John Gross is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 designations with 12 years of industry experience. His work history includes multiple roles at Citizens Securities and prior positions at LPL Financial LLC, Fifth Third Securities, and Northwestern Mutual Investment Services LLC. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates a digital advisory program using ETF-based portfolios managed with proprietary algorithms, as well as a managed account program, while also functioning as a broker-dealer and insurance agency.

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.

Jack Payne is a financial advisor at Citizens Securities, Inc. He holds the Series 66 designation and has three years of industry experience. Prior to joining Citizens Securities in 2025, he worked at Equitable Advisors, LLC and Dollar Bank. Payne has also had multiple engagements with the Chautauqua Institution and experience in educational roles. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s offerings include a digital advisory program using proprietary algorithms and a managed account program, operating as both a broker-dealer and insurance agency.

Alex Maicks is a financial advisor at Hornor, Townsend & Kent, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Key Investment Services LLC, Bank of America, Merrill, and Wells Fargo in various capacities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Jarvis Hall is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience and holds a Series 66 designation. Prior to joining Citizens Securities, he worked at Fidelity Investments, Fisher Investments, and TD Ameritrade. He serves on the boards of She Elevates and the Stark County Hunger Task Force, both nonprofit organizations. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory, brokerage, and insurance services. The firm’s advisory programs include a digital advisory platform and managed accounts, operating alongside its broker-dealer and insurance activities.

Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Gemini Investment Strategies LLC, PNC Investments, Edward Jones, and Key Investment Services. 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 offerings include a digital advisory program managed with proprietary algorithms and a Managed Account program, operating as both a broker-dealer and insurance agency.

Tammy Knouff is a Series 66 licensed advisor with 16 years of industry experience. She has been with The Huntington Investment Company since 2010 and previously worked at Ameriprise. 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 a range of wrap-fee programs using an open-architecture model that incorporates third-party sub-managers, proprietary Private Bank models, and overlay services, with custodial support from National Financial Services.

Richard Wunderlich Jr. is a financial advisor with Money Concepts Capital Corp and holds Series 63 and Series 65 credentials. He has 34 years of industry experience, including roles at Mariner Investment Group, America Northcoast Securities, and Evanich Accounting & Tax LLC, where he currently serves as senior accountant and consultant. Outside of advisory work, he is the managing member of Evergreen Financial Services, providing tax and business strategy services, and NB RE Advisors, which offers real estate advisory and contracting services. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm serves individuals, retirement plans, trusts, charitable organizations, and corporations, using a variety of managed programs and investment approaches that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Ricky Chisholm II is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved with Weaveinns LLC, a business that sells beauty products to women. 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 provides a digital advisory program and a managed account program while operating as a broker-dealer and insurance agency.

Scott Jones Jr. is a financial advisor with Primerica Advisors based in Canton, OH, holding a Series 66 designation and three years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is a licensed real estate agent in Ohio. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently affiliated with Primerica Advisors in Canton, OH. He has worked at Park Avenue Securities since 2001 and at Guardian Life Insurance Company of America since 2000. Outside of his advisory role, he is involved in insurance sales beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and a digital advice platform, supporting both discretionary and non-discretionary accounts.

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.

Benjamin Brenneman is a financial advisor at The Huntington Investment Company with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise, Fifth Third Securities, and PNC Bank. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank portfolios, offering a variety of wrap-fee programs through the Envestnet platform.

Bruce Gilmore is a financial advisor with NewEdge Advisors in Canton, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with NewEdge Advisors since 2021 and concurrently holds roles at Mid Atlantic Financial Management, Inc. and Mid Atlantic Capital Corporation since 2015. Outside of his advisory work, he is also involved in fixed insurance sales and has experience as a food delivery driver. 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, utilizing asset allocation across mutual funds, ETFs, and individual securities.

Michele Stuban Peters is a financial advisor with Benjamin F. Edwards & Company, Inc. She holds Series 63 and Series 65 designations and has 44 years of industry experience. She has been with Benjamin F. Edwards since 2015. Benjamin F. Edwards & Company serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, corporations, and institutions. The firm offers a range of investment and financial planning services through fee-based wrap programs, using strategies managed internally and by third-party managers.

Denise Blevins is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at First Commonwealth Bank and Infinex Investments since 2018, previously serving at The Huntington Investment Company and LPL Financial. Outside of advisory roles, she is involved in banking activities at First Commonwealth Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan support, and access to alternative investments, operating under a hybrid adviser/broker-dealer structure with a significant non-discretionary asset base.

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 the Series 66 designation and previously worked at First Commonwealth Bank for eight years. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a network of investment adviser representatives operating under a hybrid adviser/broker-dealer model.

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.

Andriy Sachovskyy is a financial advisor at Citizens Securities, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience with Citizens Bank, Alec Enterprises Inc., Drury Plaza Hotel, Cleveland State University, and Ivan Mukha Construction. He is also listed as an other signer for Halych Express LLC, a role primarily assisting with business account matters. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.