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David S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

David Schlabach is an investment adviser with Hummel Wealth Management, LLC in Berlin, Ohio, holding a Series 66 designation and over 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and maintains long-term affiliations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of advisory work, he owns a retail business selling folk art and crafts and serves on the board of a community bank. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection, performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, typically employing mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Nicholas S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Before entering the financial services industry, he held various roles at Ashland University and other local organizations. Hummel Wealth Management primarily provides non-discretionary pension consulting 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, corporations, and other business entities, focusing on plan-level advice rather than ongoing discretionary portfolio management for individual retail clients.

Retired
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Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Karl Schlabach is a CFP® designated financial advisor with Hummel Wealth Management, LLC, bringing 28 years of industry experience. He has worked at Hummel Wealth Management since 2007 and has been affiliated with The O.N. Equity Sales Company and Hummel Insurance Agency Inc. for over two decades. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and fiduciaries, offering plan-level advice including fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Retired
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Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with the Hummel Group as an account executive and agent specializing in life and disability insurance. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, emphasizing plan-level advice rather than individual discretionary portfolio management.

Retired
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Peyton G

Series 66, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked at ON Investment Management Co. since 2019 and The O.N. Equity Sales Company and Hummel Wealth Management since 2018. Outside of advisory services, he is involved in life insurance sales within his organization. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on 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 without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Joshua H

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Joshua Hartzler is a financial advisor with Hummel Wealth Management, LLC and holds the CFP® and Series 66 designations. He has 17 years of industry experience, including roles at Hummel Wealth Management, The O. N. Equity Sales Company, and Hummel Group since 2013. In addition to his advisory work, he is involved in retirement plan consulting and disability insurance sales. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, offering plan-level advice such as fund selection analysis and investment performance monitoring. The firm serves trusts, charitable organizations, and business entities but does not offer ongoing discretionary portfolio management for individual clients.

Retired
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Andrew B

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Andrew Badertscher is a CFP® with 26 years of experience in financial advisory. He has been with Hummel Wealth Management, LLC since 2007 and holds additional roles with The O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services. Outside of advisory work, he serves as treasurer on the board of the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Company. Hummel Wealth Management is a state-registered investment adviser focused on non-discretionary pension consulting for employee benefit plans, trusts, and charitable organizations. The firm emphasizes plan-level advice, including fund selection and investment performance monitoring, rather than continuous discretionary portfolio management for individual clients.

Retired
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Steven S

CFP®, Series 65, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Steven Smith is a financial advisor with Hummel Wealth Management, LLC, holding the CFP® designation and Series 65 and Series 63 licenses. He has been in the financial industry since 2022, with experience at several firms including Whitaker-Myers Wealth Managers Ltd. and The O.N. Equity Sales Company. Outside of finance, he has worked in education and retail sectors. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries. The firm focuses on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education, serving trusts, charitable organizations, corporations, and other business entities.

Retired
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Andrew M

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Andrew Miller is a CFP® professional with 17 years of industry experience, currently affiliated with Hummel Wealth Management, LLC in Berlin, Ohio. He has worked concurrently at The O.N. Equity Sales Company, Hummel Insurance Group, and Hummel Wealth Management since 2008. Outside of financial services, Miller is the owner of Miller Mowing and Beachy's Country Chalet and serves as the fiscal officer for Sugarcreek Township. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans, trusts, charitable organizations, and corporations, focusing on plan-level advice including fund selection, performance monitoring, and participant education. The firm does not manage individual retail client portfolios on a discretionary basis and emphasizes tailored consulting engagements aligned with plan sponsor objectives.

Retired
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Logan M

Series 63, Series 65

Berlin, OH

Hummel Wealth Management, LLC

Logan Mast is an investment adviser representative at Hummel Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. Outside of his work in finance, he operates a hobby business as a dog broker, connecting breeders with potential buyers. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Alexis G

Series 65

Berlin, OH

Hummel Wealth Management, LLC

Alexis Glessner is a Series 65-licensed financial advisor at Hummel Wealth Management, LLC with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Outside of financial advising, Alexis is associated with the Wayne County Regional Training Facility. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual clients.

Retired
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Trevor H

CFP®

Berlin, OH

Hummel Wealth Management, LLC

Trevor Hostetler is a CFP® professional with 25 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. His career also includes longstanding roles at Hummel Group, Inc. and THE O.N. Equity Sales Company. Outside of investment advisory, he is involved in the sale of life, long-term care, and disability insurance policies. Hummel Wealth Management provides non-discretionary pension consulting services primarily to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, using mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Henry R

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Henry Reifsnyder is a CFP® with 18 years of experience in the financial services industry. He has been with Hummel Wealth Management, LLC since 2009 and also maintains roles with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is involved as a partial owner in billboard advertising ventures and is an investor in a baseball academy in the Dominican Republic. Hummel Wealth Management provides non-discretionary pension consulting primarily to employee benefit plans, fiduciaries, and similar entities. The firm focuses on plan-level advice including fund selection analysis and participant education, using mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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