Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
16 years
Location
Mansfield, OH 44903
Eagle Strategies (NY Life)
Enterprise
Joel Staich is a financial advisor with Eagle Strategies (NY Life) in Mansfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2017 and is also associated with Mahoney Financial Organization, LLC and Staich Financial, LLC, which operate under his ownership for selling New York Life products and brokering non-registered insurance products. Outside of his advisory work, Staich is a part owner of Klopfenstein Art Equipment Manufacturing LLC and volunteers to help organize the annual Jeff Ellington Legacy Golf Outing, a charitable event. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and managing the majority of its assets on a non-discretionary basis.
Based on Eagle Strategies (NY Life)
Based on Eagle Strategies (NY Life)
One-time seminar fees generally range from $35 to $200 per attendee
$0+: 0% to 1.25% (for Co-Advisory Program, fees to Eagle are negotiable and range from 0% to 1.25%) 0+: Up to 0.80% of plan assets or up to $100,000 flat amount (for Eagle Retirement Plan Consulting Program; fees are negotiable and may be tiered) 0+: 0.05% to 0.80% of plan assets or up to $100,000 flat amount (for ERISA Investment Manager Program; fees are negotiable and may be tiered) $0+: 0% to 1% of Accumulation Value (for New York Life Premier Advisory Variable Annuity; advisory fee payable to Eagle)
Fee-based hourly advice ranges from $100 to $400 per hour
Ongoing Subscription Agreement for financial plans with fees agreed for five years, payable annually, monthly or quarterly
Account minimum: $25,000 (for New York Life Premier Advisory Variable Annuity) with no minimums clearly stated for other programs; some third-party managers and co-advisers may have minimums, which can be waived or charged additional fees if below minimums Minimum fee: Financial planning fees generally range from $500 to $45,000 per plan Fee-only: Financial planning fees ranging from $500 to $45,000 and fee-based hourly advice generally $100 to $400 per hour
Mansfield, OH
1 Marion Avenue, Suite 301
Mansfield OH 44903
Advisors at this office
1
Ohio
16 years of industry experience
Eagle Strategies (NY Life)
2017 - Present • 9 years
Mansfield, OH
Mahoney Financial Organization, LLC
2015 - Present • 11 years
Mansfield, OH
Staich Financial, LLC
2013 - Present • 13 years
Mansfield, OH
Nylife Securities LLC
2010 - Present • 16 years
Dublin, OH
New York Life Insurance Company
2010 - Present • 16 years
Dublin, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Ashland, OH
Compass Planning, LLC
Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.
CFP®
Mansfield, OH
Bespoke Family Advisors
Allen Sykes is a CFP® professional with 10 years of industry experience. He currently serves as the sole advisor at Bespoke Family Advisors, having joined the firm in 2026 after 15 years at Pinnacle Advisors. Bespoke Family Advisors provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate plan sponsors. The firm combines passive and active strategies within client portfolios, offers discretionary portfolio management, and delivers institutional-style services including retirement plan consulting and trust account management.
Series 65
Ashland, OH
Jovan, Ltd.
Steven Irwin is a financial advisor at JoVan, Ltd. with 26 years of industry experience. He holds a Series 65 designation and has been the owner of Irwin Financial Associates, Ltd., a CPA firm unrelated to investment management, since 2003. JoVan, Ltd. provides advisory and consulting services to retirement plan sponsors, trustees, high-net-worth households, and other institutional clients through co-advisory relationships with registered investment managers. The firm focuses on coordinated delivery and oversight, offering financial planning, retirement plan consulting, and trust investment services while emphasizing integration of tax and financial planning.
Series 65
Mansfield, OH
HD Pinnacle Advisors, Ltd.
Bradley Hostetler is a Series 65-licensed financial advisor with 26 years of industry experience. He is the principal of HD Pinnacle Advisors, Ltd., where he has worked since 1999. In addition to his advisory role, Hostetler is a CPA with Riester, Lump & Burton, a separate accounting firm. HD Pinnacle Advisors serves retirement plan sponsors, trusts, corporations, and private clients by providing wealth management and financial planning services as a co-adviser. The firm offers investment advisory input, client coordination, and independent manager selection without directly managing client assets.
Series 65
Mansfield, OH
R & M Consultants, Ltd.
Maureen O'hara Ganz is a Series 65-licensed financial advisor with 25 years of industry experience. She is a partner at Robert J. Lehew & Associates, Inc., a CPA and accounting services firm where she has worked since 1984, and she has been with R & M Consultants, Ltd. since 2016. Outside of her advisory roles, Ganz owns and operates Ganz Farms Percherons, where she raises, trains, and shows horses. R & M Consultants, Ltd. functions primarily as a co-advisor supporting institutional and pooled-account clients, offering wealth management, financial planning, and retirement plan consulting services. The firm’s approach includes household-level allocation, tax-loss harvesting, and independent manager selection, with asset management and custody handled by its co-adviser partner.
Series 65
Tiro, OH
Shealy / Pinnacle Advisors, Ltd.
David Shealy is a financial advisor at Shealy/Pinnacle Advisors, Ltd. with 21 years of industry experience. He holds a Series 65 designation and concurrently works full-time as a CPA with Citrin Cooperman, a non-investment related accounting firm. His career includes roles at HW&Co. CPAs and Advisors and the Shealy Group. Shealy/Pinnacle Advisors Ltd. serves institutional and private clients through co-advisory arrangements and retirement plan consulting, providing wealth management, financial planning, and trustee-focused trust services. The firm emphasizes retirement plan consulting and offers ongoing monitoring and oversight of independent investment managers while partnering with an SEC-registered adviser for day-to-day portfolio management.
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