Holly Mazzocca is a financial advisor at Bartlett & Co. Wealth Management LLC with nine years of industry experience. She has been with Bartlett & Co. since 2015 and holds a Series 63 designation. Outside of her advisory role, she serves as a board member for the Cincinnati USA Regional Chamber and the Cincinnati Museum Center, and is an investment committee member for Interact for Health. 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 for fixed income, while leveraging mutual funds, ETFs, and third-party platforms to implement investment strategies.

Christian Brandetsas is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked primarily at Johnson Investment Counsel, Inc. since 2018, with prior roles at Magis Wealth Planning and PNC Investments. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and it offers a range of discretionary portfolio management and financial planning services.

Emily Rose is a CFP® professional with 11 years of industry experience, currently serving at Constellation Wealth Advisors. She has been with Quadrant Partners since 2011. Outside of her advisory role, she is a member of the Board of Directors and Treasurer at the Ion Center for Violence Prevention, a nonprofit focused on eliminating power-based personal violence. 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 assets, offering diversified strategies across public markets and private placements, and operates a proprietary private capital platform.

Gary Williams is a CFP® with 37 years of industry experience, currently serving at United Advisor Group since 2023. He previously worked for Crown Capital Securities, LP for 18 years and has been employed as a registered respiratory therapist since 2003. In addition to his advisory role, he is an independent insurance agent. United Advisor Group provides investment management, financial planning, consulting, and family office services to a diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation along with value investing, using proprietary models, third-party sub-advisors, and customized accounts tailored to clients’ risk tolerance, tax strategy, and time horizons.

Sandra Himmelsbach is a CFP® professional at Johnson Investment Counsel, Inc. with seven years of industry experience. She has been with Johnson Investment Counsel continuously since 2015. Johnson Investment Counsel serves a diverse client base including individuals, pension and profit-sharing plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based approach to investment decisions, 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 services for third-party platforms.

David Christian is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2017, working in various capacities within the firm over that time. 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 investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering a range of services from discretionary portfolio management to fiduciary services for retirement plans.

Michael Timm is a CFP® and CFA® affiliated with Johnson Investment Counsel, Inc. in Cincinnati, OH, with seven years of industry experience. He has worked exclusively at Johnson Investment Counsel since 2015. 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 investment approach combining bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Nathan Kunkel is a CFP® professional at Savvy with seven years of industry experience. He previously worked at Mariner Wealth Advisors for six years and held roles at Deerfield Financial Advisors, Inc. and FTJ FundChoice. Savvy serves individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations with customized investment and financial planning services. The firm typically employs a primarily index-based, long-term approach while integrating third-party fintech tools, specialized sub-adviser strategies, and offers in-house tax preparation and estate-planning support.

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds the Series 66 designation and has worked at MCF Advisors since 2013, preceded by roles at Lion Street Financial LLC and Equitable Advisors. Outside of his advisory work, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. 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, and integrated services such as accounting, tax preparation, and outsourced CFO support, employing a tactical asset allocation approach with various third-party platforms and tools.

Thomas Anderle is a financial advisor at VestGen Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial and its affiliate from 2002 to 2026. Anderle serves as an executor under his wife's will in a personal capacity. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio management and serves a diverse client base including retail investors, institutions, and government entities.

Maxwell Klett is a CFP® professional at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. His prior roles include positions at Merrill Lynch, Constellation Wealth Advisors, and a period of full-time education. 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 investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and fiduciary services.

Brion Walters is a ChFC® credentialed financial advisor with 22 years of industry experience, currently with Portfolio Medics, LLC since 2019. His prior roles include positions at Horter Financial Strategies and State Farm, where he worked for over a decade. Outside of advisory work, he is also engaged in insurance and annuity sales as a licensed agent. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through a team of 75 advisors. The firm serves both non-HNW and high-net-worth individuals, offering investment management, financial planning, and consulting services with a combination of strategic and tactical investment approaches.

Robert Carroll is a Certified Financial Planner (CFP®) with 19 years of industry experience. He has been with Carnegie Investment Counsel since 2013 and holds a Series 65 license. 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, corporations, and government entities. The firm employs a multifaceted investment approach incorporating fundamental, technical, cyclical, and ESG analysis, offering both discretionary and non-discretionary portfolio management.

Jason Katz is a CFP® with 12 years of experience in the financial industry. He has worked at Bartlett & Co. Wealth Management LLC since 2018 and previously held a position at The Gorilla Glue Company from 2009 to 2017. Outside of his advisory role, Katz is a co-founder and CFO of Cardinal Spirits, LLC, a spirits company, and is involved with the Cincinnati Estate Planning Council. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms to implement investment strategies.

Andrew Harmon is a CFP®-certified financial advisor at Savvy with 11 years of industry experience. Prior to joining Savvy in 2026, he worked at Ameriprise Financial Services from 2015 to 2026. He serves on the Board of Directors for Sigma Chi Building Co. and is a member of the La Salle High School Advancement Committee. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm utilizes a primarily index-based, long-term investment approach supplemented by active equity portfolios and tax-aware direct indexing, while integrating third-party fintech tools and specialized sub-adviser strategies.

Maria Flynn is a financial advisor with Kovack Advisors, Inc. in Cincinnati, OH, holding Series 65 and Series 63 licenses and with one year of industry experience. Prior to joining Kovack, she was associated with The Oak Tree Group and Federal Retirement Advisor. Outside of her advisory work, she is involved in founding a real estate group and holds ownership in an LLC related to wealth advisory services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and government clients, using model-based and advisor-managed investment solutions supported by Envestnet technology.

Thomas Anderle is a financial advisor at VestGen Advisors, LLC with 26 years of industry experience. He previously worked at Raymond James Financial and its affiliates for over two decades before joining VestGen in 2026. Anderle holds a Series 63 designation. VestGen Advisors provides investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, small businesses, trusts, and pooled investment vehicles. The firm combines advisor-level client relationships with centralized portfolio construction and utilizes third-party managers and proprietary funds as part of its investment approach.

Michael West is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2018 before joining Valmark Securities, Inc. Michael serves as co-chair of a local homeowners association and owns an operating company, WWWestgang, LLC. 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 offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of advisory and sub-advisory services.

Matthew Mog is a financial advisor with Vicus Capital, Inc. in Cincinnati, OH. He holds the Series 66 designation and has one year of industry experience, including prior roles at Edward Jones and Northwestern Mutual. In addition to his advisory work, he provides financial planning services to Gen X and Gen Y physicians through WealthKeel LLC. Vicus Capital offers investment management and financial planning services to individuals, businesses, trusts, and employee benefit plan sponsors, emphasizing retirement-plan consulting and fiduciary services. The firm employs a range of strategies including fundamental and technical analysis, core-satellite models, ESG and faith-based allocations, and provides access to third-party money managers and fee-based programs.

Grace Cappellini is a CFP® professional with one year of experience, currently serving as a financial advisor at Root Financial Partners. She previously worked at THOR Wealth Management and Glass City Federal Credit Union. Grace is based in Cincinnati, OH. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and retirement-plan clients. The firm emphasizes diversified, passive investment strategies tailored to client objectives, and offers educational programs and specialized portfolio techniques as appropriate.