Vienna, WV Office

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 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.

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 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 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.

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.

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.

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 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.

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.

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.