Seth Taha is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has 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 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, operating alongside its broker-dealer and insurance agency functions.

Ryan Ricart is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Citizens Securities since 2017 and previously held roles 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, offering investment advisory programs alongside brokerage and insurance services. The firm operates both a digital advisory platform and managed account services, and is wholly 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. Stein has been with Benjamin F. Edwards & Company since 2014. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, retirement consulting, and investment management, utilizing a range of discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Nicholas Balante is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles 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. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Michelle Hansen is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Citizens Securities, Inc., where she has worked since 2019, with brief tenure at TruStage and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, operating under a combined bank, broker-dealer, and insurance model.

Matthew Roddy is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Primerica Advisors since 1999 and has concurrently worked with The Guardian Life Insurance Company since 1994. Outside of his advisory role, he is involved in political activities as a member of the finance committee for a state senate campaign. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of proprietary and third-party investment strategies across multiple platforms.

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.

Susan Coy Kamph is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding a Series 66 credential and bringing 24 years of industry experience. She has been with both firms since 2015. Kamph also operates under several affiliated business names related to Stratos Wealth Partners and serves as an independent investment advisor through Stratos Wealth Partners, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Scott Wilkinson is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at The Huntington Investment Company since 2004 and previously with Ameriprise Financial Services, LLC. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party and affiliate investment strategies, with portfolio management supported by National Financial Services custody.

Kevin Tubbs is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Park Avenue Securities since 2008 and has been affiliated with Guardian Life Insurance Company since 2001. Outside of his advisory work, he is involved with Western Reserve Racing, assisting with race operations on weekends. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account services including lending solutions and donor-advised funds.

Michael Bruin is a financial advisor at Ameritas Advisory Services, LLC with 37 years of industry experience. He holds a Series 63 designation and has worked at Ameritas since 2004 in various capacities. Outside of his advisory role, he is licensed as an independent insurance agent and is involved in managing a benefit services agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement plan advisory, and uses a combination of model portfolios, third-party sub-advisers, and custom strategies.

Michael Rosso is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, Ohio. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. Rosso has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement plan consulting, and investment management services, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Eric Strock is a financial advisor with The Huntington Investment Company in Canton, OH, holding Series 63 and Series 65 licenses and 27 years of industry experience. His previous roles include positions at Ameriprise Financial Services and PNC Investments. Outside of finance, he operates a mobile commercial BBQ business, Greybeards BBQ LLC, which provides catering services and event bookings. The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs through an open-architecture model combining third-party and affiliate investment strategies, with advisory arrangements primarily on a percentage-of-assets basis.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked exclusively within Citizens Securities and Citizens Bank throughout his career. Outside of his advisory role, he has worked as a laborer for Yankee Peddler Festival Inc. and also performs warehouse packing for Amazon on a part-time basis. Citizens Securities serves a broad retail client base including individual and high-net-worth investors as well as retirement plans. The firm provides both advisory and brokerage services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 65 licenses and bringing 24 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 individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.

Tracey Evans is a financial advisor at Morgan Stanley in Canton, OH, holding a Series 66 designation with eight years of industry experience. Her work history includes roles at Morgan Stanley Private Bank, Bank of America, Merrill, and Huntington Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates firm-approved tools and market modeling techniques.

Stephen Malek is a financial advisor with J.P. Morgan Securities in Canton, Ohio, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan in 2023, he worked at Huntington Financial Advisor and The Huntington Investment Company from 2018 to 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Michael Daugherty is a financial advisor with Ameriprise in North Canton, Ohio, holding a Series 63 designation and 46 years of industry experience. He has been with Ameriprise and its predecessor firms since 1979. Outside of advisory work, he has partial ownership in a commercial real estate building in Canton, Ohio. Ameriprise provides retirement-income planning services primarily to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.