James Joo is a CFA® charterholder with three years of industry experience. He is currently with Journey Advisory Group, LLC and previously worked at PNC and U.S. Bank. Journey Advisory Group serves a diverse client base including individuals, trusts, estates, charities, corporations, and retirement plans, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment strategy with a focus on strategic asset allocation and uses a variety of instruments and approaches in managing approximately $1.47 billion in assets.

Elizabeth Dayter is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Journey Advisory Group, LLC since 2020 and previously spent seven years at Torch Wealth Management LLC. Journey Advisory Group serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach that incorporates fundamental, technical, and cyclical analysis tailored to client objectives, including tax-conscious strategies.

Jill Henson is a CFP® with 19 years of industry experience, currently serving at Journey Advisory Group, LLC since 2021. Her prior experience includes roles at U.S. Bancorp Investments and U.S. Bank from 2016 to 2021. Journey Advisory Group serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and retirement plans with portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach tailored to client objectives and incorporates tax-conscious techniques such as tax-loss harvesting.

Michael Wilhelm is a financial advisor at Journey Advisory Group, LLC in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Journey Advisory Group, he worked at WesBanco Bank for six years and U.S. Bank for eight years. Journey Advisory Group serves individuals, trusts and estates, charitable organizations, corporations, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting services. The firm employs a long-term, strategic asset allocation approach with tax-conscious techniques and manages approximately $1.65 billion in assets, often on a discretionary basis.