Alliance, OH Office

Jordan Evans is a financial advisor with Citizens Securities, Inc. in Alliance, OH, holding Series 63 and Series 65 registrations and three years of industry experience. Prior to his current role, he has held multiple positions within Citizens Bank and Citizens Securities since 2020, as well as experience at Charter Communications and AeroTek. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program utilizing ETF-based portfolios and proprietary algorithms, alongside commission-based brokerage and other non-discretionary services.

Daryl Oar is a financial advisor at Citizens Securities, Inc. with 33 years of industry experience and holds Series 63 and Series 65 licenses. He has been with Citizens Securities since 2008. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs along with brokerage and insurance services. The firm provides a digital advisory program based on proprietary algorithms as well as a managed account program, and operates as a broker-dealer and insurance agency.

Jo Ann Desmarteau Trusnik is a financial advisor at Citizens Securities, Inc. with 42 years of industry experience. She has been with Citizens Securities since 2015 and holds the Series 63 and Series 66 credentials. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program and a managed account program, operating as both a broker-dealer and insurance agency.

Megan Dozier is a financial advisor at Citizens Securities, Inc. with three years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors for two years. Prior to her financial services career, she spent time in academic roles at St. Lawrence University and Rowan University, as well as in a prior company for over a decade. 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 with ETF-based portfolios and a Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Philip Warner is a financial advisor with Citizens Securities, Inc. in Alliance, Ohio, holding Series 63 and Series 66 licenses and 15 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Citizens Bank and Citizens Securities. Warner also maintains a notary commission. Citizens Securities serves a diverse retail client base including individual and high-net-worth investors and retirement plans, 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, while also operating as a broker-dealer and insurance agency.

Sol Chalhoub is a financial advisor with Citizens Securities, Inc., holding a Series 66 designation and 29 years of industry experience. His prior work includes roles at PNC Investments and Fifth Third Securities. He is based in Alliance, Ohio. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering both investment advisory programs and 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.

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.

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.

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.

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.

Katerina Siamidis is a financial advisor with Citizens Securities, Inc. holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Citizens Securities and affiliated entities since 2017. In addition to her advisory role, she is a Notary Public. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs along with brokerage and insurance services. The firm’s offerings include a digital advisory program managed with SigFig and a Managed Account program, operating under the ownership of Citizens Bank, N.A.