Travis Lichtenfeld is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with Citizens Securities since 2017, with prior roles at Citizens Bank. Outside of his advisory work, he owns and operates C & L Vending Services, a vending machine business active since 2005. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering both advisory and brokerage services. The firm provides digital and managed account advisory programs alongside its broker-dealer and insurance operations.

Joseph Muratore is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Citizens Securities since 2017 and also works with M&T Securities since 2015. 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 digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Brian Shreve is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2016. Prior to that, he had brief tenures at PNC Investments LLC and a period of unemployment in 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program in partnership with SigFig, as well as a Managed Account program, and operates 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.

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 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.

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.

Jack Payne is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and Dollar Bank. Payne has held various roles at the Chautauqua Institution and John Carroll University. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program with ETF-based portfolios and manages accounts on a discretionary basis alongside commission-based brokerage and other services.

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 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including 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 approach includes a digital advisory program and managed accounts, with a platform that uses proprietary algorithms and client risk-tolerance assessments to recommend ETF-based portfolios.

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.

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 with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Key Investment Services, Key Bank National Association, HSBC, Northwest Bank, and Collins & Collins LLC. 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 focus that includes a digital advisory program and a Managed Account program.

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. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His prior roles include positions at Scottrade, TD Ameritrade, and Key Investment Services. Outside of his advisory work, he serves as a deacon at Heritage Reformed Baptist Church. 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 offerings include a digital advisory platform and managed accounts, operating as both 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.