David Gearhart is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding the ChFC® designation and Series 65 license. He has two years of industry experience, including roles at Whitaker-Myers Wealth Managers and Kestra Financial Inc. prior to becoming an advisor. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm follows an investment approach based on modern portfolio theory and quantitative analysis, managing most accounts on a discretionary basis while offering a broad range of financial services.

Mica Dauch is a Series 65 licensed advisor with two years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. Her prior roles include positions at Kestra Financial, Navigator Wealth Management, and Buckeye State Credit Union. She has experience working in educational and healthcare institutions as well. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach using modern portfolio theory and quantitative analysis, supported by a broad service model and multiple custodial relationships.

Clay Reynolds is a Series 65-licensed financial advisor at Whitaker-Myers Wealth Managers, Ltd. with one year of industry experience. His prior roles include positions at Kestra Financial, LLC and Mount Vernon Nazarene University. Whitaker-Myers Wealth Managers, Ltd. serves individuals, pension and profit-sharing plans, and charitable organizations with investment advisory and financial planning services. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and supports clients through a range of services from estate planning to collegiate funding strategies.

Kage Rush is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. holding a Series 65 credential and two years of industry experience. Prior to joining Whitaker-Myers, he worked at Novogradac & Company LLP and owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations, managing accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis. The firm serves a large client base per advisor and provides a broad range of services supported by affiliated businesses including tax and insurance agencies.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, with 26 years of industry experience. He holds a Series 63 designation and has previously worked with Kestra Financial, LLC, Ms Howells & Co, Raymond James Financial Services, and Mass Mutual Investors Services. Outside of his advisory role, he serves as CFO for Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using modern portfolio theory, quantitative analysis, and a long-term trading approach, and offers a broad range of services supported by multiple custodial platforms and affiliated providers.

Drew Hodgson is a CFP® with five years of industry experience, currently serving at Whitaker-Myers Wealth Managers, Ltd. He has previously worked with Kestra Financial, Inc. and several other firms. Hodgson is also an insurance agent at Innovative Solutions Insurance Services, where he sells life insurance policies. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm generally manages accounts on a discretionary basis using modern portfolio theory and quantitative analysis, and supports a broad service model with multiple custodial relationships and affiliated businesses.

Jacob Buckwalter is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at Kestra Financial, JP Morgan Chase, and Fidelity Investments. Outside of finance, he spent time self-employed selling items on Amazon. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a large client base with a broad range of financial services.

Stephen Armstrong is a financial advisor at LexAurum Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Whitaker Myers Wealth Managers for six years. Outside of his advisory role, he serves as a high school soccer coach. LexAurum Advisors offers investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutional clients, and other advisory firms. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, implementing model allocations primarily through low-cost ETFs.

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.

Joel Staich is a financial advisor with Eagle Strategies (NY Life) in Mansfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has been with Eagle Strategies since 2017 and is also associated with Mahoney Financial Organization, LLC and Staich Financial, LLC, which operate under his ownership for selling New York Life products and brokering non-registered insurance products. Outside of his advisory work, Staich is a part owner of Klopfenstein Art Equipment Manufacturing LLC and volunteers to help organize the annual Jeff Ellington Legacy Golf Outing, a charitable event. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through multiple program types and managing the majority of its assets on a non-discretionary basis.

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.

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.

Michael Dostal is a financial advisor with Principal Financial Services in Bucyrus, Ohio, holding over 10 years of industry experience. He has worked with Dostal & Kirk, Inc. since 2017 and held roles at Principal Life Insurance Company and Princor Financial Services Corporation. Outside of his advisory work, he serves on multiple local boards, including the Community Foundation for Crawford County and the Ohio State University at Marion advisory board. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter 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.

Andrew Schoch is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and bringing 26 years of industry experience. Prior to joining Cambridge in 2019, he worked at Nationwide Securities and Nationwide Financial Network for over a decade. Outside of advising, he is involved in photography through selling and licensing his work. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering a range of financial planning and investment management services. The firm supports both discretionary and non-discretionary investment strategies delivered by independent Financial Professionals, featuring proprietary models and access to third-party managers.

Andrew Bower is a financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012 and holds a Series 66 designation. Outside of his advisory role, he operates a commercial rental property business in Mount Gilead, Ohio. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Hite is a financial advisor at Edward Jones in Lexington, Ohio, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services under a fiduciary standard.