Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he 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 delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

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 at Rea Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rea Wealth Management and Commonwealth Financial Network since 1998. He serves on the board of FFD Financial Corp, a publicly traded holding company for First Federal Community Bank. Rea Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing investment advisory and financial planning services. The firm employs customized asset allocation strategies across multiple asset types and offers both discretionary and non-discretionary management through proprietary and third-party model programs.

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.

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 at Rea Wealth Management with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Huntington Investment Company and Commonwealth Financial Network. Outside of his advisory role, he has been involved in fixed insurance sales during business hours. Rea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for nearly 900 clients, utilizing customized asset allocation strategies through discretionary and non-discretionary implementation across various investment vehicles.

Cale Ogi is a financial advisor at Rea Wealth Management with three years of industry experience. He holds a Series 65 designation and has worked with firms including Commonwealth Financial Network and Whitcomb & Hess. Rea Wealth Management provides investment advisory and financial planning services to individual and high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages nearly $900 million in assets for close to 900 clients and employs individualized asset allocation strategies through a mix of custom holdings and model portfolios.

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 with The Huntington Investment Company in Dover, OH, holding a Series 66 designation and 22 years of industry experience. He has worked at The Huntington Investment Company since 2008 and was previously with Ameriprise Financial Services, LLC. Outside of his advisory work, he owns and operates an online postage stamp business. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs an open-architecture investment model combining third-party strategies with proprietary Private Bank offerings, delivering services through various wrap-fee programs on the Envestnet MAS platform.

Jayden Carpenter is a financial advisor with Eagle Strategies (NY Life) in Dover, OH, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Reynolds And Reynolds. Outside of advisory work, he has been active as a food and package delivery driver through Doordash and Amazon Flex. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, primarily managing assets on a non-discretionary basis and working with both individual and institutional clients.

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 Series 66-licensed financial advisor with six years of industry experience, currently with Commonwealth Financial Network since 2019. Prior to joining Commonwealth, he worked at Cooper Standard Automotive from 2016 to 2019. Velleca is also a co-owner of MaPP Investment Service, LLC, as well as several holding companies engaged in real estate management. Commonwealth Financial Network is a national dual-registered broker/dealer and SEC-registered investment adviser supporting approximately 2,900 affiliated advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving a diverse client base of individuals and institutions.

Duane Borcherding is a financial advisor with Eagle Strategies (NY Life) in Dover, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Eagle Strategies since 2013 and affiliated with New York Life and Nylife Securities LLC since 2011. Outside of his advisory role, he is also involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Patrick Moeller is a financial advisor with Eagle Strategies (New York Life) based in New Philadelphia, Ohio. He holds a Series 63 designation and has 35 years of industry experience. He has operated Moeller Financial Strategies since 2002 and has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since the early 1990s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and emphasizes advisory services connected to insurance and annuity products.

Matthew Ferris is a financial advisor with Eagle Strategies (a New York Life firm) based in Dover, Ohio. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including ongoing roles at Ferris Financial, LLC and New York Life since 2003. Outside of advisory work, he serves as Treasurer for a local nonprofit, Toys 4 Christmas, which provides free toys to children in need. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm’s approach involves a range of program types and emphasizes tailoring recommendations to client and Plan Sponsor objectives, with the majority of its assets managed on a non-discretionary basis.