Bret Parrish is a CFA® charterholder with 24 years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2001. 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 multi-factor quantitative equity analysis with fixed-income management and offers a range of discretionary and automated advisory services.

Jason Farler is a CFA® charterholder with 18 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2006 in various capacities. Farler is based in Cincinnati, OH. Johnson Investment Counsel serves individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate clients. 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 portfolios for third-party platforms.

Timothy Back is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He currently works at Bartlett & Co. Wealth Management LLC and previously spent eleven years at First Financial Bank. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management, comprehensive financial planning, and specialized institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, leveraging mutual funds, ETFs, and third-party platforms while maintaining integration with the Focus Financial Partners network.

Christopher Tschieder is a CFP® and holds a Series 65 license with eight years of experience in the financial industry. He has been with Johnson Investment Counsel, Inc. since 2016. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with fixed income strategies and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Robert Bove is a financial advisor at United Advisor Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Silver Oak Securities, Thurston Springer Financial, and Sterne Agee Financial Services. Bove is also a partner at Bove Connolly Taylor Financial, a financial consulting firm specializing in insurance sales and tax preparation. United Advisor Group serves individuals, small businesses, trusts, charities, and broker-dealer customers through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial and retirement planning, family office services, and financial education, utilizing proprietary model portfolios, custom-traded accounts, and third-party money managers.

Craig Connolly is a financial advisor with United Advisor Group in Cincinnati, OH, holding a Series 66 designation and 29 years of industry experience. He has worked at several firms, including Silver Oak Securities, Thurston Springer Financial, SA Stone Investment Advisors, and Sterne Agee Investment Advisor Services. Outside of his advisory roles, he is a partner at Bove Connolly Taylor Financial, a financial consulting business involved in insurance sales and tax preparation. United Advisor Group offers investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non-high-net-worth and high-net-worth clients, managing assets through discretionary portfolios that incorporate strategic and tactical asset allocation, value investing, and various analytical techniques.

Michael Allen is a Series 65-licensed financial advisor with AlphaStar Capital Management and has been in the industry since 2022. Prior to joining AlphaStar in 2026, he worked at Gray Hurst Wealth Advisors and held positions outside finance, including roles at Mercy Health Hospital and McDonald's. He is also involved in insurance sales as a Client Relations Manager at Gray Hurst Wealth Advisors. AlphaStar Capital Management manages approximately $1.84 billion for a diverse client base including individuals, trusts, small businesses, and pension plans. The firm employs both predefined model portfolios and custom strategies, utilizing quantitative analysis and tactical asset allocation, and provides a range of portfolio management and consulting services.

Joseph Larson is a financial advisor at ValMark Advisers, Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial, Amazon, and Northwestern Mutual. Larson also serves as an artillery soldier in the Ohio Army National Guard. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary and third-party investment platforms and fee-based planning services.

T Rodney Twells is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at DayMark Wealth Partners, LLC since 2023. Prior to joining DayMark, he worked at Wells Fargo Clearing for seven years. He serves on the investment committee of Fieldstone Farm Therapeutic Riding Center and is chair of the investment committee and a trustee at Bluecoats, Inc., a nonprofit supporting families of fallen safety force officers. DayMark Wealth Partners serves individual, high-net-worth, and institutional clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of investment strategies, including fundamental, technical, quantitative, and ESG analysis, and offers access to alternative and private securities alongside traditional holdings.

William Breagy III is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Creative Financial Designs since 2002 and also has experience with CRR Wealth Management since 2012. Outside of advisory work, he serves as a chapter president of AFEA and conducts classes at local universities. Creative Financial Designs serves individual, corporate, and institutional clients with a range of investment management and financial planning services. The firm uses asset-class model allocations and multiple risk objectives, supported by third-party research and an Executive Investment Committee, and offers distinctive implementation options including Biblically Responsible Investing strategies.

Adam Morton is a CFP® professional at Constellation Wealth Advisors with 10 years of industry experience. He has worked at Constellation since 2020 and previously held roles at Fort Washington Investment Advisors and Riverpoint Capital Management. Morton serves on the boards of directors for Lighthouse Youth & Family Services and the National Underground Railroad Freedom Center, both nonprofit organizations based in Cincinnati. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages a diversified portfolio that includes public markets and private placements, operates a proprietary private capital platform, and employs a documented due-diligence process with an Investment Committee.

Loni Adams Kiskaden is a financial advisor with DayMark Wealth Partners, LLC in Cincinnati, OH. She holds the Series 63 and Series 66 designations and has 20 years of industry experience. Her prior roles include positions at Merrill and Wells Fargo Clearing. DayMark Wealth Partners serves individual clients—including high-net-worth individuals—trusts, retirement plans, and institutional accounts, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines fundamental, technical, quantitative, and ESG analysis to manage portfolios on a discretionary basis, with access to alternative and private securities alongside traditional holdings.

Thomas Rowland is a financial advisor at ON Investment Management Company with four years of industry experience. He holds a Series 66 credential and previously worked at PNC Investments LLC and Macy's Inc. in various roles before joining ON Investment Management Company. ON Investment Management Company is a SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary account management, with access to third-party investment programs and a dual-registration model combining advisory and broker-dealer activities.

Bradley Rice is a financial advisor at Constellation Wealth Advisors with two years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Stedman Machine Company and Johnson Controls. 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 client assets and offers diversified strategies across public markets and private placements, with a focus on private fund advisory and proprietary private capital platforms.

Laura Mattern is a CFA® charterholder with seven years of experience in the financial industry. She has worked exclusively at Johnson Investment Counsel, Inc. since 2018, with a professional break prior to that period. Johnson Investment Counsel serves a diverse client base including individual investors, retirement 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.

Braden Lieungh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Truepoint, Inc. in Cincinnati, OH, with two years of industry experience. His prior roles include positions at Voya Financial Advisor, Further Financial Group, Cardinal Point Financial Group, and Ameriprise. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and retirement plan advisory. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation, low-cost index funds, and disciplined rebalancing.

Brian Butt is a CFA charterholder and holds a Series 66 license with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. 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 uses a team-based approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Austin Hussey is a financial advisor at ValMark Advisers, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark Advisers, Hussey worked at Fidelity Investments and has experience as a high school tennis coach. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing portfolio monitoring and rebalancing.

Lora Anstaett is a CFP® professional with over 14 years of experience in the financial services industry. She has worked at Kestra Financial Inc. since 2026 and previously spent more than a decade with Ritter Daniher Financial Advisory. BlueSpring Wealth Management serves individuals, business owners, trusts, estates, and retirement plans, providing investment management, financial planning, and retirement plan consulting with a customized, committee-overseen investment approach that incorporates a range of asset types and specialized strategies.

Jacob Weber is a financial advisor at Waverly Advisors, LLC in Cincinnati, OH. He holds a Series 65 credential and has one year of industry experience. Prior to joining Waverly Advisors, he was with 9258 Wealth Management and worked at the University of Cincinnati. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and planning services through institutional custodians and third-party platforms.