Top financial advisors working with financial professionals in Weirton, WV

The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.

If you work in finance and are navigating complex income streams or planning for career transitions, you need an advisor who understands the unique challenges of your profession. A common pitfall is overlooking how your compensation structure and industry-specific risks affect your financial plan.

  • Industry-specific income insight. Look for advisors who recognize the nuances of financial professionals' earnings, including bonuses and commissions.
  • Career transition planning. Confirm how they help manage financial shifts during job changes or retirement phases common in finance careers.
  • Risk management tailored to finance. Ask how they address risks like regulatory changes or market volatility that directly impact your profession.
  • Local cost considerations. Since Weirton, WV has lower housing costs, see how advisors incorporate this into your semi-retirement or second-home strategies.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Colleen B

Series 63, Series 65

Weirton, WV

The huntington Investment company

Colleen Burgess is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at The Huntington Investment Company since 2015 and Ameriprise since 2026. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers with proprietary private bank models and offers multiple wrap-fee programs on the Envestnet MAS platform.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
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Nikolas K

Series 63, Series 65

Weirton, WV

LPL Enterprise

Nikolas Kamarados is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Pruco Securities, LLC for 26 years before joining LPL Enterprise in 2024. Outside of advising, he serves as a general health agent for non-variable insurance. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm provides advisory and brokerage services supported by an integrated platform that includes financial planning, model portfolios, third-party asset management, and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Henry S

Series 63

Weirton, WV

LPL Financial

Henry Snyder is a financial advisor with LPL Financial, holding a Series 63 license and 37 years of industry experience. He has been with LPL Financial since 2023 and previously worked at USA Financial Securities and THE O.N. Equity Sales Company. Snyder also operates Snyder Wealth Management, a business he has maintained since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by model portfolios, third-party research, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Rick P

Series 63, Series 65

Weirton, WV

Sound Income Strategies, LLC

Rick Prosser is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Cetera Advisors LLC, Investors Capital Corporation, and North American Financial, where he also works as an insurance agent selling life and annuities. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis combined with equity review and offers a range of services including discretionary asset management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Income planning Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Sara P

Series 66

Weirton, WV

Steeloaks Investment Advisers, Inc.

Sara Payne is a Series 66 licensed financial advisor with Steeloaks Investment Advisers, Inc., where she has worked since 1997. She has 27 years of industry experience. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, primarily employing diversified portfolios with exchange-traded funds, and offers several model portfolios including equity allocations and balanced fixed-income strategies.

Passive / index investing Active portfolio management Founder/Business Owner
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Timothy E

Series 66

New York, NY

First Manhattan Co. LLC

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Wealth management Concentrated stock management Executive Founder/Business Owner Retired
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Barbara B

Series 66

Conshohocken, PA

RBC Capital Markets

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)

Anthony L

Series 63, Series 65

St. Louis, MO

Fidelity

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Wealth management Financial Professional

Sulayman N

Series 66

Charlotte, NC

Edward Jones

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Financial Professional Doctor or Medical Professional
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Christian N

Series 63, Series 66, Series 65

Foster City, CA

IEQ Capital, LLC

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.

Private / alternative investments 10b5-1 plan design Family Business Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Financial Professional
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