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Kelly K

Series 65

Wooster, OH

LexAurum Advisors

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers and Wooster Country Club. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented with low-cost ETFs and other investment vehicles.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Jordan L

Series 66

Orrville, OH

On Investment Management CO

Jordan Luhring is a financial advisor with On Investment Management CO in Orrville, OH, holding a Series 66 designation and one year of industry experience. His work history includes roles at Ameriprise Financial and Target Corporation. Outside of advising, he is involved with Hummel Group in life and disability insurance. On Investment Management CO (ONIMCO) provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors, offering a range of third-party investment programs and both discretionary and non-discretionary asset management.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Peyton G

Series 66, Series 63

Orrville, OH

On Investment Management CO

Peyton Gentry is a financial advisor at On Investment Management Co with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at several firms, including The O.N. Equity Sales Company and Hummel Wealth Management, LLC. Outside of investment advising, he is involved in life insurance sales within his organization. On Investment Management Co is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides access to a variety of third-party investment programs and utilizes a combination of discretionary and non-discretionary management approaches.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Joshua H

CFP®, Series 66

Wooster, OH

On Investment Management CO

Joshua Hartzler is a CFP® with 17 years of industry experience, currently affiliated with On Investment Management CO in Wooster, OH. He has worked since 2013 with Hummel Wealth Management, LLC, The O. N. Equity Sales Company, and the Hummel Group. In addition to his advisory role, he is involved in retirement plan specialist services and the sale of life and fixed indexed annuities through the Hummel Group. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing a combination of discretionary and non-discretionary strategies and access to various third-party investment programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Andrew B

CFP®, Series 66

Wooster, OH

On Investment Management CO

Andrew Badertscher is a CFP® with 26 years of industry experience, currently serving at On Investment Management CO in Wooster, OH. He has held roles at Hummel Wealth Management LLC, The O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services since 2006-2007. He is a member of the board and treasurer of the Boys and Girls Club of Wooster, a nonprofit focused on youth development, and serves as a board member of Mennonite Mutual Insurance Co. On Investment Management Company (ONIMCO) is a multi-team SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm offers a blend of discretionary and non-discretionary management solutions through access to various third-party investment programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Andrew M

CFP®, Series 63

Berlin, OH

On Investment Management CO

Andrew Miller is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with On Investment Management CO and has worked concurrently at The O.N. Equity Sales Company, Hummel Wealth Management, and Hummel Insurance Group since 2008. Outside of finance, Miller has operated Beachy's Country Chalet and Miller Mowing for over two decades and serves as the fiscal officer for Sugarcreek Township. On Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm utilizes a dual-registration model combining broker-dealer activity and advisory services, offering both discretionary and non-discretionary management through third-party programs.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Logan M

Series 63, Series 65

Berlin, OH

On Investment Management CO

Logan Mast is a financial advisor with On Investment Management CO in Berlin, OH, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Hummel Wealth Management, the ON Equity Sales Company, and Hummel Group. Outside of his advisory duties, he maintains a hobby as a dog broker, connecting breeders with buyers through advertising and direct communication. On Investment Management CO is a multi-team firm serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs often integrated with affiliated broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Benjamin W

Series 65

Orrville, OH

On Investment Management CO

Benjamin Walton is a financial advisor at O.N. Investment Management Company with three years of industry experience. He holds a Series 65 credential and has prior experience at Scofield and Company, LLC, and EdgeTech Analytics, LLC. Outside of his advisory role, he serves as an event judge for the Ohio Athletic Commission and owns a marketing and branding company, Spark Results, LLC. O.N. Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a mix of discretionary and non-discretionary management through third-party programs and is known for its dual-registration model involving broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Trevor H

CFP®

Orrville, OH

On Investment Management CO

Trevor Hostetler is a CFP® professional with 25 years of industry experience. He is affiliated with On Investment Management CO and has held roles at Hummel Wealth Management, LLC, Hummel Group, Inc., and THE O.N. Equity Sales Company since 2001. Outside of his advisory work, he is involved in insurance sales, focusing on life, long-term care, and disability policies. On Investment Management CO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services through a mix of discretionary and non-discretionary programs, including access to various third-party investment solutions.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Henry R

CFP®, Series 63

Orrville, OH

On Investment Management CO

Henry Reifsnyder is a CFP® with 18 years of experience, currently affiliated with On Investment Management CO in Orrville, OH. He has worked at Hummel Wealth Management, LLC since 2009 and at The O.N. Equity Sales Company since 2008. Outside of his advisory roles, he is an investor in a baseball academy in Santo Domingo, Dominican Republic, and holds partial ownership interests in local billboard advertising businesses. On Investment Management CO (ONIMCO) is a multi-team SEC-registered investment adviser serving individuals, families, charitable organizations, and businesses with financial planning and portfolio management services. The firm offers a combination of discretionary and non-discretionary advisory relationships and employs a dual-registration model involving broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Ross C

Series 63, Series 66

Wooster, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Wendy K

Series 66

Wooster, OH

SPC

Wendy Kouvaras is a financial advisor at SPC with 18 years of industry experience. She holds a Series 66 designation and has been with SPC since 2013. Outside of her advisory work, she is involved with Five-Star Gymnastics of Ohio as a co-owner and assists with business responsibilities as needed. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Kamala M

Series 63

Wooster, OH

Lincoln Investment

Kamala Manchigiah is a financial advisor at Lincoln Investment with 15 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation from 2011 to 2019. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor-managed and firm-managed model portfolios, and operates as both a broker-dealer and SEC-registered RIA.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Jeffrey S

Series 63, Series 65

Wooster, OH

&PARTNERS

Jeffrey Swartzentruber is a financial advisor with &PARTNERS, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He previously managed his independent practice through Swartzentruber Wealth Management LLC. &PARTNERS serves a diverse client base, including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers a range of services such as investment advisory, brokerage, financial planning, retirement plan consulting, and investment banking, utilizing both proprietary and third-party strategies across fundamental, technical, and quantitative analyses.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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John V

CFP®, PFS™, Series 63

Wooster, OH

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

John Vertal is a CFP® and PFS™ with 21 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He also owns John Vertal CPA and Associates, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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Cody H

Series 66

Wooster, OH

&PARTNERS

Cody Huth is a financial advisor at &PARTNERS with a Series 66 credential and three years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Advisors and has experience as a physical therapist. Outside of finance, he coaches varsity boys basketball and serves as a football official for interscholastic contests. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing a combination of proprietary and third-party investment strategies across a variety of asset classes.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Nicholas S

Series 63, Series 65

Wooster, OH

Stratos Wealth Partners, Ltd

Nicholas Swigart is a financial advisor at Stratos Wealth Partners, Ltd with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stratos Wealth Partners and LPL Financial since 2012. In addition to his advisory role, he co-owns and operates insurance agencies focused on life and health insurance. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Logan S

Series 63, Series 65

Wooster, OH

&PARTNERS

Logan Swartzentruber is a financial advisor at &PARTNERS with Series 63 and Series 65 designations and five years of industry experience. Prior to joining &PARTNERS in 2024, he worked at Wells Fargo Advisors, Thrivent Investment Management Inc, and Thrivent Financial. Outside of his advisory role, he serves as an assistant golf coach at Dalton High School. &PARTNERS serves a diverse client base that includes individuals, institutions, retirement plans, and charitable organizations. The firm combines investment advisory and brokerage services, utilizing both proprietary and third-party portfolio management strategies across fundamental, technical, and quantitative analyses.

Private / alternative investments Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive Retired Financial Professional
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Mark N

Series 66

Wooster, OH

Stratos Wealth Partners, Ltd

Mark Norton is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Partners and LPL Financial since 2017, following a three-year tenure at Voya Financial Advisors. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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Chad B

Series 63, Series 65

Wooster, OH

Stratos Wealth Partners, Ltd

Chad Boreman is a financial advisor at Stratos Wealth Partners, Ltd with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Stratos Wealth Partners and LPL Financial since 2011, as well as Minnesota Mutual since 1996. Outside of his advisory role, Boreman serves on the Tri-County Board of Education and is the owner and CEO of Becker Farms Trucking LLC, a family logistics and maintenance business. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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