Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with three years of industry experience currently with Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. In addition to her advisory work, she is involved in insurance sales through Star Strategies, LLC. Apollo Wealth Management serves individual and high-net-worth clients by providing portfolio management and financial planning tailored to client goals and risk tolerance. The firm utilizes a variety of analytical approaches and both long- and short-term strategies, offering services such as client-facing estate document tools and maintaining documented policies for aggregated trading.

David Schlabach is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and also maintains long-term associations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of his advisory work, he owns a retail business selling folk art and crafts. Hummel Wealth Management provides non-discretionary pension consulting primarily 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, and business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has held roles at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Prior to his financial advisory career, he worked in various roles related to athletics and community organizations. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, offering 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, focusing on consulting rather than ongoing discretionary portfolio management for individual retail clients.

Bradley Fike is the managing member of Fike Advisors, LLC and holds a Series 66 designation, with 16 years of experience in financial advisory services. He has been with Fike Advisors since 2010 and spent ten years at Essential Financial Planning, Inc. Additionally, he owns and operates Bradley Fike Insurance Agency, which provides life and health insurance services. He serves on the board of Mission Possible A to Z, a nonprofit organization based in Wooster, OH. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management, primarily using American Funds mutual funds. The firm offers fee-based services without account minimums and relies on a combination of platform-based portfolios and third-party manager referrals.

Karl Schlabach is a CFP® with 28 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. He has also been associated 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 their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education rather than ongoing discretionary portfolio management for individuals.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 designation with one year of industry experience. Prior to joining Fike Advisors, he worked in logistics and service roles, including positions at Krupp Moving and Storage and Jarrett Logistics. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily constructs client portfolios using American Funds mutual funds and employs both fundamental and technical analysis while also referring clients to third-party money managers.

Jordan Luhring is an investment adviser representative at Hummel Wealth Management, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and The University of Akron. Luhring is also involved with Hummel Group, providing life and disability insurance services. Hummel Wealth Management primarily offers non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm serves trusts, charitable organizations, corporations, and other business entities without providing ongoing discretionary portfolio management for individual retail clients.

Peyton Gentry is an advisor at Hummel Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at ON Investment Management Co. and The O.N. Equity Sales Company since 2018. Gentry also has experience in insurance sales, offering life insurance to clients within his organization. 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 serves trusts, charitable organizations, corporations, and other business entities, tailoring consulting engagements to plan sponsor objectives.

Robert Dodaro is a financial advisor at Prism Wealth Management with nine years of industry experience and a Series 65 credential. He has held roles at multiple firms including AE Wealth Management and Star Financial, and he serves as a board member and treasurer for the United Way of Wayne and Holmes Counties. Dodaro is also involved in several related business activities, including insurance sales and serving as a member of Prism Annuity & Life Co., LLC. Prism Wealth Management provides discretionary asset management and tailored financial planning to individual and high-net-worth clients. The firm utilizes third-party model portfolios and sub-advisors, combining fundamental analysis with Modern Portfolio Theory, and offers financial planning reviews at no additional cost.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has prior experience at J.P. Morgan Securities and Edward Jones. Outside of financial advising, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and client-tailored financial planning. The firm combines fundamental analysis with Modern Portfolio Theory, using third-party model portfolios and sub-advisors, and offers financial planning reviews at no additional cost.

Joshua Hartzler is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Hummel Wealth Management, LLC since 2013, alongside affiliations with The O. N. Equity Sales Company and Hummel Group. His other activities include retirement plan consulting and sales of life insurance and fixed indexed annuities. 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, 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.

Andrew Badertscher is a CFP® with 26 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. He has also held roles at O.N. Equity Sales Company and Ohio National Financial Services. Outside of his financial advisory work, he serves as treasurer and board member for the Boys and Girls Club of Wooster, a nonprofit focused on youth development, and is a board member of Mennonite Mutual Insurance Co. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans and fiduciaries. The firm provides plan-level advice including fund selection analysis, investment performance monitoring, and participant education, primarily working with trusts, charitable organizations, and business entities rather than offering ongoing discretionary management for individual clients.

Steven Smith is a CFP® with licenses including Series 63 and Series 65, currently serving at Hummel Wealth Management, LLC. His career includes roles at The O.N. Equity Sales Company, Hummel Group Inc, and Whitaker-Myers Wealth Managers Ltd., among others. He has worked in various capacities across education, retail, and financial services sectors. Hummel Wealth Management specializes in non-discretionary pension consulting for employee benefit plans, providing services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and corporations, focusing on plan-level advice rather than managing individual retail client portfolios.

Andrew Miller is a CFP® with 17 years of industry experience, currently serving at Hummel Wealth Management, LLC. He has longstanding roles with The O.N. Equity Sales Company and Hummel Insurance Group, all since 2008. Outside the financial sector, Miller owns and operates Miller Mowing and Beachy's Country Chalet and serves as a fiscal officer for Sugarcreek Township. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, focusing on fund selection analysis, investment performance monitoring, and participant education rather than individual discretionary portfolio management. The firm works with trusts, charitable organizations, corporations, and other business entities, tailoring consulting engagements to plan sponsor objectives.

Ghadi Sabbagh is a financial advisor at Prism Wealth Management in Wooster, Ohio. He holds a Series 65 designation and has been with Prism since 2024. Prior to his advisory role, Ghadi’s background includes experience at Huntington National Bank and a variety of other positions including work at Continental Cuisine and Incept. Prism Wealth Management serves individual and high-net-worth clients through discretionary asset management and tailored financial planning, utilizing third-party model portfolios and sub-advisors within a framework that combines fundamental analysis and Modern Portfolio Theory.

Taylor Fike is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 credential and with 12 years of industry experience. He has been with Fike Advisors since 2014 and also operates Taylor Fike Insurance, selling life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.