Benjamin Allen is a Series 65–licensed advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with two years of industry experience. Prior to joining Whitaker-Myers, he worked at Kestra Financial, Inc. and spent seven years with Young Life. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, employing modern portfolio theory and quantitative analysis in a discretionary management framework. The firm supports a broad service model through multiple custodial relationships and affiliated businesses.

Logan Doup is a CFP® and holds a Series 65 license, currently serving as an advisor at Whitaker-Myers Wealth Managers, Ltd. He has four years of industry experience, including roles at Kestra Financial, Inc. and Avita Health Systems. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a discretionary management approach based on modern portfolio theory and quantitative analysis, supporting a broad service model with multiple custodial relationships and affiliated service providers.

Ethan Barry is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. He holds the Series 65 designation and has previously worked at Kestra Financial, Inc. and in various roles outside finance including education and property management. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis while offering a broad range of services including estate planning, collegiate funding, and pension consulting.

Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. based in Mansfield, OH. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Kestra Financial, Inc. and Miami University. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach grounded in modern portfolio theory and quantitative analysis, serving a broad client base with a range of financial services.

Nicholas Allen is a Series 65-licensed financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio, with three years of industry experience. Prior to joining Whitaker-Myers, he worked at Kestra Financial Inc. and spent nine years with Young Life. Outside of his advisory role, he serves as an Assistant Lacrosse Coach at Wooster High School, providing instruction and mentorship to student athletes. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary, long-term investment approach grounded in modern portfolio theory and quantitative analysis, serving a high client load with a broad service model supported by multiple custodial relationships and affiliated businesses.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. He previously worked at Kestra Financial, Inc., Uber, and Travelers Insurance Company. In addition to his advisory role, he provides financial coaching as a separate business activity. Whitaker-Myers Wealth Managers offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory and a long-term trading approach.

Timothy Hilterman is a CFP® professional with 16 years of experience in the financial services industry. He is currently associated with Whitaker-Myers Wealth Managers, Ltd. and has previously worked with Kestra Financial, Inc., Whitcomb & Hess, Inc., and Merrill Lynch. Outside of his advisory role, he serves on the board of Richland Academy and participates in entrepreneurial activities including vehicle rentals through TURO and managing a family-run Instacart business. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, applying modern portfolio theory and quantitative analysis typically on a discretionary basis. The firm supports its clients with a broad range of services, including estate planning, pension consulting, and financial coaching, and operates with a high client load per advisor while maintaining a large office footprint.

Jonah Kearns is an advisor at Whitaker-Myers Wealth Managers, Ltd. with a Series 65 designation and experience in the US Army and Ohio Army National Guard. He joined Whitaker-Myers and Kestra Financial, LLC in 2026. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services including estate-planning support and financial coaching.

David Gearhart is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding the ChFC® designation and Series 65 license. He has two years of industry experience, including roles at Whitaker-Myers Wealth Managers and Kestra Financial Inc. prior to becoming an advisor. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm follows an investment approach based on modern portfolio theory and quantitative analysis, managing most accounts on a discretionary basis while offering a broad range of financial services.

John Mark Young is a CFP® and ChFC® affiliated with Whitaker-Myers Wealth Managers, Ltd., bringing 17 years of industry experience. He has worked at firms including Kestra Financial, Inc., Raymond James Financial Services, and PNC Wealth Management. Young serves on the board of directors for Buckeye State Credit Union in Akron, Ohio. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis in discretionary portfolio management while supporting clients with a broad range of financial services.

Mica Dauch is a Series 65 licensed advisor with two years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. Her prior roles include positions at Kestra Financial, Navigator Wealth Management, and Buckeye State Credit Union. She has experience working in educational and healthcare institutions as well. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach using modern portfolio theory and quantitative analysis, supported by a broad service model and multiple custodial relationships.

Clay Reynolds is a Series 65-licensed financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. His prior roles include positions at Kestra Financial, LLC and Mount Vernon Nazarene University. Whitaker-Myers Wealth Managers, Ltd. serves individuals, pension and profit-sharing plans, and charitable organizations with investment advisory and financial planning services. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and supports clients through a range of services from estate planning to collegiate funding strategies.

Kage Rush is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. holding a Series 65 credential and two years of industry experience. Prior to joining Whitaker-Myers, he worked at Novogradac & Company LLP and owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations, managing accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis. The firm serves a large client base per advisor and provides a broad range of services supported by affiliated businesses including tax and insurance agencies.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with 26 years of industry experience. He holds a Series 63 designation and has previously worked with Kestra Financial, LLC, Ms Howells & Co, Raymond James Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, he serves as CFO for Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory, quantitative analysis, and a long-term trading approach, and offers a broad range of services supported by multiple custodial platforms and affiliated providers.

Drew Hodgson is a CFP® with five years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. He has previously worked with Kestra Financial, Inc. and several other firms. Hodgson is also an insurance agent at Innovative Solutions Insurance Services, where he sells life insurance policies. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm generally manages accounts on a discretionary basis using modern portfolio theory and quantitative analysis, and supports a broad service model with multiple custodial relationships and affiliated businesses.

Jacob Buckwalter is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Kestra Financial, JP Morgan Chase, and Fidelity Investments. Outside of finance, he spent time self-employed selling items on Amazon. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a large client base with a broad range of financial services.