user avatar

Zachary Schuch

Advisor at Cetera

Updated today

Location

Millersburg, OH 44654

Credentials

Series 66

Industry experience

< 1 year

About

Zachary Schuch is a financial advisor with Cetera, holding a Series 66 designation and based in Millersburg, OH. He has been with Cetera and related entities since 2025. Prior to his current role, his work experience includes positions at Inogen and The College of Wooster. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of investment management and fiduciary services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

91 S Clay Street

Millersburg, OH 44654

Most active in

Ohio

Work history

Cetera

2025 - Present (1 year)

Cetera Investment Services Llc

2025 - Present (1 year)

Commercial and Savings Bank

2025 - Present (1 year)

Unemployed

2024 - 2025 (1 year)

Inogen

2022 - 2024 (2 years)

Inogen

2021 - 2022 (1 year)

Unemployed

2021 - 2021 (1 year)

The College of Wooster

2017 - 2020 (3 years)

The College of Wooster

2017 - 2021 (4 years)

Triway High School

2014 - 2017 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alexis G

Series 65

Berlin, OH

Hummel Wealth Management, LLC

Alexis Glessner is a Series 65-licensed advisor with Hummel Wealth Management, LLC, based in Berlin, Ohio, with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans and their fiduciaries, as well as trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on plan-level services such as fund selection advice and investment performance monitoring, typically recommending mutual funds and employing fundamental and technical analysis tailored to each plan sponsor’s objectives.

Cash flow / budgeting Retired Founder/Business Owner
user avatar

Andrew M

CFP®, Series 63

Berlin, OH

On Investment Management CO

Andrew Miller is a CFP® with 17 years of experience in the financial industry, currently serving at Hummel Wealth Management, LLC. He has worked concurrently at The O.N. Equity Sales Company and Hummel Insurance Group since 2008. Outside of his advisory roles, Miller operates two small businesses, Beachy's Country Chalet and Miller Mowing, and serves as the fiscal officer for Sugarcreek Township. Hummel Wealth Management, LLC provides non-discretionary pension consulting and advisory services primarily to employee benefit plans and fiduciaries, focusing on plan-level reviews, fund selection, participant education, and investment monitoring. The firm emphasizes pension consulting over discretionary management and often incorporates fundamental and technical analysis in its recommendations.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Logan M

Series 63, Series 65

Berlin, OH

On Investment Management CO

Logan Mast is a financial advisor at O.N. Investment Management Company with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory work, he operates a small hobby business as a dog broker, connecting breeders with buyers. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning and managed account options, combining third-party discretionary programs with adviser-directed portfolio management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar

Lisa G

Series 63

Glenmont, OH

Ameriprise

Lisa Grassbaugh is a financial advisor with Ameriprise in Glenmont, OH, holding a Series 63 designation and 34 years of industry experience. She previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for 26 years before joining Ameriprise in 2016. Outside of her advisory role, she serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation, and is involved in family farm operations and an Airbnb business through FarmView LLC. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering tailored recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory and brokerage solutions through affiliated entities.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Robin H

Series 63

Millersburg, OH

LPL Financial

Robin Hovis is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining LPL Financial in 2022, Hovis worked at Edward D. Jones & Co., L.P. for 34 years. Outside of advisory work, Hovis owns a catalog supply business serving nonprofits. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Benson B

Series 66

Millersburg, OH

Edward Jones

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")