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.

Samuel Ramirez is a CFP® professional with 14 years of experience in the financial services industry. He is currently affiliated with Fifth Third Securities, Inc., where he has worked since 2019, and has prior experience at Huntington Investment Company and Merrill. Outside of finance, Ramirez is also involved in music performance and composition through his business, Samuel Ramirez Music. Fifth Third Securities, Inc. serves a diverse client base that includes individual, high-net-worth, and institutional investors through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account Program, providing clients with a range of investment options including mutual funds, ETFs, separately managed accounts, and tax-optimized strategies.

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.

Emily Sipes is a CFP® with seven years of industry experience, currently affiliated with Mercer Global Advisors Inc. Her career includes roles at Valmark Financial Group and a brief employment at Chipotle Mexican Grill. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using various asset management strategies, and offers specialized programs and client education initiatives.

Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio 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.

Dolores Alquist is a financial advisor with PNC Wealth Management in Akron, OH, holding Series 63 and Series 66 licenses and 29 years of industry experience. She has been with PNC Investments since 2010. Outside of her advisory role, she owns and operates businesses related to health and wellness, life coaching, and small business coaching. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered to eligible employees. The firm uses algorithmic tools to recommend investment risk bands and employs approved model strategies managed by PNC or third-party strategists.

Hannah King is a financial advisor at Commonwealth Financial Network with 12 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. King has worked at Commonwealth since 2016 and also operates King Financial Services, a business focused on fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and comprehensive back-office services.

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.

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.

Jean Phelps is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She held a position at UBS Financial Services for 19 years prior to joining Janney Montgomery Scott in 2026. Phelps holds a Series 63 designation. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base that includes individuals, families, trusts, estates, and institutional clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

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.

Brian Shreve is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at PNC Wealth Management and Edward Jones. He has been with Citizens Securities since 2016. 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 range of advisory options, including a digital advisory program and a Managed Account program, while operating 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.

Christopher Uren is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fifth Third Securities since 2023. His prior experience includes roles at Fifth Third Bank, Citizens Bank, Walmart, and Huntington Bank. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering both investment advisory and brokerage services. The firm provides access to a range of managed account programs through the Passageway platform, supporting various investment strategies from mutual funds to separately managed accounts.