Patricia Finch is a Series 66-licensed financial advisor with Mariner Wealth Advisors, bringing 17 years of industry experience. She worked at Mcgervey Wealth Management, LLC for 12 years before joining Mariner in 2022. Outside of her advisory role, she is a breeder of Labrador Retrievers and serves as a UKC conformation apprentice judge. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates tax and accounting services uncommon for firms of its size.

Matthew Reghetti is a Series 65 credentialed financial advisor with 15 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2025. His prior experience includes roles at Aurum Wealth Management Group and Wunderlich Securities, Inc. Wealth Enhancement Advisory Services is an enterprise-scale firm managing over $122 billion in regulatory assets under management. The firm offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans, utilizing a diversified investment approach that blends passive and active managers and incorporates quantitative, momentum, and fundamental analysis.

Tyler Smith is an investment advisor representative with Wealth Enhancement Advisory Services, LLC in Akron, OH, holding Series 63 and Series 65 licenses. He has three years of industry experience, including two years at Marcum Wealth prior to joining Wealth Enhancement Advisory Services. Wealth Enhancement Advisory Services manages over $122 billion in assets through a broad advisor network, offering financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm’s investment approach combines diversified, risk-class based allocations with both passive and active management, supported by an internal Investment Committee overseeing portfolio construction and rebalancing.

Jonathan Mesok is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Citizens Securities since 2008. Outside of his advisory role, he is the owner of JRM Birchwood Holdings LLC. 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 provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Carrie Robson is a financial advisor with Kestra Advisory in Canton, OH, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Merrill, and Robert W Baird & Co. Outside of her advisory work, she serves as a volunteer firefighter and EMT with the Washington Township Volunteer Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Seth Taha is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 66 designation and has previously 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 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.

Ryan Ricart is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Citizens Securities in 2017, he worked 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 and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is 100% owned by Citizens Bank, N.A.

Russell Plent is a CFP® professional with 20 years of experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and has been associated with Fifth Third Bank during the same period. Outside of his advisory role, he is involved in several business ventures including ownership of a laundromat and a hardscape design and installation company. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and combines third-party portfolio managers with advisor-managed sleeves, featuring services such as direct indexing and tax-overlay strategies.

Melissa Johns is a financial advisor with Empower Advisory Group and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, including prior roles at Ally Invest Advisors, Citizens Securities Inc., and CITIZENS Bank. In addition to her advisory work, she manages client service teams supporting Ally Bank customers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with affiliated Empower entities, offering point-in-time financial plans and optional managed accounts within plan lineups established by plan sponsors.

James Stein is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining Benjamin F. Edwards in 2014, Stein worked at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. 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 advisory programs, financial planning, investment management, brokerage, insurance products, and M&A advisory services, with investment solutions that combine proprietary strategies and third-party models.

Nicholas Balante is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked 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, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios based on client risk profiles, as well as a Managed Account program.

Michelle Hansen is a financial advisor with Citizens Securities, Inc. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes multiple tenures at Citizens Securities and LPL Financial 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, with advisory offerings that include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Matthew Roddy is a financial advisor with Guardian Life in Canton, Ohio, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Guardian Life since 1994 and is involved in political activities as a member of the finance committee for Matt Dolan’s state senate campaign. Guardian Life operates through its subsidiary Park Avenue Wealth Management, providing brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

Lindsay Battershell is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. Her prior experience includes roles at Ameriprise and Mid Atlantic Capital Corporation. Outside of her advisory work, she is also an independent consultant for Mary Kay Cosmetics. 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 plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.

Kevin Tubbs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Guardian Life since 2001 and Park Avenue Securities since 2008. Outside of his advisory work, he is involved with Western Reserve Racing, helping to run races on weekends. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to diverse client needs.

Michael Bruin is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 63 designation and bringing 38 years of industry experience. His work history includes roles at Ameritas since 2004 and involvement in various business ventures such as Benefit Related Services Group Ltd, an independent insurance agency serving group and individual clients. He is also a trustee of the Skyline of Madeira Beach Land Trust. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm uses model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology, offering a broad range of investment options across discretionary and non-discretionary programs.

Michael Rosso is a financial advisor at Benjamin F. Edwards & Company, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2013. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. 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. The firm provides a range of investment and advisory services, including wrap-fee programs, financial planning, retirement plan consulting, and investment management with discretionary and non-discretionary solutions.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he has worked as a laborer in construction for the Yankee Peddler Festival and performs part-time warehouse packing for Amazon. 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 separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 25 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 retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program partnered with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

Amy Roma is a financial advisor at Ameriprise with 13 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Huntington National Bank, The Huntington Investment Company, PNC Investments, and Edward Jones. She is a board member of the Eric Snow YMCA in Canton, Ohio, where she volunteers and coordinates fundraising events. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides tailored retirement planning advice focused on income reliability and tax-aware withdrawal strategies.