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.

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.

Patrick Helderman is a financial advisor with Edward Jones in Hartville, OH, holding CFP® and Series 66 designations and possessing nine years of industry experience. He has been with Edward Jones since 2016 and serves concurrently in the U.S. Army Ohio Army National Guard as a CH-47F helicopter pilot. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

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.

Kimberly Caldwell is a Series 66-licensed financial advisor with Edward Jones in North Canton, OH. She has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Michael Messina is a financial advisor with Edward Jones in Alliance, OH, holding Series 63 and Series 65 designations and having 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and money market funds. The firm operates an SEC-registered advisory program and manages approximately $1.01 trillion in assets, supported by a large nationwide network of advisors and branch offices.

Derwood Miller is a CFP® professional based in Hartville, OH, with 29 years of industry experience. He has worked at LPL Financial since 2020 and held various roles at Avantax entities from 1997 to 2020. Outside of his advisory work, he owns a business called Wildlife Limited, Ltd. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Corey Richards is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2016. Prior to that, he was with Bank of America and Merrill from 2014 to 2016 and was involved with Trentens Passage LLC d/b/a Paradise Kingdom from 2007 to 2016. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Todd Downerd is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 22 years of industry experience and has been with J.P. Morgan Securities for 14 years. Outside of his financial career, he is a guitarist with the musical group Stay Gone. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joseph Betts Jr. is a financial advisor with LPL Financial in Hartville, OH, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at Avantax Insurance Agency, Avantax Investment Services, and M.J. Miller & Co., CPA's LLC, where he is involved in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting services supported by proprietary research, third-party subadvisors, and technology-driven portfolio management.

Nicholas Messina is a financial advisor at Edward Jones with a Series 66 designation and over four years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Johns Towing, Chipotle, Walsh University, and Southeast High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs and fiduciary services through a nationwide network of over 23,000 financial advisors.