Daniel Duric is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Citizens Securities, he worked at KeyBank and its affiliated investment services firms. 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 managed in partnership with SigFig and a Managed Account program.

Ryan Prokopius is a financial advisor at Citizens Securities, Inc. with 23 years of industry experience. He has been with Citizens Securities since 2007 and holds Series 63 and Series 65 licenses. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

David Colwell is a financial advisor at Citizens Securities, Inc. in Cleveland, OH, holding Series 63, 65, and 66 licenses with 37 years of industry experience. He has worked at Citizens Securities since 2005. 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 operates both a digital advisory program and a Managed Account program and is wholly owned by Citizens Bank, N.A.

Douglas Esenwine is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Citizens Securities and Edward Jones during his career. 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 managed in partnership with SigFig and a Managed Account program, operating as a broker-dealer and insurance agency.

Sarah Boros is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has spent her career primarily with Citizens Securities and Citizens Bank. Boros is also a notary public. 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 operates both discretionary and non-discretionary platforms and is wholly owned by Citizens Bank, N.A.

Steven Kochovski is a financial advisor with Citizens Securities, Inc. He holds Series 66 and Series 63 licenses and has one year of industry experience. He previously worked at PNC Investments LLC and Citizens Bank. Outside of his advisory role, Kochovski is the owner of Kochovski Ventures LLC, a non-investment-related business. 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 a separate managed account program while operating as a broker-dealer and insurance agency.

Dawn Mullenax is a financial advisor at Citizens Securities, Inc. with 24 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 as well as individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, including a digital advisory program and a Managed Account program.

Jonathan Mesok is a financial advisor at Citizens Securities, Inc. with 22 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2008. Outside of his advisory role, he owns JRM Birchwood Holdings LLC, which involves managing rental property maintenance. 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 provides ETF-based portfolios through a digital advisory program and also engages in commission-based brokerage and other non-discretionary activities.

Carrie Robson is a financial advisor with Kestra Advisory in Canton, OH, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Ameriprise, Stifel Nicolaus & Co Inc, Merrill, and Robert W Baird & Co. Outside of her advisory work, she serves as a volunteer firefighter and EMT with the Washington Township Volunteer Fire Department. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional investors, and individuals. The firm offers comprehensive services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Seth Taha is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Clearing Services LLC, Bank of America, Merrill, and Uber. 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 alongside its broker-dealer and insurance agency functions.

Ryan Ricart is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked at Citizens Securities since 2017 and previously held roles at PNC Bank and PNC Investments from 2012 to 2017. 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 operates both a digital advisory platform and managed account services, and is wholly owned by Citizens Bank, N.A.

Nicholas Balante is a financial advisor at Citizens Securities, Inc. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at WestPoint Wealth Management, LLC and Equitable Advisors, 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, including a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios.

Michelle Hansen is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Citizens Securities, Inc., where she has worked since 2019, with brief tenure at TruStage and LPL Financial. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both advisory and brokerage services. The firm’s offerings include a digital advisory program managed in partnership with SigFig and a separate Managed Account program, operating under a combined bank, broker-dealer, and insurance model.

Susan Coy Kamph is a financial advisor with LPL Financial and Stratos Wealth Partners, Ltd, holding a Series 66 credential and bringing 24 years of industry experience. She has been with both firms since 2015. Kamph also operates under several affiliated business names related to Stratos Wealth Partners and serves as an independent investment advisor through Stratos Wealth Partners, Ltd. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds the Series 63 and Series 65 licenses and has worked exclusively within Citizens Securities and Citizens Bank throughout his career. Outside of his advisory role, he has worked as a laborer for Yankee Peddler Festival Inc. and also performs warehouse packing for Amazon on a part-time basis. Citizens Securities serves a broad retail client base including individual and high-net-worth investors as well as retirement plans. The firm provides both advisory and brokerage services, including a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2014. 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 using proprietary algorithms and a Managed Account program, operating within a combined bank, broker-dealer, and insurance agency structure.

Stacey Truelove is a financial advisor at Edward Jones in Canton, OH, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of over 10,000 advisors.

Georgia Beach is a financial advisor at Edward Jones with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to her current role, she worked at Origami Owl from 2013 to 2018. Outside of her advisory work, she is a wedding officiant available to friends and family at no cost. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.

George Morris III is a financial advisor at OSAIC with 39 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for nearly four decades. Outside of his advisory role, he serves as president of the Sustainable Opportunity Development Center, which provides business development and employee training in Salem, Ohio. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party solutions to construct and manage client portfolios.