Lewis Hindman is the sole advisor at Hindman Financial, LLC in Dover, Ohio. He holds a Series 65 designation and has over 10 years of experience running his own financial practice. In addition to his advisory role, he has worked as a public high school teacher at Dover City Schools since 2006 and also provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm provides fee-based planning and educational sessions without managing client investment accounts or charging asset-based fees, combining public education with advisory services.

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Douglas Bambeck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Rea Wealth Management and Commonwealth Financial Network since 1998. Bambeck serves as a board member for FFD Financial Corp, a publicly traded holding company for First Federal Community Bank, where he reviews financials and advises on operational procedures. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Rea Wealth Management since 2017 and previously held roles at J.P. Morgan Investment Management. Outside of advisory work, he co-owned Vessel Floral and Event Design, a floral and event design business, from 2016 to 2020. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers customized and model-based portfolio management, financial planning, and mutual fund asset allocation, employing a mix of equity and fixed-income strategies tailored to client objectives and risk tolerance.

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Anthony Yoder is a financial advisor at Rea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with Rea Wealth Management since 2016 and Commonwealth Financial Network since 2015. Rea Wealth Management is a multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers customized and model-based portfolios primarily composed of mutual funds, employing a mix of equity and fixed-income strategies, and provides comprehensive financial planning and asset management services.

Zane Parrott is a financial advisor at Rea Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MWA Financial Services and Modern Woodmen of America. Outside of advising, he spends a portion of his time on fixed insurance sales conducted at his branch location. Rea Wealth Management is a multi-advisor, SEC-registered firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolios using a mix of equity and fixed-income strategies, along with comprehensive financial planning and asset-allocation services.

Max Feller is a financial advisor with Commonwealth Financial Network in New Philadelphia, OH, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Rea Wealth Management and The Huntington Investment Company, among other firms. Outside of advising, he has experience in fixed insurance sales. Commonwealth Financial Network is a registered investment adviser that serves a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including operations, trading, technology, investment management, compliance, and practice-management services.

Cale Ogi is a financial advisor at Rea Wealth Management in New Philadelphia, OH, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Commonwealth Financial Network and Whitcomb & Hess, as well as earlier employment outside finance. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, employing both customized and model-based portfolios using a mix of equity and fixed-income strategies.

Jill Israel is a financial advisor at Rea Wealth Management with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network, FlahertyColvin, and The Huntington Investment Company. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for about 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, using customized and model-based portfolios that combine equity and fixed-income strategies tailored to clients’ objectives and risk tolerance.

Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset types and lending solutions.

Brian Proctor is a financial advisor with Commonwealth Financial Network, holding the ChFC® and Series 66 designations and bringing 25 years of industry experience. He has worked at Commonwealth Financial Network since 2007 and is a part owner and manager of MaPP Investment Service, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Steven Worsham is a financial advisor at The Huntington Investment Company with 21 years of industry experience. He holds a Series 66 credential and has been with Huntington since 2008. Outside of his advisory role, he owns Kandstamps, a business that buys and sells postage stamps online. The Huntington Investment Company provides advisory and wrap-fee programs to individual, charitable, corporate, and retirement clients, managing approximately $6.3 billion in assets. The firm operates an open-architecture, model-driven platform and is affiliated with a regional bank holding company and Private Bank, offering additional trust and portfolio services.

Jayden Carpenter is a financial advisor with Eagle Strategies (NY Life) based in Dover, Ohio. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, Jayden worked at JP Morgan Chase Bank and J.P. Morgan Securities. Outside of his advisory role, he works as a delivery driver for DoorDash and Amazon Flex. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Lukas Burch is a financial advisor with Commonwealth Financial Network, holding the Series 66 designation and bringing four years of industry experience. His prior roles include positions at MaPP Investment Service, LLC, Tekton Engineering, and Hummel Group Inc. He is also involved in fixed insurance sales and referrals to Pipes Insurance Service, LTD. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while offering operations, technology, and compliance support to affiliated advisors.

Caleb Velleca is a financial advisor at Commonwealth Financial Network with five years of industry experience. He holds the Series 66 designation and has worked at Commonwealth since 2019. Prior to joining Commonwealth, he was employed at Cooper Standard Automotive and PNC Bank. Outside of advising, he is a co-owner of two entities managing residential and commercial real estate properties. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management, third-party asset manager access, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Duane Borcherding is a financial advisor with Eagle Strategies (New York Life) in Dover, OH, holding a Series 63 designation and over 23 years of industry experience. He has been with Eagle Strategies since 2013 and has been affiliated with New York Life and Nylife Securities LLC since 2011. Outside of his advisory work, he is involved in insurance brokering for non-registered products. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm focuses on client-directed solutions and the use of third-party managers and model portfolios rather than discretionary mandates.

Patrick Moeller is a financial advisor with Eagle Strategies (NY Life) based in New Philadelphia, Ohio. He holds a Series 63 designation and has 35 years of industry experience. Moeller has been affiliated with firms including New York Life Insurance Company since 1990 and has operated Moeller Financial Strategies since 2002. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions using third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Matthew Ferris is a financial advisor with Eagle Strategies (New York Life) based in Dover, Ohio. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Ferris has operated Ferris Financial, LLC since 2007 and has been affiliated with New York Life and Nylife Securities Inc. since 2003. Outside of his advisory work, he serves as Treasurer for Toys 4 Christmas, Inc., a local nonprofit that distributes toys to children in need during the holiday season. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a client-directed approach using third-party managers and model portfolios, supported by a large network of investment adviser representatives and affiliated insurance and broker-dealer capabilities through its connection with New York Life.