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® 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.

Joseph Muratore is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citizens Securities since 2017, previously working 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 as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

Brian Shreve is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2016. Prior to that, he had brief tenures at PNC Investments LLC and a period of unemployment in 2016. 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 in partnership with SigFig, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.

Edward Pero is a financial advisor at Citizens Securities, Inc. with 30 years of industry experience. He has been with Citizens Securities since 2013 and holds Series 63 and Series 65 licenses. Citizens Securities serves a diverse retail client base, including individual and high-net-worth investors as well as individual retirement plans. The firm offers investment advisory programs, brokerage, and insurance services, including a digital advisory program that uses proprietary algorithms for ETF-based portfolios.

Coleman Chamarro is a financial advisor at Mariner with five years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Mariner in 2026, he worked at Janney Montgomery Scott LLC and Valmark Securities, among other firms. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to deliver customized discretionary portfolios that span multiple asset classes and also provides specialized ERISA retirement plan solutions.

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.

Bruce Dipietro is a CFA® charterholder with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously held roles at Brookshire Wealth Management, LPL Financial, and several other firms. He also serves as a director of Brookshire Wealth Management. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by sub-advisory arrangements and platform integrations.

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. in Canton, Ohio, holding a Series 63 designation and 42 years of industry experience. His prior work includes positions at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Advest, Inc. He has been with Benjamin F. Edwards since 2013. 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. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage services, insurance products, and M&A advisory services.

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.

Katerina Siamidis is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Citizens Securities and affiliated entities since 2017. In addition to her advisory role, she is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.

Tyler Kahler is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and four years of industry experience. Prior to joining MAI Capital Management, he worked at Storey & Associates and served at the Stark County, Ohio Probate Court. He is also winding down a law practice through Kahler Law Office, LLC, and manages agricultural activities on a family ranch during his personal time. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, institutional clients, and sports professionals. The firm employs a comprehensive approach across various asset classes and offers integrated financial planning, tax, and trust services, managing over $72 billion in assets as of mid-2026.

Jeffrey Sirak is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 66 designations and bringing 20 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Co. since 2006. He is a co-trustee of the Lindsay Morgan Sirak Living Trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party strategists, including a lower-fee digital advisory solution.

Matthew Mapley is a financial advisor at Citizens Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner in Run to YOU Racing, a road race management and operations business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, providing both investment advisory and brokerage services. The firm offers a digital advisory program and managed accounts, operating as a broker-dealer and insurance agency while being wholly owned by Citizens Bank, N.A.

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.

Susan Meissner is a financial advisor at Stratos Wealth Partners, Ltd with 19 years of industry experience. She holds the Series 63 designation and has been with Stratos and LPL Financial since 2015. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving individuals, retirement plans, corporations, nonprofits, and other institutional clients. The firm employs a primarily independent contractor model and utilizes an open-architecture approach, integrating multiple third-party platforms and managers to deliver customized portfolio management and financial planning services.

Chris Degiralomo is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 35 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 at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.