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Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Karl Schlabach is a CFP® with 28 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and has worked with The O.N. Equity Sales Company since 1998. He is also active in insurance and annuity sales through Hummel Group, Inc. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and related entities, focusing on plan-level advice such as fund selection, performance monitoring, and participant education rather than individual portfolio management.

Retired
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Steven W

Series 66

Canton, OH

Williamson Wealth Management

Steven Williamson is a financial advisor with Williamson Wealth Management in Canton, Ohio, holding a Series 66 license and 18 years of industry experience. He has been with Blackstone Wealth Management since 2017 and has involvement with Legacy Investment Group since 2009. Outside of advisory work, he operates as an independent insurance agent focusing on life insurance and fixed products. Williamson Wealth Management serves individual, corporate, and charitable clients, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, including options strategies for hedging and income generation, and provides ERISA-focused retirement plan advisory services.

Options & derivatives strategies Active portfolio management
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Kulanan M

Series 66

North Canton, OH

Greenport Financial Advisers Inc.

Kulanan Monroe is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, with 13 years of industry experience. He holds the Series 66 designation and has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small business clients. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, using customized investment policy statements and a range of investment vehicles such as mutual funds, ETFs, fixed income, private money managers, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor at Hummel Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise Financial and The University of Akron. He is also involved with the Hummel Group as an agent servicing life and disability insurance policies. 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 analysis, investment performance monitoring, and participant education. The firm works with trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives with a focus on ERISA plan consulting rather than individual discretionary portfolio management.

Retired
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Douglas G

Series 65

North Canton, OH

Greenport Financial Advisers Inc.

Douglas Griffing is a financial advisor at Greenport Financial Advisers Inc. in North Canton, Ohio, holding a Series 65 designation with 13 years of industry experience. He has been with Greenport Financial Advisers since 2012. Greenport Financial Advisers serves individual clients, including high net worth households, as well as pension and profit-sharing plans and small businesses. The firm offers portfolio management, advisory consulting, and qualified plan consulting services, utilizing customized investment policy statements and a range of investment vehicles tailored to client objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Morgan H

Series 65

Canton, OH

T.T.G. Financial, Inc.

Morgan Hood is a financial advisor at T.T.G. Financial, Inc. with five years of industry experience. He holds a Series 65 designation and previously worked at Maize Valley Winery and as a self-employed babysitter. T.T.G. Financial serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses by providing investment management and comprehensive financial planning. The firm manages client assets on a discretionary basis using tailored portfolios across seven risk groups and emphasizes fundamental and technical security analysis without relying on ESG criteria.

General retirement planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k)
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Peyton G

Series 66, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Hummel Wealth Management, he has worked with ON Investment Management Co and The O.N. Equity Sales Company. He is also engaged in insurance sales, offering life insurance to clients within his organization. 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. The firm works with trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Glen S

Series 63, Series 66

Canton, OH

Strong Investment Management, LLC

Glen Strong is a financial advisor at Strong Investment Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Strong Investment Management since 2017. Prior to this, he was associated with Integrity Investments & Planning, LLC and Next Financial Group, Inc. Outside of his advisory role, Glen is an independent insurance agent specializing in fixed annuities, life and health, long-term care, and disability insurance. Strong Investment Management provides discretionary and non-discretionary portfolio management and financial planning to individual investors, businesses, and charitable organizations. The firm uses fundamental analysis and written investment policy statements to guide investment decisions and directs custody and trade execution through Charles Schwab Institutional.

Mid-Career Professionals
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Michael G

Series 65

Canton, OH

George Financial Services

Michael George is a financial advisor at George Financial Services in Canton, OH, holding a Series 65 designation with four years of industry experience. Prior to joining George Financial Services, he spent time at Parkland Securities and Access Financial Group. Outside of finance, he operates Headtrauma Entertainment, a DJ service, and owns a plant sales business called Growing for Good LTD. George Financial Services provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, as well as pension and employee benefit plans. The firm employs a core-satellite investment approach incorporating mutual funds, ETFs, fixed income, equities, commodities, options strategies, and digital asset consulting.

Options & derivatives strategies Passive / index investing
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Joshua H

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Joshua Hartzler is a CFP® with 17 years of industry experience. He has been with Hummel Wealth Management, LLC since 2013 and also has roles with The O. N. Equity Sales Company and Hummel Group. His background includes work at Expand Financial, LLC and KM&M PINNACLE, Ltd. Hartzler is involved in retirement plan consulting and also provides health insurance sales focusing on disability insurance. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans and fiduciaries. The firm serves trusts, charitable organizations, and corporations, emphasizing plan-level advice such as fund selection analysis and investment performance monitoring.

Retired
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Thomas H

Series 63, Series 65

Canton, OH

Harvest Advisors, LLC

Thomas Houston is a financial advisor at Harvest Advisors, LLC in Canton, Ohio, holding Series 63 and Series 65 licenses with five years of industry experience. His work history includes roles at Church of the Covenant and S. D. Clifford Advisors, LLC, as well as prior experience at Park Avenue Securities and Guardian Life Insurance. Outside of finance, he has been involved with church organizations, including John Knox Presbyterian Church. Harvest Advisors provides fee-based financial planning and discretionary portfolio management to individuals and various entities, with specialized services for pastors and churches. The firm integrates investment management with affiliated tax, payroll, and pension services tailored to religious organizations.

Wealth management General retirement planning General tax planning
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Gerald D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Gerald Dombrowski is a financial advisor at Buttonwood Advisors, LLC with 16 years of industry experience. He holds the Series 65 designation and previously worked at TimkenSteel Corporation for nine years. Buttonwood Advisors, LLC provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional relationships, employing a range of investment strategies and analytical methods tailored to clients’ goals and risk tolerance.

Options & derivatives strategies Concentrated stock management
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Charlene D

Series 65

Canton, OH

Buttonwood Advisors, LLC

Charlene Dombrowski is a financial advisor at Buttonwood Advisors, LLC in Canton, Ohio, holding a Series 65 designation with 14 years of industry experience. She has been with Buttonwood Advisors since 2010. Buttonwood Advisors provides discretionary portfolio management and investment advice to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations, and other business entities. The firm focuses on non-high-net-worth individual investors and smaller institutional clients, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and more complex instruments such as structured notes and cryptocurrency exposures.

Options & derivatives strategies Concentrated stock management
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Denver M

Series 63, Series 66

Canton, OH

Williamson Wealth Management

Denver Mccallister is a financial advisor at Williamson Wealth Management in Canton, OH, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Cetera Financial Specialists LLC since 2012 and joined Williamson Wealth Management in 2025. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts. The firm utilizes an active, sector-driven investment approach that includes fundamental and technical analysis, options strategies, and ERISA-focused services for qualified retirement plans.

Options & derivatives strategies Active portfolio management
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Andrew B

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Andrew Badertscher is a CFP® with 26 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and holds additional roles with O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer and board member for the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Company. Hummel Wealth Management specializes in non-discretionary pension consulting for employee benefit plans, providing plan-level advice including fund selection analysis and participant education. The firm also serves trusts, charitable organizations, and corporations, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual clients.

Retired
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Steven S

CFP®, Series 65, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Steven Smith is a financial advisor with Hummel Wealth Management, LLC, holding the CFP® designation and Series 65 and Series 63 licenses. He has been in the financial industry since 2022, with experience at several firms including Whitaker-Myers Wealth Managers Ltd. and The O.N. Equity Sales Company. Outside of finance, he has worked in education and retail sectors. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries. The firm focuses on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education, serving trusts, charitable organizations, corporations, and other business entities.

Retired
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Trevor L

ChFC®, Series 63

Canton, OH

Lyke Financial

Trevor Lyke is a ChFC® credentialed financial advisor with 29 years of industry experience. He is the principal of Lyke Financial and has held roles at Purshe Kaplan Sterling Investments since 2014. In addition to his advisory work, Lyke is a practicing attorney with a focus on estate planning and related legal services. Lyke Financial provides discretionary asset management to individuals, corporations, and business entities, including serving as a limited-scope ERISA 3(21) advisor for qualified retirement plans. The firm employs an investment approach based on Modern Portfolio Theory and Efficient Market principles, emphasizing diversified, risk-based asset allocation primarily through mutual funds.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax-loss harvesting Founder/Business Owner
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Andrew M

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Andrew Miller is a CFP® with 17 years of industry experience, currently serving at Hummel Wealth Management, LLC. He has concurrently worked with The O.N. Equity Sales Company and Hummel Insurance Group since 2008. Outside of finance, Miller operates two local businesses, Beachy's Country Chalet and Miller Mowing, and serves as the fiscal officer for Sugarcreek Township, Ohio. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, trusts, charitable organizations, and business entities, focusing on plan-level advice such as fund selection and investment performance monitoring rather than individual discretionary portfolio management.

Retired
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Michael B

Series 65

Canton, OH

Harvest Advisors, LLC

Michael Beels is a financial advisor with Harvest Advisors, LLC in Canton, Ohio. He holds a Series 65 designation and has nine years of industry experience. He has been with Clifford & Associates since 2016. Harvest Advisors provides financial planning and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and business entities, frequently serving clergy and church-related clients. The firm integrates fundamental and technical analysis in managing mostly fixed income, equity, or balanced portfolios and offers related tax and administrative services tailored to its niche clientele.

Wealth management General retirement planning General tax planning
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Margaret F

Series 65

Canton, OH

Williamson Wealth Management

Margaret Frease is a financial advisor with Williamson Wealth Management in Canton, OH, holding a Series 65 designation and 15 years of industry experience. She has worked at Blackstone Wealth Management Inc. since 2018 and previously at Legacy Investment Group, LLC from 2012 to 2018. She has also been self-employed since 1998. Williamson Wealth Management serves individual clients, corporations, and charitable organizations, managing approximately $46 million across 182 accounts with a three-advisor team. The firm uses an active, sector-driven investment approach combining fundamental and technical analysis, offering discretionary and non-discretionary portfolio management, retirement-plan advisory, and investment planning services.

Options & derivatives strategies Active portfolio management
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