Zachary Pierson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with Johnson Investment Counsel in various roles since 2013. 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 that combines quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, and model portfolio services.

Ronald Bates is a financial advisor at 1919 Investment Counsel, LLC with 28 years of industry experience. He has been with 1919 Investment Counsel since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a partner in a regional auction company and two real estate investment partnerships focused on small apartment buildings. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals and public entities. The firm emphasizes customized portfolios centered on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and technology.

Adrian Schau is a CFP® professional with over 15 years of experience, currently serving as an advisor at 1919 Investment Counsel, LLC. He has previously worked at Triad Advisors, Inc. and also acts as a consultant for MY529. 1919 Investment Counsel provides discretionary and non-discretionary investment management and wealth-planning services to individual and institutional clients, including high-net-worth individuals, endowments, and public entities. The firm emphasizes customized portfolios focused on mid- and large-cap equities and investment-grade fixed income, supported by proprietary research and third-party managers, and operates as a wholly-owned subsidiary of Stifel Financial Corp.

Michael Prebles is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with one year of industry experience. His work history includes multiple roles at Johnson Investment Counsel and Xavier University. 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 quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

Robert Plaza Jr. is a CFA® charterholder and holds a Series 66 license. He is currently with Fifth Third Wealth Advisors LLC and has two years of industry experience. His prior roles include positions at Aviva Investors and Key Bank. Fifth Third Wealth Advisors LLC offers discretionary investment management, financial planning, and separately managed account access to a diverse client base, including individuals, trusts, pension plans, and institutional investors. The firm employs tailored strategic asset allocation frameworks and often manages portfolios on a discretionary basis across multiple asset classes, utilizing both third-party managers and affiliated model strategies.

David Theobald is a CFA® charterholder with seven years of experience in the financial advisory industry. He has worked at Johnson Investment Counsel, Inc. since 2013, serving in Cincinnati, OH. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, charitable organizations, and corporate entities. The firm employs a team-based investment process that combines bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers services such as discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Anthony Casnellie is a financial advisor with On Investment Management Company in Cincinnati, OH, holding a Series 66 designation and 23 years of industry experience. He has been associated with THE O.N. Equity Sales Company since 2002. O.N. Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Barry Zimmer is a financial advisor with Integrity Advisory Solutions in Cincinnati, OH. He holds a Series 65 designation and has been with Integrity Advisory Solutions since 2025. Zimmer also owns and operates Zimmer Law Firm, LLC, where he provides estate planning, estate settlement, and Medicaid pre-planning legal services. He is active in the American Academy of Estate Planning Attorneys as an attorney. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, charitable organizations, and corporate retirement plans through a network of investment adviser representatives. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Nathan Weidner is a financial advisor at Fifth Third Wealth Advisors LLC with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Fifth Third Wealth Advisors since 2021, following six years at Fifth Third Securities. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies.

Carter Hench is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Savvy since 2025. Prior to joining Savvy, he worked at Colorado Wealth Group for four years and held positions at The O.N. Equity Sales Company, Family Financial Partners, and LJ DeWeese Company. He is also the owner and managing member of The Financial Takeoff LLC, an entity focused on creating personal finance content for social media. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm combines a primarily index-based, long-term investment approach with active equity portfolios, tax-aware direct indexing, and specialized fintech tools to deliver customized financial solutions.

Melina Young is a financial advisor at Truepoint, Inc. in Cincinnati, OH, holding a Series 65 designation with five years of industry experience. She previously worked at Total Wealth Planning, LLC and Ridout Barrett, and has experience at the University of The Incarnate Word. 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 plan advisory. The firm uses an evidence-based, long-term investment approach with diversified asset allocation and low-cost index funds, and is distinguished by its integration with tax and administrative services and its employee-owned structure.

J. Fortin is a financial advisor at Creative Financial Designs, Inc. with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Creative Financial Designs since 2016. His prior experience includes operating Fortin Advisory from 2015 to 2017. Creative Financial Designs serves individual, corporate, and institutional clients, offering discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and a range of risk objectives supported by third-party research and an Executive Investment Committee.

Steven Horton is a financial advisor with On Investment Management CO in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Nationwide Securities Inc and Nationwide Insurance for over 16 years and currently holds a role as an external wholesaler with AuguStar Financial. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and both discretionary and non-discretionary managed account options.

Christopher Robbins is a CFA® charterholder with 10 years of industry experience. He has been with Bartlett & Co. Wealth Management LLC since 2012, serving in various capacities over that time. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a range of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income, and it operates as an active, discretionary manager with access to external managers and private fund recommendations.

Evan Bihl is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with THE O.N. Equity Sales Company since 2006. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory platforms, including fee-based financial planning and access to multiple third-party investment programs, supporting both discretionary and non-discretionary client relationships.

Susan Fellman is a financial advisor with On Investment Management Company, holding a Series 66 designation and 20 years of industry experience. She has worked at Augustar Distributors since 2023 and The O.N. Equity Sales Company since 2016. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, third-party investment programs, and managed account options, serving a broad client base with both discretionary and non-discretionary advisory relationships.

Jarett Levitsky is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 22 years of industry experience. He has been with Johnson Investment Counsel since 2000. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering a range of services such as discretionary portfolio management, financial planning, pension consulting, and mutual fund advisory. The firm utilizes a team-based portfolio construction process combining quantitative equity strategies with fixed-income management and provides both customized mandates and automated advisory programs.

Christopher Ginter is a CFA® charterholder with one year of experience in financial advising, currently with Fifth Third Wealth Advisors LLC. He has been affiliated with Fifth Third Bank since 2009. Fifth Third Wealth Advisors LLC provides discretionary investment management, financial planning, and access to separately managed accounts for a diverse client base including individuals, trusts, pension plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and commonly manages portfolios on a discretionary basis, utilizing third-party managers and affiliated model strategies.

Ashley Seyberth is a financial advisor with Octavia Wealth Advisors LLC in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Axa Advisors, and Midwest Financial Partners. Outside of advising, she is a brand ambassador for Keenz Stroller Wagons, owns a custom crafts and home décor business called The Meticulous Millennial, and serves on committees for the West Chester Liberty Chamber Alliance. 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, businesses, and state or municipal entities. The firm delivers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a broad range of investment vehicles and a focus on long-term strategies.

Woodrow Uible is a CFA® charterholder with 26 years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC since 2018. Prior to that, he worked at Bartlett & Co LLC for six years. He serves on the Collections Committee of the Cincinnati Art Museum and is a board member for economic research and financial literacy at the Economic Center of the University of Cincinnati. Bartlett & Co. Wealth Management LLC provides discretionary wealth management and comprehensive financial planning to high-net-worth individuals, families, and a variety of institutional clients. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, leveraging mutual funds, ETFs, and third-party platforms, and is part of the Focus Financial Partners network.