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.

Neil Hantak Jr. is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at MAI Capital Management, LLC since 2019. He previously worked at John Dovich and Associates and The Randolph Co. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and incorporates financial planning and tax services into its client relationships.

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.

Donna Sterwerf is a CFP® professional with 23 years of industry experience, currently serving at MAI Capital Management, LLC since 2025. She previously worked at Constellation Wealth Advisors, LLC for eight years and Oxford Financial Group, Ltd for two years. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a customized approach to portfolio management using various strategies and serves both advisory and product-sponsor roles, managing significant assets and affiliated funds.

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.

Drew Deimling is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. Outside of his advisory role, he founded and served as president of Frontier Friends, a charitable organization supporting underprivileged and ill children, and currently serves on the board of directors for May We Help, a nonprofit charity in Cincinnati. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets and serving a diverse range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm provides investment advice through a combination of in-house and third-party portfolio management across multiple advisory programs and offers custody and trustee services through a New Hampshire-chartered subsidiary trust company.

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.

Gary Roell is a CFP®-certified financial advisor with 23 years of industry experience. He has been with SPC since 2010 and also works with Sigma Financial Corporation. Outside of his advisory roles, he offers financial services and sells various lines of insurance products through Roell Financial Services. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

William Ryan is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He has worked at Janney since 2021 and was previously with Raymond James & Associates for 14 years. Ryan serves on the board of Stepping Stones, an organization in Cincinnati providing educational and recreational programs for individuals with disabilities. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through a combination of in-house and third-party portfolio management, offering brokerage, financial planning, consulting, and advisory programs.

Corey Lehan is a CFP® professional with nine years of industry experience, currently advising clients at Mariner. He previously worked at Edward Jones and AXA Advisors, LLC, and has a background that includes time at Florida State University. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, and provides integrated tax and accounting services along with operational family office and financial wellness solutions.