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.

Katerina Siamidis is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Citizens Securities and Citizens Bank since 2015. Outside of her advisory work, she serves as a Notary Public. Citizens Securities, Inc. serves a diverse retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and commission-based business lines and integrates proprietary digital advisory technology as part of its service offerings.

Lisa Becher is a financial advisor with The Huntington Investment Company, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has been with Huntington since 2007. 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 employs an open-architecture investment model that incorporates third-party sub-managers and proprietary Private Bank offerings, delivering a range of wrap-fee programs and portfolio management services.

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 Primerica Advisors in Canton, OH, holding the ChFC® and Series 66 credentials and bringing 19 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Co., and operates Sirak Financial Companies since 2006. Outside of his advisory role, he serves as co-trustee of the Lindsay Morgan Sirak Living Trust. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Matthew Mapley is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Citizens Securities since 2013. Outside of his advisory role, he is an owner and partner of 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, offering investment advisory programs, brokerage, and insurance services. The firm operates both digital and managed account advisory programs and is 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 with Stratos Wealth Partners, Ltd, holding a Series 63 designation and 18 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

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. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors and their clients with a range of advisory programs and services. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside firm-managed model portfolios.