Joseph Browning II is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH. He holds a Series 65 designation and has one year of industry experience. Prior to joining Whitaker-Myers, he held various roles including teaching positions at Miami University and Triway High School. Whitaker-Myers Wealth Managers provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts using modern portfolio theory and a long-term trading approach, serving a wide client base with comprehensive financial and estate planning support.

Nicholas Allen is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with three years of industry experience. He holds a Series 65 designation and has worked at Whitaker-Myers since 2022. Prior to his advisory role, he spent nine years with Young Life. Outside of his advisory work, he serves as an assistant lacrosse coach at Wooster High School, where he mentors student athletes. 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 employs a long-term, quantitative investment approach while offering scaled services such as group financial coaching and integrated tax and benefits advisory through affiliated businesses.

Joseph Mains is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH, holding a Series 65 license with two years of industry experience. Before joining Whitaker-Myers in 2024, he worked at Uber and Travelers Insurance Company. He is also involved in financial coaching as a side business. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations, employing modern portfolio theory and quantitative analysis in a discretionary management approach. The firm maintains a broad service model supported by multiple custodial relationships and affiliated businesses.

Timothy Hilterman is a CFP® and Series 66-registered advisor with 16 years of industry experience. He has worked at Whitcomb & Hess, Inc. and Merrill Lynch, Pierce, Fenner & Smith Inc./Bank of America before joining Whitaker-Myers Wealth Managers, Ltd., where he has been since 2024. He serves on the Richland Academy board and rents his 12-passenger van on TURO. 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 combination of in-house portfolio management and third-party platforms, applying modern portfolio theory with a long-term trading orientation.

William Cunningham is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is currently a member of the team at Pinnacle Advisors and has previously worked at several firms, including Pinnacle Wealth Planning Services and Fidelity Brokerage Services LLC. Outside of his advisory work, Cunningham serves as a judge and referee for competitive rowing with U.S. Rowing. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients, managing approximately $2.1 billion in discretionary assets. The firm combines financial planning with discretionary portfolio management through formal Wealth Management and Trust Programs and offers a range of institutional services, including trust and custody, retirement plan consulting, and a dedicated Family Office program.

Wesley Laurenson is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. He joined Pinnacle Advisors in 2026 after completing his studies. Pinnacle Advisors serves individual clients, including high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients, offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm combines financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates a variety of institutional and affiliated arrangements.

Joshua Wright is a financial advisor at Pinnacle Advisors in Mansfield, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Pinnacle Advisors, he spent ten years working in education. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients, offering wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and combines financial planning with discretionary portfolio management through tiered Wealth Management and Trust Programs.

David Heichel is a CFP® professional with 31 years of industry experience, currently advising at Pinnacle Advisors since 2019. He previously worked at Professional Investments & Insurance Planning Inc, Creative Financial Designs, Inc., and CFD Investments, Inc. He holds minority passive ownership in a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive financial planning and investment advisory services through formal Wealth Management Programs, integrating portfolio management with financial planning and trust services.

Scott Brihn is a CFP® with three years of industry experience, currently serving as a financial advisor at Pinnacle Advisors. He previously worked at Grubb Wealth Management and PSI/Caliper. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers a range of services including bundled financial planning, investment advisory, trust wealth management, and retirement plan consulting through formal Wealth Management Programs that integrate portfolio management with comprehensive financial planning.

Jonah Kearns is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. He holds a Series 65 designation and has military experience from service in the US Army and the Ohio Army National Guard. Kearns has been with Whitaker-Myers since 2026. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a discretionary management approach based on modern portfolio theory and quantitative analysis, serving a large client base with a broad range of financial services.

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.

Scott Heichel is a CFP®, CFA®, and Series 63-designated advisor with 10 years of industry experience. He has worked at Pinnacle Wealth Planning Services since 2015 and is a 6% shareholder in the firm. Additionally, he holds a minority ownership interest in Pinnacle CPA Advisory Group, a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and also provides retirement plan consulting and trust services.

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.

Keith Heichel is a CFP® professional with 26 years of experience, currently serving at Pinnacle Advisors in Medina, Ohio. He has been involved with Pinnacle Wealth Planning Services, Inc. since 1998 and Professional Planning Coordination Services, LLC since 2012. Outside of his advisory work, he holds minority ownership positions in a commercial real estate investment company and a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and provides retirement plan consulting, trust services, and an extended network of institutional and affiliated relationships.

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.

Anthony Gigliotti is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Pinnacle Advisors and has held prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, Fifth Third Bank, Fidelity Investments, and Morgan Stanley. In addition to his advisory work, he serves as a part-time officiator for USA Hockey. Pinnacle Advisors provides wealth management, trust services, financial planning, and retirement plan consulting to individuals, high-net-worth households, pension and profit-sharing plans, trusts, and corporate clients. The firm manages approximately $2.1 billion in discretionary assets and offers a range of programs combining financial planning with portfolio management, supported by institutional affiliations and specialized services including family office offerings.

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.

Kevin Heichel is a financial advisor at Pinnacle Advisors with a Series 65 designation and one year of industry experience. Before joining Pinnacle in 2025, he worked at College Works from 2024 to 2025. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients by offering wealth management, trust services, financial planning, investment advisory, and retirement plan consulting. The firm integrates financial planning with discretionary portfolio management through structured Wealth Management and Trust Programs and operates several institutional and affiliated arrangements, including a private-label Trust Representative Office and connections with affiliated CPA and legal service providers.

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.