William Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Global Retirement Partners, LLC, LPL Financial, LLC, Commonwealth Financial Network, PNC Wealth Management, Equitable Advisors, and Merrill. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform integrating multiple sub-advisors and custodians.

John Gross is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and LPL Financial, among other firms. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.

Jeffery Bricker is a Series 63 licensed financial advisor with 33 years of industry experience. He has worked at Independent Financial Group, LLC since 2009, with prior experience at Waterstone Financial Group, Inc. and Raymond James Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

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.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, Bank of America, Merrill Lynch, Wells Fargo Clearing, and PNC Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment solutions including third-party asset manager relationships under a supervisory framework.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of two nonprofit organizations: She Elevates and the Stark County Hunger Task Force. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates as both a broker-dealer and insurance agency.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 14 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, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

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 with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he operates Weaveinns LLC, a business that sells beauty products to women. Citizens Securities, Inc. serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, and it operates as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Logan Jones is a financial advisor with FIFTH THIRD SECURITIES, Inc. He holds Series 65 and Series 63 credentials and has four years of industry experience. Jones has worked with Fifth Third Bank since 2016, including his current role at Fifth Third Securities since 2021. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs via the Passageway Managed Account platform. The firm operates as a subsidiary of Fifth Third Bank and manages roughly $10.9 billion in assets with a range of investment strategies and portfolio management options.

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 at Guardian Life with four years of industry experience and holds the Series 66 designation. He has worked at Park Avenue Securities since 2022 and Guardian Life Insurance Company since 2019. Outside of advising, he is a licensed real estate agent in Ohio. Park Avenue Wealth Management, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment programs.

Joyce Thomas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior experience includes roles at PNC Investments, Citizens Securities, and J.P. Morgan Securities. She is also a public notary. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform, which includes advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

James Finlay is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Citizens Bank and Citizens Securities since 2016, as well as at PNC Wealth Management from 2012 to 2016. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, with a combined approach involving both discretionary advisory and commission-based brokerage activities.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life in Canton, Ohio. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America for over two decades. Pryor also engages in insurance sales outside of Guardian Life on a limited basis. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by various proprietary and third-party platforms to tailor client relationships and financial solutions.

Michael McGervey is a financial advisor at Mariner with 10 years of industry experience and holds a Series 65 designation. Prior to joining Mariner in 2022, he founded and managed McGervey Wealth Management, LLC and McGervey Capital, LLC, where he worked from 2015 to 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers, while also offering coordinated tax services and CFO capabilities uncommon for firms of its size.

Bruce Gilmore is a financial advisor with NewEdge Advisors in Canton, Ohio, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and AIG American General Life Insurance Company. Outside of advising, he is involved in fixed insurance sales, focusing on life, health, fixed and indexed annuities, long-term care, and disability products, and also works as a food delivery driver. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm provides a range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Jennifer Yeater is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth since 2016. Her prior roles include 15 years at My Financial Group, Ltd. and over 29 years at King Financial Services. She is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and various investment product options.

Ryan Falsone is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Key Investment Services, HSBC, and Northwest Bank. Citizens Securities serves a diverse retail client base, providing investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Michele Stuban Peters is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies and third-party models.