Jeffrey Hensler is a Series 65-licensed financial advisor with 19 years of industry experience. He has been with Optima Trade & Investments, LLC since 2006. Outside of his advisory role, he is involved in marketing steel products and operates a plumbing business. Optima Trade & Investments, LLC is a state-registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis with a preference for technical analysis and short-term purchases, offering discretionary portfolio management, financial planning, and consulting services.

Thomas Anthony is a financial advisor with Anthony Investment Management, LLC in Wheeling, WV. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 14 years with his current firm and prior work at Main Street Financial Services, Corp. since 2001. Anthony Investment Management serves individuals, charitable organizations, corporations, trusts, estates, and retirement plan sponsors. The firm offers portfolio management, financial planning, investment consulting, and retirement plan consulting, focusing on tailored portfolios built from fundamental analysis and active retirement plan and pension consulting.

Russell Dunkin is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Fort Henry Capital, LLC since 2014. Fort Henry Capital serves individuals, including high net worth clients, pension and profit-sharing plans, charitable organizations, and other businesses by providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. The firm’s investment process is primarily fundamental and tailored to client objectives, risk tolerance, and tax situations.

Miranda Parkinson is a CFP® professional with Appalachian Capital Management, where she has worked since 2022. She has prior experience at C.H. Robinson Worldwide and The Ohio State University. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on customized portfolios and firm model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, using both fundamental and technical analysis to manage accounts on a discretionary basis.

John Parkinson is a CFP® with 26 years of industry experience, serving as the sole advisor at Appalachian Capital Management since 1992. He is a member of the board of directors at Consumers National Bank in Mt. Pleasant, Ohio, where he participates in loan reviews and general bank operations. Appalachian Capital Management provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations, focusing on customized portfolios and firm model portfolios. The firm emphasizes asset allocation, diversification, and long-term positioning, using both fundamental and technical analysis to manage accounts on a discretionary basis with ongoing monitoring and regular reviews.

Jeremy Lowe is a CFP® professional with 23 years of experience in the financial advisory industry. He has been with Fort Henry Capital, LLC since 2014. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and other businesses, providing discretionary and non-discretionary investment advisory services, financial planning, and retirement plan consulting on a fee-only basis. Fort Henry Capital’s investment approach is primarily fundamental and tailored to each client’s objectives, liquidity needs, risk tolerance, and tax situation.

James O'Brien is a financial advisor at McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding a Series 65 designation with four years of industry experience. Prior to joining McKinley Carter Wealth Services in 2021, he worked at Ogden Newspapers Inc, Wheeling Jesuit University, and Barnes & Noble College at West Virginia Northern Community College. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon, and offers ongoing portfolio monitoring and philanthropic services.

Marilynn Echols is a financial advisor at Hazlett, Burt & Watson, Inc. with 50 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hazlett, Burt & Watson since 1971. Echols also serves as Vice President and a member of the board of directors for HB&W, Inc., the holding company owning Hazlett, Burt & Watson, where she oversees bookkeeping and records. Hazlett, Burt & Watson, through its 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 an asset-allocation-based investment process and offers a range of account types and advisory services across traditional and alternative asset classes.

Michael Throckmorton is a CFP® and ChFC® with 18 years of industry experience. He is currently with Investment Research Corporation, where he has worked since 2011 in two separate periods, and also owns a tax preparation and fixed insurance services firm, PFMichaels Financial Consultants, LLC. Additionally, he is employed part-time at Foster Insurance, Inc., providing fixed insurance products. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis with a mix of discretionary and non-discretionary management, serving a diverse client base including high-net-worth individuals and various institutional investors.

Shane Pamphilis is a financial advisor at Hazlett, Burt & Watson, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at Hazlett, Burt & Watson since 2021, following prior roles at PNC Investments and PNC Bank. 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 management across a broad range of asset classes.

Paul Foster is an investment advisor representative with Investment Research Corporation in Saint Clairsville, OH, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with Investment Research Corporation and World Capital Brokerage, Inc. since 2011 and is also the president and owner of Foster Insurance, Inc., which provides life, property and casualty, and health insurance as well as accounting and tax services. Additionally, he is a 50% owner of PFMichaels Financial Consultants, LLC, offering tax preparation and fixed insurance services. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a fundamental approach to security analysis, offers both discretionary and non-discretionary management, and advises on a broad range of investment products.

David Wilcox is a financial advisor with McKinley Carter Wealth Services, Inc. in Wheeling, WV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Wells Fargo Clearing Services and Northwestern Mutual. McKinley Carter Wealth Services provides investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm uses a combination of fundamental and technical analysis within a long-term strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

Gregory Marquart is a financial advisor at Hazlett, Burt & Watson, Inc. with 21 years of industry experience. He holds the Series 66 designation and has been with the firm since 2004. Outside of his advisory role, Marquart serves as a trust advisor for the Paul & Virginia Blake Memorial Foundation, which supports Catholic charities and other community programs. 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 an asset-allocation-based approach supported by third-party research and offers both discretionary and non-discretionary account management across a range of asset classes.

Jason Marsh is a financial advisor with Hazlett, Burt & Watson, Inc., holding a Series 66 designation and bringing 21 years of industry experience. He has been with Hazlett, Burt & Watson since 2004. Security Capital Management, a division of Hazlett, Burt & Watson, 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 across traditional and alternative asset classes and offers both discretionary and non-discretionary account options.

Chelsea Clegg is a CFP® with nine years of industry experience, currently serving as a financial advisor at McKinley Carter Wealth Services, Inc. She has worked at McKinley Carter since 2014 and is also associated with Plexus Worldwide. McKinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to a diverse client base, using a combination of fundamental and technical analysis within a long-term strategic asset allocation framework tailored to client risk tolerance and time horizon.

Tyler Brautigan is a CFP® and Series 66-licensed advisor at Commonwealth Financial Services with 10 years of industry experience. Prior to joining Commonwealth in 2024, he worked at Hazlett, Burt & Watson, Inc. and United Brokerage Services, Inc. Since 2017, he has served as president of Helping Heroes, Inc., overseeing the nonprofit’s financials and monthly operations. Commonwealth Financial Services is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, corporations, and state and municipal government clients. The firm offers discretionary asset management, retirement plan advisory services, and financial planning, combining fundamental and technical analysis with tactical trading strategies, and operates both as a registered advisory firm and a licensed insurance agency.

John Williams is a CFP® with 11 years of industry experience, currently serving as a financial advisor at McKinley Carter Wealth Services, Inc. since 2013. He holds a Series 65 license and is based in Wheeling, WV. McKinley Carter Wealth Services offers investment management, financial planning, and retirement consulting to a diverse client base including individuals, families, pension plans, trusts, non-profits, and institutional clients. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to client risk tolerance and time horizon.

David Mckinley is a CFP® professional with 23 years of industry experience, currently serving at Mckinley Carter Wealth Services, Inc. since 2008. He is also involved with the Mountaineer Freedom Alliance, focusing on public policy education and advocacy in West Virginia. Mckinley Carter Wealth Services provides investment management, financial planning, and retirement plan consulting to individuals, families, institutions, and non-profits. The firm employs a combination of fundamental and technical analysis within a strategic asset allocation framework, tailoring portfolios to clients’ risk tolerance and time horizon.

Michael Barickman is a financial advisor at Hazlett, Burt & Watson, Inc. with 38 years of industry experience. He has been with Hazlett, Burt & Watson since 2000. Barickman 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 across traditional and alternative asset classes and manages over $1.19 billion in assets.

William Paras is a financial advisor at Hazlett, Burt & Watson, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with Hazlett, Burt & Watson since 2007. Paras also serves as Vice President and Portfolio Manager at Security National Trust Co., where he has worked since 2004. 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 modeling and ongoing monitoring across traditional and alternative asset classes, and it offers both discretionary and non-discretionary account programs.