Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

Thomas Mc Conville is a financial advisor at Constellation Wealth Advisors with one year of industry experience. He previously worked at Cassady Schiller CPAs & Advisors and held a position at Xavier University. Mc Conville serves as a board member for CancerFree Kids, a non-profit organization focused on funding early-stage childhood cancer research. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, including a proprietary private capital platform.

Patrick Lafley is a financial advisor at Constellation Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked at Constellation since 2017 and at Quadrant Partners since 2008. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and other institutional clients. The firm manages approximately $5.4 billion in assets through diversified strategies across public and private markets and operates a proprietary private capital platform focused on fund, direct, and co-investment opportunities.

John Wernke is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Berthel Fisher since 2020 and previously held advisory roles at Primerica Advisors and Primerica Financial Services from 2017 to 2020. Outside of his advisory work, he serves as treasurer for the Harrison Kiwanis, a nonprofit organization focused on raising funds and awareness for helping children, and he also prepares tax filings through a local tax service. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm delivers investment advice through various platforms, including discretionary and non-discretionary management, employing tailored strategies based on client needs.

Clayton Reynolds is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at several firms including Raymond James & Associates and 9258 Wealth Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles with approximately $29.9 billion in assets under management. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private markets allocations.

Jarrod Hart is a CFP® and ChFC® with eight years of industry experience, currently affiliated with Mariner Independent. He has previously worked at firms including Fortitude Financial Partners, Vantage Financial Group, and Northwestern Mutual. Hart serves on the finance board of Cornerstone Renter Equity in Cincinnati. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of over 100 investment adviser representatives. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments, offering both model and customized portfolios supported by affiliated and third-party managers.

Jacob Forrester is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 credential and has experience at Fifth Third Bank and Key Bank dating back to 2014. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Gang Lu is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WealthWave. Outside of his advisory work, he serves as a Chartered Life Underwriter at Ash Brokerage, recommending insurance products. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process uses strategic asset allocation alongside fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Maxim Meyers is a CFP® and ChFC® with 39 years of experience in the financial services industry. He currently serves with Octavia Wealth Advisors LLC and Purshe Kaplan Sterling Investments, Inc., with prior experience at Axa Advisors, LLC. Meyers also acts as an agent for the sale of fixed and traditional insurance products. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management primarily utilizing low-cost ETFs, mutual funds, and individual securities, complemented by alternative investments, structured products, REITs, and oil-and-gas interests when appropriate.

James Cloud is a CFP® professional at Savvy with six years of industry experience. He previously worked at Mariner Wealth Advisors and RFH CPA's, PLLC. Cloud serves as a board member and treasurer of The Roaring Brook Foundation, a nonprofit organization supporting children in Lexington, KY. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment strategies along with active equity portfolios and tax-aware direct indexing, utilizing third-party sub-advisers and technology platforms.

Lauren Niestradt is a CFP® and CFA® with 10 years of industry experience. She has been with Truepoint, Inc. since 2018, following two years at Riverpoint Capital Management, LLC. Niestradt serves on the Board of Trustees for the Cincinnati Observatory Foundation and is an Ambassador Council Member for the Cincinnati Zoo and Botanical Garden. Truepoint provides financial planning, portfolio management, and related services to individuals, families, trusts, and institutional clients, using an evidence-based investment approach focused on diversified asset allocation and long-term goals. The firm offers tiered levels of service, including a Family Office for multi-generational households, and integrates tax and administrative services through related entities.

Robert Huesman is a CFP® with 19 years at 1919 Investment Counsel, LLC and 10 years of industry experience. He is based in Cincinnati, OH. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and an investment approach enhanced by AI and machine learning inputs.

Paul Reinhart is a ChFC® with 36 years of industry experience, currently serving as an advisor at BFC Planning, Inc. since 2013 and affiliated with Berthel, Fisher & Company Financial Services, Inc. since 1990. He holds a senior vice president position in sales at ARC Insurance, a property and casualty insurance agency startup. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent adviser representatives who customize portfolios across multiple program structures and third-party platforms.

Monte Hazelbaker is a financial advisor at IPI Wealth Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Investment Planners, Inc. since 1999. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, using an open-architecture platform with proprietary risk-based model suites and an outsourced-agent operational model.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Jacob Herman is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at US Bancorp, Medpace Holdings Inc, Ohio National Financial Services, Von Maur, Xavier University, and Sandcastle Field Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and manages portfolios across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies as part of its investment approach.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo Clearing. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process that combines quantitative equity analysis with macro and micro fixed income strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® with 14 years of experience in financial advising. He has worked at Johnson Investment Counsel, Inc. since 2015. The firm serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. Johnson Investment Counsel employs a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

David Yeazell is a CFP® with 20 years of industry experience, currently affiliated with Octavia Wealth Advisors LLC in Cincinnati, OH. He has worked at Axa Advisors, LLC for 14 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments, Inc. since 2020. In addition to his advisory role, he is also involved in implementing insurance products through Octavia Risk Management, LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base that includes individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized investment management and financial planning services, employing proprietary models favoring low-cost ETFs and mutual funds along with alternative investments, while providing specialized retirement plan advisory and trust administration services.