James Wingett

Michael Payne is a financial advisor with Steeloaks Investment Advisers, Inc., holding Series 63 and Series 65 credentials and over 23 years of industry experience. He has been with Steeloaks Investment Advisers and Purshe Kaplan Sterling Investments since 2005. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, foundations, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, focusing on diversified portfolios constructed primarily with exchange-traded funds and annual rebalancing.

Donald Kendrick is a financial advisor at Steeloaks Investment Advisers, Inc. in Weirton, WV, holding a Series 63 designation with 29 years of industry experience. He has been with Steeloaks since 1997. Steeloaks Investment Advisers provides discretionary investment management and consulting services to a range of clients including individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm employs quantitative, technical, and passive investment strategies, focusing on diversified portfolios primarily constructed with exchange-traded funds and monitored through firm-specific historical research.

Sara Payne is a Series 66 licensed financial advisor with Steeloaks Investment Advisers, Inc., where she has worked since 1997. She has 27 years of industry experience. Steeloaks Investment Advisers provides discretionary investment management and consulting services to individuals, trusts, pension plans, endowments, public funds, and municipalities. The firm uses quantitative, technical, and passive investment strategies, primarily employing diversified portfolios with exchange-traded funds, and offers several model portfolios including equity allocations and balanced fixed-income strategies.

Thomas Falter is a financial advisor at Sound Income Strategies, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Pinnacle Investments, Essex Securities, Cetera Advisors, and Investors Capital Corp. Outside of his advisory role, he owns North American Sporting, a business licensed to sell firearms and provide concealed carry classes. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering both discretionary and non-discretionary services.

Pamela Weaver is a financial advisor with On Investment Management Co., holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with The ON Equity Sales Company and Ohio National Financial Services since 2018 and previously with Brokers International Financial Services, LLC. from 2016 to 2018. Outside of her advisory role, she owns Smart Retirement Advisors and serves as a fixed annuity representative for the Greek Catholic Union. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options, with a significant portion of assets managed on a non-discretionary basis.

Robert Aborn Jr. is a financial advisor at Portfolio Medics, LLC with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Franciscan University of Steubenville. Outside of advising, he teaches business courses at Eastern Gateway Community College. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering a mix of strategic and tactical investment approaches across a range of portfolios and strategies.