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.

Paul Guerra is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management dba Southport Capital, LPL Financial, Wells Fargo Advisors Financial Network, and Brookshire Wealth Management, where he spent over two decades. Guerra is also a licensed insurance producer with over 30 years in insurance sales and is the owner of Brookshire Wealth Management, a DBA under which he provides advisory services. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by internal due diligence and a range of operational tools.

Brandon Lancaster is a financial advisor at Independent Advisor Alliance, LLC with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has worked with firms including LPL Financial and Independent Financial Partners. Lancaster also operates New Market Financial Experts LLC, a business entity for tax and investment purposes. Independent Advisor Alliance serves a diverse client base ranging from individuals to charitable organizations and retirement plans. The firm provides asset management, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary portfolio management strategies supported by various analytical techniques and technology platforms.

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.

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 with Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining his current firm in 2011. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

Gary Schindler is a financial advisor at Citizens Securities, Inc. with Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at firms including The Huntington Investment Company, LPL Financial, and National Planning Corporation. 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.

Lindsay Graves is a Series 65-licensed financial advisor with CWM, LLC based in North Canton, Ohio, and has one year of industry experience. Prior to joining CWM and Carson Wealth in 2025, Graves has been the owner and partner of Graves & Graves, LLC dba The Graves Law Firm since 2013, where she provides estate planning services. She is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and retirement plan services.

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.

Blake Castaldo is a financial advisor with Eagle Strategies (New York Life) based in Canton, Ohio, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with various New York Life entities since 2009 and is the owner of Eagle Wealth Partners LLC d/b/a Lifetime Wealth Partners, which brokers non-registered insurance products and sells New York Life products and services. Eagle Strategies serves a diverse client base including individuals and institutions, 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.

Nathan Kaufman is a CFP® with 24 years of industry experience, currently serving at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages selective forestry contracts on family property in 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 operates both digital and managed account advisory programs and maintains connections as a broker-dealer and insurance agency.

Thomas Albers is a financial advisor at Ameritas Advisory Services, LLC with 53 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas and related entities since 2006. He is also president and owner of Total Asset Planning, an independent insurance agency he founded in 1985. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment models and platforms, combining proprietary and third-party solutions to build customized portfolios.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

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 serves as a co-trustee and power of attorney for the Eugene R Chodzin Living Trust. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform and a Managed Account program, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Nicholas Dzielski is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at W&S Brokerage Services, Western and Southern Life, and Northwestern Mutual. 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 alongside managed account options, and operates as a broker-dealer and insurance agency.