Timothy Valentine is a CFP® with eight years of industry experience, currently serving as a Private Wealth Advisor and CEO at Valentine Wealth Advisors within OneSeven. His prior experience includes roles at Ameriprise Financial Services, Balanced Wealth Group, and Horace Mann Investors. Outside of finance, he is the co-founder of Dirty Outdoors LLC, a hunting apparel business with plans to offer guided hunts. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach using diversified portfolios with access to alternatives and private placements, while offering discretionary and non-discretionary arrangements supported by internal due diligence and partnerships with independent managers and third-party platforms.

Samantha Felger is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and six years of industry experience. She has been with Navy Federal Investment Services and its affiliated entities since 2021, following prior roles at First Command Financial Planning and Mariner Finance. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union alongside individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management, utilizing third-party portfolio managers and model-driven asset allocation through the Envestnet platform.

Robert Milan is a financial advisor with TCFG Investment Advisors, LLC in Canton, Ohio, holding 26 years of industry experience. He has worked with the TCFG group of companies since 2017 and has been associated with National Planning Corporation since 2013. Outside of his advisory role, Milan also operates Milan & Associates LLC, where he provides tax preparation services for individuals, small businesses, and corporations. TCFG Investment Advisors offers investment advisory and planning services to a diverse client base, including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and provides both discretionary and non-discretionary portfolio management, along with financial planning and consulting services.

Daniel Dague is a financial advisor with Prosperity Wealth Management, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and with 30 years of industry experience. He has worked at Prosperity Wealth Management since 2019 and has been involved with Fortune Financial Services and Buckeye Tax Service for over a decade. Dague is an enrolled agent with the IRS and part owner of Buckeye Tax and Financial Service, where he prepares taxes and conducts commission-based insurance sales, including fixed annuities and Medicare supplemental and advantage plans. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients, focusing on tailored portfolio supervision with quarterly reviews and a diversified investment approach that includes oversight of third-party money managers.

Robert Nicholas is a financial advisor at Pinnacle Investments, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Investments since 2019 and Essex Securities LLC since 2005. In addition to his advisory work, he owns and operates Robert L. Nicholas Insurance Agency, which provides general insurance services including property, casualty, and bonds. Pinnacle Investments is a multi-team SEC-registered investment adviser with approximately $1.06 billion in assets under management and about 50 advisors. The firm serves nearly 2,000 clients including individuals, high-net-worth investors, retirement plans, trusts, charitable organizations, and institutions, offering financial planning, portfolio management, and advisory consultations through both internal and third-party managers.

Joseph Hassen is a financial advisor at LexAurum Advisors in Canton, Ohio, with 12 years of industry experience. He holds a Series 66 license and has worked previously at Nationwide Securities LLC and Nationwide Financial. Outside of his advisory work, he serves as President of the Rotary Club of Plain Township and as Vice President of the North Canton Little League. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm employs a multi-advisor team approach, managing approximately $1.27 billion with a focus on diversified portfolios aligned with modern portfolio theory and utilizing model allocations primarily implemented through low-cost ETFs.

Jordan Evans is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 65 and Series 63 licenses and has worked in various roles at Citizens Securities and Citizens Bank since 2020. Prior to joining Citizens, he held positions at Charter Communications and AeroTek. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs, 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 activities.

Clinton Miller is a CFP® with 12 years of industry experience and currently serves as an Investment Advisory Representative at Kestra Advisory. He has worked at Kestra Advisory and affiliated entities since 2019 and previously held roles at Hummel Wealth Management and The O. N. Equity Sales Company. In addition to his advisory work, he is a registered field assistant and practice manager at Pleasant Wealth LLC and holds a position as an insurance agent with Business Underwriters Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment services, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Mary Winch is a financial advisor with Stratos Wealth Partners, Ltd in Salem, Ohio, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2012. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm employs an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Jo Ann Desmarteau Trusnik is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses with 42 years of industry experience. She has been with 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’s advisory offerings include a digital advisory program using proprietary algorithms and a Managed Account program, supported by its affiliation with Citizens Bank, N.A.

Philip Warner is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including a decade at J.P. Morgan Securities prior to joining Citizens Securities. He is also a notary. Citizens Securities serves a wide retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program and managed accounts, with assets managed through ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Sol Chalhoub is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments and Fifth Third Securities. 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 as both a broker-dealer and insurance agency.

Gary Schindler is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services LLC, Chemical Bank, Cetera Investment Advisors LLC, LPL Financial, LLC, and First Place Bank. 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 program using proprietary algorithms and a Managed Account program, with a business model that integrates bank, broker-dealer, and advisory services.

Nathan Kaufman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kaufman manages selective forestry contracts on family property in Coshocton, Ohio. 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 provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles, in addition to managed accounts and commission-based brokerage solutions.

Kenneth Chodzin is a financial advisor at Citizens Securities, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2017, following five years at J.P. Morgan Securities. He also serves as a co-trustee and power of attorney contact for a family living trust. 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 provides both a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Jeffry Axe is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Citizens Securities Inc. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities, offering multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank strategies.

Travis Lichtenfeld is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2015. Outside of finance, he owns and operates C & L Vending Services, a business managing automated snack and beverage vending machines since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Brian Shreve is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Citizens Securities since 2016, following a brief period at PNC Investments LLC the same year. Citizens Securities serves a wide range of retail clients, including individuals, high-net-worth investors, and retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program featuring ETF-based portfolios managed via proprietary algorithms, alongside a Managed Account program and commission-based brokerage services.

Edward Pero is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Citizens Securities since 2013. 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 manages both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.