Christopher Uren is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023. His prior experience includes roles at Fifth Third Bank, Citizens Bank, Walmart, and Huntington Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to a range of managed account programs through the Passageway platform, supporting various investment strategies from mutual funds to separately managed accounts.

Coleman Chamarro is a financial advisor at Mariner in Canton, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Janney Montgomery Scott LLC, Valmark Securities, Inc., and JPMorgan Chase Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

Danny Horn is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Brokers International Financial Services, Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, and WRP Investments. He is also the owner of a sole proprietorship, Senior Capital Services. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing various portfolio approaches and custodial platforms to meet client needs.

James Scott is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked at Independent Financial Partners and LPL Financial. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting through a network model supported by technology platforms and a range of portfolio management approaches.

Elizabeth Sharp is a financial advisor with FIFTH THIRD SECURITIES, Inc. She holds the Series 63 and Series 66 licenses and has 15 years of industry experience. Her work history is primarily with Fifth Third Securities and Fifth Third Bank. Outside of her advisory role, she owns and operates two small businesses, Depot No. 19, a seasonal baking venture, and Sharp's Cleaning Company, a residential and commercial cleaning service. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers via the Passageway Managed Account Program. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies including mutual fund and ETF models, separately managed accounts, and tax-overlay services.

Joshua Thurman is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Huntington and its affiliated entities since 2014. Outside of his advisory role, Thurman serves as a board member for the North Canton Cares Pantry. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

Thomas Addessi is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both strategic and tactical portfolio management approaches.

Matthew Diruzza is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. In addition to his advisory role, he is involved in selling group insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform.

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.

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.

Heather Katzenmeyer is a financial advisor at The Huntington Investment Company with 26 years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Advisors and Wells Fargo Advisors. The Huntington Investment Company serves individuals, charitable organizations, corporations, and business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and affiliate private bank portfolios.

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 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.

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.