Mansfield, OH Office

Benjamin Allen is a Series 65 licensed advisor with Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He has two years of industry experience, including roles at Young Life and CITCO Water before joining his current firm. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis, using a long-term approach grounded in modern portfolio theory and quantitative analysis.

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 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 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.

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 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 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.

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.

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.

Mica Dauch is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with two years of industry experience. She holds the Series 65 designation and previously worked at Buckeye State Credit Union and Navigator Wealth Management. Outside of her advisory role, she has experience in education and healthcare sectors, including positions at Franklin University and OhioHealth. 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 modern portfolio theory and quantitative analysis in managing accounts on a discretionary basis and supports a broad service model through multiple custodial relationships and affiliated businesses.

Clay Reynolds is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, Ohio. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Whitaker-Myers, he worked in educational and community organizations, including Mount Vernon Nazarene University, Woodland Club/YMCA, and Mansfield Christian School. 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, combining in-house portfolio management with third-party platforms and supporting a large client base across multiple offices.

Kage Rush is a financial advisor with Whitaker-Myers Wealth Managers, Ltd. holding a Series 65 credential and two years of industry experience. Prior to joining Whitaker-Myers, he worked at Novogradac & Company LLP and owns a tax advisory firm that prepares income tax returns for individuals and businesses. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations, managing accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis. The firm serves a large client base per advisor and provides a broad range of services supported by affiliated businesses including tax and insurance agencies.

Matthew Harris is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with 26 years of industry experience. He holds a Series 63 designation and has worked at Whitaker-Myers and affiliated firms since 2013. Outside of his advisory role, he serves as CFO of Trifecta Tickets, LLC, a ticket sales website. Whitaker-Myers Wealth Managers, Ltd. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using modern portfolio theory and quantitative analysis, and offers a broad range of services supported by multiple custodial relationships and affiliated businesses.

Drew Hodgson is a CFP® and holds a Series 66 license, with four years of experience in the financial services industry. He is currently affiliated with Whitaker-Myers Wealth Managers, Ltd. and Innovative Solutions Insurance Services. Prior to his current roles, he worked with MML Investors Services, Skylight Financial Group, and Mass Mutual Life Insurance Company. Whitaker-Myers Wealth Managers, Ltd. serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations, providing a range of advisory and planning services. The firm applies modern portfolio theory and quantitative analysis with a long-term trading approach, managing approximately $713 million in client assets across more than 3,200 households.

Jacob Buckwalter is a financial advisor at Whitaker-Myers Wealth Managers, Ltd. with eight years of industry experience. His prior roles include positions at JP Morgan Chase and Fidelity Investments. Outside of advising, he has experience as a self-employed seller on Amazon and has worked at the Wooster Country Club. Whitaker-Myers Wealth Managers, Ltd. offers investment advisory and financial planning services to individuals, pension plans, and charitable organizations. The firm manages accounts primarily on a discretionary basis using a long-term, quantitative approach and supports clients with services ranging from estate planning to participant account management.