Top active portfolio management financial advisors in Clarksburg, WV

Catherine Preston is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and six years of industry experience. She previously worked at the West Virginia State Auditor’s Office for twelve years. She serves as a board member of the Clarksburg League for Service and as board president of Harrison County CASA, an organization advocating for children in the foster care system. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through proprietary planning methodologies and manages a large participant base with relatively high client-to-advisor ratios.

Michele Kroll is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she has interests in managing energy royalties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Sherri Sharpe is a financial advisor with Wesbanco Securities, Inc. in Parkersburg, WV. She holds Series 63 and Series 66 licenses and has 27 years of industry experience. Sharpe has been with Wesbanco Securities since 2015. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets and offers a range of wrap-fee programs and third-party managed solutions, employing a variety of analytical methods and investment strategies.

Charisse Porter is a financial advisor at The Huntington Investment Company with 11 years of industry experience. She holds a Series 66 designation and has worked with Ameriprise Financial Services, LLC and United Brokerage Services, Inc. Outside of her advisory role, she serves as a brand ambassador for Tubby Todd, promoting their bath products. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and business entities. The firm employs an open-architecture model combining third-party sub-managers with proprietary offerings, primarily using wrap-fee programs managed through the Envestnet MAS platform.

Jenna Bennett is a financial advisor with Truist Advisory Services and holds a Series 66 designation. She has over 30 years of experience, having previously worked at Truist Bank from 1996 to 2025 and with Truist Investment Services since 2025. Bennett is based in Clarksburg, WV. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches and utilizes third-party platforms and manager selection programs supported by AI-enabled research and supervisory oversight.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.