Zachary Schuch

Andrew Miller is a CFP® certificant with 17 years of experience in the financial services industry. He is affiliated with ON Investment Management CO and has a background that includes roles at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller serves as a fiscal officer for Sugarcreek Township, managing township accounting. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular plans and access to third-party investment programs, serving both discretionary and non-discretionary client accounts.

Logan Mast is a financial advisor with ON Investment Management CO, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Hummel Wealth Management, the ON Equity Sales Company, and the Hummel Group. Outside of his advisory role, he operates a small hobby business brokering dogs, connecting breeders with buyers. ON Investment Management Company is a SEC-registered adviser offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides both discretionary and non-discretionary management through a combination of third-party programs and registered representatives, maintaining a dual-registration model that integrates broker-dealer activities with advisory services.

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Lisa Grassbaugh is a financial advisor with Ameriprise, holding a Series 63 designation and 35 years of industry experience. Her prior roles include long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company. She serves as a trustee on the boards of Holmes-Wayne Electric Cooperative, Inc. and the Holmes County Education Foundation and manages a family farm and a FarmView LLC Airbnb business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that provides retirement planning advice through a centralized team in collaboration with advisors. The firm’s approach involves comprehensive analysis and non-discretionary implementation focused on dependable income and tax-aware withdrawal strategies within a defined investment universe.

Robin Hovis is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for non-profits. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with proprietary research tools and a variety of investment strategies.