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Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

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Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

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Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

John-Mark Young Named to AdvisorHub’s “Advisors to Watch” for Third Straight Year

  • Writer: Whitaker Myers
    Whitaker Myers
  • Jun 21
  • 2 min read

Updated: Jun 23

We are excited to share that John-Mark Young, President and Co-Chief Investment Officer of Whitaker-Myers Wealth Managers, has once again been recognized on AdvisorHub’s prestigious “Advisors to Watch” list for 2025 — marking his third consecutive year receiving this honor.


AdvisorHub’s annual rankings, as described by Editor Tony Sirianni here, are based on modern metrics that reflect today’s wealth management profession. Advisors are evaluated across three key areas:

  1. Scale and quality of practice

  2. Year-over-year growth

  3. Overall professionalism


To qualify, nominees must have at least seven years of experience, manage a minimum of $150 million in assets, and maintain a clean regulatory record. Notably, there are no fees for participation, and the ranking is open to all advisors and firms.


John-Mark was one of only 11 RIA-based advisors recognized in Ohio and one of just 10 in Florida — two key markets where Whitaker-Myers Wealth Managers serves clients and where John-Mark regularly spends time.


What Is an RIA, and Why Does It Matter?

As a Registered Investment Advisory (RIA) firm, Whitaker-Myers Wealth Managers operates under a fiduciary standard — meaning our team is legally and ethically obligated to act in the best interest of our clients at all times.


Unlike the broker-dealer model (often seen with firms like LPL or Raymond James) or bank investment platforms, RIA firms do not accept revenue-sharing payments from product providers, nor do they face corporate sales quotas. This independence allows us to provide fully objective advice that is truly centered on client outcomes — not firm profits. In short, we believe this model is superior because it prioritizes transparency, fiduciary responsibility, and client trust.


A Word from Our Leadership

Former (Retired) Chairman of Whitaker-Myers Group (Wealth Managers, Tax Advisors & Insurance), Scott Allen, remarked:

“It’s been inspiring to watch John-Mark earn this award three years running. His consistent leadership, deep commitment to clients, and dedication to building an outstanding team are what drive the growth and excellence of our firm year after year.”

John-Mark added:

“We are humbled by the trust our clients place in us. Every referral of a friend or family member never goes unnoticed or unappreciated. Our entire team sincerely thanks our clients — we pray for them every week and value them so much. This award is truly a reflection of the relationships we are blessed to build.”

Looking ahead, the Whitaker-Myers Wealth Managers team remains committed to delivering thoughtful, personalized financial planning and investment management — always grounded in faith, integrity, and a client-first mission.

Whitaker-Myers Wealth Managers is an SEC-registered investment adviser firm. The information presented is for educational purposes only and intended for a broad audience. The information does not intend to make an offer or solicitation to sell or purchase any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Whitaker-Myers Wealth Managers reasonably believes that this marketing does not include any false or misleading statements or omissions of facts regarding services, investment, or client experience. Whitaker-Myers Wealth Managers has a reasonable belief that the content will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to the firm’s ADV Part 2A for material risks disclosures.

​

Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, the nature and timing of the investments, and relevant constraints of the investment. Whitaker-Myers Wealth Managers has presented information in a fair and balanced manner.

​

Copyright (c) 2023 Clearnomics, Inc. and Whitaker-Myers Wealth Managers, LTD. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on or via www.clearnomics.com or any affiliated websites, applications, or services are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company's stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed in this report are proprietary to Clearnomics, Inc. and constitute valuable intellectual property. All unauthorized reproduction or other use of material from Clearnomics, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Clearnomics, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. Clearnomics, Inc. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights.

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