Gregory Middendorf is a CFP® professional with 11 years of industry experience, currently serving at HCM Wealth Advisors in Cincinnati, OH. He has been with Hengehold Capital Management LLC since 2009. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation. The firm combines long-term core holdings with tactical positions and employs various analytical methods, including strategies with options and derivatives, managing over $1.23 billion in client assets through a nine-advisor team.

Douglas Johnson is a CFA® charterholder with 21 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 11 years before joining HCM Wealth Advisors in 2017, where he is part of a nine-advisor team based in Cincinnati, OH. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses with discretionary portfolio management based on model-driven asset allocation and financial planning. The firm combines long-term core holdings with tactical positions, utilizing fundamental, technical, quantitative, and qualitative analysis, and employs options strategies when appropriate.

Matthew Berning is a financial advisor at Souders Financial Advisors, LLC in Cincinnati, OH, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach using model portfolios and strategic asset allocation, offering both discretionary and non-discretionary services.

Casey Boland is a financial advisor with HCM Wealth Advisors in Cincinnati, Ohio, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has been associated with Hengehold Capital Management LLC since 2000. HCM Wealth Advisors serves individual clients, high-net-worth households, trusts, retirement plans, charitable organizations, and businesses. The firm offers discretionary portfolio management based on model-driven asset allocation, financial planning, and oversight of third-party money managers, combining multiple analytical approaches and employing options and derivatives strategies where appropriate.

James Eutsler is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has worked at Hengehold Capital Management LLC since 2015. HCM Wealth Advisors serves individual clients, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and third-party money manager oversight. The firm combines various analytical approaches and employs options strategies, managing over $1.23 billion in client assets with a nine-advisor team.

Michael Hengehold is a financial advisor at HCM Wealth Advisors in Cincinnati, OH, holding the PFS™ designation and Series 65 license with 22 years of industry experience. He has worked at Hengehold Capital Management LLC since 1990. HCM Wealth Advisors serves individuals, trusts, retirement plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and oversight of third-party money managers. The firm’s investment approach combines model-based asset allocation with fundamental, technical, quantitative, and qualitative analysis, incorporating options strategies and separately managed accounts.

Thomas Macey is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Private Client Services, Advantage Investment Management, and LPL Financial. Outside of his advisory work, he is involved in independent insurance agency operations focusing on health, long-term care, disability income, group benefits, and property and casualty insurance, as well as third-party administration for union fringe benefit plans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and other ERISA plans, and foundations. The firm employs a financial-plan driven approach featuring model portfolios, strategic asset allocation, and diversification, offering services on both discretionary and non-discretionary bases while acting as a fiduciary for applicable retirement accounts.

David Treft is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Souders Financial Advisors, LLC and has held prior roles at Private Client Services, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory work, he serves as a board member for Grace Baptist Church and participates on the investment committee of Back2Back Ministries, an international nonprofit organization supporting orphans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach using model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Brian Schweder is a financial advisor at Souders Financial Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Private Client Services, LPL Financial, and Advantage Investment Management. Outside of his advisory role, he is involved as an independent contractor for group and individual benefits and participates in business development for corporate retirement plans. Souders Financial Advisors, LLC provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, corporate retirement and ERISA plans, and foundations. The firm employs a financial-plan driven approach incorporating model portfolios, strategic asset allocation, and diversification, offering both discretionary and non-discretionary services.

Michael Murphy is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. He previously worked at Putnam Investments from 2016 to 2024 and has been with Johnson Investment Counsel since 2024. Murphy also has a role at Ultimus Fund Distributors, LLC beginning in 2025. 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 using quantitative equity analysis and fixed-income management, offering both customized discretionary mandates and automated advisory programs. It sponsors and advises its own mutual funds, acts as a sub-adviser for other managers, and integrates trust and administrative services within its enterprise structure.

John Wernke is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Berthel Fisher since 2020 and previously held advisory roles at Primerica Advisors and Primerica Financial Services from 2017 to 2020. Outside of his advisory work, he serves as treasurer for the Harrison Kiwanis, a nonprofit organization focused on raising funds and awareness for helping children, and he also prepares tax filings through a local tax service. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm delivers investment advice through various platforms, including discretionary and non-discretionary management, employing tailored strategies based on client needs.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Stephen Harper is a financial advisor with Advisor Share Wealth Management, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Simplicity Wealth, LLC for six years and has owned Preservation Wealth Consultants LLC since 2012, providing tax preparation and advisory services. Harper is also an enrolled agent with the IRS and serves as a speaker at local churches several times a year. Advisor Share Wealth Management, LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm provides portfolio management, a web-based asset management platform, and access to alternative and private investments, operating alongside affiliated entities that support various financial and real estate services.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. 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 investment process that combines quantitative equity analysis with macro and micro fixed income strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® credentialed advisor at Johnson Investment Counsel, Inc. with 13 years of industry experience. He has been with Johnson Investment Counsel since 2015. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining multi-factor quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

Simon Buchman is a Certified Financial Planner (CFP®) with 12 years of experience in the industry. He has been with Johnson Investment Counsel, Inc. since 2014. The firm serves a diverse client base, including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed-income strategies, offering discretionary portfolio management, financial planning, and fiduciary services.

Brandon Plumb is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding the CFP®, CFA®, and Series 63 designations with six years of industry experience. His career includes roles at Johnson Investment Counsel since 2019 and prior work at Key Investment Services and KeyBank. Johnson Investment Counsel serves a diverse client base including individuals, 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 discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

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.

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.