Triadelphia, WV Office

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.

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 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.

Abbie Talbert is a financial advisor at WesBanco Securities, Inc. with nine years of industry experience. She holds a Series 66 designation and has worked exclusively with WesBanco Securities since 2016. Outside of her advisory role, she also performs secretarial work for a psychotherapy office. WesBanco Securities, Inc. offers investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides customized financial planning and portfolio management through non-discretionary wrap fee accounts, separately managed accounts, and model portfolios, emphasizing tailored strategies based on client objectives and risk tolerance.

Adam Morris is a financial advisor at WesBanco Securities, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and BB&T. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets for about 842 clients. 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.

Gregory Simons is a financial advisor at WesBanco Securities, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Intuit, Truist Bank, and WesBanco Bank Inc. Outside of his advisory role, he owns and operates an online retail business specializing in household items and sports memorabilia. 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, employing various analytical strategies and providing both nondiscretionary and discretionary account options.

Drew Ecklund is a financial advisor with Wesbanco Securities, Inc. in Wheeling, WV, holding a Series 66 designation and 19 years of industry experience. He has worked at WesBanco Bank, Inc. and Wesbanco Securities since 2019, and previously held roles at LPL Financial LLC, Cetera Investment Services LLC, Northwest Advisors, Inc., and Northwest Savings Bank. He also serves as Vice President and Business Development Officer Team Lead at WesBanco Trust and Investment Services. 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 and about 842 clients. The firm offers a variety of wrap-fee portfolio management programs and access to third-party managed solutions, utilizing a range of analytical methods and investment strategies within a platform that includes tax-aware and ESG model choices.

Lisa Stavsky is a financial advisor at Wesbanco Securities, Inc. with 35 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF. Outside of her advisory role, she serves on the boards of several nonprofit organizations in Columbus, Ohio, including as Treasurer and Executive Board Member of the Columbus Jewish Historical Society. Wesbanco Securities, Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans through customized financial planning and portfolio management. The firm emphasizes tailored strategies using fundamental, technical, and charting analysis, working with third-party sponsors for discretionary model management and execution.

Seth White is a financial advisor with Wesbanco Securities, Inc., holding a Series 65 designation and 19 years of industry experience. He has worked at Wesbanco Bank Inc. since 2020 and previously spent eight years at both Hazlett, Burt & Watson, Inc. and Security National Trust Co. Wesbanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, offering a range of wrap-fee programs and third-party managed solutions. The firm uses a combination of analytical methods and strategies, serving approximately 842 clients with $166 million in assets under management.

Dylan Gongola is a financial advisor with WesBanco Securities, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining WesBanco Securities, he worked at Oglebay Park and Cabelas and has held positions with Farimont State, the City of Wheeling, and Wheeling Schools. 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 delivers customized financial planning and portfolio management through non-discretionary wrap-fee programs, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Spencer Dolence is a financial advisor at WesBanco Securities, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked primarily within WesBanco-affiliated entities since 2019. WesBanco Securities provides investment advisory services to a diverse client base, offering customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed programs. The firm emphasizes tailored investment strategies based on client objectives and risk tolerance, utilizing various analytical methods alongside ongoing portfolio monitoring.

Vicki Wiley is a financial advisor with WesBanco Securities, Inc., holding a Series 66 designation and 19 years of industry experience. She has been with WesBanco Securities since 2013. Wiley also provides trust services through WesBanco Trust & Investment Services on a limited basis. WesBanco Securities, Inc. offers investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm provides a range of wrap-fee programs and access to third-party managed solutions, employing various analytical methods and investment strategies.