Wesbanco Securities, Inc.

Jason Mc Farland is a financial advisor at WesBanco Securities, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, utilizing various analytical methods and investment strategies within a primarily nondiscretionary framework.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Micah Seen is a financial advisor at WesBanco Securities, Inc. in Parkersburg, WV, with six years of industry experience. He holds a Series 66 designation and has worked at various WesBanco entities since 2015. Prior to his financial career, he was employed at Taco Bell for seven years. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, employing a variety of analytical methods and investment strategies.

Brent Blaus is a financial advisor with WesBanco Securities, Inc. in Bellevue, Ohio, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Premier Bank, LPL Financial, Cetera Investment Services, Ameriprise Financial Services, and Investment Professionals Inc. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing various analytical methods and investment strategies, including tax-aware and ESG options.

Christopher Walter is a financial advisor with Wesbanco Securities, Inc. in Clinton, MD, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He previously worked at SunTrust Advisory Services and SunTrust Investment Services, Inc. Walter also works as an Allstate Rescuer on weekends and holidays, assisting motorists with car troubles. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a variety of investment solutions including wrap-fee programs, third-party managed accounts, and tax-aware and ESG models, with a primarily nondiscretionary approach supported by multiple analytical methods.

Matthew D'amico is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at The Leaders Group Inc, Illumination Financial Group, and Equitable Advisors, LLC. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through various wrap-fee and managed account programs, focusing on tailored investment strategies aligned with clients’ objectives and risk tolerance.

Wendell Rounds is a financial advisor with WesBanco Securities, Inc. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior work includes roles at Ameriprise Financial Services, The Huntington Investment Company, PNC Bank, and Herbal Life. WesBanco Securities, Inc. provides investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans through various managed account programs. The firm’s investment approach involves tailored strategies based on client objectives and risk tolerance, combining fundamental, technical, and charting analysis with ongoing monitoring and rebalancing.

Stefan Brannare is a financial advisor at WesBanco Securities, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC, Cetera Advisor Networks LLC, and Summit Financial Group. He serves as a board member of the Ohio Valley Hockey Association. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, with a focus on both nondiscretionary and discretionary strategies.

Howard Bertram is a CFP® and ChFC® with 21 years of experience in the financial services industry. He has been with WesBanco Securities, Inc. since 2006 and Wesbanco Bank since 2012, both based in Pittsburgh, PA. Bertram sells life insurance and fixed annuities through his office. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee programs and third-party managed solutions, using a variety of analytical methods and investment strategies.

Rose Wilson is a financial advisor at WesBanco Securities, Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with WesBanco Securities since 2015. Outside of her advisory role, she is involved in animal welfare through crafting items for sale and donation, and serves as Co-Chair of the GARF Foundation, a nonprofit supporting owners of cats with FELV or FIV. WesBanco Securities, Inc. provides investment advice and portfolio management services to individuals, corporations, trusts, estates, and retirement plans. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies while maintaining a bank-affiliated structure.

James Starcher is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with WesBanco Securities in various roles since 2014. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 28 advisors. The firm offers a range of investment solutions including wrap-fee programs and third-party managed accounts, employing multiple analytical methods and strategies while maintaining a bank-affiliated, multi-team advisory structure.

Vicki Korinko is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and with 16 years of industry experience. She previously worked at Valic Financial Advisors for five years before joining WesBanco Securities in 2020. Outside of her advisory role, she is involved in online sales of a health-related medical device as an independent contractor. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions, offering customized financial planning and portfolio management through wrap-fee programs and third-party managed accounts. The firm emphasizes tailored investment strategies based on client objectives and uses a range of analytical methods combined with ongoing portfolio monitoring and rebalancing.

James Herberger II is a financial advisor at WesBanco Securities, Inc. with 14 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services and The Huntington Investment Company. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to various managed account programs, employing a tailored investment approach based on clients’ objectives, risk tolerance, and time horizon.

Robert Dummer is a financial advisor with WesBanco Securities, Inc. in Beaver, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining WesBanco in 2021, he worked at Citizens Bank and Citizens Securities from 2015 to 2021. Outside of finance, he is involved in a shoe sales business, Gordon Shoes, which he has operated since 2014. WesBanco Securities, Inc. serves individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, utilizing various investment strategies and analytical methods.

Abbie Talbert is a financial advisor with WesBanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and eight years of industry experience. Prior to joining WesBanco Securities, she worked for the U.S. Department of Labor’s Mine Safety and Health Administration. Outside of her advisory role, she performs secretarial work for a psychotherapy office. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of portfolio management programs, including wrap-fee accounts and access to third-party managed solutions, using a variety of analytical methods and investment strategies.