David Schlabach is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and 38 years of industry experience. He has worked at Hummel Wealth Management since 2007 and is also affiliated with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of his advisory role, Schlabach owns a retail business selling folk art and crafts and serves on the board of a community bank, providing loan risk evaluation. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection and investment monitoring. The firm works with trusts, charitable organizations, and business entities and does not offer ongoing discretionary portfolio management for individual retail clients.

Nicholas Sparr is a Series 66-credentialed advisor at Hummel Wealth Management, LLC with one year of industry experience. His work history includes roles at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and corporations, distinguishing itself by not offering ongoing discretionary portfolio management for individual retail clients.

Karl Schlabach is a CFP® with 28 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and has worked with The O.N. Equity Sales Company since 1998. He is also active in insurance and annuity sales through Hummel Group, Inc. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and related entities, focusing on plan-level advice such as fund selection, performance monitoring, and participant education rather than individual portfolio management.

Jordan Luhring is a financial advisor at Hummel Wealth Management, LLC, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Ameriprise Financial and The University of Akron. He is also involved with the Hummel Group as an agent servicing life and disability insurance policies. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education. The firm works with trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives with a focus on ERISA plan consulting rather than individual discretionary portfolio management.

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Hummel Wealth Management, he has worked with ON Investment Management Co and The O.N. Equity Sales Company. He is also engaged in insurance sales, offering life insurance to clients within his organization. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm works with trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual retail clients.

Joshua Hartzler is a CFP® with 17 years of industry experience. He has been with Hummel Wealth Management, LLC since 2013 and also has roles with The O. N. Equity Sales Company and Hummel Group. His background includes work at Expand Financial, LLC and KM&M PINNACLE, Ltd. Hartzler is involved in retirement plan consulting and also provides health insurance sales focusing on disability insurance. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans and fiduciaries. The firm serves trusts, charitable organizations, and corporations, emphasizing plan-level advice such as fund selection analysis and investment performance monitoring.

Andrew Badertscher is a CFP® with 26 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and holds additional roles with O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services. Outside of his advisory work, he serves as treasurer and board member for the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Company. Hummel Wealth Management specializes in non-discretionary pension consulting for employee benefit plans, providing plan-level advice including fund selection analysis and participant education. The firm also serves trusts, charitable organizations, and corporations, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual clients.

Steven Smith is a financial advisor with Hummel Wealth Management, LLC, holding the CFP® designation and Series 65 and Series 63 licenses. He has been in the financial industry since 2022, with experience at several firms including Whitaker-Myers Wealth Managers Ltd. and The O.N. Equity Sales Company. Outside of finance, he has worked in education and retail sectors. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries. The firm focuses on plan-level advice such as fund selection analysis, investment performance monitoring, and participant education, serving trusts, charitable organizations, corporations, and other business entities.

Andrew Miller is a CFP® with 17 years of industry experience, currently serving at Hummel Wealth Management, LLC. He has concurrently worked with The O.N. Equity Sales Company and Hummel Insurance Group since 2008. Outside of finance, Miller operates two local businesses, Beachy's Country Chalet and Miller Mowing, and serves as the fiscal officer for Sugarcreek Township, Ohio. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, trusts, charitable organizations, and business entities, focusing on plan-level advice such as fund selection and investment performance monitoring rather than individual discretionary portfolio management.

Logan Mast is a financial advisor at Hummel Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hummel Wealth Management since 2024. Outside of his advisory role, he operates a hobby business as a dog broker, connecting breeders with potential buyers. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans, trusts, charitable organizations, and business entities. The firm provides plan-level advice including fund selection analysis, investment performance monitoring, and participant education, focusing on mutual funds and long-term purchase strategies.

Alexis Glessner is a Series 65-licensed financial advisor at Hummel Wealth Management, LLC with one year of industry experience. Prior to joining Hummel Wealth Management, Alexis worked at P. Graham Dunn and Heather's Studio. Outside of financial advising, Alexis is associated with the Wayne County Regional Training Facility. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities without offering ongoing discretionary portfolio management for individual clients.

Trevor Hostetler is a CFP® certificant with 25 years of industry experience. He has been with Hummel Wealth Management, LLC since 2007 and is also associated with Hummel Group, Inc. and THE O.N. Equity Sales Company. Outside of investment advisory, he is involved in insurance sales focusing on life, long-term care, and disability policies. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, offering services such as fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, and does not provide ongoing discretionary portfolio management for individual retail clients.

Henry Reifsnyder is a CFP® with 18 years of industry experience, currently serving as an advisor at Hummel Wealth Management, LLC since 2009. He also has affiliations with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory roles, he holds ownership interests in billboard advertising businesses and is an investor in a baseball academy in the Dominican Republic. Hummel Wealth Management is a state-registered investment adviser specializing in non-discretionary pension consulting for employee benefit plans, trusts, charitable organizations, and business entities. The firm provides plan-level advice including fund selection analysis, performance monitoring, and participant education, focusing on customized consulting engagements rather than ongoing discretionary portfolio management.

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.

David Yoder is a financial advisor with Primerica Advisors in Millersburg, OH, holding 14 years of industry experience. He has worked with Primevision Financial Group since 2025 and PFS Investments Inc. since 2012, and prior to that was employed with Alpine Cabinets. Outside of his advisory work, Yoder owns Yoder CAD Design LLC, a custom cabinetry business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and uses model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services.

Zachary Schuch is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation. Prior to joining Cetera, he held roles at Inogen and the Commercial and Savings Bank. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to both affiliated and third-party managers.

Bartley Hostetler is a financial advisor with Charles Schwab who holds a Series 66 designation and has 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2007 and previously spent 11 years with Charles Schwab Bank. Outside of his advisory role, Hostetler is an independent contractor serving as a basketball official for junior and high school contests and is also a silent partner investor in an agriculture-related business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary managed account services with a multi-asset investment approach supported by centralized operations and a formal alternative-investment process.

Deborah Meitzler is a financial advisor with Ameriprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. Her prior experience includes roles at Morgan Stanley and 3 Sixty LLC before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written Recommendation Reports and ongoing advice. The firm’s approach incorporates proprietary research and third-party data, emphasizing tax-aware withdrawal strategies and requires clients to meet specific asset minimums for participation.

Lucas Fox is a financial advisor with Edward Jones in Sugarcreek, OH, holding a Series 66 designation and 14 years of industry experience. Prior to joining Edward Jones in 2019, he worked at firms including Everence Trust Company, ProEquities, Inc., and The Huntington Investment Company. Outside of his advisory role, Fox is an ordained minister who preaches and visits people, including conducting jail visits. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Robin Hovis is a financial advisor with LPL Financial in Millersburg, OH, holding a Series 63 license and 37 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 34 years before joining LPL Financial in 2022. Outside of his advisory role, he owns Hovis Supply Co LLC, a catalog supply service for nonprofits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, leveraging model portfolios, research, and various investment strategies.

Victoria Burke is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has previously worked at The Killbuck Savings Bank, Tuscarawas Insurance Agency, and Dutchman Hospitality Group. Outside of her advisory role, Burke serves on the Board of Directors for Garaway Youth Cheerleading, is secretary of the Sugarcreek Rotary Club and Tuscarawas County Fair Dairy Committee, and chairs committees for the Sugarcreek Business Association and Ohio Swiss Festival. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports and combining research with modeling and tax-efficiency analysis. The firm also provides a wide range of advisory, brokerage, and insurance solutions through affiliated entities.

Neal Clemens is a financial advisor at Cambridge Investment Research Advisors with 38 years of industry experience. He holds the ChFC® designation and has worked at firms including USA Financial Securities and Concourse Financial Group Securities. Outside of advisory work, he is involved in coaching and consulting services and is a licensed drone pilot. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors. The firm offers a variety of financial planning, investment management, and retirement services through a network of independent advisors, utilizing proprietary and third-party model strategies across multiple platform options.

Benson Beachy is a financial advisor at Edward Jones in Millersburg, OH, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked at First Choice Exteriors and has extensive experience in the restaurant industry. He is the owner of The Crust Baking Co., a wholesale food business where he manages equipment maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large nationwide network of advisors and branch offices.

John Byler is a financial advisor with Raymond James Financial in Millersburg, Ohio, holding 25 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2000 and Raymond James Financial since 2009. Outside of advising, he is the owner of an accounting firm, Bromund & Byler, Inc., and serves as a director of the Holmes County Airport Authority. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to project potential outcomes and supports clients through various advisory programs and institutional portfolio management.

Robert Roth is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 license and has been with Edward Jones since 2018, following seven years at Waikem Auto Family. Roth is also a co-owner and beneficiary of Sugar Bay Properties, LLC, a renovation and resale business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Cody Austin is a financial advisor at Austin Wealth Solutions with 10 years of industry experience. He holds a Series 65 designation and has previously worked at Retirement Wealth Advisors, L.M. Kohn & Company, and the University of Akron, among others. Outside of advising, he is involved with the Troy Miller Agency, where he provides insurance sales and financial management consulting. Austin Wealth Solutions offers discretionary portfolio management and third-party adviser selection for individuals, corporations, and charitable organizations. The firm integrates investment management with insurance and employee benefits coaching, utilizing an asset-allocation approach and actively monitoring portfolios through Altruist LLC’s Model Marketplace.