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 with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Morgan Stanley, and UBS Financial Services. Outside of advising, he is a majority owner of Bishopgate LLC. DayMark Wealth Partners serves individual, trust, retirement plan, and institutional clients by providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary portfolio management using a combination of internal models, third-party managers, and held-away accounts, with investment approaches 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.

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 Larison is a financial advisor with DayMark Wealth Partners, LLC, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes roles at Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He has been with DayMark Wealth Partners since 2022. DayMark Wealth Partners serves individual clients, trusts, retirement plans, and institutional accounts by providing asset management, financial planning, and retirement plan consulting. The firm manages portfolios on a discretionary basis using a variety of strategies and offers access to alternative investments alongside traditional securities.

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.

Victor Gray is a financial advisor with AlphaStar Capital Management in Cincinnati, Ohio, holding 18 years of industry experience. He has been with AlphaStar since 2012 and also operates Victor Gray Financial Services. Outside of his advisory work, he is involved in horse owning and training and serves as a minister. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and other investment advisers. The firm employs a combination of predefined model portfolios and custom strategies that utilize strategic asset allocation and quantitative analysis, and it offers a range of portfolio management and consulting 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.

Nicholas Schulte is a CFP® professional with 19 years of experience in financial advisory services. He is currently with Waverly Advisors, LLC and has prior experience at LPL Financial, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corp. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations, offering both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office 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.

Zachary Bauer is a CFP® professional with Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint in various roles since 2021, following prior experience at Anthem and Sheldon Reder, CPAs, as well as positions at the University of Cincinnati. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, combining comprehensive financial planning and portfolio management with a long-term, evidence-based investment approach. The firm integrates tax and administrative services through related entities and operates as a 100% employee-owned multi-team advisory.