Jordan Evans is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in various roles at Citizens Securities and Citizens Bank since 2020. Prior to joining Citizens, he held positions at Charter Communications and AeroTek. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance activities.

Jo Ann Desmarteau Trusnik is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses with 42 years of industry experience. She has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Philip Warner is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including a decade at J.P. Morgan Securities prior to joining Citizens Securities. He is also a notary. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, with assets managed through ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Sol Chalhoub is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments and Fifth Third Securities. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Gary Schindler is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services LLC, Chemical Bank, Cetera Investment Advisors LLC, LPL Financial, LLC, and First Place Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital program using proprietary algorithms and a Managed Account program, with a business model that integrates bank, broker-dealer, and advisory services.

Nathan Kaufman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kaufman manages selective forestry contracts on family property in Coshocton, Ohio. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles, in addition to managed accounts and commission-based brokerage solutions.

Kenneth Chodzin is a financial advisor at Citizens Securities, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2017, following five years at J.P. Morgan Securities. He also serves as a co-trustee and power of attorney contact for a family living trust. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm provides both a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Travis Lichtenfeld is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2015. Outside of finance, he owns and operates C & L Vending Services, a business managing automated snack and beverage vending machines since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Brian Shreve is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Citizens Securities since 2016, following a brief period at PNC Investments LLC the same year. Citizens Securities serves a wide range of retail clients, including individuals, high-net-worth investors, and retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program featuring ETF-based portfolios managed via proprietary algorithms, alongside a Managed Account program and commission-based brokerage services.

Edward Pero is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Citizens Securities since 2013. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm manages both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Katerina Siamidis is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, she serves as a Notary Public. Citizens Securities, Inc. serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based business lines and integrates proprietary digital advisory technology as part of its service offerings.

Matthew Mapley is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner of Run to YOU RACING, a road race management and operations business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

John Gross is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 designations with 12 years of industry experience. His work history includes multiple roles at Citizens Securities and prior positions at LPL Financial LLC, Fifth Third Securities, and Northwestern Mutual Investment Services LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program using ETF-based portfolios managed with proprietary algorithms, as well as a managed account program, while also functioning as a broker-dealer and insurance agency.

Jack Payne is a financial advisor at Citizens Securities, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Payne has also had multiple engagements with the Chautauqua Institution and experience in educational roles. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, he worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of She Elevates and the Stark County Hunger Task Force, both nonprofit organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform and managed accounts, operating alongside its broker-dealer and insurance activities.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Gemini Investment Strategies LLC, PNC Investments, Edward Jones, and Key Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ricky Chisholm II is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved with Weaveinns LLC, a business that sells beauty products to women. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

Andriy Sachovskyy is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds a Series 66 designation and has prior work history with Citizens Bank, Alec Enterprises Inc., Drury Plaza Hotel, Cleveland State University, and Ivan Mukha Construction. He is also listed as an other signer for Halych Express LLC, a business associated with his family. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program featuring ETF-based portfolios built on proprietary algorithms, alongside managed accounts and commission-based brokerage services.

Greg Beacom is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory role, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm features a digital advisory program that utilizes proprietary algorithms and client risk profiles to recommend ETF-based portfolios, in addition to maintaining commission-based brokerage operations.

Jennifer Vanadia is a financial advisor at Citizens Securities, Inc. in Chagrin Falls, Ohio, with 14 years of industry experience. She holds the Series 66 designation and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and offers both discretionary managed accounts and commission-based brokerage services.

David Criss is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 21 years of industry experience. He has been with Citizens Securities since 2005. Outside of his advisory role, he serves as the successor Trustee and Power of Attorney for the Criss Family Living Trust. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Zachary Brinkley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2014. Outside of his advisory role, he operates a tax preparation service offering flat-fee income tax return filings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, supported by proprietary algorithms and risk assessment tools.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Northcoast Research, and several other firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, with a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Macedonia, OH, holding a Series 66 designation and 19 years of industry experience. His prior work history includes roles at Citizens Bank, PNC Bank, and PNC Investments. Outside of his advisory work, he owns and manages a single-member LLC involved in real estate holdings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Donald Mack is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked primarily within the Citizens organizations since 2019, with prior experience at American Income Life Insurance and Coach. Outside of his advisory role, Mack operates a small online business buying and selling Magic: The Gathering trading cards. Citizens Securities serves a wide retail client base including individuals and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, supported by its affiliation with Citizens Bank, N.A.

Daniel Duric is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at KeyBank and its affiliated investment services firms. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed in partnership with SigFig and a Managed Account program.

Ryan Prokopius is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He has been with Citizens Securities since 2007 and holds Series 63 and Series 65 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

David Colwell is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding Series 63, 65, and 66 licenses with 37 years of industry experience. He has worked at Citizens Securities since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Douglas Esenwine is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Citizens Securities and Edward Jones during his career. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Sarah Boros is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has spent her career primarily with Citizens Securities and Citizens Bank. Boros is also a notary public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Steven Kochovski is a financial advisor with Citizens Securities, Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. He previously worked at PNC Investments LLC and Citizens Bank. Outside of his advisory role, Kochovski is the owner of Kochovski Ventures LLC, a non-investment-related business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and a separate managed account program while operating as a broker-dealer and insurance agency.

Dawn Mullenax is a financial advisor at Citizens Securities, Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with Citizens Securities since 2015. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program and a Managed Account program.

Jonathan Mesok is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2008. Outside of his advisory role, he owns JRM Birchwood Holdings LLC, which involves managing rental property maintenance. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides ETF-based portfolios through a digital advisory program and also engages in commission-based brokerage and other non-discretionary activities.

Seth Taha is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Uber. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating alongside its broker-dealer and insurance agency functions.

Ryan Ricart is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Citizens Securities since 2017 and previously held roles at PNC Bank and PNC Investments from 2012 to 2017. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account services, and is wholly owned by Citizens Bank, N.A.

Nicholas Balante is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at WestPoint Wealth Management, LLC and Equitable Advisors, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Michelle Hansen is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Citizens Securities, Inc., where she has worked since 2019, with brief tenure at TruStage and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, operating under a combined bank, broker-dealer, and insurance model.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked exclusively within Citizens Securities and Citizens Bank throughout his career. Outside of his advisory role, he has worked as a laborer for Yankee Peddler Festival Inc. and also performs warehouse packing for Amazon on a part-time basis. Citizens Securities serves a broad retail client base including individual and high-net-worth investors as well as retirement plans. The firm provides both advisory and brokerage services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.