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Local Team

The world of finance is complex, and we’re here to simplify things for you. We leverage each other’s strengths, knowledge, and expertise with the goal of providing a client experience that consistently exceeds expectations. With more than 100 years of combined experience, we’re prepared to serve you.

Thomas H Gorrell CLU®

Financial Advisor

Todd Molessa CFP®

Wealth Management Advisor

Timothy T Whalen CLU®, ChFC®

Financial Advisor

Bridgeport Team

Aarin Wiltz

Associate Financial Representative

Carey Heslep

Executive Assistant

Parkersburg Team

Cathi A Sayre RICP®

Associate Financial Advisor

Stacy L Piersol

Associate Financial Representative

Yvonne M Watson

Executive Assistant