Matthew Duplain is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. His prior experience includes roles at JPMorgan Chase & Co and Huber Management Corporation. Outside of advisory work, he has been involved in aerial photography through Dayton Drone Aerial Photography. Johnson Investment Counsel serves a diverse client base ranging from individual investors to institutional and public-sector entities. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

John Hoeting is a CFA® charterholder and Series 63 licensee with five years of industry experience. He is currently with Fifth Third Wealth Advisors LLC and previously worked at Mainstreet Investment Advisors, LLC and ClearArc Capital, Inc. Fifth Third Wealth Advisors LLC offers 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 uses tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis, often delegating to third-party managers and affiliated model strategies.

Chad Maggard is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. since 2015. He holds the Series 66 designation and is based in Cincinnati, OH. 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 integrates bottom-up quantitative equity analysis with macro and micro fixed income strategies, offering discretionary portfolio management, financial planning, and model portfolio services.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

Howard Wolfson is a financial advisor at TCFG Investment Advisors, LLC with 34 years of industry experience. He holds a Series 63 designation and previously worked at Gold Coast Securities, Inc. for 21 years before joining TCFG Wealth Management, LLC. TCFG Investment Advisors serves a diverse client base including high-net-worth individuals, profit-sharing plans, charitable organizations, and corporations. The firm offers a range of advisory services and employs multiple investment strategies while providing access to national custodians and third-party money managers.

Troy Crook is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Focus on Success and ValMark Securities, Inc. Outside of his advisory work, he serves as a director for Glory to God International Ministries, overseeing mission trips to Nigeria. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios with a focus on asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers.

Lori Poole is a CFP® with nine years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to this, she worked at Bartlett & Co. LLC from 2012 to 2018. She is a board member of the Alpaugh Family Economics Center, a nonprofit focused on financial education and economic development. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and various institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation, relative-value fixed income analysis, and uses mutual funds and ETFs to implement targeted exposures.

Skye Garland is a CFP® and CFA® affiliated with Carnegie Investment Counsel, with five years of industry experience. Prior to joining Carnegie in 2025, Garland worked at Constellation Wealth Advisors, Johnson Investment Counsel, Mariner Wealth Advisors, and FEG Investment Advisors. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a diverse investment approach combining fundamental, technical, cyclical, and ESG analysis, and offers both discretionary and non-discretionary portfolio management.

Richard Johnson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 16 years at Berthel Fisher. Outside of his advisory role, he manages RL Johnson Investments LLC and oversees related entities including RL Johnson Tax Services. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a variety of asset management platforms and portfolio options through approximately 100 investment adviser representatives.

Kyle Pohlman is a CFA® charterholder with 11 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2018 and previously worked at Bartlett & Co. LLC from 2012 to 2018. Outside of his advisory role, he serves as Treasurer and a member of the Executive Committee for the Contemporary Arts Center in Cincinnati. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, and it operates within the Focus Financial Partners network, offering access to various affiliate and third-party solutions.

David Snopkowski is a financial advisor at Constellation Wealth Advisors with three years of industry experience. He holds a Series 65 designation and has previously worked at Quadrant Capital Group LLC for seven years and at the University of Cincinnati for four years. He serves as a mentor to the Student Fund Investment Committee at the University of Cincinnati's Johnson Investment Counsel Student-Managed Fund. 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 client assets and offers diversified strategies across public and private markets, including private capital solutions and performance-based fee arrangements.

Leo Carr is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC with five years of industry experience. His prior experience includes roles at Manhattan Life, JP Morgan Chase Bank NA, JPMorgan Securities LLC, Ruffalo Noel Levitz, and The Ohio State University. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a range of clients including individuals, trusts, pension plans, charitable organizations, and institutional investors. The firm uses household-level Investment Policy Statements, combines in-house oversight with third-party managers, and integrates closely with Fifth Third Bank to deliver portfolio management and financial planning services.

Joseph Carlo is a CFP® with six years of industry experience, currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at the University of Cincinnati and Cincinnati Opera. Outside of his advisory work, he is a member of two horse racing ventures, Carlo Ventures LLC and Broadway Unlimited LLC. 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 integrates quantitative equity analysis with macro and micro fixed income strategies, and it offers services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Ana Lucia Huff is a CFP® professional with Johnson Investment Counsel, Inc. in Cincinnati, OH. She joined the firm in 2025 after completing her studies. 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 employs a team-based approach to investment decisions, combining quantitative equity analysis with a macro and micro approach to fixed income, and offers discretionary portfolio management, financial planning, and model portfolio services among other offerings.

Andrew Holthaus is a CFA® charterholder with two years of experience at Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Prior to joining Bartlett, he worked at Fifth Third Bank from 2015 to 2024 in various roles. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and specialized fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms while integrating with the Focus Financial Partners network.

Jonathan Finkler is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding a Series 65 designation with over 20 years of experience. He worked at Fifth Third Wealth Advisors for 19 years before joining Bartlett in 2024. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and various institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis while leveraging third-party platforms and its affiliation with Focus Financial Partners to offer a range of financial and insurance solutions.

Jonathan Mcevoy is a CFP®-designated financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with 14 years of industry experience. He has worked at Johnson Investment Counsel since 2015. Outside of his advisory role, he is involved in several personal real estate investment ventures. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management, financial planning, pension consulting, and manages separate account portfolios through its institutional division, employing a team-based, multi-factor quantitative approach to portfolio construction.

Louis Roedersheimer Jr. is a CFP® with 15 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory role, he is a board member of the Elder High School Alumni Board and owns Blue Bagger, Inc., a consulting business. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and financial planning.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Robert Martin is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Johnson Investment Counsel, Inc. since 2015, holding various roles within the firm during that time. 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 combining quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio management for third-party platforms.