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 as a financial advisor at Citizens Securities, Inc. since 2009. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Kaufman manages selective forestry contracts on family property in Coshocton, 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 provides a digital advisory program that utilizes proprietary algorithms to recommend ETF-based portfolios tailored to client risk profiles, in addition to managed accounts and commission-based brokerage solutions.

Thomas Albers is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 52 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also has longstanding roles at TAP Insurance Agency and Ameritas Life Insurance Corp. Outside of his advisory work, he is president and owner of Total Asset Planning, an insurance sales business. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services using model portfolios, third-party sub-advisers, and custom strategies.

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 also serves as a co-trustee and power of attorney contact for a 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 provides both a digital advisory platform and managed accounts, and operates as a broker-dealer and insurance agency.

Jeffry Axe is a financial advisor with The Huntington Investment Company in Canton, Ohio, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC and Citizens Securities Inc. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities, offering multiple wrap-fee programs through an open-architecture model that incorporates third-party sub-managers and proprietary Private Bank strategies.

Jason Slates is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Huntington since 2010 and has also been associated with Ameriprise Financial Services, LLC since 2026. Outside of his advisory work, he owns rental properties. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform, combining third-party sub-managers and proprietary Private Bank models in an open-architecture investment approach.

Joseph Wagner is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with NewEdge Advisors since 2021, while also associated with Mid Atlantic Financial Management since 2015. NewEdge Advisors serves a diverse client base, including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Travis Lichtenfeld is a financial advisor at Citizens Securities, Inc. with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Citizens Securities and Citizens Bank since 2015. Outside of finance, he owns and operates C & L Vending Services, a business managing automated snack and beverage vending machines since 2005. 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’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as a broker-dealer and insurance agency.

James Kampetis is a CFP® with six years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior roles include positions at Carson Wealth, Aptus Wealth Management, and E.E. Powell & Company, Inc., as well as experience as a self-employed advisor. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving a diverse clientele that includes individuals, high-net-worth families, foundations, and institutional clients. The firm employs a discretionary management approach using model portfolios and integrates multiple investment strategies, offering a range of services including portfolio management, financial planning, and retirement-plan solutions.

Bailey Carani is a financial advisor with The Huntington Investment Company, holding Series 63 and Series 66 licenses and five years of industry experience. Carani has worked at Huntington entities since 2016, including positions at Huntington National Bank and The Huntington Investment Company. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.

Brian Shreve is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding a Series 66 designation with 15 years of industry experience. He has been with Citizens Securities since 2016, following a brief period at PNC Investments LLC the same year. Citizens Securities serves a wide range of retail clients, including individuals, high-net-worth investors, and retirement plans, offering both investment advisory and brokerage services. The firm provides a digital advisory program featuring ETF-based portfolios managed via proprietary algorithms, alongside a Managed Account program and commission-based brokerage services.

Edward Pero is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 credentials and having 30 years of industry experience. He has been with Citizens Securities since 2013. 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 manages both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Coleman Chamarro is a financial advisor at Mariner in Canton, OH, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has four years of industry experience, including prior roles at Janney Montgomery Scott LLC, Valmark Securities, Inc., and JPMorgan Chase Bank. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with integrated tax and accounting capabilities uncommon for a firm of its size.

James Scott is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. Prior to joining Independent Advisor Alliance in 2019, he worked at Independent Financial Partners and LPL Financial. 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 through a network model supported by technology platforms and a range of portfolio management approaches.

Joshua Thurman is a financial advisor at The Huntington Investment Company with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Huntington and its affiliated entities since 2014. Outside of his advisory role, Thurman serves as a board member for the North Canton Cares Pantry. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers a range of wrap-fee programs using an open-architecture model that combines third-party and proprietary investment strategies.

John Mullett is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and 16 years of industry experience. Prior to joining Kestra in 2019, he worked at Hummel Wealth Management, O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services. He is also the owner of Counterpoint Wealth, LLC, a pass-through entity used for business record keeping and cash flows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and plan-level investment advice. The firm serves a diverse client base ranging from plan sponsors to sovereign wealth funds and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.

Thomas Addessi is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 63 designation and has 42 years of industry experience. He has been with Benjamin F. Edwards since 2013. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, employing both strategic and tactical portfolio management approaches.

Elizabeth Hand is a CFP® with 15 years of experience in financial advisory services. She is currently with Kestra Advisory and has prior experience at The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of her advisory role, she is involved in ontological and group coaching and serves as a board member for Women’s Impact. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Matthew Diruzza is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. In addition to his advisory role, he is involved in selling group insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform.