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.

Colleen Burgess is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with The Huntington Investment Company since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients. The firm manages approximately $6.3 billion in assets through an open-architecture, model-driven platform and offers specialized services including tax-management and impact/ESG overlays.

John Cucarese is a financial advisor with Eagle Strategies (NY Life) based in Steubenville, Ohio. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. He operates John Cucarese Financial Services, focusing on brokering insurance products. Cucarese also volunteers on a committee for the Highmark Caring Place Gala, an annual child bereavement fundraiser. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in assets as of 2024.

Mickey Dudish is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with LPL Financial since 2021 and has been affiliated with M&T Securities and M&T Bank since 2008. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that develops strategic and tactical model portfolios.

Cole Tegano is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and has one year of industry experience. His prior work includes roles at Arias Agencies, DoorDash, and teaching positions at Fairmont State University and California University of PA. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals. The firm employs various investment approaches, including model portfolios and third-party strategists, with discretionary and non-discretionary account management options.

Joseph Krugel Jr. is a CFP® professional with 35 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. He formerly owned several businesses, including Georgetown Deli & Beer LLC, all of which have been closed and are in the process of being dissolved. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies to develop tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Nikolas Kamarados is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at Pruco Securities, LLC from 1998 to 2024. Outside of his advisory role, he serves as a general health agent for non-variable insurance. LPL Enterprise provides advisory services through a large network of representatives to individual, retirement plan, charitable, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with affiliated insurance products.

Henry Snyder is a financial advisor with LPL Financial in Weirton, WV, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2023 and previously worked at USA Financial Securities and THE O.N. Equity Sales Company. He has also operated Snyder Wealth Management since 1991. In addition to advisory services, Snyder is licensed to sell life, health, disability, long-term care insurance, and fixed annuities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.

Charles Mccoy II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Cetera and its affiliated entities since 2015. Outside of his advisory role, he is also involved in insurance sales, including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Eugene Zrinyi Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at Cetera Wealth Services, Tri State Financial Services, Equitable Advisors, AXA Advisors, TD Ameritrade, and Scottrade. Outside of his advisory work, he serves as an ambassador and board member for several local chambers of commerce and nonprofit organizations. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining retirement capabilities with an institutional platform.

Jeffrey Nedley is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at PNC Investments and JJB Hilliard W.L. Lyons LLC. Outside of his advisory work, he is also a landlord. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays to align with client goals and risk tolerances.

Nicholas Mamula Jr. is a financial advisor at Osaic with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for SagePoint Financial, Inc. from 2009 to 2023. Outside of his advisory role, he serves as a court-appointed trustee for a testamentary trust and operates an independent insurance sales business focused on fixed annuities and life insurance. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process utilizing risk-tolerance assessments and portfolio optimization tools, supporting both discretionary and non-discretionary account management across a wide range of investment products.

George Crim II is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Stifel and Concourse Financial Group Securities Inc. Outside of his advisory role, he is president of Crim Investments, an investment-related business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Heather Reynolds is a financial advisor with Robert W. Baird & Co. She holds the Series 66 designation and has five years of industry experience. Her prior roles include positions at LPL Financial, Grove Point Advisors LLC, Cetera Advisor Networks, Station Capital, and Brentwood Bank. She is part of The DDK Group within Robert W. Baird & Co.'s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services using a combination of in-house and third-party managers, covering a range of traditional and non-traditional investment strategies.

Kenneth Perkins is a financial advisor with Cetera who holds a Series 63 designation and has 38 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of advisory work, Perkins serves on the boards of local public service and nonprofit organizations focused on soil and water conservation and cultural activities in Steubenville, Ohio. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Susan Pevac is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at First Allied Advisory Services, Edward Jones, and Stifel. She is also involved with Cardinal Wealth Management as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a network of independent financial professionals using various account platforms and investment strategies.

Justin Tegano is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Tegano is an independent insurance agent representing various companies and receives gas royalties as a landowner. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists to deliver customized investment solutions.

Alyssa Feaster is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked with Cetera Investment Advisors LLC since 2016 and has concurrent roles at Cetera Investment Services LLC and First National Bank of PA. Outside of her advisory work, she receives compensation for referrals to First National Bank Trust Department and is a 50% owner of Feaster Properties LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to various managed account programs, combining retirement and fiduciary capabilities with an extensive trust and institutional network.

Gregory Metcalf is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Prior to joining Cambridge in 2020, he worked at First Allied Advisory Services and First Allied Securities from 2013 to 2020. Outside of his advisory role, he is involved in community and fraternal organizations, including serving as a board member of the Ancient Accepted Scottish Rite and holding a coaching position at Franciscan University of Steubenville. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and both discretionary and non-discretionary management approaches.

James Kolb is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to that, he was involved with JkOlB Enterprises, LLC for two years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.

David Cowden is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at MetLife Resources for 10 years before joining Cambridge in 2016. Outside of his advisory role, Cowden serves as a benefits coordinator for Trinity Health System and coaches baseball at Weirton High School. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using both model-based and individualized investment approaches.

James Wingett is a financial advisor with Robert Baird & Co. who holds a Series 66 designation and has 18 years of industry experience. His prior work includes roles at Jjb Hilliard Wl Lyons LLC and Edward Jones. Outside of his advisory work, he serves as an assistant girls varsity basketball coach at Madena High School and volunteers on the boards of Rotary of Steubenville and United Way of Jefferson County. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Melanie Harless is a financial advisor at Robert Baird & Co. with 31 years of industry experience. She holds a Series 63 designation and has worked at Robert Baird since 2019. Prior to that, she spent over three decades with J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliard Lyons. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a broad range of investment strategies.

Misti Spring Reader is a financial advisor with Edward Jones in Steubenville, Ohio, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices. The firm provides a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Craig Petrella II is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 16 years of industry experience. His prior roles include positions at Woodbury Financial Services and multiple entrepreneurial ventures. Outside of advising, he is involved in several business activities, including ownership interests in various companies and a retail mattress store. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

Gary Richards is a financial advisor with Robert Baird & Co. in Steubenville, OH, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with J.J.B. Hilliard W.L. Lyons from 1992 to 2018 and continued with its successor firm until joining Robert Baird & Co. in 2019. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and institutional clients, providing financial planning and portfolio management tailored to client goals and risk tolerances. The group offers a range of investment strategies and services, including discretionary and non-discretionary management, SMA programs, and overlay services.

Matthew Mamula is a financial advisor with Osaic Wealth, Inc. based in Steubenville, Ohio. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Osaic, his work history includes roles in retail and food service, as well as time at Coastal Carolina University. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.