Brian Shreve is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at PNC Wealth Management and Edward Jones. He has been with Citizens Securities since 2016. 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 range of advisory options, including a digital advisory program and a Managed Account program, while operating as a broker-dealer and insurance agency.

Edward Pero is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He has been with Citizens Securities since 2013 and holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms for ETF-based portfolios.

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.

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Katerina Siamidis is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Citizens Securities and affiliated entities since 2017. In addition to her advisory role, she is a Notary Public. 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’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

Matthew Mapley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner in Run to YOU Racing, a road race management and operations business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing both investment advisory and brokerage services. The firm offers a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Susan Meissner is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 63 designation and has been with Stratos and LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs a primarily independent contractor model and utilizes an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning services.

John Gross is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and LPL Financial, among other firms. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of two nonprofit organizations: She Elevates and the Stark County Hunger Task Force. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates as both a broker-dealer and insurance agency.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Gemini Investment Strategies LLC, PNC Investments, Edward Jones, and Key Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Richard Wunderlich Jr. is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Mariner Investment Group, America Northcoast Securities, and Evanich Accounting & Tax LLC, where he currently serves as senior accountant and consultant. Outside of advisory work, he is the managing member of Evergreen Financial Services, providing tax and business strategy services, and NB RE Advisors, which offers real estate advisory and contracting services. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm serves individuals, retirement plans, trusts, charitable organizations, and corporations, using a variety of managed programs and investment approaches that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Ricky Chisholm II is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he operates Weaveinns LLC, a business that sells beauty products to women. Citizens Securities, Inc. serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, and it operates as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

James Finlay is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Citizens Bank and Citizens Securities since 2016, as well as at PNC Wealth Management from 2012 to 2016. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, with a combined approach involving both discretionary advisory and commission-based brokerage activities.

Ryan Falsone is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Key Investment Services, HSBC, and Northwest Bank. Citizens Securities serves a diverse retail client base, providing investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Andriy Sachovskyy is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience with Citizens Bank, Alec Enterprises Inc., Drury Plaza Hotel, Cleveland State University, and Ivan Mukha Construction. He is also listed as an other signer for Halych Express LLC, a role primarily assisting with business account matters. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside 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.

Greg Beacom is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior experience includes roles at Key Investment Services, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach activities. 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’s advisory offerings include a digital advisory program and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Jennifer Vanadia is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 15 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 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, and it operates as a broker-dealer and insurance agency.

Zachary Brinkley is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Citizens Securities since 2014. Brinkley also operates a tax preparation service, Brinkley’s Tax Service, which provides income tax return preparation for a flat fee. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory and brokerage services. The firm features digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northcoast Research. 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 services include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Citizens Bank and PNC Investments. 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 and a Managed Account program, with the firm also operating as a broker-dealer and insurance agency.