Karen Suskowicz is a financial advisor at DayMark Wealth Partners, LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $3.94 billion in assets across more than 1,600 clients and employs a diversified investment approach that includes fundamental, technical, quantitative, and ESG analysis, as well as digital assets and crypto products.

Peter Mattimore III is an advisor at Johnson Investment Counsel, Inc. with one year of industry experience. He holds a Series 65 designation and has held prior roles at Ancora Holdings and CHAMPtitles. His background also includes work at The Ohio State University and Lakewood Country Club. Johnson Investment Counsel serves a diverse client base, including individual investors, institutional clients, 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 broad range of services including discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Christopher Meyer is a CFA® charterholder with 23 years of industry experience. He has been with Truepoint, Inc. since 2015. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, and estate planning support. The firm employs an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

Shannon Dowling is a CFP®-credentialed financial advisor with two years of industry experience, currently with Truepoint, Inc. in Cincinnati, OH. Prior to joining Truepoint, she held roles at Fidelity Brokerage Services and several other firms. Truepoint serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and other services. The firm follows an evidence-based, long-term investment approach with diversified asset allocation and offers specialized tax and administrative services through related entities.

Eric Fessler is a financial advisor with Stratos Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 designation and has experience with firms including Aspiriant Wealth Management, 9258 Wealth Management, Constellation, and 5/3 Bank. Outside of his advisory role, he coaches soccer at Fusion FC during part of the year. Stratos Wealth Advisors serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and financial institutions. The firm offers investment management, financial planning, and insurance consulting through a network of supervised independent advisory representatives, utilizing both bespoke and model portfolios along with affiliated and third-party subadvisers.

Charles Donovan is a financial advisor at Johnson Investment Counsel, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Payden & Rygel, Neuberger Berman, and Natixis Global Associates. 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 fixed-income management and offers a range of discretionary mandates alongside an automated advisory program.

Michael Leisring is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. He has been with Johnson Investment Counsel in various capacities since 1999. 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 combining quantitative equity analysis with macro and micro fixed income strategies, and offers a broad range of services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

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.

Michael Quin is a financial advisor at DayMark Wealth Partners, LLC in Cincinnati, OH, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Outside of advising, he is the majority owner of Bishopgate LLC, a real estate holdings business. DayMark Wealth Partners serves individuals, trusts, pension and retirement plans, and institutional clients with asset management, portfolio management, financial planning, and consulting services. The firm manages approximately $3.94 billion in assets for over 1,600 clients through a team of 19 advisors, employing a range of investment strategies that include fundamental, technical, quantitative, and ESG analysis.

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.

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 Larison is a financial advisor at DayMark Wealth Partners, LLC with 41 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. DayMark Wealth Partners serves individuals, including high-net-worth clients, trusts, pension and retirement plans, and institutional clients. The firm offers asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and institutional consulting, managing approximately $3.94 billion in regulatory assets across a team of 19 advisors.

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.

Nathaniel Maxson is a CFP® with four years of industry experience currently with Truepoint, Inc. in Cincinnati, OH. He previously worked at U.S. Bank Private Wealth Management for three years. Truepoint serves individuals, families, trusts, and institutional clients through tiered wealth management offerings and provides comprehensive financial planning, portfolio management, and related advisory services. The firm employs an evidence-based, long-term investment approach with a focus on diversified asset allocation and low-cost index funds.

Glynnis Reinhart is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. She has worked at Axa Advisors, LLC for 18 years and has been with Octavia Wealth Advisors, Octavia Risk Management, LLC, and Purshe Kaplan Sterling Investments since 2020. Reinhart is also involved in insurance product implementation through Octavia Risk Management, LLC. Octavia Wealth Advisors is a multi-team SEC-registered firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, and municipal entities. The firm employs customized portfolios using proprietary models with low-cost ETFs, mutual funds, individual securities, and alternative investments, and offers specialized ERISA services and trust administration through partner relationships.

Nathan Kunkel is a CFP® professional with six years of industry experience. He is currently with Savvy and previously worked at Mariner Wealth Advisors, Deerfield Financial Advisors, and FTJ FundChoice. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other 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 a parent technology platform and third-party tools.

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at MCF Advisors since 2013, including a prior role at Lion Street Financial LLC from 2014 to 2017. Outside of his advisory role, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by offering integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

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.