Matthew Woebkenberg is a CFA® charterholder with five years of industry experience. He has been with Constellation Wealth Advisors since 2021 and previously worked at HORAN Capital Advisors for six years. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts and estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers both discretionary and non-discretionary management across public and private markets, including proprietary private capital platforms and private fund advisory roles.

Jacob Farwick is a CFP®, CFA®, and Series 65-licensed advisor with Johnson Investment Counsel, Inc., where he has worked since 2022. He has three years of industry experience and previously worked in healthcare and equipment rental sectors, along with a period of full-time education. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies and offers services such as discretionary portfolio management, financial planning, and ERISA 3(38) fiduciary oversight.

Zachary Pierson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with Johnson Investment Counsel in various roles since 2013. Johnson Investment Counsel serves a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Ronald Bates is a financial advisor at 1919 Investment Counsel, LLC with 28 years of industry experience. He has been with 1919 Investment Counsel since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a regional auction company and two real estate investment partnerships focused on small apartment buildings. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology.

Adrian Schau is a CFP® professional with over 15 years of experience, currently serving as an advisor at 1919 Investment Counsel, LLC. He has previously worked at Triad Advisors, Inc. and also acts as a consultant for MY529. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party managers, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. 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 combining quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. 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 utilizing affiliated model strategies.

Christopher Holt is a financial advisor with Ally Invest Advisors in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fifth Third Securities and Cleararc Capital, Inc. He has been with Ally Invest Advisors since 2021. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm offers ETF-based Robo Portfolios and personalized advice services, implementing model portfolios based on Modern Portfolio Theory across multiple risk tiers.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.

Christopher Ginter is a CFA® charterholder and Series 63 licensee at Fifth Third Wealth Advisors LLC with two years of industry experience. He has been with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC is a registered investment adviser managing approximately $7.8 billion in discretionary assets for a diverse range of clients including individuals, trusts, pension plans, and institutional investors. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, implementing household-level Investment Policy Statements and leveraging in-house and third-party resources for portfolio construction and oversight.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.

Matthew Yung is a CFP® and CFA® with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2016 and worked previously at Waddell & Reed in 2007. Based in Cincinnati, OH, he is part of a firm with 65 advisors. Johnson Investment Counsel serves a diverse range of clients, including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Stephen Crone is a CFP® and ChFC® with 36 years of industry experience. He is currently with Prospera Financial Services, Inc. and has held roles at Cetera Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, which includes insurance sales and services focusing on traditional life, disability, and long-term care insurance products. Prospera Financial Services, Inc. is a multi-team firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Donald Ennis is a CFP® with four years of industry experience, currently an advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Wright Brothers Global Gas, as well as work at the University of Cincinnati. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. The firm utilizes a team-based investment process that integrates multi-factor quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Kevin Bard is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked previously at Bridgeriver Advisors, LLC and ChangePath, LLC, and has conducted insurance sales independently for over two decades. Bard is also active as an insurance agent offering fixed annuities, life, and long-term care products under Creative Asset Solutions, LLC. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisors. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, incorporating diverse investment strategies and products.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has worked at Madison Avenue Securities since 2012 and is also owner and officer of Everest Financial, Inc., where he has been involved since 1998. In addition to his advisory work, Duffey serves as a board member of a homeowners association. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high-net-worth clients, offering pension consulting, college-savings assistance, and services for charitable institutions and trusts. The firm manages approximately $2.0 billion for about 14,000 clients through a range of portfolio management strategies and utilizes multiple custodial and platform relationships.

James Hagerty is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. He previously worked at Bartlett & Co LLC from 2012 to 2018. Outside of his advisory role, he volunteers with Catholic inner-city elementary schools and serves as Treasurer on the Board of Directors for Losantiville Country Club. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis and integrates offerings through its affiliation with Focus Financial Partners.