Carter Hench is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Savvy since 2025. Prior to joining Savvy, he worked at Colorado Wealth Group for four years and held positions at The O.N. Equity Sales Company, Family Financial Partners, and LJ DeWeese Company. He is also the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm combines a primarily index-based, long-term investment approach with active equity portfolios, tax-aware direct indexing, and specialized fintech tools to deliver customized financial solutions.

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 with one year of experience in financial advising, currently with Fifth Third Wealth Advisors LLC. He has been affiliated with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, utilizing third-party managers and affiliated model strategies.

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® serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2016. He has 12 years of industry experience. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Stephen Crone is a financial advisor with Prospera Financial Services, Inc. He holds CFP® and ChFC® designations and has 36 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. Crone is also a partner in Wilson Crone, where he is involved in insurance sales and services. Prospera Financial Services is a multi-team firm managing approximately $12.4 billion across 207 advisors and serves individual, corporate, charitable, and retirement plan clients. The firm offers diversified investment advisory and financial planning services through various platforms and combines firm models, third-party sub-advisers, and customizable allocations.

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 an advisor at CreativeOne Wealth, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ChangePath, LLC and Bridgeriver Advisors, LLC. Bard is also engaged in insurance sales, offering fixed annuities, life, and long-term care products. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Joseph Duffey is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Madison Avenue Securities since 2012 and is also the owner and insurance agent at Everest Financial, Inc., where he has been active since 2002. Additionally, he serves as a board member of the Rivers Breeze Community homeowners association. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a variety of account platforms and investment strategies.

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.

Joel Siefert is a CFA® charterholder with 13 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. The firm serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management, financial planning, and other advisory services. Johnson Investment Counsel employs a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized discretionary mandates and automated advisory programs.

Glenn Bujnoch is a CFP® with 15 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2026. His previous roles include positions at LPL Financial LLC and Lincoln Financial Advisors. Outside of his advisory role, he works as a non-variable insurance agent with Crump Agency. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a range of wealth management, financial planning, and non-investment services including tax preparation and estate-planning support through in-house attorneys.

George Wong is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2008. Johnson Investment Counsel serves a diverse client base including individual investors, pension 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 approaches, offering discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

Charles Rinehart is a CFA® charterholder with 12 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2015, serving in various roles within the firm. 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 approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Cooper Crawford is a CFP® at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. He previously worked at Thrivent Financial and was a full-time student prior to beginning his advisory career. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, public agencies, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Keith Hamberg is a CFP® professional with six years of industry experience. He currently works at Savvy and previously held roles at Mariner Wealth Advisors and Riverpoint Capital Management. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and third-party platforms.

William Arthur II is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with ValMark Advisers since 2010 and also serves as an investment committee member for the Diocese of Covington, where he reviews and monitors investment accounts on a voluntary basis. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and consulting services.

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Aliya Riddle is a CFA® charterholder with eight years of industry experience. She has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously at Johnson Investment Counsel, Inc. from 2010 to 2018. Riddle serves as a Mayor-appointed trustee on the City of Cincinnati Retirement System Pension Board and participates in operatic performances with the Cincinnati Opera Association. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various 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 it integrates with the Focus Financial Partners network to provide additional insurance and credit solutions.