Parkersburg, WV Office

David Lyle is a financial advisor with Equitable Advisors in Parkersburg, WV, holding a Series 66 designation and six years of industry experience. His prior roles include work at Robert Morris University and various positions in service and delivery companies. He also operated Lyle Enterprise from 2019 to 2020. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, corporations, pension plans, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives and utilizes both proprietary and third-party asset management programs.

Wesley Misenheimer is a financial advisor at Equitable Advisors with a Series 66 credential. He has one year of industry experience following prior roles at AAR Corp, FedEx Ground, and UPS. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Emillia Samosky is a financial advisor with Equitable Advisors, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Equitable Advisors, she worked at Ralph Lauren and has experience operating an Etsy shop called Critter Society. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm’s advisory approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing a range of mutual funds, ETFs, separately managed accounts, and alternative investments.

Ethan Travis is a financial advisor with Equitable Advisors holding Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at R&R Logistics and Services, True North LLC, and several other companies. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm offers various advisory models primarily through third-party managers and does not sponsor its own wrap fee program.

Adam Kelly is a financial advisor with Equitable Advisors in Parkersburg, WV. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Equitable Advisors, Kelly worked in education and community programs, including roles at local schools and involvement with a juvenile drug court. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party asset managers, focusing on matching clients to appropriate investment solutions based on personal and plan information.

Bethany Arnold is a Series 66-licensed financial advisor with Equitable Advisors in Parkersburg, WV, beginning her industry career in 2026. Prior to joining the firm, she has held various roles including positions in the restaurant and hospitality sectors and worked at University of Rio Grande from 2019 to 2023. Outside of her advisory work, she has maintained ongoing involvement with local dining establishments. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and diverse asset-management programs. The firm uses a network of Investment Adviser Representatives and third-party asset managers to implement advisory models and offers ERISA fiduciary services to qualified plans.

Dalton Adams is a financial advisor with Equitable Advisors holding a Series 66 designation and two years of industry experience. His prior roles include positions at Pruco Securities LLC and the Bureau of Fiscal Service. He also worked at Marshall University before entering the financial services industry. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of firm-offered programs and third-party asset managers to tailor investment solutions.

Brian Morgan is a Series 66-licensed financial advisor at Equitable Advisors with one year of industry experience. His prior roles include positions outside of finance in retail and nutrition services, as well as time spent at St. Vincent Hospital Food and Nutrition and Grove City Market. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base that includes individuals, pension plans, corporations, and charitable organizations. The firm delivers advice through a network of Investment Adviser Representatives, utilizing both proprietary programs and third-party asset managers.