Zachary Brinkley is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Citizens Securities since 2014. Brinkley also operates a tax preparation service, Brinkley’s Tax Service, which provides income tax return preparation for a flat fee. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory and brokerage services. The firm features digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northcoast Research. 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 services include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Citizens Bank and PNC Investments. 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 and a Managed Account program, with the firm also operating as a broker-dealer and insurance agency.

Donald Mack is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked primarily within Citizens Securities and Citizens Bank since 2019. Outside of his advisory role, Mack operates a small online business buying and selling Magic the Gathering trading cards. 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’s advisory offerings include a digital advisory program and a managed account program, complemented by commission-based brokerage and non-discretionary services.

David Ciccarelli is a financial advisor with Primerica Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes long-term roles with Primerica Advisors and Guardian Life Insurance of America. Outside of his advisory work, he is involved with Innovatus Wealth Advisors LLC, a business intended for future use as a DBA. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and offering financial planning, retirement consulting, and business consulting.

Nikolche Sobevski is a financial advisor at The Huntington Investment Company with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at The Huntington National Bank and its affiliated investment company since 2017. 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 employs an open-architecture investment approach that combines third-party managers with proprietary models, offering a range of wrap-fee programs through the Envestnet MAS platform.

Daniel Duric is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at KeyBank, Key Investment Services LLC, Citizens Bank, and Dollar Bank. 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 with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers a range of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

Raymond Pelanda is a financial advisor with Primerica Advisors based in Canton, Ohio, holding a Series 63 designation and bringing 23 years of industry experience. He has worked with Park Avenue Securities since 2002 and with Guardian Life Insurance Company since 2000. Outside of his advisory role, he officiates basketball games. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and offers various programs and account-level services to meet client needs.

Susan Marran is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, LPL Financial, Firstmerit Bank, and Merrill. She holds Series 63 and Series 66 licenses. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Matthew Obradovich is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services LLC, New York Community Bank, and LPL Financial. Outside of his advisory role, he is involved in consulting through Obradovich Enterprises LLC and manages practice expenses via MDO Group LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Douglas Esenwine is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones and Citizens Bank. Esenwine has been with Citizens Securities in various roles since 2014. Citizens Securities serves individual and high-net-worth investors and offers a range of investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Michael Thomas is a Certified Financial Planner® at MAI Capital Management, LLC with four years of industry experience. He previously worked at Storey & Associates for four years and has experience from Ashland University. 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, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and serves in both advisory and product-sponsor capacities.

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 worked in various roles within Citizens Bank and Citizens Securities since 2003. Additionally, she serves as a notary public. Citizens Securities serves a diverse 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 options and operates as a broker-dealer and insurance agency.

Brian Hoeckh is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He has been with Citizens Securities since 2010 and previously worked at M&T Securities, Inc. from 2007 to 2010. He holds Series 63 and Series 65 licenses. 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 and a Managed Account program, with operations supported by its ownership by Citizens Bank, N.A.

Steven Kochovski is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with PNC Investments and Citizens Bank. Outside of his advisory role, he 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 retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

Dawn Mullenax is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at 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 provides both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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.