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Jeffry H

CFP®

Coshocton, OH

Roscoe Financial

Jeffry Hamilton is a CFP® with 23 years of experience in the financial industry. He has been the sole advisor at Roscoe Financial since 1997. Roscoe Financial serves mainly individual investors, including retirees, professionals, and those managing inheritances or retirement distributions, as well as charitable organizations and fiduciaries for impaired persons. The firm emphasizes client-focused strategic asset allocation using low-cost index and index-like funds, with tailored portfolios governed by written investment policy statements and regular monitoring.

General retirement planning Tax-loss harvesting College savings (529s, UTMA, etc.) Cash flow / budgeting Retired
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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 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.

Retired
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Nicholas S

Series 66

Berlin, OH

Hummel Wealth Management, LLC

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.

Retired
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Karl S

CFP®, Series 63

Berlin, OH

Hummel Wealth Management, LLC

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.

Retired
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Jordan L

Series 66

Berlin, OH

Hummel Wealth Management, LLC

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.

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 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.

Retired
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Joshua H

CFP®, Series 66

Berlin, OH

Hummel Wealth Management, LLC

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.

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 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.

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® 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.

Retired
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Logan M

Series 63, Series 65

Berlin, OH

Hummel Wealth Management, LLC

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.

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® 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.

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 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.

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 at Rea Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Rea Wealth Management and Commonwealth Financial Network since 1998. He serves on the board of FFD Financial Corp, a publicly traded holding company for First Federal Community Bank. Rea Wealth Management serves individual and high-net-worth clients, as well as pension plans, trusts, estates, and business entities, providing investment advisory and financial planning services. The firm employs customized asset allocation strategies across multiple asset types and offers both discretionary and non-discretionary management through proprietary and third-party model programs.

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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