Tyler Kahler is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining MAI Capital Management, he worked at Storey & Associates and served at the Stark County, Ohio Probate Court. He is also winding down a law practice through Kahler Law Office, LLC, and manages agricultural activities on a family ranch during his personal time. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a comprehensive approach across various asset classes and offers integrated financial planning, tax, and trust services, managing over $72 billion in assets as of mid-2026.

Jeffrey Sirak is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Co., and operates Sirak Financial Companies since 2006. Outside of his advisory role, he serves as co-trustee of the Lindsay Morgan Sirak Living Trust. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

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.

Adam Shaw is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Steward Partners, he was associated with Ameriprise and Efficient Pipeline LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Chris Degiralomo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he serves as a co-trustee for a family trust and provides tax preparation services. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

William Ferguson is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 designations and 14 years of industry experience. He has previously worked at Global Retirement Partners, LLC and LPL Financial, LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

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.

Jeffery Bricker is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and 32 years of industry experience. He has been with Independent Financial Group since 2009. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Benjamin Reker is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has previously worked at Cerity Partners, Signal Tree Financial Partners, LLC, Equitable Advisors, LLC, and Schulte & Company, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, utilizing discretionary, customized portfolios supported by both internal and third-party managers.

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.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Key Investment Services LLC, Bank of America, Merrill, and Wells Fargo in various capacities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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.

Tammy Knouff is a Series 66 licensed advisor with 16 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Ameriprise. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial support from National Financial Services.

Fredi Ng is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Logan Jones is an investment advisor at Fifth Third Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has been with Fifth Third Securities since 2021, previously working at Fifth Third Bank since 2016. Fifth Third Securities serves individual and institutional clients, including high-net-worth individuals, corporations, trusts, and retirement accounts, offering investment advisory and brokerage services. The firm provides multiple investment programs through the Passageway Managed Account Platform, featuring a range of portfolio management options, including mutual fund and ETF models, separately managed accounts, and direct indexing.

Erik Johnson is a financial advisor with PNC Wealth Management in Akron, OH, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Citizens Securities, Inc. and Edward Jones prior to joining PNC investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account for employees. The program uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Scott Jones Jr. is a financial advisor with Primerica Advisors based in Canton, OH, holding a Series 66 designation and three years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent in Ohio. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.