Investment Research Corp

Byron Leong is a financial advisor at Investment Research Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at The Mitre Corp and ManTech International, where he currently serves as Executive Director providing systems integration services to the Department of Defense at US IndoPacific Command in Hawaii. Investment Research Corp offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and manages a broad range of investment products, including equities and municipal securities, with both discretionary and non-discretionary account management.

Mark Manber is a financial advisor with Investment Research Corp who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked at Investment Research Corp since 2017 and concurrently at World Capital Brokerage, Inc. since 2007. Outside of his advisory role, Manber is a self-employed tax professional during tax season and also works as a customer service representative for United Air Lines. Investment Research Corp 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 and charitable organizations. The firm employs a fundamental approach to security analysis and offers a broad range of investment products with both discretionary and non-discretionary management options.

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.

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.

Michael Summers is a CFP® with 41 years of industry experience, currently serving at Investment Research Corp. He has been affiliated with World Capital Brokerage, Inc. since 2008. Summers is also the owner of Summers Financial Planning and Investments, where he focuses on investment and insurance sales. Investment Research Corp provides investment supervisory services, portfolio management, and financial planning to both individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad product range, including equities, debt securities, and mutual funds.

Heidi Kennedy is a financial advisor at Investment Research Corporation with 24 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Investment Research Corporation, she worked at H. Beck, Inc. and Baltimore Life Companies, where she has held roles including divisional manager for training and development. Outside of her advisory work, she assists with business and marketing activities for a family-owned real estate venture. 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 and charitable organizations. The firm employs a fundamental approach to security analysis and offers a range of investment strategies with both discretionary and non-discretionary management options.

Todd Smith is a financial advisor with Investment Research Corp in Silverton, OR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His work history includes roles at Pinnacle Advisory Group, LLC, American Growth Financial Services, World Capital Brokerage, Inc., and LPL Financial LLC. Outside of his advisory work, he is involved in insurance sales and consulting and serves as an Oregon Notary Public. 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 and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.

Christine Neilson is a financial advisor at Investment Research Corp with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Companies. Neilson is also the owner and president of Neilson Advisory Group, Inc., which provides individual and group health insurance as well as CPA and tax preparation services, and she manages a bookkeeping and business consulting firm. 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 and manages a broad range of securities, with an emphasis on both discretionary and non-discretionary account management.

Brian Regan is an investment advisor representative with Investment Research Corp, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with World Capital Brokerage, Inc. since 2008. In addition to his advisory role, he is licensed to sell life, accident, health, Medicare supplement, disability, and long-term care insurance and annuities, a business he has conducted since 1986. 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 and offers a broad range of investment products with both discretionary and non-discretionary management options.

John Weidner is a financial advisor with Investment Research Corp in Mesa, AZ, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience and has worked at World Capital Brokerage, Pioneer Mutual Life, Weidner Financial Group, and Provident Mutual. He is president of Weidner Financial Group, Inc., an insurance services firm. 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 uses a fundamental approach to security analysis and offers both discretionary and non-discretionary management, including municipal securities and investment company services.

Joe Zimmerman is a financial advisor with Investment Research Corporation in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Quest Capital Strategies, Inc., SA Stone Investment Advisors Inc., and SA Stone Wealth Management Inc. Outside of advisory work, he owns a fixed insurance product sales and distribution business and provides part-time computer support consulting. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals—including high-net-worth clients—and various institutional clients. The firm employs a fundamental approach to security analysis and manages a broad product set, providing both discretionary and non-discretionary management along with written quarterly account reviews.

Matthew Raves is a financial advisor at Investment Research Corporation with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Kestra Private Wealth Services, World Capital Brokerage, and Edward Jones. Outside of his advisory work, he serves as Chief Executive Officer of Raves & Associates, a firm that provides risk management and insurance consulting for small to mid-sized businesses. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as pension plans and charitable organizations. The firm employs a fundamental approach to security analysis and provides a broad range of investment products and strategies.

Timothy Taggart is a financial advisor at Investment Research Corp with 39 years of industry experience. He holds a Series 63 designation and has held various roles since 2004, including positions at AGF Holdings and American Growth Financial Services Inc. Outside of advising, Taggart serves as a FINRA arbitrator and owns a carpentry business. Investment Research Corp 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 and charitable organizations. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, along with financial planning on hourly or flat-fee terms.

Jason Anderson is a financial advisor with Investment Research Corporation in Raleigh, NC, holding a Series 66 designation and 15 years of industry experience. His background includes roles at the U.S. Department of the Treasury and World Capital Brokerage, Inc. Outside of advising, he works as an insurance agent specializing in life and health insurance and operates a sole proprietorship offering securities and insurance guidance. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management across a broad range of securities.

Eric Lin is a financial advisor at Investment Research Corporation with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at SA Stone Wealth Management, Quest Capital Strategies, and LPL Financial. Outside of advisory work, he is also a financial consultant involved in insurance product referrals. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers a broad range of investment products, including equities, debt securities, and mutual funds.