Raymond Pelanda is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 24 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 work, he officiates basketball games. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and digital advisory solutions, combining proprietary programs and third-party platforms to tailor client relationships.

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 an advisor at Citizens Securities, Inc. with Series 66 and Series 63 licenses and one year of industry experience. He has held roles at Citizens Bank and PNC Investments, and is also the owner of Kochovski Ventures LLC, a non-investment-related business. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

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.

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.

Tyrone Grady is a financial advisor at GWN Securities Inc. in Akron, OH, with 33 years of industry experience. He holds a Series 63 designation and has been with GWN Securities since 2014. Grady serves on the board of the Tyrone Paul Grady Memorial Foundation, which supports bereaved families and provides scholarships for higher education. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

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.