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.

Ryan Rowe is a financial advisor at Belpointe Asset Management LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Belpointe since 2017. Prior to joining Belpointe, he worked at R&R Stewardship Partners and has also been employed at Provia since 2004, where he serves as a quality assurance technician. Outside of advisory work, Rowe is a sports official and serves on the board for a local swimming pool through the Lawrence Township Joint Recreation District. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers customized discretionary investment management, financial planning, and retirement-plan consulting, often integrating third-party managers and proprietary funds into client portfolios.

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.

Benjamin Minard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 15 years of industry experience. He has worked at Commonwealth since 2013 and is co-owner of MaPP Investment Service, LLC. Outside of advisory work, he is a business consultant through Minard Executive Strategies LLC and serves as an advisory board member for the MWCD Social Welfare Trust. Commonwealth Financial Network supports a national network of nearly 3,000 advisors, providing back-office operations, technology, investment management, compliance, and practice management. The firm offers a variety of advisory programs and discretionary model portfolios, serving both retail and institutional clients.

Austin Fearon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. He has worked at Commonwealth Financial Network and MaPP Investment Service, LLC since 2023 and previously was employed at the University of Mount Union and Garaway High School. His other business activities include fixed insurance sales conducted at his branch location. 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 support services, including wealth management, retirement plan consulting, and discretionary model portfolios, while acting as a platform and operations provider for affiliated advisors.

Bradley Wheeler is a financial advisor at The Huntington Investment Company with 26 years of industry experience. He holds a Series 63 designation and has worked previously at Shaker Investments LLC, Earnings Scout LLC, and Cleveland Research Company LLC. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm employs an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models, offering multiple wrap-fee programs through the Envestnet MAS platform.

Julie Zeigler is a financial advisor at The Huntington Investment Company with 18 years of industry experience. She holds a Series 66 designation and has been with Huntington since 2002. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party sub-managers and proprietary Private Bank models, with advisory arrangements primarily based on percentage-of-assets wrap fees.

Charity Lower is a Series 66-credentialed financial advisor at The Huntington Investment Company with 17 years of industry experience. She has worked at Huntington and its affiliated entities since 2008. Outside of her advisory role, she is involved in managing her family's dairy farm, where she contributes monthly to the operation. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, and corporations. The firm offers multiple wrap-fee programs using an open-architecture model combining third-party and proprietary strategies, with discretionary or model-based account management.

Mark Molk is a financial advisor with The Huntington Investment Company in Dover, Ohio, holding a Series 66 designation and 22 years of industry experience. He has been with The Huntington Investment Company since 2006 and previously worked at Ameriprise Financial Services, LLC. Outside of his advisory work, Molk serves as a varsity assistant football coach at Dover High School. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, corporations, and other business entities. The firm offers multiple wrap-fee programs through an open-architecture model that integrates third-party sub-managers, affiliate private bank models, and Envestnet overlay services.

Eric Tata is a Series 66-licensed financial advisor with 11 years of industry experience, currently with The Huntington Investment Company. His prior experience includes roles at Ameriprise Financial Services, Citizens Securities, and Edward Jones. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other entities through advisory and brokerage services. The firm offers multiple wrap-fee programs using an open-architecture model that combines third-party and affiliate investment strategies, with portfolio management and custodial services provided primarily via National Financial Services.