Donald Mack is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Citizens Bank and American Income Life Insurance. Outside of his advisory role, he operates a small online business buying and selling Magic the Gathering trading cards. 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 platform utilizing proprietary algorithms and a Managed Account program, while maintaining a combined bank, broker-dealer, and advisory structure.

Daniel Duric is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at KeyBank, Key Investment Services LLC, Citizens Bank, and Dollar Bank. 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 with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Douglas Esenwine is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones and Citizens Bank. Esenwine has been with Citizens Securities in various roles since 2014. Citizens Securities serves individual and high-net-worth investors and offers a range of investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

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 worked in various roles within Citizens Bank and Citizens Securities since 2003. Additionally, she serves as a notary public. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Brian Hoeckh is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He has been with Citizens Securities since 2010 and previously worked at M&T Securities, Inc. from 2007 to 2010. He holds Series 63 and Series 65 licenses. 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 Managed Account program, with operations supported by its ownership by Citizens Bank, N.A.

Steven Kochovski is an advisor at Citizens Securities, Inc. with Series 66 and Series 63 licenses and one year of industry experience. He has held roles at Citizens Bank and PNC Investments, and is also the owner of Kochovski Ventures LLC, a non-investment-related business. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory options include a digital advisory program and a Managed Account program, supported by its status as a broker-dealer and insurance agency.

Dawn Mullenax is a financial advisor at Citizens Securities, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked at 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 provides both a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Jonathan Mesok is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with Citizens Securities since 2008. Outside of his advisory role, he is the owner of JRM Birchwood Holdings LLC. 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 provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

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 nine years of industry experience. He holds the Series 66 designation and has previously 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 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.

Ryan Ricart is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to joining Citizens Securities in 2017, he worked 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 and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm operates a digital advisory program and a Managed Account program and is 100% owned by Citizens Bank, N.A.

Nicholas Balante is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds a Series 66 designation and has previously worked 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, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program that uses proprietary algorithms to recommend ETF-based portfolios based on client risk profiles, as well as a Managed Account program.

Michelle Hansen is a financial advisor with Citizens Securities, Inc. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes multiple tenures at Citizens Securities and LPL Financial 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 advisory offerings that include a digital advisory program managed in partnership with SigFig and a separate Managed Account program.

Susan Coy Kamph is a financial advisor with Stratos Wealth Partners, Ltd and holds a Series 66 designation. She has 25 years of industry experience, including previous roles at The Huntington Investment Company and National Planning Corporation. Kamph has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach with a model that emphasizes independent advisor representatives delivering discretionary and non-discretionary portfolio management supported by multiple third-party platforms and sub-advisors.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds Series 65 and Series 63 licenses. Outside of his advisory work, he has worked as a laborer in construction for the Yankee Peddler Festival and performs part-time warehouse packing for Amazon. 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 separate Managed Account program, while also operating as a broker-dealer and insurance agency.

Austin Holbrook is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 25 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 retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program partnered with SigFig and a Managed Account program, while operating as a broker-dealer and insurance agency.

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 holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation from 1986 to 2025. 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 Wealth serves a diverse client base including retail investors, high-net-worth individuals, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation, discretionary strategies, third-party managers, and alternative investments within a large multi-advisor platform.