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 Chartered Financial Consultant (ChFC®) with 23 years of experience in the financial services industry. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006. He also serves on the Malone University Estate Planning Advisory Council, which discusses estate planning topics and strategies for attracting endowment funds. Primerica Advisors is part of Park Avenue Securities LLC, a firm serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies and supports both discretionary and non-discretionary account management.

Ryan Miller is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Independent Advisor Alliance since 2019 and previously spent eight years at Independent Financial Partners and 15 years with LPL Financial. Miller serves as a board member of Glenmoor Country Club. Independent Advisor Alliance works with a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting services. The firm combines discretionary and non-discretionary portfolio management with technology-driven solutions and a network model of independent advisory representatives, many of whom hold dual registrations with LPL Financial.

Zachary Brinkley is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 designation and 19 years of industry experience. He has worked at Citizens Securities since 2014. Brinkley also operates a tax preparation service, Brinkley’s Tax Service, which provides income tax return preparation for a flat fee. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory and brokerage services. The firm features digital and managed account advisory programs and operates as a broker-dealer and insurance agency.

Anthony Chmielewski is a financial advisor at Citizens Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Northcoast Research. 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 services include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Matthew Kallio is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding a Series 66 credential and 19 years of industry experience. His prior work includes roles at Citizens Bank and PNC Investments. 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 and a Managed Account program, with the firm also operating as a broker-dealer and insurance agency.

Donald Mack is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Citizens Bank and American Income Life Insurance. Outside of finance, he operates a small business buying and selling Magic the Gathering trading cards online. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory, brokerage, and insurance services. The firm provides a digital advisory program using proprietary algorithms, as well as managed and commission-based accounts.

David Ciccarelli is a financial advisor with Primerica Advisors in Naples, FL, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His career includes long-term roles with Primerica Advisors and Guardian Life Insurance of America. Outside of his advisory work, he is involved with Innovatus Wealth Advisors LLC, a business intended for future use as a DBA. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and offering financial planning, retirement consulting, and business consulting.

Daniel Duric is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at KeyBank, Key Investment Services LLC, Citizens Bank, and Dollar Bank. 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 managed with SigFig and a Managed Account program, operating as both a broker-dealer and insurance agency.

Nicole Bergener is a financial advisor at Independent Advisor Alliance, LLC with a Series 66 designation. She has been in the industry since 2016, having worked at LPL Financial and IFP Securities before joining her current firm. Prior to entering financial services, she spent five years at Signet Jewelers. 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. The firm offers both discretionary and non-discretionary portfolio management, utilizing a variety of strategies and technology platforms to deliver its services.

Kevin Krakora is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. He holds a Series 65 credential and previously worked at Storey & Associates for six years before joining MAI Capital in 2021. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and integrates financial planning and tax services into its client relationships.

Raymond Pelanda is a financial advisor with Primerica Advisors based in Canton, Ohio, holding a Series 63 designation and bringing 23 years of industry experience. He has worked with Park Avenue Securities since 2002 and with Guardian Life Insurance Company since 2000. Outside of his advisory role, he officiates basketball games. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and offers various programs and account-level services to meet client needs.

Susan Marran is a financial advisor at OSAIC Institutions, INC. with 24 years of industry experience. Her prior roles include positions at First Commonwealth, Infinex Investments, LPL Financial, Firstmerit Bank, and Merrill. She holds Series 63 and Series 66 licenses. 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment analysis and account management to its representatives.

Matthew Obradovich is a financial advisor at Steward Partners Investment Advisory, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Ameriprise Financial Services LLC, New York Community Bank, and LPL Financial. Outside of his advisory role, he is involved in consulting through Obradovich Enterprises LLC and manages practice expenses via MDO Group LLC. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment adviser managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Douglas Esenwine is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Edward Jones and Citizens Bank. Esenwine has been with Citizens Securities in various roles since 2014. Citizens Securities serves individual and high-net-worth investors and offers a range of investment advisory, brokerage, and insurance services. The firm provides both a digital advisory program and managed account services, operating as a broker-dealer and insurance agency under the ownership of Citizens Bank, N.A.

Michael Thomas is a Certified Financial Planner® at MAI Capital Management, LLC with four years of industry experience. He previously worked at Storey & Associates for four years and has experience from Ashland University. 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, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies across multiple asset classes and serves in both advisory and product-sponsor capacities.

Sarah Boros is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles within Citizens Bank and Citizens Securities since 2003. Additionally, she serves as a notary public. 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 digital and managed account advisory options and operates as a broker-dealer and insurance agency.

Brian Hoeckh is a financial advisor at Citizens Securities, Inc. with 29 years of industry experience. He has been with Citizens Securities since 2010 and previously worked at M&T Securities, Inc. from 2007 to 2010. He holds Series 63 and Series 65 licenses. 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 Managed Account program, with operations supported by its ownership by Citizens Bank, N.A.