Louis Roedersheimer Jr. is a CFP® professional affiliated with M Holdings Securities, Inc. He has 15 years of industry experience and has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory work, he is a board member of the Elder High School Alumni Board and owns a consulting business, Blue Bagger, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining investment management with financial planning and consulting delivered via both discretionary programs and third-party sub-advisors.

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.

Eric Bachus is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His entire professional career has been with Johnson Investment Counsel, where he has worked since 2018. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm utilizes a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services among other offerings.

Andrew Von Lehman is a financial advisor at ValMark Advisers, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with ValMark Advisers since 2011 and Broadview Financial Advisors since 2015. Outside of his advisory work, he serves as Board President for CASA for Kids, a nonprofit representing children in family court who have suffered abuse or neglect. 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 with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Kenneth Kinman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with ValMark since 2009 and Broadview Financial Advisors since 2015. Kinman is also a managing partner and advisor at Ascent Insurance Advisors and a shareholder and advisor at Broadview Holdings, focusing on life insurance opportunities and investment-related planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary investment platforms and insurance-related products.

Jay Millard is a financial advisor at Virtue Capital Management, LLC with eight years of experience. He holds Series 63 and Series 65 credentials and has a career background that includes roles at Horter Investment Management and Oak Hill Financial Group, where he is president. Outside of advising, Millard is involved with several nonprofit organizations, including serving as a director for Jimmy Ghanotakis Charities Inc., the Jay and Marsha Millard Foundation Inc., and a sober living facility providing temporary housing and counseling for recovering substance abuse clients. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Michael Jordan is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 18 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. The firm employs a team-based portfolio construction process combining quantitative equity analysis with macro and micro fixed-income management, and offers a range of discretionary and automated advisory services.

Ryan Pitts is a CFP® with 17 years of industry experience, currently affiliated with Silver Oak Securities, Incorporated. He has worked at Silver Oak Securities since 2017 and has held roles at several other firms, including Waddell & Reed, Inc. Outside of his advisory duties, he serves as a board member of COVE Federal Credit Union and is involved with the Northern Kentucky Chamber of Commerce. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, utilizing both individual securities and model portfolios.

Vincent Russell is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with 19 years of industry experience. He has been with Johnson Investment Counsel since 2009. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm utilizes a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Terrence Foy is a CFP® professional with three years of industry experience, currently with Johnson Investment Counsel, Inc. He has worked at Johnson Investment Counsel since 2019, and previously held roles at JP Morgan Chase & Co. and US Bank. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, 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 fiduciary services among other solutions.

Adam Niestradt is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Quadrant Partners for seven years and Aprio Advisory Group for three years before joining Ritholtz Wealth Management in 2026. Ritholtz Wealth Management serves individual and institutional clients by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Ricki Wilson is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 designations and has 40 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC and Summit Financial Group Inc. He also operates a d/b/a, Wilson Crone, providing registered representative services. Prospera Financial Services, Inc. is a multi-team firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering a range of advisory and financial planning services across multiple platforms and delivery vehicles.

Christopher Mc Farland is a financial advisor with MDRN Capital in Covington, KY, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior work includes roles at TIAA-CREF Individual & Institutional Services, U.S. Bancorp Investments, and Fidelity Brokerage Services. He has been with MDRN Capital since 2026. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm uses a multi-advisor team model and employs a primarily long-term investment approach that incorporates independent managers, mutual funds, and ETFs.

Erik Hoffman is a financial advisor with Silver Oak Securities, Incorporated in Florence, Kentucky, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with Silver Oak Securities since 2014. Outside of his advisory role, he is actively involved in life insurance and annuity sales, serving as a life insurance agent and president of Boardroom Brokerage. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers portfolio management, financial planning, and third-party manager referrals, delivering primarily discretionary investment advice tailored to client objectives and risk tolerances.

Timothy Gehner is a financial advisor at Johnson Investment Counsel, Inc. with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Johnson Investment Counsel in various capacities since 1995. Johnson Investment Counsel serves a diverse client base that includes individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment approach combining bottom-up multi-factor quantitative equity analysis with macro and micro fixed income strategies, while also offering model portfolios, discretionary management, and fiduciary services.

Matthew Longland is a financial advisor at CreativeOne Wealth, LLC with 17 years of industry experience. He previously worked at Prosperity Capital Advisors and Securities America Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization, Panorama Apartments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing various investment methods including ETFs, mutual funds, options strategies, and select private investments.

Dbie Johnson is a financial advisor with Alera Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes roles at firms such as StanCorp Investment Advisers, Ameritas Investment Corp, and LPL Financial. He is currently associated with Alera Investment Advisors and BCG 401(K) Advisors. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm uses internal management capabilities and independent managers to construct portfolios with a long-term focus, and it offers comprehensive ERISA-related services for retirement plans.

Nathan Nichols is a financial advisor at Johnson Investment Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Augusta National Golf Course, UPS, and the University of South Carolina. Johnson Investment Counsel serves a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and an automated advisory program.

David Brunson is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Broadview Financial Advisors and New York Life Insurance Company, as well as academic positions at the University of Kentucky and Covington Catholic High School. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives and an investment committee.