 66 designation and has worked at various WesBanco entities since 2015. Prior to his financial career, he was employed at Taco Bell for seven years. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing a variety of analytical methods and investment strategies.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Brayden S

Series 66

Marietta, OH

Maridea Wealth Management

Brayden Sallee is a financial advisor at Maridea Wealth Management in Marietta, Ohio, with one year of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC. His background also includes experience outside of finance in education and logistics. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through a multi-advisor team managing nearly $2 billion in assets. The firm employs a tax-aware, long-term investment approach using diversified portfolios of low-cost mutual funds and ETFs, supplemented by approved AI tools and coordinated financial services across affiliated entities.

Founder/Business Owner
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