Taj Rohr

Ashley Boggs is a Series 65-licensed advisor with Rohr Capital Management in Parkersburg, WV, where she has worked since 2022. She has three years of industry experience and additional background as an independent tax return preparer and president of Problem-Solving Math, LLC, an educational support services business. Rohr Capital Management provides discretionary, fee-based portfolio management and financial planning services to individuals and small businesses, using a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis.

Zachary Seese is a Series 65-licensed advisor with Commonwealth Financial Services, where he has worked since 2022. He has two years of industry experience, including prior roles in education at West Virginia University and several secondary schools. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and state and municipal government clients. The firm provides discretionary asset management, retirement-plan advisory services, third-party money manager arrangements, financial planning, and lending services, using both fundamental and technical analysis across a range of investment vehicles.

Samuel Cremeans is a financial advisor with Commonwealth Financial Services holding a Series 65 credential. He has been with Commonwealth since 2024 and has prior experience at Northwestern Mutual and United Parcel Service. He attended Marietta College from 2021 to 2025. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products through an affiliated agency, employing both fundamental and technical analysis in its investment approach.

C. Johnson is a financial advisor at Hazlett, Burt & Watson, Inc. with 45 years of industry experience. He has been with the firm since 2009 and holds Series 63 and Series 65 designations. Hazlett, Burt & Watson’s division, Security Capital Management, provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. The firm employs a documented investment process focused on asset allocation and offers both discretionary and non-discretionary account programs across a range of asset classes.

Joshua Wine is a financial advisor at Commonwealth Financial Services with a Series 65 designation and two years of industry experience. He also serves as a tax manager at Perry & Associates, CPA's, AC, an accounting firm where he has worked since 2016. Prior to his current roles, he worked at Fairmont State University from 2011 to 2016. Commonwealth Financial Services is an SEC-registered investment adviser that serves individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, financial planning, and lending services, combining fundamental and technical analysis with tactical trading strategies.

Shanell Jeffrey is a financial advisor at Commonwealth Financial Services with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, and LPL Financial. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealer clients, and state and municipal government clients. The firm offers discretionary asset management, retirement plan advisory programs, third-party money manager arrangements, financial planning, and lending services, combining fundamental and technical analysis with tactical trading strategies.