Lisa D'amico is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Katerina Siamidis is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Citizens Securities and affiliated entities since 2017. In addition to her advisory role, she is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

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 at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner in 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, providing both investment advisory and brokerage services. The firm offers a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

Susan Meissner is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 63 designation and has been with Stratos and LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs a primarily independent contractor model and utilizes an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning services.

John Gross is a financial advisor at Citizens Securities, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citizens Securities and LPL Financial, among other firms. Citizens Securities serves a broad retail client base that includes individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of two nonprofit organizations: She Elevates and the Stark County Hunger Task Force. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides a digital advisory program alongside managed accounts and operates as both a broker-dealer and insurance agency.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Gemini Investment Strategies LLC, PNC Investments, Edward Jones, and Key Investment Services. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Ryan Mckay is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with Rockefeller Financial LLC and previously worked at Merrill for 12 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform, and it is notable for operating as a registered broker-dealer with capabilities in placement and investment banking services.

Richard Wunderlich Jr. is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Mariner Investment Group, America Northcoast Securities, and Evanich Accounting & Tax LLC, where he currently serves as senior accountant and consultant. Outside of advisory work, he is the managing member of Evergreen Financial Services, providing tax and business strategy services, and NB RE Advisors, which offers real estate advisory and contracting services. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm serves individuals, retirement plans, trusts, charitable organizations, and corporations, using a variety of managed programs and investment approaches that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Ricky Chisholm II is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he operates Weaveinns LLC, a business that sells beauty products to women. Citizens Securities, Inc. serves individual and high-net-worth investors as well as 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, and it operates as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

James Finlay is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Citizens Bank and Citizens Securities since 2016, as well as at PNC Wealth Management from 2012 to 2016. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, with a combined approach involving both discretionary advisory and commission-based brokerage activities.

Ryan Falsone is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Key Investment Services, HSBC, and Northwest Bank. Citizens Securities serves a diverse retail client base, providing investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

David Farragher is a CFP® professional with 18 years of industry experience. He currently works at Citizens Securities, Inc. and previously spent 13 years at The Huntington Investment Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both advisory programs and brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while Citizens Securities also operates as a broker-dealer and insurance agency.

Andrew Good is a financial advisor with Commonwealth Financial Network and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he is involved in basketball as a referee and coach. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors, offering a variety of advisory programs and services including discretionary model portfolios and wealth management solutions. The firm provides operational, trading, technology, compliance, and practice-management support to advisors who typically offer advice under their own brand names while operating under Commonwealth’s supervision.

Robert Kish is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at Citizens Securities, The Prudential Insurance Company of America, and Edward Jones. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that uses algorithm-driven risk assessments and implements investments via approved model strategies managed by PNC or third parties.

Jeffrey Chahine is a financial advisor with Eagle Strategies (NY Life) in Canfield, OH, holding a Series 63 license and over 21 years of industry experience. He has been with Eagle Strategies since 2013 and is also president and shareholder of his own CPA firm, Jeffrey J. Chahine, CPA, Inc., which he has operated since 1995. Outside of finance, he serves as Chief Financial Officer for Trilogy Asset Investments, Inc., a real estate development company. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of advisory programs, emphasizing tailored recommendations and managing a predominantly non-discretionary asset base within an integrated New York Life affiliate structure.

Andriy Sachovskyy is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience with Citizens Bank, Alec Enterprises Inc., Drury Plaza Hotel, Cleveland State University, and Ivan Mukha Construction. He is also listed as an other signer for Halych Express LLC, a role primarily assisting with business account matters. 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’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Greg Beacom is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior experience includes roles at Key Investment Services, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach activities. 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 separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Jennifer Vanadia is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Citizens Securities since 2015. 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, and it operates as a broker-dealer and insurance agency.