Zachary Wooten

Leland Lanway is a CFP® with 22 years of industry experience and serves as the sole advisor at Your Best Move, Inc. He has worked at Your Best Move, Inc. since 2009 and also instructs federal employee seminar presentations through All About CSRS FERS & TSP, providing educational products and training related to federal benefits. Your Best Move, Inc. is a fee-based registered investment adviser serving current, former, and retired federal employees and their families. The firm emphasizes passive, total-market investment strategies combined with investor behavior education and offers both hourly planning and asset-based management through third-party managers.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Kevin Davis is a financial advisor at WesBanco Securities, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities, and Fifth Third Bank. 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 wrap-fee and third-party managed solutions, using a range of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at WesBanco Securities since 2018 and previously held roles at WesBanco Bank, PNC Bank, and PNC Investments. 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 third-party managed solutions, employing various analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Mark Philpott is a financial advisor at WesBanco Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Bank, CUNA Mutual Group, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets across 842 clients. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, employing diverse analytical methods and strategies within a platform affiliated with a bank, trust company, and insurance agency.

Andrew Baird is a financial advisor with GWN Securities Inc. in Bardstown, KY, holding a Series 66 designation and eight years of industry experience. He has been with GWN Securities since 2017 and also serves as president of Baird Appraisals Inc., where he provides residential and agricultural real estate appraisals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.