Jeffrey Sirak is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Co., and operates Sirak Financial Companies since 2006. Outside of his advisory role, he serves as co-trustee of the Lindsay Morgan Sirak Living Trust. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

John Ciocca is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has 19 years of industry experience. His prior roles include eight years at Citizens Securities, Inc. and a brief tenure at Fred Martin Superstore. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Adam Shaw is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Steward Partners, he was associated with Ameriprise and Efficient Pipeline LLC. 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 and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Chris Degiralomo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 35 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he serves as a co-trustee for a family trust and provides tax preparation services at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

William Ferguson is a financial advisor at Stratos Wealth Partners, Ltd with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Global Retirement Partners, LLC, LPL Financial, LLC, Commonwealth Financial Network, PNC Wealth Management, Equitable Advisors, and Merrill. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize proprietary and third-party strategies and platforms.

Charles Moore is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Aurum Wealth Management Group, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Outside of advising, he is involved with a real estate holding company. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, employing a strategic investment process that combines passive and active management guided by quantitative and fundamental research.

Jeffery Bricker is a Series 63 licensed financial advisor with 33 years of industry experience. He has worked at Independent Financial Group, LLC since 2009, with prior experience at Waterstone Financial Group, Inc. and Raymond James Financial Services, Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Benjamin Reker is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has previously worked at Cerity Partners, Signal Tree Financial Partners, LLC, Equitable Advisors, LLC, and Schulte & Company, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, utilizing discretionary, customized portfolios supported by both internal and third-party managers.

Benjamin Caplinger is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors LLC. Prior to his advisory roles, he spent over a decade at Sodexo. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios and manages a separate Managed Account program, while also functioning as a broker-dealer and insurance agency.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Investment Services LLC, Bank of America, Merrill Lynch, Wells Fargo, and PNC Wealth Management. Maicks has been with Hornor, Townsend & Kent since 2022. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Bruce Koellner is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 33 years of industry experience. He has worked at PlanMember since 2014 and also owns First Responders Financial Advisors, a financial and investment services firm. Additionally, Koellner serves as a Co-Trustee for Copley Township, where he consults on township fiscal matters. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supplemented by education and support services for plan sponsors and participants.

Tammy Knouff is a Series 66 licensed advisor with 16 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Ameriprise. 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 offers a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial support from National Financial Services.

Fredi Ng is a financial advisor with Fifth Third Securities, Inc., holding a Series 66 designation and 24 years of industry experience. He has been with Fifth Third Securities since 2002. Fifth Third Securities 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Andrea Blacklock is a financial advisor with Citizens Securities, Inc. in Fairlawn, Ohio. She holds the Series 66 designation and has been with Citizens Securities and Citizens Bank since 2010. Her career includes roles at both entities, currently serving as an advisor since 2026. 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, brokerage, and insurance services, including a digital advisory program and a Managed Account program.

Erik Johnson is a financial advisor with PNC Wealth Management in Akron, OH, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Citizens Securities, Inc. and Edward Jones prior to joining PNC investments in 2019. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital Portfolio Solutions Strategist account for employees. The program uses algorithm-driven risk assessments and implements approved model strategies via mutual funds and ETFs, with portfolio management delegated to third parties.

Scott Jones Jr. is a financial advisor with Primerica Advisors based in Canton, OH, holding a Series 66 designation and three years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent in Ohio. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Joyce Thomas is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior experience includes roles at PNC Investments, Citizens Securities, and J.P. Morgan Securities. She is also a public notary. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage services, offering a range of managed account programs via the Passageway platform, which includes advisor-directed mutual fund and ETF models, separately managed accounts, and direct indexing options.

Chelsea Haswell is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Ameriprise Financial Services, J.P. Morgan Securities LLC, and JPMorgan Chase Bank N.A. She is based in Akron, OH. 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 model that integrates third-party and proprietary strategies, offering various wrap-fee programs through the Envestnet platform.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently affiliated with Primerica Advisors in Canton, OH. He has worked at Park Avenue Securities since 2001 and at Guardian Life Insurance Company of America since 2000. Outside of his advisory role, he is involved in insurance sales beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and a digital advice platform, supporting both discretionary and non-discretionary accounts.

Michael McGervey is a financial advisor at Mariner with 10 years of industry experience and holds a Series 65 designation. Prior to joining Mariner in 2022, he founded and managed McGervey Wealth Management, LLC and McGervey Capital, LLC, where he worked from 2015 to 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers, while also offering coordinated tax services and CFO capabilities uncommon for firms of its size.