Cody Aaron Austin

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with three years of industry experience currently with Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. In addition to her advisory work, she is involved in insurance sales through Star Strategies, LLC. Apollo Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm utilizes a variety of analytical approaches and both long- and short-term strategies, offering services such as client-facing estate document tools and maintaining documented policies for aggregated trading.

David Schlabach is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and also maintains long-term associations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of his advisory work, he owns a retail business selling folk art and crafts. Hummel Wealth Management provides non-discretionary pension consulting primarily to employee benefit plans and their fiduciaries, offering services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has held roles at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Prior to his financial advisory career, he worked in various roles related to athletics and community organizations. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, offering plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on consulting rather than ongoing discretionary portfolio management for individual retail clients.