Vincent Russell is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with 19 years of industry experience. He has been with Johnson Investment Counsel since 2009. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm utilizes a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Terrence Foy is a CFP® professional with three years of industry experience, currently with Johnson Investment Counsel, Inc. He has worked at Johnson Investment Counsel since 2019, and previously held roles at JP Morgan Chase & Co. and US Bank. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, and charitable organizations. The firm employs a team-based investment approach that combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and fiduciary services among other solutions.

Adam Niestradt is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Quadrant Partners for seven years and Aprio Advisory Group for three years before joining Ritholtz Wealth Management in 2026. Ritholtz Wealth Management serves individual and institutional clients by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Timothy Gehner is a financial advisor at Johnson Investment Counsel, Inc. with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Johnson Investment Counsel in various capacities since 1995. Johnson Investment Counsel serves a diverse client base that includes individual investors, pension and profit-sharing plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment approach combining bottom-up multi-factor quantitative equity analysis with macro and micro fixed income strategies, while also offering model portfolios, discretionary management, and fiduciary services.

Ryan Sellars is a CFP® with three years of industry experience, currently serving as a financial advisor at Octavia Wealth Advisors LLC. His background includes roles at Octavia Wealth Advisors since 2021 and involvement with Octavia Risk Management, LLC, where he works as an insurance agent. Prior to his advisory roles, Sellars worked in education and recreational management. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for a diverse client base including individuals, high-net-worth clients, trusts, businesses, retirement plans, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, individual securities, and alternative investments.

Jacob Petrie is a CFP® with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at 9258 Wealth Management and Fidelity in both advisory and brokerage roles. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

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.

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.

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.

Scott Keller is a CFA® charterholder with ten years of industry experience, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH. He has been with Truepoint since 2007. Truepoint, Inc. serves individuals, families, trusts, and institutional clients through tiered engagement levels, offering comprehensive financial planning, portfolio management, tax planning, estate support, and other related services. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and is noted for its integration with tax and administrative services.

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.

Benjamyn Patrick is a CFP® and holds a Series 66 designation with six years of industry experience. He is currently associated with Truepoint, Inc. and has previously worked at Commas, RhineVest Advisors/Commas, and Ameriprise Financial Services, Inc. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and institutional retirement advisory. The firm utilizes an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, with integrated tax and administrative services through related entities.

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.

Michelle Stevens is a CFP® professional with four years of industry experience. She is currently with Truepoint, Inc. in Cincinnati, OH, where she has worked since 2021, following prior roles at U.S. Bank Private Wealth Management from 2014 to 2021. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, employing an evidence-based, long-term investment approach that includes diversified asset allocation and low-cost index funds. The firm is employee-owned and integrates tax and administrative services alongside comprehensive financial planning and portfolio management.

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.

Joseph Bates is a financial advisor at Creative Financial Designs, Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase and the Ohio Auditor of State. Creative Financial Designs serves individual, corporate, institutional, and retirement plan clients, offering discretionary and non-discretionary investment management along with financial planning and consulting services. The firm employs asset-class model allocations across five risk levels and incorporates third-party research and an Executive Investment Committee in portfolio management.

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.