Jeffrey Sirak is a financial advisor with Guardian Life and holds the ChFC® and Series 66 credentials. He has 20 years of industry experience and has worked with Park Avenue Securities, Guardian Life Insurance Co., and Sirak Financial Companies since 2006. Sirak serves as co-trustee of the Lindsay Morgan Sirak Living Trust alongside his wife. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client solutions through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.

Adam Shaw is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Steward Partners, he was associated with Ameriprise and Efficient Pipeline LLC. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services.

Chris Degiralomo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 36 years of industry experience. He has been with Commonwealth Equity Services, Inc. since 1995. Outside of his advisory role, he serves as a co-trustee for a family trust and provides tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 affiliated advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and a variety of investment options supported by custodial and clearing services.

Benjamin Reker is a financial advisor at Mariner with a Series 65 designation and two years of industry experience. He has previously worked at Cerity Partners, Signal Tree Financial Partners, LLC, Equitable Advisors, LLC, and Schulte & Company, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement plan consulting, and coordinated tax and Core Family Office services, utilizing discretionary, customized portfolios supported by both internal and third-party managers.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Key Investment Services LLC, Bank of America, Merrill Lynch, Wells Fargo Clearing, and PNC Wealth Management. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, offering a range of investment solutions including third-party asset manager relationships under a supervisory framework.

Scott Jones Jr. is a financial advisor at Guardian Life with four years of industry experience and holds the Series 66 designation. He has worked at Park Avenue Securities since 2022 and Guardian Life Insurance Company since 2019. Outside of advising, he is a licensed real estate agent in Ohio. Park Avenue Wealth Management, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment programs.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life in Canton, Ohio. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America for over two decades. Pryor also engages in insurance sales outside of Guardian Life on a limited basis. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by various proprietary and third-party platforms to tailor client relationships and financial solutions.

Michael McGervey is a financial advisor at Mariner with 10 years of industry experience and holds a Series 65 designation. Prior to joining Mariner in 2022, he founded and managed McGervey Wealth Management, LLC and McGervey Capital, LLC, where he worked from 2015 to 2022. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers, while also offering coordinated tax services and CFO capabilities uncommon for firms of its size.

Bruce Gilmore is a financial advisor with NewEdge Advisors in Canton, Ohio, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and AIG American General Life Insurance Company. Outside of advising, he is involved in fixed insurance sales, focusing on life, health, fixed and indexed annuities, long-term care, and disability products, and also works as a food delivery driver. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm provides a range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Michele Stuban Peters is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies and third-party models.

Denise Blevins is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior roles include positions at First Commonwealth Bank, Infinex Investments, Inc., The Huntington Investment Company, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

Perry Reghetti is a Series 66-licensed financial advisor with 26 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Marcum Wealth, LLC, Wunderlich Securities, Inc., and Reghetti & Associates, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic allocation across risk classes with both passive and active managers, supported by quantitative and fundamental research.

Kristina Beers is a financial advisor at OSAIC Institutions, Inc. with one year of industry experience. She holds a Series 66 designation and has previously worked at First Commonwealth Bank for eight years, along with roles in the hospitality sector. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure.

Justin Nodo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has been with Fifth Third Bank since 2017. Prior to his financial career, he worked at Kent State University from 2013 to 2017. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and an optional tax-overlay service, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Thomas Breckenridge is a ChFC®-designated financial advisor with Guardian Life in Canton, Ohio, bringing 24 years of industry experience. He has been with Guardian Life and its affiliate since 2006. He serves on the Malone University Estate Planning Advisory Council, which meets biannually to discuss estate planning topics and strategies related to university endowments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-managed and model-based investment strategies with access to proprietary and third-party platforms, offering tailored financial planning and consulting services.

Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

David Ciccarelli is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliates since 1998. Outside of his advisory role, he is involved with Innovatus Wealth Advisors LLC, which he uses for tax purposes and plans to expand as a DBA. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Nicole Bergener is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. She has been in the industry since 2016, having worked at LPL Financial and IFP Securities before joining her current firm. Prior to entering financial services, she spent five years at Signet Jewelers. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to deliver its services.