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.

Kurt Faulhaber is a financial advisor with Benjamin F. Edwards & Company, Inc. in Canton, OH, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. before joining his current firm in 2011. 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 provides a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and certain M&A advisory services.

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 Series 65-licensed financial advisor with CWM, LLC based in North Canton, Ohio, and has one year of industry experience. Prior to joining CWM and Carson Wealth in 2025, Graves has been the owner and partner of Graves & Graves, LLC dba The Graves Law Firm since 2013, where she provides estate planning services. She is also an insurance agent, selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, emphasizing fiduciary processes and retirement plan services.

Amanda Silfani is a financial advisor with Eagle Strategies (NY Life) in Canton, Ohio, holding the ChFC® and Series 63 credentials and bringing 24 years of industry experience. She previously worked at William A. Hardy Financial Group for 16 years and has been associated with New York Life Insurance Company for 25 years. Outside of her advisory work, she volunteers as a Girl Scouts troop administrator, serves as vice president of the Beta Psi Beta Alumnae Chapter supporting collegiate philanthropy, and co-manages an Etsy shop specializing in art reprints and vintage items. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors, with a focus on tailored recommendations and mostly non-discretionary asset management.

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.

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.

Thomas Albers is a financial advisor at Ameritas Advisory Services, LLC with 53 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Ameritas and related entities since 2006. He is also president and owner of Total Asset Planning, an independent insurance agency he founded in 1985. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment models and platforms, combining proprietary and third-party solutions to build customized portfolios.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

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 with Citizens Securities, Inc. in Alliance, OH, holding Series 63 and Series 65 licenses and bringing four years of industry experience. His prior roles include positions at W&S Brokerage Services, Western and Southern Life, and Northwestern Mutual. 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 provides a digital advisory program alongside managed account options, and operates as a broker-dealer and insurance agency.

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® 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.

Joseph Muratore is a financial advisor at Citizens Securities, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citizens Securities since 2017, previously working 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 as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, operating as a broker-dealer and insurance agency with a range of discretionary and non-discretionary services.

Brian Shreve is a financial advisor at Citizens Securities, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Citizens Securities since 2016. Prior to that, he had brief tenures at PNC Investments LLC and a period of unemployment in 2016. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program in partnership with SigFig, as well as a Managed Account program, and operates as a broker-dealer and insurance agency.