Top cash flow / budgeting financial advisors in Wheeling, WV

Callen Bryan is a financial advisor with LPL Financial in Wheeling, WV, holding a Series 63 license and 39 years of industry experience. He has worked with several firms, including Cetera and Founders Financial Alliance, and has operated Bryan Wealth Management LLC since 2017. Outside of advisory work, he is also a licensed non-variable insurance agent and a notary in West Virginia. 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, including financial planning and access to model portfolios and third-party asset management, supported by various technology tools and extensive non-advisory financial products.

Joseph Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles with Cetera Wealth Services, Independence Portfolio Partners LLC, and Atlas Brokerage Company LP. Outside of his advisory work, he serves as finance committee chairman at Mt. Olivet Methodist Church and acts as a successor trustee for a revocable trust. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors managing approximately $256 billion in assets.

Tyler Brautigan is a CFP® and Series 66 registered advisor with Commonwealth Financial Services, bringing 11 years of industry experience. He previously worked at Hazlett, Burt & Watson, Inc. and United Brokerage Services, Inc. Brautigan serves as president of Helping Heroes, Inc., overseeing financials and monthly operations. Commonwealth Financial Services is an SEC-registered advisory firm serving individual clients, retirement plans, trusts, corporations, and other entities. The firm offers portfolio management, financial planning, retirement advisory services, and lending solutions, using a range of investment strategies including fundamental and technical analysis.

Heather De Franco is a financial advisor at Founders Financial Alliance, LLC with a Series 66 designation and one year of industry experience. Prior to entering the financial industry, she worked as a homemaker and operated a photography business for nearly a decade. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to clients’ goals and risk tolerances and offers comprehensive advisor support alongside its multi-pronged business model.

Michael Gardill is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has two years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Riverbridge Wealth Management, Hazlett, Burt, And Watson Financial Services, Wheeling Hospital, and Huntington National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors and is notable for its broad product access and regulatory registrations.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Amanda Quicke is a financial advisor with Wells Fargo Advisors in Richmond, VA, holding a Series 66 designation and 18 years of industry experience. She has worked within Wells Fargo entities since 2016. Outside of her advisory role, she has ownership interests in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering both brokerage and advisory programs.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.