Philip Warner is a financial advisor with Citizens Securities, Inc. in North Canton, OH, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including a decade at J.P. Morgan Securities prior to joining Citizens Securities. He is also a notary. Citizens Securities serves a wide 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, with assets managed through ETF-based portfolios tailored by proprietary algorithms and client risk profiles.

Sol Chalhoub is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He holds a Series 66 designation and has worked previously at PNC Investments and Fifth Third Securities. 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 as both a broker-dealer and insurance agency.

William Mangano is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® and Series 63 credentials and has 43 years of industry experience. He has been associated with NY Life Insurance Co. since 1982 and Nylife Securities Inc. since 1983. Outside of his advisory work, he serves as treasurer and officer of the James Place Condominium Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and provides advice through multiple program types, with the majority of assets managed on a non-discretionary basis.

Gary Schindler is a financial advisor at Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior roles include positions at The Huntington Investment Company, Cetera Investment Services LLC, Chemical Bank, Cetera Investment Advisors LLC, LPL Financial, LLC, and First Place Bank. 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 program using proprietary algorithms and a Managed Account program, with a business model that integrates bank, broker-dealer, and advisory services.

Anthony Mangano is a financial advisor with Eagle Strategies (New York Life) and holds a Series 66 designation. He has 16 years of industry experience, including roles at Eagle Strategies since 2013 and affiliated firms since 2007. Outside of his advisory work, he is involved in brokering non-New York Life fixed products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Salinsky Lucas is a financial advisor at Voya Financial Advisors, Inc. with 17 years of industry experience. She holds a Series 66 credential and has previous experience at JPMorgan Chase Bank, J.P. Morgan Securities, and MissionSquare Retirement. Outside of her advisory role, she owns A and R Designs LLC, a business creating and selling handcrafted home decor, and operates a blog called Sailing with Mermaids that shares stories about autism and family travel. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary recommendation-based programs and operates both as an SEC-registered investment adviser and a broker-dealer.

Kevin Shope is a financial advisor at Citizens Securities, Inc. in Boardman, Ohio, holding a Series 66 designation with 27 years of industry experience. He has been with Citizens Securities since 2008. Shope serves as Director President on the board of Dylan's House, a nonprofit organization. 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, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Nathan Kaufman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kaufman manages selective forestry contracts on family property in Coshocton, Ohio. 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 a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles, in addition to managed accounts and commission-based brokerage solutions.

Kenneth Chodzin is a financial advisor at Citizens Securities, Inc. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citizens Securities since 2017, following five years at J.P. Morgan Securities. He also serves as a co-trustee and power of attorney contact for a 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 provides both a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Travis Lichtenfeld is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2015. Outside of finance, he owns and operates C & L Vending Services, a business managing automated snack and beverage vending machines since 2005. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

Brian Shreve is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Citizens Securities since 2016, following a brief period at PNC Investments LLC the same year. Citizens Securities serves a wide range of retail clients, including individuals, high-net-worth investors, and retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program featuring ETF-based portfolios managed via proprietary algorithms, alongside a Managed Account program and commission-based brokerage services.

Edward Pero is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Citizens Securities since 2013. 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 manages both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Sidney Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over four decades of experience in financial services since beginning his career with Merrill in 1982. His early roles included work at the Chicago Board of Trade and the foreign exchange trading desk in New York, which provided him with insights into market drivers. Over the years, he has managed pension, trust, and individual assets and currently offers discretionary portfolio management incorporating a range of individualized and third-party strategies. Sid holds a Bachelor's degree in Finance and Economics from Miami University of Ohio and has completed the Executive Education Program at the University of Chicago Booth School of Business. His professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been recognized repeatedly by Barron's as one of the Top 1,200 Financial Advisors and by Forbes as a Best-In-State Wealth Advisor and as part of the Jones Wealth Management Group Best-in-State Wealth Management Team. Sidney is a founding member of the Boardman Schools Fund for Educational Excellence endowment and supports several community initiatives such as Making Kids Count and Beatitude House. He sponsors significant local events including one of Ohio's largest high school cross-country track meets. Sid resides in Boardman with his family and enjoys fishing, football, golfing, and reading.

Sherri Clay is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 14 years of industry experience. Prior to joining Rockefeller Financial in 2026, she worked at Bank of America for five years and Merrill for 27 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Dominic Corso is a financial advisor at Rockefeller Financial LLC with 11 years of industry experience. He holds the Series 66 designation and previously worked at Merrill and Bank of America. Outside of his advisory work, he owns Onward Enterprises LLC, an e-commerce business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides a range of portfolio management, financial planning, and consulting services, operating uniquely as both an investment adviser and a registered broker-dealer.

Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds the Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. for 27 years before joining Rockefeller Financial in 2026. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers comprehensive portfolio management and financial planning services, operates as a registered broker-dealer, and provides placement and investment banking services through an integrated investment platform.

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.

John O'Neil III is a financial advisor at The Huntington Investment Company with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services and Signet Jewelers Inc. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities with advisory and brokerage services. The firm offers multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers with proprietary Private Bank models, and provides management through various account structures and overlay services.

Quinn Jones is a Wealth Management Advisor with Merrill Lynch Wealth Management, working as part of the Jones Wealth Management Team serving clients in Canfield and Columbus, Ohio. He brings a focus on goals-based wealth management, helping clients navigate the complexities of their financial lives to build desired lifestyles and legacies. Quinn began his career in Chicago in 2014 at a boutique wealth management firm and completed the CERTIFIED FINANCIAL PLANNER® certification courses at DePaul University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned his Bachelor's Degree in Finance from Miami University, where he also studied abroad in Luxembourg and participated in an international business program in Asia. Outside of his professional work, Quinn is involved with the Bexley Schools Finance Advisory Council and City Year Columbus. He lives in Bexley, Ohio with his wife Molly and their goldendoodle Harlow. His personal interests include traveling, tennis, running, and activities on the water.

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.