Gary Sirak is a ChFC® with over 42 years of experience in the financial services industry, currently serving as an advisor at Primerica Advisors since 1999. Prior to this, he worked with Guardian Life Insurance Company of America starting in 1986. He is an author of multiple books, including *If Your Money Talked…* and *How To Retire and Not Die.* Sirak is also a board member of the Stark Community Foundation and has participated in local business development through the Impact Angel Fund in Canton, Ohio. Primerica Advisors operates as part of a larger enterprise, serving a diverse client base with brokerage and advisory services. The firm offers a mix of proprietary and third-party investment solutions, including model-based strategies and fee-based managed accounts, addressing individual investors, businesses, and retirement plans.

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Jordan Evans is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked primarily within the Citizens organization, including roles at Citizens Bank, INC and Citizens Securities, Inc. prior to his current position. Citizens Securities serves individual and high-net-worth clients with investment advisory programs, brokerage, and insurance services. The firm offers both a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with a broad retail client focus.

Michael Erchick Sr. is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company of America since 1990. In addition to his advisory role, he is involved in other insurance activities including property and casualty, individual, and group health insurance. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level features including lending solutions and tax-harvesting.

Neven Zelich is a financial advisor at Steward Partners Investment Advisory, LLC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Mid Atlantic Capital Corporation among other firms. He is a co-owner of Jenz, LLC, which manages his Ameriprise advisory business. Steward Partners Investment Advisory, LLC is an SEC-registered firm managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, and managed account solutions.

Daryl Oar is a financial advisor at Citizens Securities, Inc. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Citizens Securities since 2008. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program based on proprietary algorithms as well as a managed account program, and operates as a broker-dealer and insurance agency.

Brandon Lancaster is a financial advisor with Independent Advisor Alliance, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, among other firms. He operates New Market Financial Advisors, a business entity used for investment and tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines independent advisory representatives with access to multiple investment strategies and technology platforms, providing both discretionary and non-discretionary portfolio management.

Clinton Miller is a CFP® with 12 years of industry experience and currently serves as an Investment Advisory Representative at Kestra Advisory. He has worked at Kestra Advisory and affiliated entities since 2019 and previously held roles at Hummel Wealth Management and The O. N. Equity Sales Company. In addition to his advisory work, he is a registered field assistant and practice manager at Pleasant Wealth LLC and holds a position as an insurance agent with Business Underwriters Associates. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and discretionary investment services, managing approximately $79.8 billion in assets and serving clients ranging from individual investors to sovereign wealth funds.

Jo Ann Desmarteau Trusnik is a financial advisor at Citizens Securities, Inc. with 42 years of industry experience. She has been with Citizens Securities since 2015 and holds the Series 63 and Series 66 credentials. 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 a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Megan Dozier is a financial advisor at Citizens Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors for two years. Prior to her financial services career, she spent time in academic roles at St. Lawrence University and Rowan University, as well as in a prior company for over a decade. 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 provides a digital advisory program with ETF-based portfolios and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Philip Warner is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citizens Bank and Citizens Securities. Warner also maintains a notary commission. Citizens Securities serves a diverse 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 managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Christopher Labbe is a financial advisor with The Huntington Investment Company, holding a Series 66 designation and 27 years of industry experience. His work history includes multiple roles at Huntington National Bank and The Huntington Investment Company since 2010. The Huntington Investment Company serves individuals—including high-net-worth clients—charitable organizations, corporations, and other business entities, offering advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. The firm employs an open-architecture investment model that integrates third-party sub-managers and proprietary Private Bank models.

Sol Chalhoub is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at PNC Investments and Fifth Third Securities. He is based in Alliance, Ohio. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and 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, and it operates as a broker-dealer and insurance agency.

Adam Kenley is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with PNC Wealth Management since 2012. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account currently available as an invitation-only pilot for employees, which uses algorithm-driven risk assessments to select approved investment strategies implemented with mutual funds and ETFs.

Kurt Faulhaber is a financial advisor at Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards & Co since 2011. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services through in-house and third-party managed strategies.

Edward Mc Gervey is a Series 66-licensed advisor with Mariner in Canton, Ohio, bringing 24 years of industry experience. He previously led McGervey Wealth Management, LLC for 13 years before joining Mariner. Outside of advisory work, he serves as treasurer for The Lakes of Kings Creek Homeowners Association and is managing member of McGervey Holdings, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm implements discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

Gary Schindler is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work experience includes 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 as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program with ETF-based portfolios and a Managed Account program.

Lindsay Graves is a financial advisor at CWM, LLC with credentials including the Series 65. She has been with CWM and Carson Wealth since 2025 and has prior experience as the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has prepared and executed estate plans since 2013. In addition to her advisory role, she is an active attorney involved in estate planning and also holds a license to sell life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutions. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customized investment tools, with a particular focus on retirement-plan services and fiduciary oversight.

Amanda Silfani is a financial advisor with Eagle Strategies (NY Life) in Canton, Ohio, holding the ChFC® and Series 63 credentials and bringing 24 years of industry experience. She previously worked at William A. Hardy Financial Group for 16 years and has been associated with New York Life Insurance Company for 25 years. Outside of her advisory work, she volunteers as a Girl Scouts troop administrator, serves as vice president of the Beta Psi Beta Alumnae Chapter supporting collegiate philanthropy, and co-manages an Etsy shop specializing in art reprints and vintage items. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.