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Cardinal Wealth Management attends national conference

STEUBENVILLE — The staff of Cardinal Wealth Management attended Cetera Financial Group’s Connect18 national conference, the first gathering of advisers and home office executives from across its network member firms.

The event was held Aug. 22-25 at the Henry B. Gonzales Convention Center in San Antonio. Among those in attendance from Cardinal were Gregory R. Metcalf, managing founding partner and registered securities principal; Sue Pevac, financial adviser; Beth A. Metcalf, co-founder and office operations manager; and Lacey Fleming, client service specialist.

Designed in partnership with representatives from each of Cetera’s member firms, Connect18 saw 3,500 advisers, home office employees and product sponsors.

“The experience and knowledge I have been fortunate enough to take away from Connect18 will serve my business invaluably, as I continue to expand the scope of services through which I assist my clients. By prioritizing my continued education and networking in this ever-changing environment, I am able to enhance the high-quality service I provide,” Greg Metcalf said.

Connect18 placed a central focus on charitable involvement, as well.

“Connect18 served as an unprecedented opportunity to rally all of our advisers, home office team members and partners around a single big idea: The advice-centric experience, our dynamic vision for the future of our profession that will empower a fresh approach to serving clients by delivering the best independent financial advice,” said Robert R.J. Moore, chief executive officer of Cetera.

Cardinal Wealth Management has been serving the Ohio Valley with First Allied Securities Inc. since 2013. The staff has more than 80 years of combined experience in the financial services industry. Located at 626 N. Fourth St., Cardinal can be contacted at (740) 314-8342.

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