Nathan Nichols is a financial advisor at Johnson Investment Counsel, Inc. with two years of industry experience. He holds a Series 65 designation and has previously worked at Augusta National Golf Course, UPS, and the University of South Carolina. Johnson Investment Counsel serves a wide range of clients, including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm employs a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized discretionary mandates and an automated advisory program.

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.

Jeffrey Adler is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he serves on the board of the Cedar Village Foundation, a nonprofit organization. Mutual Advisors, LLC manages approximately $6.75 billion through a network of 123 advisors, serving individuals, institutions, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and other services, employing a mix of passive and active investment strategies tailored to client objectives.

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® with 19 years of industry experience, currently serving as a financial advisor at Fifth Third Wealth Advisors LLC. His career includes roles at Fidelity and Fidelity Personal and Workplace Advisors, as well as various positions within the Fifth Third organization since 2020. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and performance reporting to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often utilizes third-party managers and affiliated model strategies, operating as a wholly owned subsidiary of Fifth Third Bank.

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 with Gradient Securities, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at several firms including Transamerica Financial Advisors, Inc. and Vanderwatt Wealth Management. Outside of her advisory role, Watkins owns Becoming To Being, a business focused on emotional, mental, and spiritual counseling and coaching. Gradient Securities, LLC operates under the name Gradient Wealth Management and provides financial planning, consulting, non-discretionary asset management, and retirement-plan advisory services to individuals, trusts, and business entities. The firm emphasizes a non-discretionary model, combining fundamental, technical, and cyclical analysis, and often works with third-party managers.

William Backscheider is a CFP® with one year of industry experience. He is currently with MCF Advisors, LLC and previously worked at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. Outside of his advisory role, he is a business owner of Relentless Challenge, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds by providing wealth management, financial planning, portfolio management, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach with an emphasis on risk management and offers discretionary management through third-party platforms.

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 financial advisor at MCF Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. Kirkwood serves as a board member of the Greater Cincinnati Mutual Fund Association, a networking group where she helps organize events and meetings. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Douglas Boschert is a financial advisor at M Holdings Securities, Inc. with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with M Holdings since 2002. Outside of his advisory role, he serves as treasurer for the Friends of Lauren Hill Memorial Park and participates on the Elder High School Investment Committee. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, and financial planning, and supports its professionals with multiple sponsored platforms and custodial providers.

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.

Ryan Dilts is a financial advisor at Cerity Partners LLC in Cincinnati, OH, holding a Series 65 credential with approximately one year of experience at Cerity Partners. His prior roles include positions at First Financial Bank / Yellow Cardinal Advisory Group, Western Kentucky University, and Clayton and Crume. He also has a background in education spanning ten years. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.