Chad Brown is a financial advisor with LPL Financial in Wooster, OH, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Regal Investment Advisors, The O.N. Equity Sales, Ohio National Financial Services, and AllState Insurance Company. He also provides financial planning and consulting services through Compass Planning, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm supports its advisors with in-house research and a range of investment delivery options, combining large-scale advisory operations with insurance and annuity product offerings.

David Winner is the sole advisor at Winner Wealth Management in Wooster, OH, holding a Series 66 designation with 21 years of industry experience. He founded Winner Wealth Management in 2010 after working at Creative Financial Designs, Inc. and CFD Investments, Inc. from 2005 to 2016. In addition to his advisory work, he owns and operates a tax consulting service focused on tax advice, planning, and preparation. Winner Wealth Management is an independent firm serving individuals, trusts, estates, endowments, foundations, and business entities with discretionary portfolio management. The firm emphasizes client-customized investment strategies centered on fundamental security analysis, focusing on individual bonds and equities to achieve tax efficiency and long-term holdings, while also providing targeted financial accounting and consulting services.

David Paul Jr. is a financial advisor with Fusion Planning LLC in Wooster, OH, holding a Series 66 designation and 27 years of industry experience. He has worked at several firms, including Stirlingshire Investments, Golden Reserve RIA, and U.S. Bancorp Investments. Outside of advising, he serves as president of a consulting business. Fusion Planning LLC provides portfolio management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a long-term trading approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, focusing on asset allocation and selection within a limited range of investment types.

Stefan Garcia is a Certified Financial Planner™ with 25 years of industry experience. He is the principal of Lifetime Financial Advisors LLC in Wooster, Ohio, and has worked concurrently with THE O.N. Equity Sales Company and Ohio National Life Insurance since 2001. Outside of his advisory work, he serves as treasurer for a local mountain bike trail nonprofit and is involved with a real estate holding company supporting addiction and mental health services. Lifetime Financial Advisors provides personalized investment advisory and pension consulting services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm uses a value-oriented, non-discretionary investment approach supported by third-party research and in-house analysis, with a focus on company-sponsored plans and participant education.

Gretchen Carr is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Apollo Wealth Management. She has previously worked with AE Wealth Management, LLC and Apollo Investment Advisors. Outside of her advisory role, she is involved with Star Strategies, LLC, where she focuses on insurance sales and services. Apollo Wealth Management provides portfolio management and related advisory services primarily for pooled and institutional accounts, while also offering financial planning and estate-document assistance. The firm employs a combination of quantitative, fundamental, technical, and cyclical analysis within its investment approach and integrates both long- and short-term trading strategies across various asset classes.

Bradley Fike is a financial advisor with Fike Advisors, LLC in Wooster, Ohio, holding a Series 66 designation and 15 years of industry experience. He has been involved with Fike Advisors since 2010 and also works with Essential Financial Planning, Inc. since 2014. Outside of his advisory roles, he owns and operates Bradley Fike Insurance Agency and serves as a director on the board of Mission Possible A to Z, a nonprofit organization. Fike Advisors serves individuals, trusts, estates, and charitable organizations by providing personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, also referring clients to third-party money managers when appropriate.

Andrew Scogin is a financial advisor at Fike Advisors, LLC in Wooster, Ohio. He holds a Series 65 designation and has been with Fike Advisors since 2025. Prior to his advisory role, he worked in logistics and moving services for several years. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and incorporates fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

Robert Dodaro is a Series 65-licensed financial advisor with Prism Wealth Management, bringing eight years of industry experience. He has worked with several firms, including AE Wealth Management and Global Financial Private Capital, and maintains involvement as a board member and treasurer for the United Way of Wayne and Holmes Counties. In addition to his advisory role, he is active in insurance sales through affiliated entities. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning, utilizing third-party sub-advisers and co-advisor arrangements. The firm employs model portfolios and strategic allocation approaches, including defined outcome strategies that may use derivatives, and manages approximately $73.8 million in discretionary assets.

Matthew Gilbert is a financial advisor at Prism Wealth Management with seven years of industry experience. He holds a Series 66 designation and has worked at firms including J.P. Morgan Securities LLC and Edward Jones. Outside of his advisory role, he is involved in a construction business as a carpenter. Prism Wealth Management serves individual and high-net-worth clients by providing discretionary asset management and financial planning. The firm uses third-party sub-advisers and co-advisor arrangements to implement diversified investment strategies, including model portfolios that may utilize derivatives.

Taylor Fike is a financial advisor at Fike Advisors, LLC in Wooster, Ohio, holding a Series 65 credential and with 12 years of industry experience. He has been with Fike Advisors since 2014 and also operates Taylor Fike Insurance, selling life insurance and annuities. Fike Advisors serves individuals, trusts, estates, and charitable organizations with personalized financial planning, investment analysis, and discretionary asset management. The firm primarily uses American Funds mutual funds and combines fundamental and technical analysis in its recommendations, while also referring clients to third-party money managers.

Gregory Stell is a financial advisor at Apollo Wealth Management with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kosmin Wealth Management and AE Wealth Management. Outside of investment advising, he is involved in insurance sales and services through his roles at Wooster Financial Group, LLC and Star Strategies, LLC. Apollo Wealth Management provides portfolio management and advisory services primarily for pooled and institutional accounts, combining quantitative, fundamental, technical, and cyclical analysis with diverse asset allocations. The firm also offers financial planning and estate-document services, managing portfolios on a discretionary basis while incorporating both retail and institutional client needs.

Kaleb Lamb is a financial advisor at Prism Wealth Management with a Series 65 designation and one year of industry experience. His prior work includes roles at Prism Annuity & Life Co., Dougless Turf & Landscaping, and Xcess Limited. Prism Wealth Management provides discretionary asset management and financial planning services primarily to individual and high-net-worth clients, utilizing third-party sub-advisor programs and model-based portfolio construction. The firm combines fundamental analysis and Modern Portfolio Theory with ongoing portfolio oversight and retains discretion to select and replace sub-advisors and models.

John Mark Young is a CFP® and ChFC® with 17 years of experience in the financial industry. He has been with Whitaker-Myers Wealth Managers, Ltd. since 2015, with a brief tenure at M.S. Howells & Co. in 2017. He serves on the board of directors for Buckeye State Credit Union. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension plans, and charitable organizations, employing a discretionary management approach that incorporates modern portfolio theory and quantitative analysis.

Timothy Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with 26 years of industry experience. He has been with Lighthouse Wealth Management since 2011 as part of a five-advisor team. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and 401(k) consulting, combining investment advisory services with tax planning and preparation through licensed CPAs, as well as a licensed insurance agency, creating an integrated approach not typical of similar firms.

Christopher Bevington is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has worked at Lighthouse Wealth Management, Inc. since 2018 and previously spent 20 years at Whitcomb & Hess, Inc. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations, providing discretionary portfolio management, financial planning, and 401(k) consulting. The firm’s approach integrates accounting and tax planning services alongside investment management tailored to client objectives and risk tolerance.

Katherine Brown is a financial advisor at Lighthouse Wealth Management, Inc. with five years of industry experience. She holds a Series 65 designation. Outside of her advisory role, she has been involved with Southview Grace Brethren Church for seven years and worked at Genesis Christian Academy for four years. Lighthouse Wealth Management serves individuals, pension plans, charitable organizations, and corporations, managing approximately $237.6 million for around 373 clients. The firm combines investment advisory, financial planning, tax services through licensed CPAs, and limited insurance offerings, providing integrated financial solutions delivered by a five-advisor team.

Aaron Rowsey is a financial advisor at Lighthouse Wealth Management, Inc. in Ashland, OH, holding a Series 65 designation with seven years of industry experience. He has been with Lighthouse Wealth Management since 2013. Lighthouse Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by offering discretionary portfolio management, financial planning, and 401(k) consulting. The firm integrates accounting services, including tax planning and return preparation, alongside investment management tailored to client objectives and risk tolerance.

Gregory Emmons is a CFP® professional with 13 years of industry experience, currently serving at Lighthouse Wealth Management, Inc. He has held roles at the firm since 2015 and previously worked at Axa Advisors, LLC from 2012 to 2017. Lighthouse Wealth Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines discretionary portfolio management with tax planning and insurance services, operating as both an advisory and accounting practice with licensed CPAs among its principals.

Nicholas Sparr is a financial advisor at On Investment Management Co. with Series 66 registration and one year of industry experience. His prior roles include positions at Hummel Wealth Management, The O.N. Equity Sales Company, and The Hummel Group. Before entering the financial sector, he worked in various roles in education and community organizations. On Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using both discretionary and non-discretionary approaches and maintains a dual-registration model involving broker-dealer activities.

Karl Schlabach is a CFP® with 28 years of industry experience, currently serving at On Investment Management CO in Orrville, OH. He has worked with Hummel Wealth Management, LLC since 2007 and The O.N. Equity Sales Company since 1998. In addition to his advisory roles, he is involved in insurance and annuity sales through Hummel Group Inc. On Investment Management Company (ONIMCO) is a SEC-registered investment adviser and a subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and operates a dual-registration model that integrates broker-dealer activities with advisory services.