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Lewis H

Series 65

Dover, OH

Hindman Financial, LLC

Lewis Hindman Jr. is a financial advisor at Hindman Financial, LLC with over one year of industry experience. He holds a Series 65 license and has been a public high school teacher in Dover, Ohio since 2006. In addition to his advisory role, he provides tax preparation services. Hindman Financial offers financial planning, individual-topic consulting, and public seminars focused on basic investing, budgeting, and debt reduction. The firm delivers fee-based written plans and educational sessions without managing client investment accounts or charging asset-based fees.

General retirement planning Income planning General tax planning General estate planning guidance Cash flow / budgeting
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David S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

David Schlabach is an investment adviser with Hummel Wealth Management, LLC in Berlin, Ohio, holding a Series 66 designation and over 38 years of industry experience. He has been with Hummel Wealth Management since 2007 and maintains long-term affiliations with The O.N. Investment Management Co. and THE O.N. Equity Sales Company. Outside of advisory work, he owns a retail business selling folk art and crafts and serves on the board of a community bank. 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, performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and business entities, typically employing mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Nicholas S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Nicholas Sparr is a financial advisor at Hummel Wealth Management, LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at ON Investment Management Co., The O.N. Equity Sales Company, and The Hummel Group. Before entering the financial services industry, he held various roles at Ashland University and other local organizations. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans and their fiduciaries, 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, focusing on plan-level advice rather than ongoing discretionary portfolio management for individual retail clients.

Retired
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Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Karl Schlabach is a CFP® designated financial advisor with Hummel Wealth Management, LLC, bringing 28 years of industry experience. He has worked at Hummel Wealth Management since 2007 and has been affiliated with The O.N. Equity Sales Company and Hummel Insurance Agency Inc. for over two decades. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans and fiduciaries, offering plan-level advice including fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, corporations, and other business entities, focusing on tailored consulting engagements rather than ongoing discretionary portfolio management for individual retail clients.

Retired
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Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

Jordan Luhring is a financial advisor with Hummel Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise Financial and The O.N. Equity Sales Company. Outside of his advisory work, he is involved with the Hummel Group as an account executive and agent specializing in life and disability insurance. 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 also serves trusts, charitable organizations, and business entities, emphasizing plan-level advice rather than individual discretionary portfolio management.

Retired
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Peyton G

Series 66, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Peyton Gentry is a financial advisor with Hummel Wealth Management, LLC, holding Series 66 and Series 63 licenses and bringing seven years of industry experience. He has worked at ON Investment Management Co. since 2019 and The O.N. Equity Sales Company and Hummel Wealth Management since 2018. Outside of advisory services, he is involved in life insurance sales within his organization. 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, corporations, and other business entities without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Joshua H

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Joshua Hartzler is a financial advisor with Hummel Wealth Management, LLC and holds the CFP® and Series 66 designations. He has 17 years of industry experience, including roles at Hummel Wealth Management, The O. N. Equity Sales Company, and Hummel Group since 2013. In addition to his advisory work, he is involved in retirement plan consulting and disability insurance sales. Hummel Wealth Management primarily provides non-discretionary pension consulting to employee benefit plans, offering plan-level advice such as fund selection analysis and investment performance monitoring. The firm serves trusts, charitable organizations, and business entities but does not offer ongoing discretionary portfolio management for individual clients.

Retired
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Andrew B

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

Andrew Badertscher is a CFP® with 26 years of experience in financial advisory. He has been with Hummel Wealth Management, LLC since 2007 and holds additional roles with The O.N. Equity Sales Company, Hummel Group Inc., and Ohio National Financial Services. Outside of advisory work, he serves as treasurer on the board of the Boys and Girls Club of Wooster and is a board member of Mennonite Mutual Insurance Company. Hummel Wealth Management is a state-registered investment adviser focused on non-discretionary pension consulting for employee benefit plans, trusts, and charitable organizations. The firm emphasizes plan-level advice, including fund selection and investment performance monitoring, rather than continuous discretionary portfolio management for individual clients.

Retired
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Steven S

CFP®, Series 65, Series 63

Berlin, OH

Hummel Wealth Management, LLC

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.

Retired
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Andrew M

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Andrew Miller is a CFP® professional with 17 years of industry experience, currently affiliated with Hummel Wealth Management, LLC in Berlin, Ohio. He has worked concurrently at The O.N. Equity Sales Company, Hummel Insurance Group, and Hummel Wealth Management since 2008. Outside of financial services, Miller is the owner of Miller Mowing and Beachy's Country Chalet and serves as the fiscal officer for Sugarcreek Township. Hummel Wealth Management primarily provides non-discretionary pension consulting services to employee benefit plans, trusts, charitable organizations, and corporations, focusing on plan-level advice including fund selection, performance monitoring, and participant education. The firm does not manage individual retail client portfolios on a discretionary basis and emphasizes tailored consulting engagements aligned with plan sponsor objectives.

Retired
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Logan M

Series 63, Series 65

Berlin, OH

Hummel Wealth Management, LLC

Logan Mast is an investment adviser representative at Hummel Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. Outside of his work in finance, he operates a hobby business as a dog broker, connecting breeders with potential buyers. Hummel Wealth Management is a state-registered investment adviser that primarily provides non-discretionary pension consulting to employee benefit plans and fiduciaries, focusing on fund selection analysis, investment performance monitoring, and participant education. The firm also serves trusts, charitable organizations, and corporations, tailoring consulting engagements to plan sponsor objectives without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Alexis G

Series 65

Berlin, OH

Hummel Wealth Management, LLC

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.

Retired
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Trevor H

CFP®

Berlin, OH

Hummel Wealth Management, LLC

Trevor Hostetler is a CFP® professional with 25 years of industry experience, currently serving at Hummel Wealth Management, LLC since 2007. His career also includes longstanding roles at Hummel Group, Inc. and THE O.N. Equity Sales Company. Outside of investment advisory, he is involved in the sale of life, long-term care, and disability insurance policies. Hummel Wealth Management provides non-discretionary pension consulting services primarily 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 business entities, using mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Henry R

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

Henry Reifsnyder is a CFP® with 18 years of experience in the financial services industry. He has been with Hummel Wealth Management, LLC since 2009 and also maintains roles with The O.N. Equity Sales Company and Ohio National Financial Services. Outside of his advisory work, he is involved as a partial owner in billboard advertising ventures and is an investor in a baseball academy in the Dominican Republic. Hummel Wealth Management provides non-discretionary pension consulting primarily to employee benefit plans, fiduciaries, and similar entities. The firm focuses on plan-level advice including fund selection analysis and participant education, using mutual funds and long-term purchase strategies without offering ongoing discretionary portfolio management for individual retail clients.

Retired
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Douglas F

CFP®, CFA®, Series 66

New Philadelphia, OH

Rea Wealth Management

Douglas Feller is a CFP® and CFA® with 23 years of industry experience. He has been with Rea Wealth Management and Commonwealth Financial Network since 2002. Outside of his advisory role, he is a co-owner of Rea Real Estate, Ltd., which manages commercial real estate in Ohio. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm provides customized and model-based portfolio management, financial planning, and mutual fund asset-allocation services through a team of 11 advisors.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Thomas S

Series 66

New Philadelphia, OH

Rea Wealth Management

Thomas Schrock is a financial advisor at Rea Wealth Management with 18 years of industry experience. He holds a Series 66 credential and has been with Rea Wealth Management and Commonwealth Financial Network since 2019. Prior to that, he worked at MAI Capital Management, LLC from 2014 to 2018. Rea Wealth Management is a multi-advisor firm managing approximately $892 million for around 890 clients. The firm offers asset management, financial planning, and mutual fund asset-allocation services, utilizing both customized portfolios and model-based allocations across equity and fixed-income strategies.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Douglas B

Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Douglas Bambeck is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with Rea Wealth Management and Commonwealth Financial Network since 1998. Bambeck serves as a board member for FFD Financial Corp, a publicly traded holding company for First Federal Community Bank, where he reviews financials and advises on operational procedures. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including wealth management and retirement plan consulting, and supports affiliated advisors with operations, trading, technology, compliance, and practice-management resources.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Matthew A

Series 63, Series 66

New Philadelphia, OH

Rea Wealth Management

Matthew Andreas is a financial advisor with Rea Wealth Management, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Rea Wealth Management and Commonwealth Financial Network since 2017. Outside of advising, he co-owned a floral and event design business from 2016 to 2020. Rea Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and business entities. The firm offers personalized asset management and financial planning services, utilizing a range of investment strategies and programs through an 11-advisor team.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Matthew C

CFP®, ChFC®, Series 63, Series 65

New Philadelphia, OH

Rea Wealth Management

Matthew Campbell is a CFP® and ChFC® with 25 years of industry experience. He has worked at Rea Wealth Management and CommonWealth Financial Network since 2000. Outside of his advisory role, he is co-owner of Rea Real Estate, Ltd., a commercial real estate management entity in Ohio. Rea Wealth Management is an SEC-registered, multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers tailored financial planning and asset management services, utilizing a mix of equity and fixed-income strategies along with mutual fund asset-allocation models to align portfolios with clients’ goals and risk tolerance.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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Anthony Y

Series 66

New Philadelphia, OH

Rea Wealth Management

Anthony Yoder is a financial advisor at Rea Wealth Management with 10 years of industry experience. He holds a Series 66 designation and has worked with Rea Wealth Management since 2016 and Commonwealth Financial Network since 2015. Rea Wealth Management is a multi-advisor firm serving approximately 890 clients with around $892 million in assets under management. The firm offers customized and model-based portfolios primarily composed of mutual funds, employing a mix of equity and fixed-income strategies, and provides comprehensive financial planning and asset management services.

Retirement income strategy General retirement planning Equity compensation tax strategy Executive Founder/Business Owner Retired Self-Employed
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