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 financial advisor at Carson Wealth with one year of industry experience and holds a Series 65 designation. She is also the owner and partner of Graves & Graves, LLC dba The Graves Law Firm, where she has worked since 2013, representing clients in estate planning. Additionally, she holds an insurance license and sells life, health, disability, annuities, and long-term care insurance. CWM, LLC is an enterprise platform managing approximately $50.6 billion across a network of more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using both fundamental and technical analysis.

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 Guardian Life in Canton, OH, holding a Series 63 designation and 28 years of industry experience. He has previously worked at Park Avenue Securities, Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency, Inc. He serves on the finance committee at Tuscarawas Central Catholic High School. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

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 at Citizens Securities, Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including W&S Brokerage Services, Western and Southern Life, and Northwestern Mutual. Prior to his career in finance, he held positions at Pittsburgh National Golf Club and Winwood Day Camp. 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 and a Managed Account program, operating as both a broker-dealer and an insurance agency.

Joseph Wagner is a financial advisor with NewEdge Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management and LPL Financial. He is based in North Canton, Ohio. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Travis Lichtenfeld is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Citizens Securities and Citizens Bank since 2015. In addition to his advisory role, he owns and operates a vending machine business, C & L Vending Services, which he has managed since 2005. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm provides both a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency within a larger banking organization.

James Kampetis is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Carson Wealth and CWM, LLC and has previously worked at Aptus Wealth Management, Merrill, and E.E. Powell & Company, Inc. He has experience both as a self-employed advisor and at multiple wealth management firms. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach guided by an Investment Committee and offering tailored investment solutions.

Joseph Muratore is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with Citizens Securities since 2017 and previously worked at M&T Securities from 2015 to 2017. 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 approach includes a digital advisory program and managed accounts, operating under the ownership of Citizens Bank, N.A.