Nathan Nichols is a CFP® certificant affiliated with Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. His background includes positions at Johnson Investment Counsel and roles outside finance, such as working at Augusta National Golf Course and UPS. Johnson Investment Counsel serves a wide range of clients, including individuals, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach combining bottom-up quantitative equity analysis with macro and micro fixed income strategies, and it offers services such as discretionary portfolio management, financial planning, and model portfolio management for third-party platforms.

Stephen Taylor is a financial advisor with United Advisor Group, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Thurston Springer Financial and Sterne Agee Financial Services. Outside of his advisory work, he is involved in insurance sales through a sole proprietorship and owns a consulting business; he also performs administrative duties for the City of Cold Spring, Kentucky. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a combination of fundamental, technical, and strategic asset-allocation methods.

David Brunson is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at Broadview Financial Advisors and New York Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses a goal-based, diversified investment approach with model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers.

Kaylie Wise is a financial advisor at BlueSpring Wealth Management, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Kestra Financial Inc. and Ritter Daniher Financial Advisory LLC. Vector serves individuals, business owners, trusts and estates, and pension and profit-sharing plans by providing discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm employs a customized investment process overseen by an Investment Committee and offers specialized services including custom option overlay and hedging strategies.

Maxwell Monk is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked exclusively with Johnson Investment Counsel, Inc. since 2012. 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 combines quantitative equity analysis with macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and model portfolio services across multiple platforms.

Daniel Barnett is a CFA® charterholder with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2015. He holds a Series 66 license and has spent his entire advisory career with Johnson Investment Counsel. Johnson Investment Counsel provides discretionary portfolio management, financial planning, pension consulting, and other advisory services to a diverse client base, including individual investors, retirement plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that integrates quantitative equity analysis with fixed income strategies and offers model portfolios on third-party platforms.

Merry Kochersperger is a financial advisor with Johnson Investment Counsel, Inc. in Cincinnati, OH, holding seven years of industry experience. She has worked at Johnson Investment Counsel since 2019 and was an independent contractor with Matilda Jane Clothing, a boutique apparel company, from 2008 to 2022. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm uses 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 among other offerings.

Justin Rowden is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc., where he has worked continuously since 2012. He is based in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individual investors, 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 discretionary portfolio management, financial planning, and model portfolio services.

Jonathan Adams is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Fifth Third Wealth Advisors LLC, joining the firm in 2024 after roles at Mainstreet Advisors, Fifth Third Bank, Fifth Third Securities, and Fidelity. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base including high-net-worth individuals, trusts, pension plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, using a structured investment policy process and integration with affiliated bank entities.

Emma Kellerman is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. Prior to joining Johnson Investment Counsel in 2022, she worked in the University of Dayton Accounting Department and held various roles outside of finance, including positions at The Silo Restaurant and J. Crew. 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 multi-factor quantitative equity analysis with fixed-income management, offering customized discretionary mandates and automated advisory programs.

Angelina Watkins is a financial advisor at Gradient Securities, LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several firms including Transamerica Financial Advisors, Inc. and Vanderwatt Wealth Management. Outside of advisory services, she owns Becoming To Being, a coaching business focused on emotional, mental, and spiritual counseling. Gradient Securities, LLC offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement plan advisory services to individuals, pension plans, trusts, and business entities. The firm uses a non-discretionary investment approach that incorporates fundamental, technical, and cyclical analysis, often engaging third-party managers while providing ongoing client reviews.

William Backscheider is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MCF Advisors, LLC. His prior experience includes roles at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. He is also the owner of a non-investment business, Relentless Challenge, LLC. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for about 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and tax and accounting services, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

Alex Bey is a CFA® charterholder with six years of industry experience. He is currently with Johnson Investment Counsel, Inc., where he has worked 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 employs a team-based investment approach that integrates quantitative equity analysis with a macro and micro fixed income strategy and offers services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio management for third-party platforms.

Louisa Gehring is a financial advisor at Constellation Wealth Advisors with one year of industry experience. She holds a Series 65 designation and previously operated Gehring Travel, a travel agency, where she designed and arranged travel excursions. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages diversified strategies across public and private markets and operates a proprietary private capital platform with approximately $5.4 billion in client assets.

Kristen Kirkwood is a Series 66-licensed advisor at MCF Advisors, LLC with eight years of industry experience. Her previous roles include positions at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. She serves as a board member of the Greater Cincinnati Mutual Fund Association, participating in networking and speaking event organization. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and integrates third-party platforms and cross-disciplinary solutions to support client needs.

Douglas Boschert is a financial advisor with M Holdings Securities, Inc. based in Covington, KY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with M Holdings Securities since 2002 following a brief tenure at UBS Financial Services. Outside of his advisory role, Boschert serves as treasurer for Friends of Lauren Hill Memorial Park and participates on the Elder High School Investment Committee overseeing the school’s endowment management. M Holdings Securities, Inc. serves a variety of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, emphasizing suitability-based recommendations and ongoing client monitoring across discretionary and non-discretionary investment programs.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Michael Ducker is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Citigroup since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Kelley Niehaus is a financial advisor with Fifth Third Securities, Inc. in Alexandria, Kentucky. He holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 10 years with Fifth Third Securities. Fifth Third Securities serves a diverse client base, including high-net-worth individuals and institutional clients, offering investment advisory and brokerage services through multiple program types and third-party portfolio managers on the Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides a range of strategies, including mutual fund and ETF models, separately managed accounts, tax-overlay services, and direct indexing.

Jeffery Ready is a financial advisor with TIAA-CREF in Cincinnati, OH, holding Series 63 and Series 66 credentials with 29 years of industry experience. He has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm differentiates between one-time planning services and ongoing discretionary management, providing customized portfolio management under a fiduciary standard within a vertically integrated structure.