Heidi Rose is a financial advisor at Carnegie Investment Counsel with 13 years of industry experience. She holds a Series 63 designation and has worked at Carnegie Investment Counsel since 2013. Outside of her advisory role, she owns residential rental property unrelated to her investment work. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analyses and offers both discretionary and non-discretionary portfolio management.

Timothy Johnson 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 1965. Johnson Investment Counsel serves individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized mandates and automated advisory programs.

Gary Howard Jr. is a CFP® with 29 years of industry experience, currently serving as an Investment Advisor Representative at Advisory Services Network. He has been with Advisory Services Network since 2015 and also owns Gary L. Howard CPA, a tax preparation service providing CPA support to small business owners and individuals since 1987. Advisory Services Network is an enterprise firm with approximately 208 independent advisors serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets through tailored investment strategies.

Brandon Davidson is a Series 65-licensed financial advisor with Johnson Investment Counsel, Inc. He has three years of industry experience, having previously worked at Cornerstone Wealth Management and Whitaker-Meyers Wealth Managers. Prior to his advisory career, he was employed at Ashland University and Valley Forge High School. 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.

John Evans is a CFP® and PFS™ credentialed advisor at Truepoint, Inc. with five years of industry experience. He is based in Cincinnati, OH. Truepoint serves individuals, families, trusts, and institutional clients through multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation, low-cost index funds, and disciplined rebalancing.

August Hemmerich is a CFP® with five years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH since 2021. His prior experience includes roles at Dimensional Fund Advisors and Ritter Daniher Financial Advisory, along with involvement at Western Kentucky University in various capacities. Truepoint serves individuals, families, trusts, and institutional clients across tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and institutional retirement advisory. The firm employs an evidence-based, long-term investment approach with diversified asset allocation, low-cost index funds, and disciplined rebalancing, and it is 100% employee-owned with specialized offerings including integrated tax and administrative services.

Elizabeth Schaefer is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Johnson Investment Counsel since 2018, following a ten-year tenure at Riazzi Asset Management. 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 that integrates quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Bret Parrish is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2001. 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 multi-factor quantitative equity analysis with fixed-income management and offers a range of discretionary and automated advisory services.

Jason Farler is a CFA® charterholder with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2006 in various capacities. Farler is based in Cincinnati, OH. Johnson Investment Counsel serves individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate clients. 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, and model portfolios for third-party platforms.

Timothy Back is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Bartlett & Co. Wealth Management LLC and previously spent eleven years at First Financial Bank. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, leveraging mutual funds, ETFs, and third-party platforms while maintaining integration with the Focus Financial Partners network.

Christopher Tschieder is a CFP® and holds a Series 65 license with eight years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. since 2016. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.

Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. 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 markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Laura Mattern is a CFA® charterholder with seven years of experience in the financial industry. She has worked exclusively at Johnson Investment Counsel, Inc. since 2018, with a professional break prior to that period. 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 combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Braden Lieungh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH, with two years of industry experience. His prior roles include positions at Voya Financial Advisor, Further Financial Group, Cardinal Point Financial Group, and Ameriprise. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Brian Butt is a CFA charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2010. 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 approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Austin Hussey is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark Advisers, Hussey worked at Fidelity Investments and has experience as a high school tennis coach. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing.

Jacob Weber is a financial advisor at Waverly Advisors, LLC in Cincinnati, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Waverly Advisors, he was with 9258 Wealth Management and worked at the University of Cincinnati. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and planning services through institutional custodians and third-party platforms.

Peter Hiltz is a Series 66-credentialed financial advisor with 17 years of industry experience. He has worked at Kingsview Wealth Management LLC and Kingsview Partners LLC since 2017, following prior roles at Wells Fargo Advisors and Wells Fargo Clearing. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through both discretionary and non-discretionary services, combining proprietary strategies with third-party managers and alternative investments.

Peter Schwartz is a financial advisor with Aspiriant, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Aspiriant in Cincinnati, OH since 2012. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients. The firm offers discretionary and non-discretionary investment management alongside wealth planning, family office services, and specialty consulting, utilizing customized investment programs that incorporate a range of implementation options and proprietary research.