Susan Meissner is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 18 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

John Gross is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 designations with 12 years of industry experience. His work history includes multiple roles at Citizens Securities and prior positions at LPL Financial LLC, Fifth Third Securities, and Northwestern Mutual Investment Services LLC. 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 operates a digital advisory program using ETF-based portfolios managed with proprietary algorithms, as well as a managed account program, while also functioning as a broker-dealer and insurance agency.

Jack Payne is a financial advisor at Citizens Securities, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Payne has also had multiple engagements with the Chautauqua Institution and experience in educational roles. 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 offerings include a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, he worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of She Elevates and the Stark County Hunger Task Force, both nonprofit organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform and managed accounts, operating alongside its broker-dealer and insurance activities.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 13 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 and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Eric Devine is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and 13 years of industry experience. His career includes prior roles at Ameriprise, Cetera Investment Advisers, Stratos Wealth Partners, and LPL Financial. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture model combining third-party sub-managers and proprietary Private Bank offerings, managing accounts through various program structures on the Envestnet MAS platform.

Ryan Mckay is a financial advisor with ROCKEFELLER FINANCIAL LLC and holds a Series 66 designation. He has 10 years of industry experience, including 12 years at Merrill 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 a range of portfolio management, financial planning, and consulting services, while also operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking.

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 at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved with Weaveinns LLC, a business that sells beauty products to women. 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 provides a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

David Farragher is a CFP® professional with 18 years of industry experience. He is currently with Citizens Securities, Inc. and previously worked at The Huntington Investment Company and The Huntington National 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 operates both discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.

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 at PNC Wealth Management with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Prudential Insurance Company of America, Citizens Securities, Inc., Edward Jones, and other financial services firms. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and invests via approved mutual fund and ETF models 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 a Series 66 designation and has prior work history 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 business associated with his family. 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 provides a digital advisory program featuring ETF-based portfolios built on proprietary algorithms, alongside managed accounts and commission-based brokerage services.

Greg Beacom is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Key Investment Services, TD Ameritrade Investment Management, LLC, TD Ameritrade, Inc., and Scottrade, Inc. Outside of his advisory role, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach. 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 features a digital advisory program that utilizes proprietary algorithms and client risk profiles to recommend ETF-based portfolios, in addition to maintaining commission-based brokerage operations.

Jennifer Vanadia is a financial advisor at Citizens Securities, Inc. in Chagrin Falls, Ohio, with 14 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 and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program using proprietary algorithms and offers both discretionary managed accounts and commission-based brokerage services.

Melissa Cox is a Series 66-licensed financial advisor with 17 years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, having previously held roles at Ameriprise Financial and Purshe Kaplan Sterling Investments. Outside of her advisory role, she owns and operates two investment-related holding companies focused on buying and selling real estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and are integrated with Empower’s recordkeeping and administrative platforms.

Garrett Frank is a financial advisor with Lincoln Investment, holding a Series 63 designation and 13 years of industry experience. He previously worked at Ameriprise Financial Services and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of his advisory role, he is also licensed as an agent to service and sell fixed annuity products with multiple insurance firms. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a comprehensive range of financial planning and investment management services through both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by its Investment Management & Research team.

David Criss is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 21 years of industry experience. He has been with Citizens Securities since 2005. Outside of his advisory role, he serves as the successor Trustee and Power of Attorney for the Criss 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’s advisory offerings include a digital advisory program based on proprietary algorithms and a Managed Account program, operating as a broker-dealer and insurance agency under full ownership by Citizens Bank, N.A.

Zachary Brinkley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2014. Outside of his advisory role, he operates a tax preparation service offering flat-fee income tax return filings. 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 advisory program and managed accounts, supported by proprietary algorithms and risk assessment tools.