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 at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, she serves as a Notary Public. Citizens Securities, Inc. serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based business lines and integrates proprietary digital advisory technology as part of its service offerings.

Lisa Becher is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has been with Huntington since 2007. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture investment model that incorporates third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs and portfolio management services.

Matthew Mapley is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner of 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, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is wholly owned by Citizens Bank, N.A.

Susan Meissner is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 18 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

John Gross is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 designations with 12 years of industry experience. His work history includes multiple roles at Citizens Securities and prior positions at LPL Financial LLC, Fifth Third Securities, and Northwestern Mutual Investment Services LLC. 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 operates a digital advisory program using ETF-based portfolios managed with proprietary algorithms, as well as a managed account program, while also functioning as a broker-dealer and insurance agency.

Jack Payne is a financial advisor at Citizens Securities, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Payne has also had multiple engagements with the Chautauqua Institution and experience in educational roles. 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 offerings include a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, he worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of She Elevates and the Stark County Hunger Task Force, both nonprofit organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform and managed accounts, operating alongside its broker-dealer and insurance activities.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 13 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 and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Eric Devine is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes prior roles at Ameriprise, Cetera Investment Advisers, Stratos Wealth Partners, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings, managing accounts through various program structures on the Envestnet MAS platform.

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 at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved with Weaveinns LLC, a business that sells beauty products to women. 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 provides a digital advisory program and a managed account program while operating 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 a Series 66 designation and has prior work history 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 business associated with his family. 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 provides a digital advisory program featuring ETF-based portfolios built on proprietary algorithms, alongside managed accounts and commission-based brokerage services.

Greg Beacom is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory role, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach. 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 features a digital advisory program that utilizes proprietary algorithms and client risk profiles to recommend ETF-based portfolios, in addition to maintaining commission-based brokerage operations.

Jennifer Vanadia is a financial advisor at Citizens Securities, Inc. in Chagrin Falls, Ohio, with 14 years of industry experience. She holds the Series 66 designation and has been with Citizens Securities since 2015. 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 provides a digital advisory program using proprietary algorithms and offers both discretionary managed accounts and commission-based brokerage services.

David Criss is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 21 years of industry experience. He has been with Citizens Securities since 2005. Outside of his advisory role, he serves as the successor Trustee and Power of Attorney for the Criss 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’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Zachary Brinkley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2014. Outside of his advisory role, he operates a tax preparation service offering flat-fee income tax return filings. 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 approach includes a digital advisory program and managed accounts, supported by proprietary algorithms and risk assessment tools.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Northcoast Research, and several other firms. 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 a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Macedonia, OH, holding a Series 66 designation and 19 years of industry experience. His prior work history includes roles at Citizens Bank, PNC Bank, and PNC Investments. Outside of his advisory work, he owns and manages a single-member LLC involved in real estate holdings. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, supported by its affiliation with Citizens Bank, N.A.

Donald Mack is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 65 and Series 63 licenses and has four years of industry experience. He has worked primarily within the Citizens organizations since 2019, with prior experience at American Income Life Insurance and Coach. Outside of his advisory role, Mack operates a small online business buying and selling Magic: The Gathering trading cards. Citizens Securities serves a wide retail client base including individuals and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, supported by its affiliation with Citizens Bank, N.A.