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.

Thomas Truesdell is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for L.M. Kohn & Company for 20 years before joining American Independent Securities Group in 2025. Outside of advisory work, he is also an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach with discretionary and non-discretionary account management, and it maintains an affiliated FINRA broker-dealer alongside insurance licensing for many advisors.

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.

Joel Siefert is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. Based in Cincinnati, OH, Siefert holds a Series 66 license and works within a multi-team firm environment. Johnson Investment Counsel serves a diverse client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm combines quantitative equity analysis with a macro/micro fixed income approach in a team-based investment process and offers services ranging from discretionary portfolio management to model portfolios for third-party platforms.

Glenn Bujnoch is a CFP®-certified financial advisor at MCF Advisors, LLC with 16 years of industry experience. His prior roles include positions at LPL Financial LLC, Lincoln Financial Advisors, Raymond James Financial, and Osaic FA, Inc. In addition to his advisory work, he serves as an insurance agent with Crump Agency. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for private funds, utilizing a tactical asset allocation approach supported by third-party platforms and integrated cross-disciplinary solutions.

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 at ValMark Advisers, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with ValMark since 2010. Arthur serves on the investment committee for the Diocese of Covington, where he reviews and monitors the diocese’s investment accounts on a voluntary basis. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from its investment committee.

Kristopher Kellinghaus is a CFP® and CFA® with 15 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2014 and previously held a position at Fidelity. He also has been affiliated with Northern Kentucky University since 2020. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax preparation, accounting, and outsourced CFO services, emphasizing a tactical asset allocation approach supported by advanced third-party platforms and cross-disciplinary client solutions.

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.