Ian Mccloud is a financial advisor with PNC Wealth Management in Tallmadge, Ohio, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PNC Investments since 2014 and held roles at PNC Bank between 2014 and 2018. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs with annual rebalancing.

Joseph Dazey is a CFP® with 28 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Akron, Ohio. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2008. Outside of his advisory role, he serves as a board member for a homeowners association in Hilton Head Island, South Carolina. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing 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.

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.

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.

Benjamin Caplinger is a financial advisor at Citizens Securities, Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and Equitable Advisors LLC. Prior to his financial services career, he spent over a decade at Sodexo. 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 both digital and managed account advisory options and operates 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.

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

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.

Logan Jones is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Cuyahoga Falls, OH, holding Series 63 and Series 65 credentials and four years of industry experience. He has been with FIFTH THIRD SECURITIES since 2021 and has worked with Fifth Third Bank since 2016. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients, including high-net-worth individuals, corporations, and trusts, through investment advisory and brokerage services. The firm offers a range of investment programs via its Passageway Managed Account Platform, incorporating multiple third-party portfolio managers and strategies such as mutual funds, ETFs, separately managed accounts, and direct indexing.

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.

Bruce Gilmore is a financial advisor with NewEdge Advisors in Canton, Ohio, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and AIG American General Life Insurance Company. Outside of advising, he is involved in fixed insurance sales, focusing on life, health, fixed and indexed annuities, long-term care, and disability products, and also works as a food delivery driver. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm provides a range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Jennifer Yeater is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Commonwealth since 2016. Her prior roles include 15 years at My Financial Group, Ltd. and over 29 years at King Financial Services. She is also involved in fixed insurance sales as a secondary business activity. 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 with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and various investment product options.

Michele Stuban Peters is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies and third-party models.

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.

William Sanders Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Sanders is also active as a life insurance agent through separate brokerages. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with 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.

Christian Moyer is a financial advisor at Hornor, Townsend & Kent, LLC with credentials including Series 63 and Series 65 licenses. He has been with Hornor, Townsend & Kent since 2024 and has prior experience working at Blu Dot Services and several educational institutions including the University of Akron and Chippewa schools. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a broad range of custody, execution, and brokerage services alongside investment advice.

Gregory Osterland is a ChFC® credentialed financial advisor with 18 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company since 2007. Osterland also has a longstanding role at the University of Akron since 1999. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a large network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Shannon Davis is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. With seven years of industry experience, Shannon has worked at several firms including Retirement Plan Advisors, LLC and Transamerica Financial Advisors, Inc. Outside of advising, Shannon volunteers with the American Lung Association and serves on a committee for a local golf outing. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process with risk-based mutual fund portfolios and offers education and support services such as seminars and personalized retirement planning.