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Robert D
Series 66
Mansfield, OH
Pinnacle Advisors
Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.
Alex K
Series 66
Mansfield, OH
Pinnacle Advisors
Alex Kulka is a financial advisor at Pinnacle Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Invicta Capital and Cambridge Investment Research. He was formerly a part owner of ESB W&I LLC but became a passive owner in late 2023. Pinnacle Advisors serves individual clients, pension and profit-sharing plans, trusts, and corporate clients with wealth management, trust wealth management, financial planning, investment advisory, and retirement plan consulting services. The firm manages approximately $2.1 billion in discretionary assets and offers tiered Wealth Management and Trust Programs alongside institutional and affiliated arrangements that distinguish its service offerings.
Logan D
CFP®, Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
Logan Doup is a CFP® and Series 65-registered advisor at Whitaker-Myers Wealth Managers, Ltd. with four years of industry experience. Prior to joining Whitaker-Myers in 2021, he worked at Avita Health Systems and OhioHealth Hospitals. Outside of his advisory work, he operates a hobby farm where he sells honey and garlic. 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 assets, serving over 3,200 households, and employs a disciplined investment approach combining modern portfolio theory with quantitative analysis and a long-term trading orientation.
Ethan B
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
Ethan Barry is a financial advisor with Whitaker-Myers Wealth Managers, Ltd., holding a Series 65 credential and one year of industry experience. Prior to joining the firm, he worked at Lowe's and spent time at Kent State University and Mansfield Christian Schools. 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.
Joseph B
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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.
Jacob J
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
Jacob Jones is a financial advisor at Whitcomb & Hess, Inc. He holds a Series 65 designation and has experience working with Spreng - Smith Agency Inc., J.M. Smucker, and Ashland University. Jones is also a licensed insurance agent with licenses in Ohio and South Carolina. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines its CPA and advisory services with pension consulting and provides portfolio management tailored to clients’ objectives, time horizons, risk tolerance, and tax considerations.
Nicholas A
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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 M
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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 H
CFP®, Series 66
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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 C
CFP®, ChFC®, Series 63, Series 65, Series 66
Mansfield, OH
Pinnacle Advisors
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 L
Series 65
Mansfield, OH
Pinnacle Advisors
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 W
Series 65
Mansfield, OH
Pinnacle Advisors
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 H
CFP®, Series 63, Series 66
Mansfield, OH
Pinnacle Advisors
David Heichel is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Pinnacle Advisors and has previously worked at Ameriprise and several related firms from 1999 to 2019. Outside of his advisory role, he holds a passive ownership interest in a CPA firm. Pinnacle Advisors serves individual clients, including high-net-worth households, as well as pension plans, trusts, and corporate clients. The firm combines financial planning with discretionary portfolio management through tiered Wealth Management and Trust Programs, and it maintains institutional affiliations including a trust company and a CPA firm.
Christopher N
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
Christopher Nadler is a CFP® professional with 14 years of industry experience, currently serving at Whitcomb & Hess, Inc. since 2016. He holds a Series 66 license and is based in Ashland, Ohio. Whitcomb & Hess serves individual clients, corporations, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers tailored portfolio management, pension consulting, financial planning, and integrates tax, accounting, and insurance services within its advisory practice.
Scott B
CFP®, Series 65
Mansfield, OH
Pinnacle Advisors
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.
Tammy H
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
Tammy Higgins is a financial advisor at Whitcomb & Hess, Inc. with nine years of industry experience. She holds a Series 65 designation and has been with Whitcomb & Hess since 2015. Outside of her advisory role, she is a partner and business manager in an IT consulting firm serving small and mid-size businesses. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that provides tax, accounting, management, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm integrates CPA and advisory services with pension consulting and offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.
Jonah K
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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.
Douglas P
Ashland, OH
Capital City Asset Management Group, LLC
Douglas Pauly is a financial advisor with Capital City Asset Management Group, LLC who holds over 21 years of industry experience. He has been with Capital City Asset Management Group since 2009 and also has longstanding roles with Capital City Securities and Oak Tree Financial Offices, LLC. Outside of advisory work, Pauly serves as CEO of Pauly CPA Inc., which provides accounting and tax consultation, and holds unpaid board and treasurer positions with several local nonprofit organizations. Capital City Asset Management Group, LLC is a team-based firm serving individuals, retirement plans, trusts, and various organizations with discretionary investment management and financial planning. The firm manages approximately $43.3 million in assets, employing customized portfolios and a wide range of investment strategies tailored to client objectives.
David G
Series 65
Mansfield, OH
Whitaker-Myers Wealth Managers, Ltd.
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.
Antonio R
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
Antonio Rhodes is a financial advisor at Whitcomb & Hess, Inc. with Series 65 registration and one year of industry experience. Prior to joining Whitcomb & Hess, he worked in educational roles at Ashland University and local schools from 2015 to 2025. Whitcomb & Hess is a Certified Public Accounting firm and SEC-registered investment adviser that offers integrated tax, accounting, pension consulting, and investment advisory services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines fundamental and technical analysis with tailored portfolio management and financial planning, serving a diverse client base with coordinated CPA and advisory expertise.
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