Tyler Smith is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wealth Enhancement, he worked at Marcum Wealth for two years. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management with oversight from an internal Investment Committee.

Jonathan Mesok is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2008. Outside of his advisory role, he owns JRM Birchwood Holdings LLC, which involves managing rental property maintenance. 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 provides ETF-based portfolios through a digital advisory program and also engages in commission-based brokerage and other non-discretionary activities.

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 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.

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. 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 financial advisor with Citizens Securities, Inc. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes multiple tenures at Citizens Securities and LPL Financial 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, with advisory offerings that include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

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.

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.

Keith Lucas is a CFP® with 30 years of industry experience, currently advising at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. He serves as a trustee on the board of the Tallmadge Foundation. Ameriprise is a large institutional firm offering retirement-income planning services targeted to individuals approaching or in retirement with substantial investable assets. Its approach combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team in partnership with financial advisors.