Denise Blevins is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior roles include positions at First Commonwealth Bank, Infinex Investments, Inc., The Huntington Investment Company, and LPL Financial. 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, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Perry Reghetti is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic allocation across risk classes with both passive and active managers, supported by quantitative and fundamental research.

Kristina Beers is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at First Commonwealth Bank for eight years, along with roles in the hospitality sector. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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.

Justin Nodo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2017. Prior to his financial career, he worked at Kent State University from 2013 to 2017. Fifth Third Securities, Inc. 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 an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.

Andriy Sachovskyy is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience 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 role primarily assisting with business account matters. 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 advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Greg Beacom is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior experience includes roles at Key Investment Services, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach activities. 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 separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Jennifer Vanadia is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 15 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 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, and it operates as a broker-dealer and insurance agency.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Thomas Breckenridge is a ChFC®-designated financial advisor with Guardian Life in Canton, Ohio, bringing 24 years of industry experience. He has been with Guardian Life and its affiliate since 2006. He serves on the Malone University Estate Planning Advisory Council, which meets biannually to discuss estate planning topics and strategies related to university endowments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-managed and model-based investment strategies with access to proprietary and third-party platforms, offering tailored financial planning and consulting services.

Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

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.

Michael Clayton is a financial advisor with Hornor, Townsend & Kent, LLC in Akron, Ohio, holding a Series 66 designation and 19 years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of advisory services, he is involved in life insurance brokerage and retirement education through his businesses Clayton & Associates and Simplified Pension Solutions, and he serves as president of Claybro LLC, which coordinates alternatives to opioid pain management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, providing a range of investment and brokerage services with significant assets under management.

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 with Citizens Securities, Inc. in Alliance, Ohio, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Citizens Bank and American Income Life Insurance. Outside of his advisory role, he 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, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital platform utilizing proprietary algorithms and a Managed Account program, while maintaining a combined bank, broker-dealer, and advisory structure.

David Ciccarelli is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliates since 1998. Outside of his advisory role, he is involved with Innovatus Wealth Advisors LLC, which he uses for tax purposes and plans to expand as a DBA. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

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.

Nicole Bergener is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. She has been in the industry since 2016, having worked at LPL Financial and IFP Securities before joining her current firm. Prior to entering financial services, she spent five years at Signet Jewelers. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to deliver its services.

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.