David Criss is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio. He holds a Series 66 designation and has 21 years of industry experience, all with Citizens Securities since 2005. Outside of his advisory role, he serves as successor trustee and power of attorney for the Criss Family Living Trust without compensation. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans. The firm provides both advisory and brokerage services, offering a digital advisory program alongside managed accounts, and 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.

Donald Mack is a financial advisor at Citizens Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked primarily within Citizens Securities and Citizens Bank since 2019. Outside of his advisory role, Mack 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 and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, complemented by commission-based brokerage and non-discretionary services.

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.

Ryan Prokopius is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Citizens Securities since 2007. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers a range of investment advisory programs, brokerage, and insurance services, including a digital advisory program managed in partnership with SigFig and a Managed Account program.

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 a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked previously with PNC Investments and Citizens Bank. Outside of his advisory role, he 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 retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency under full ownership of Citizens Bank, N.A.

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 eight years of industry experience. He holds a Series 66 designation and has worked at several financial firms, including Wells Fargo Clearing Services LLC, Bank of America, and Merrill. His background also includes roles outside finance, such as positions at Uber, Carey Plumbing, AJ Rocco's, and Lee Rd. Petro. 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’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.

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.

Christopher Yappel is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 65 and Series 63 credentials. Outside of his advisory role, he has worked in construction labor for Yankee Peddler Festival Inc. and warehouse packing for Amazon on a part-time basis. 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’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, alongside commission-based brokerage and other non-discretionary business.

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.