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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Retired Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

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Out of 400,000+ nationwide

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Taj R

Series 66

Parkersburg, WV

Rohr Capital Management

Taj Rohr is a financial advisor at Rohr Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Lazari Capital Management, Niagara International Capital, and BB&T Investments. Outside of his advisory work, Mr. Rohr is president of Taj Rohr Ministries Inc., a nonprofit music ministry that promotes gospel music through weekend church performances. Rohr Capital Management offers discretionary, fee-based portfolio management and financial planning services primarily to individual and small business clients. The firm uses a tactical allocation strategy incorporating exchange-listed securities, mutual funds, and occasional individual stocks, and manages accounts on a discretionary basis with a fiduciary approach for retirement accounts.

General retirement planning Cash flow / budgeting
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Ashley B

Series 65

Parkersburg, WV

Rohr Capital Management

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.

General retirement planning Cash flow / budgeting
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Zachary S

Series 65

Vienna, WV

Commonwealth Financial Services

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Samuel C

Series 65

Vienna, WV

Commonwealth Financial Services

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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C. J

Series 63, Series 65

Vienna, WV

Hazlett, Burt & Watson, Inc.

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.

Wealth management Income planning Real estate investing
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Joshua W

Series 65

Vienna, WV

Commonwealth Financial Services

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Shanell J

Series 66

Vienna, WV

Commonwealth Financial Services

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Craig S

Series 66

Vienna, WV

Commonwealth Financial Services

Craig Seachrist is a financial advisor with Commonwealth Financial Services, holding a Series 66 designation and over 22 years of industry experience. His career includes roles at Commonwealth Financial Services since 2011 and Arbor Point Advisors since 2017, as well as founding Seachrist, Kennon & Marling, a public accounting firm where he serves as president. Outside of finance, he is chairman of Handley House, a wholesale distributor of dollhouse miniatures. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, high-net-worth clients, 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 and a distinctive dual role as a registered advisory firm and licensed insurance agency.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Madison G

Series 65

Vienna, WV

Commonwealth Financial Services

Madison Gontarek is a financial advisor at Commonwealth Financial Services with a Series 65 designation and two years of industry experience. Prior to joining Commonwealth, Madison held positions at Galton Academy and R.W. Baird Financial. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, and notably 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Ciara S

CFP®, Series 65

Vienna, WV

Commonwealth Financial Services

Ciara Stewart is a CFP® and Series 65-licensed advisor with Commonwealth Financial Services, based in Vienna, WV, and has four years of industry experience. She previously worked at Heritage Financial and Investment Services, Securities America, Inc., and the Monroe County Health Department. Stewart serves as Vice President and Advisor for the Monroe County 4H Committee/Cross County Classics 4H Club. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers discretionary asset management, retirement-plan advisory programs, financial planning, and lending services, combining fundamental and technical analysis with tactical trading strategies, and operates as both a registered advisory firm and a licensed insurance agency.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Evan B

Series 65

Marietta, OH

Commonwealth Financial Services

Evan Brockmeier is a Series 65 licensed advisor with Commonwealth Financial Services in Marietta, OH, where he has worked since 2022. He has two years of industry experience and previously worked at Fleming Watson Financial, Marietta College, and Chevron Corporation. Outside of his advisory role, he serves as an assistant baseball coach at Marietta High School. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealers’ customers, and state and municipal government clients. The firm offers a range of services including discretionary asset management, retirement-plan advisory programs, and insurance products through its affiliated agency.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Melanie H

CFP®, Series 66

Vienna, WV

Hazlett, Burt & Watson, Inc.

Melanie Herbst is a CFP® certificant with 11 years of industry experience, currently serving as a financial advisor at Hazlett, Burt & Watson, Inc. since 2017. Prior to joining Hazlett, Burt & Watson, she worked at Edward Jones from 2014 to 2017. 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 a range of account programs and advisory services across traditional and alternative asset classes.

Wealth management Income planning Real estate investing
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Derek B

Series 66

Vienna, WV

Commonwealth Financial Services

Derek Bailey is a financial advisor at Commonwealth Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors, Securities America, Inc., and One AquaSource. 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Tyler S

Series 63, Series 66

Vienna, WV

Commonwealth Financial Services

Tyler Szafran is a financial advisor with Commonwealth Financial Services in Vienna, WV. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., and T. Rowe Price. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealer 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, utilizing both fundamental and technical analysis and providing ERISA-focused retirement plan services.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Bernard M

Series 66

Vienna, WV

Commonwealth Financial Services

Bernard Mc Manus II is a Series 66-credentialed financial advisor with nine years of industry experience, currently with Commonwealth Financial Services since 2022. His prior roles include positions at JP Morgan Chase Bank and Securities America, Inc. Outside of his advisory work, he serves on the boards of Habitat for Humanity and the Boys and Girls Clubs of Parkersburg and is involved with the Parkersburg Cougars Wrestling Club as treasurer, board member, and coach. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealer clients, and state and municipal governments. The firm offers a range of services including discretionary asset management, retirement-plan advisory, third-party money manager arrangements, and financial planning, utilizing both fundamental and technical analysis alongside tactical trading strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Neal W

CFP®, Series 63

Marietta, OH

Commonwealth Financial Services

Neal Watson is a CFP® with 29 years of industry experience, currently serving at Commonwealth Financial Services since 2023. His prior roles include positions at Arbor Point Advisors, Maplewood Investment Advisors, and Fleming Watson Financial Advisors, LLC. Outside of advisory work, he is also licensed as an insurance agent. Commonwealth Financial Services is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth clients, pensions, trusts, estates, corporations, and state and municipal government entities. The firm offers discretionary asset management, retirement-plan advisory programs, third-party money manager arrangements, and financial planning, combining fundamental and technical analysis with both direct and co-advisory account management.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Michael S

CFP®, ChFC®, Series 63, Series 65

Vienna, WV

Commonwealth Financial Services

Michael Seese is a CFP® and ChFC® with 29 years of experience in the financial services industry. He has worked at Commonwealth Financial Services since 2003 and previously held positions at LPL Financial, Arbor Point Advisors, and Securities America, Inc. Outside of his advisory role, he serves on the boards of the WVU at Parkersburg Foundation, First Exchange Bank, and West Virginia Central Federal Credit Union, and is involved with a local sports recreation center. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, including high-net-worth clients, as well as pensions, trusts, estates, corporations, and government entities. The firm offers a range of services including discretionary asset management, retirement-plan advisory programs, financial planning, and insurance products, utilizing both fundamental and technical analysis in its investment approach.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Daniel S

CFP®, Series 66

Vienna, WV

Commonwealth Financial Services

Daniel Spurgeon is a CFP® and Series 66-licensed financial advisor with 11 years of industry experience. He has been with Commonwealth Financial Services since 2014 and previously worked at Arbor Point Advisors and Securities America, Inc. Spurgeon serves as a board member for Faith Link, a nonprofit providing meals and transportation assistance to elderly shut-ins, and participates on the investment committee for the Parkersburg Area Community Foundation. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pensions, trusts, estates, corporations, broker/dealer 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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Debt management Founder/Business Owner Retired
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Jason M

Series 66

Parkersburg, WV

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.

Options & derivatives strategies ESG / Sustainable investing
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Lori P

Series 63, Series 66

Parkersburg, WV

United Brokerage Services, INC

Lori Pointer is a financial advisor at United Brokerage Services, Inc. with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Hazlett, Burt & Watson, Inc., Schwendeman Agency Inc, and WesBanco Securities, Inc. United Brokerage Services, Inc. offers investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients, primarily managing assets on a non-discretionary basis. The firm is affiliated with United Bank through its parent company and provides a range of investment programs including unified managed accounts and separately managed options.

Tax-loss harvesting Wealth management
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