Jonathan Vazquez is a financial advisor at Citizens Securities, Inc. with 14 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, offering investment advisory programs as well as brokerage and insurance services. The firm provides both digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

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 with Citizens Securities, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of finance, he operates Weaveinns LLC, a business that sells beauty products to women. Citizens Securities, Inc. serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a managed account program, and it operates as both a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Scott Jones Jr. is a financial advisor at Guardian Life with four years of industry experience and holds the Series 66 designation. He has worked at Park Avenue Securities since 2022 and Guardian Life Insurance Company since 2019. Outside of advising, he is a licensed real estate agent in Ohio. Park Avenue Wealth Management, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment programs.

James Finlay is a financial advisor at Citizens Securities, Inc. in Alliance, Ohio, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within Citizens Bank and Citizens Securities since 2016, as well as at PNC Wealth Management from 2012 to 2016. 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 offerings include a digital advisory program managed with SigFig and a Managed Account program, with a combined approach involving both discretionary advisory and commission-based brokerage activities.

Edward Pryor II is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life in Canton, Ohio. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America for over two decades. Pryor also engages in insurance sales outside of Guardian Life on a limited basis. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies supported by various proprietary and third-party platforms to tailor client relationships and financial solutions.

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.

Bruce Gilmore is a financial advisor with NewEdge Advisors in Canton, Ohio, holding a Series 63 designation and 38 years of industry experience. His career includes roles at Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, and AIG American General Life Insurance Company. Outside of advising, he is involved in fixed insurance sales, focusing on life, health, fixed and indexed annuities, long-term care, and disability products, and also works as a food delivery driver. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a network of independent representatives. The firm provides a range of services, including portfolio management, financial planning, and consulting, and employs multiple program structures supported by centralized due diligence and technology tools.

Ryan Falsone is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Key Investment Services, HSBC, and Northwest Bank. Citizens Securities serves a diverse retail client base, providing investment advisory programs, brokerage, and insurance services. The firm offers both digital and managed account advisory solutions and operates as a broker-dealer and insurance agency.

Michele Stuban Peters is a financial advisor at Benjamin F. Edwards & Company, Inc. with 44 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. 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 through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management combining proprietary strategies and third-party models.

Denise Blevins is a financial advisor with OSAIC Institutions, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Her prior roles include positions at First Commonwealth Bank, Infinex Investments, Inc., The Huntington Investment Company, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a focus on both discretionary and non-discretionary accounts.

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

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.

Greg Beacom is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior experience includes roles at Key Investment Services, TD Ameritrade Investment Management, and Scottrade. Outside of his advisory work, he serves as a deacon at Heritage Reformed Baptist Church, where he assists with nursery oversight, communion service, and outreach activities. 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’s advisory offerings include a digital advisory program and a separate Managed Account program, and it operates as a broker-dealer and insurance agency.

Jennifer Vanadia is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 15 years of industry experience. She has been with Citizens Securities since 2015. 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.

David Donges is a financial advisor with PNC Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at PNC Investments LLC since 2022 and previously held roles at KeyBank and Key Investment Services from 2016 to 2022. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithmic risk assessments and delegated portfolio management with mutual funds and ETFs.

Jerry Hupp is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has operated Jerry Hupp Financial Services since 2006. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, providing operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Thomas Breckenridge is a ChFC®-designated financial advisor with Guardian Life in Canton, Ohio, bringing 24 years of industry experience. He has been with Guardian Life and its affiliate since 2006. He serves on the Malone University Estate Planning Advisory Council, which meets biannually to discuss estate planning topics and strategies related to university endowments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-managed and model-based investment strategies with access to proprietary and third-party platforms, offering tailored financial planning and consulting services.