Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young, CFP®, President and Co-Chief Investment Officer, has been named to AdvisorHub’s 2026 Advisors to Watch ranking, earning recognition in the publication’s 400 Advisors to Watch – Under $1 Billion category. This marks his fourth consecutive year of recognition, having been named to the list every year since 2023.
AdvisorHub’s Advisors to Watch is a national ranking of 1,000 advisors and teams selected for the scale of their practices, their year-over-year growth, and their commitment to professionalism. The 2026 edition was published June 16, 2026, and appears in the June issue of AdvisorHub Magazine.
Recognized for a Sophisticated, Growing Practice
The Under $1 Billion category highlights advisors and teams that, in AdvisorHub’s words, “have achieved scale without compromising their level of service while maintaining healthy growth.” To build the ranking, AdvisorHub evaluates nominees across three areas:
Scope of practice — assets, production, and level of client service
Growth — year-over-year increases in assets, households, and production
Professionalism — regulatory record, certifications, years of service, and community involvement
“Recognition like this reflects what we focus on every single day — comprehensive financial planning, deep tax-planning expertise, and a commitment to growing our practice while taking exceptional care of the clients we already serve,” said John-Mark Young, CFP®, President and Co-Chief Investment Officer at Whitaker-Myers Wealth Managers. “Those same priorities are behind the other honors we’ve been grateful to receive, including the Forbes Best-In-State Wealth Advisors award. Strong planning, smart tax strategy, healthy growth, and lasting client relationships go hand in hand — and we’re thankful for the trust our clients place in us.”
Four Years Running
Being recognized once is an achievement; being named four years in a row — in 2023, 2024, 2025, and again in 2026 — reflects a practice built for consistency. That track record is rooted in a planning-first philosophy, a growing bench of tax and financial-planning expertise, and a client-first approach that prioritizes long-term relationships over short-term wins.
A Reflection of Where Advice is Headed
This year’s AdvisorHub honorees described practices that are moving beyond the single-advisor model toward broader, team-based platforms — bringing together planning, investment management, tax awareness, and next-generation talent to serve the full scope of clients’ financial lives. That mirrors how Whitaker-Myers Wealth Managers is built: a team of financial advisors, financial coaches, and CPAs working together to deliver comprehensive, coordinated advice under one roof.
About Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers is a fiduciary, independent Registered Investment Adviser, serving clients across Ohio, Florida, South Carolina, Georgia and beyond. As part of the Whitaker-Myers Group — a family of insurance, benefits, wealth management, and tax firms serving the community since 1869 — the wealth management team pairs financial advisors, financial coaches, and CPAs to provide a comprehensive, planning-based approach to managing money. The firm specializes in serving medical professionals, retirees and those approaching retirement, younger families in the wealth-building stage, and busy professionals, and is proud to be among Dave Ramsey’s SmartVestor Pros. To learn more, visit www.whitakerwealth.com or call 330-345-5000.
Disclosure: Whitaker-Myers Wealth Managers is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. The information presented is for educational and informational purposes only and is not intended as investment, tax, legal, or accounting advice; please consult a qualified professional regarding your specific situation. Third-party rankings and recognitions, including AdvisorHub’s Advisors to Watch and the Forbes Best-In-State Wealth Advisors list, are based on criteria and methodologies determined by the issuing organizations, are not representative of any one client’s experience, are not an endorsement, and are not indicative of future performance. Investments involve risk and are not guaranteed, including the possible loss of principal. Whitaker-Myers Wealth Managers reasonably believes this content does not include any false or misleading statements or omissions of fact.
The full 2026 Advisors to Watch ranking is available at advisorhub.com.
John-Mark Young Named to AdvisorHub’s 2026 Advisors to Watch — Fourth Consecutive Year on the List
June 25, 2026
John-Mark Young
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.
Whitaker-Myers Wealth Managers is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.
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