David Gearhart is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, where he has worked since 2023. He has one year of industry experience following nine years as a student. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets across more than 3,200 households, applying modern portfolio theory and quantitative analysis with a long-term trading orientation, and operates from 24 offices while supporting a high client load per advisor.

Mica Mc Kenna is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. She holds a Series 65 designation and has prior experience at Buckeye State Credit Union and Navigator Wealth Management. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, managing approximately $713 million in client assets across more than 3,200 households.

Clay Reynolds is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Whitaker-Myers, he worked in educational and community organizations, including Mount Vernon Nazarene University, Woodland Club/YMCA, and Mansfield Christian School. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm applies modern portfolio theory and quantitative analysis with a long-term trading orientation, combining in-house portfolio management with third-party platforms and supporting a large client base across multiple offices.

Kage Rush is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. He holds a Series 65 designation and previously worked at Novogradac & Company LLP and Steven's Gutter. Outside of his advisory role, Rush owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with investment advisory and planning services. The firm employs modern portfolio theory and quantitative analysis within a long-term trading framework and supports a large client base through multiple offices and integrated services including tax, benefits, and insurance advisory.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with 25 years of industry experience. He holds a Series 63 designation and has worked at firms including Raymond James Financial Services and Whitaker-Myers Wealth Managers. Outside of his advisory work, he serves as CFO of Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $713 million in client assets and uses a documented investment policy and modern portfolio theory with a long-term trading orientation.

Drew Hodgson is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He is currently affiliated with Whitaker-Myers Wealth Managers, Ltd. and Innovative Solutions Insurance Services. Prior to his current roles, he worked with MML Investors Services, Skylight Financial Group, and Mass Mutual Life Insurance Company. Whitaker-Myers Wealth Managers, Ltd. serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing a range of advisory and planning services. The firm applies modern portfolio theory and quantitative analysis with a long-term trading approach, managing approximately $713 million in client assets across more than 3,200 households.

Jacob Buckwalter is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with eight years of industry experience. His prior roles include positions at JP Morgan Chase and Fidelity Investments. Outside of advising, he has experience as a self-employed seller on Amazon and has worked at the Wooster Country Club. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using a long-term, quantitative approach and supports clients with services ranging from estate planning to participant account management.

Charles Powell is an advisor at Signature Equity Partners, LLC with nine years of industry experience. He previously worked at Cambridge Investment Research, Inc. for eight years and Utility Pipeline Ltd for fourteen years. Outside of his advisory role, he is a minority owner of a local CPA firm where he assists with public relations and community events, and he occasionally works as a professional DJ for private gatherings. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, consulting, and retirement-plan services using model portfolios and both discretionary and non-discretionary strategies.

Joshua Strouse is an investment advisor representative at Signature Equity Partners, LLC with 19 years of industry experience. He previously worked at Cambridge Investment Research Advisors Inc. and Osaic Wealth, Inc. Strouse is a minority owner in an accounting firm and also serves as a notary public. Signature Equity Partners, LLC is an SEC-registered advisory firm that serves individuals, high-net-worth clients, retirement plans, and business entities. The firm offers portfolio management, financial planning, and consulting services through a network of independent advisory affiliates using various model portfolio solutions.

Jeremy Swank is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the ChFC® designation and multiple securities licenses, and previously worked eight years at Kestra Advisory and related firms. Outside of his advisory role, he serves as a board member for Taking Root Farms, a nonprofit supporting adults with developmental disabilities in Richland County, Ohio. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse clientele, including individuals, families, trusts, and institutional clients. The firm combines in-house and third-party portfolio management across various wrap programs and offers custody and trustee services uncommon among large enterprise advisers.

Deborah Williams is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds a Series 66 designation and previously worked at Kestra Advisory and Kestra Investment Services for eight years. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various wrap and advisory programs.

Nicholas Offenburger is a financial advisor at Commonwealth Financial Network with a Series 66 designation and two years of industry experience. He has held roles at Commonwealth Financial Network and Offenburger Capital Management LLC, and has worked in fixed insurance sales during business hours. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors, offering a range of managed-account programs, third-party asset manager access, and custody and clearing services.

Scott Horowitz is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. Horowitz serves as a board member of the Arthritis Foundation in Atlanta, advising on awareness programs in Columbus, Ohio. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory services.

Jackson Weinzatl is a financial advisor with The Huntington Investment Company holding Series 63 and Series 66 licenses and seven years of industry experience. His prior experience includes roles at Ameriprise Financial Services, JPMorgan Chase Bank, J.P. Morgan Securities, Northwestern Mutual, and AXA Advisors. He is also a squad leader and petroleum supply specialist in the U.S. Army Reserves. The Huntington Investment Company, operating as Huntington Financial Advisors, serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm uses an open-architecture investment model combining third-party and proprietary strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Douglas Walter is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 38 years of industry experience. He has been with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2004. Walter is also the owner of Walter and Company Financial Services Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Michael Reynolds is a Series 63 licensed financial advisor with Principal Financial Services, based in Mansfield, OH. He has 18 years of industry experience, including roles at Principal Securities Inc. since 2016 and Farley-Peoples Insurance, Inc. prior to that. Outside of advising, he has provided tax support services through a remote role with Teletech. Principal Securities offers brokerage and registered investment advisory services to a diverse clientele, including individual investors, retirement plans, trusts, and military personnel overseas. The firm’s advisory approach includes direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under multiple advisory arrangements.

Gregory Kibler is a CFP® and ChFC® with 38 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2024 and previously spent eight years at Kestra Advisory Services and Kestra Investment Services. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a range of brokerage, financial planning, consulting, and advisory programs.

Morgan Zolman is a Series 66 licensed financial advisor at The Huntington Investment Company with two years of industry experience. Prior to joining the firm, he held positions at The Huntington National Bank, JBH-R/W, LLC, Bad Apple Pub, and Panera Bread. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with a range of advisory and brokerage services. The firm utilizes an open-architecture investment model combining third-party and affiliate strategies, offering multiple wrap-fee programs through the Envestnet MAS platform.

Lauretta Burkhart is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on providing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. Her client focus areas include family wealth management strategies, personal retirement planning, and women and wealth. With a background as an economist, Lauretta reads economic reports and charts daily to assist in portfolio construction. She emphasizes active portfolio management based on economic conditions to aim for better short- and long-term returns. Her approach helps clients live full lives both before and after retirement by addressing their goals and risk tolerance, including alleviating common fears about financial security in retirement. Lauretta holds a Bachelor's Degree from Ohio State University and a High School Diploma from Colonel Crawford High School. She has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Life Underwriter (CLU), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of work, she spends time volunteering with community organizations and enjoys biking, cooking, hiking, and yoga.

Marcus Arnold is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 63 designation and has previously worked at Pruco Securities, The Prudential Insurance Company of America, and NYLIFE Securities. Arnold serves as treasurer for Compassionate Acres Farm Sanctuary, a nonprofit organization. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing proprietary models and third-party strategies tailored to client objectives.