Robert Bartlett is a CFP® professional with 10 years of industry experience, currently affiliated with The Mather Group, LLC. Prior to joining The Mather Group in 2023, he worked at Clear Perspectives Financial Planning, LLC for eight years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customized portfolio options and integrates AI tools under human oversight to support market data analysis and client communications.

Michael Curley Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning, U.S. Bancorp Investments, and Key Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and utilizes AI and machine-learning tools under human oversight to support market analysis and client communications.

Ryan Gorman is a CFP® with eight years of industry experience, currently with The Mather Group, LLC. His prior roles include positions at Clear Perspectives Financial Planning and Northwestern Mutual Investment Services. The Mather Group primarily serves high-net-worth individuals, family offices, and entities, providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with multiple risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Katherine Mcinerney is a CFP® and holds a Series 65 license with 11 years of industry experience. She has been with Clear Perspectives Financial Planning, LLC since 2015. She is affiliated with The Mather Group, LLC, a multi-team firm serving high-net-worth individuals, family offices, trusts, corporations, and other entities. The firm combines financial planning, investment management, tax and estate planning guidance, and family office services, employing an evidence-based investment approach with customizable portfolio options.

Andrew Jamison is a financial advisor at The Mather Group, LLC in Cincinnati, Ohio, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Fifth Third Securities and Fifth Third Bank, along with experience at Four Facets and the University of Kentucky. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable solutions and integrates AI and machine-learning tools under human oversight.

Deborah Thocker is a financial advisor at The Mather Group, LLC with 16 years of industry experience. She holds a Series 65 designation and previously worked for Clear Perspectives Financial Planning, LLC for 15 years before joining The Mather Group. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing comprehensive financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolio options and incorporates AI and machine-learning tools under human oversight to support market analysis and client communications.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.