David Christian is a CFP® and holds a Series 65 license with six years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2017, working in various capacities within the firm over that time. 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 macro and micro fixed income strategies, offering a range of services from discretionary portfolio management to fiduciary services for retirement plans.

Michael Timm is a CFP® and CFA® affiliated with Johnson Investment Counsel, Inc. in Cincinnati, OH, with seven years of industry experience. He has worked exclusively at Johnson Investment Counsel since 2015. 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 combining bottom-up quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Maxwell Klett is a CFP® professional at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. His prior roles include positions at Merrill Lynch, Constellation Wealth Advisors, and a period of full-time education. 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 macro and micro fixed income strategies, and provides discretionary portfolio management, financial planning, and fiduciary services.

William Groth is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds a Series 63 designation and previously worked at 9258 Wealth Management, LLC and NATL Retirement Consultants Inc. Outside of his advisory role, Groth practices estate planning, probate, and tax law through the Groth Law Firm LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles, managing approximately $29.9 billion in assets. The firm offers a range of services including investment management, financial planning, and retirement plan consulting, utilizing both traditional and alternative investment strategies.

James Wineland is a CFP® with 14 years of experience and is currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at Northern Lights Distributors, LLC, Boyd Watterson Asset Management, LLC, and PNC Capital Advisors, LLC. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm uses a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio management for third-party platforms.

Dean Moulas is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, where he has worked since 2002. He holds Series 63 and Series 65 licenses. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients, offering discretionary portfolio management and a range of advisory services. The firm employs a team-based portfolio construction process that integrates quantitative equity analysis with fixed-income management and provides both customized mandates and automated advisory programs.

Jason Jackman is a CFA® charterholder with 24 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2013, serving there through its organizational changes and continuing with the firm’s multi-team structure since 2022. The firm serves a diverse client base including individuals, institutions, and public agencies, offering discretionary portfolio management, financial planning, and pension consulting. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with fixed income strategies and also manages model portfolios for third-party platforms.

Timothy Johnson 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 1965. Johnson Investment Counsel serves individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients with discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based portfolio construction process combining quantitative equity analysis with fixed-income management and offers both customized mandates and automated advisory programs.

Brandon Davidson is a Series 65-licensed financial advisor with Johnson Investment Counsel, Inc. He has three years of industry experience, having previously worked at Cornerstone Wealth Management and Whitaker-Meyers Wealth Managers. Prior to his advisory career, he was employed at Ashland University and Valley Forge High School. 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.

Elizabeth Schaefer is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Johnson Investment Counsel since 2018, following a ten-year tenure at Riazzi Asset Management. 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 quantitative equity strategies with fixed-income management and offers both customized discretionary mandates and automated advisory programs.

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.

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.

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.

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.

Joseph White is a CFP® and CFA® with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior experience includes a role at Buckingham Capital Management and multiple positions within Johnson Investment Counsel dating back to 2018. 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 employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Anthony Kure is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has worked at Johnson Investment Counsel since 2017, following four years at Magis Wealth Management, also known as KURE NET WORTH MANAGEMENT. Johnson Investment Counsel serves a diverse client base, including individual investors, pension plans, public agencies, and charitable organizations. The firm employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services, including discretionary portfolio management and model portfolios for third-party platforms.

Clarissa Warner is a CFP® with five years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. She previously worked at 9258 Wealth Management and National Retirement Consultants. Outside of her advisory role, she is a Jazzercise instructor. 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-markets allocations and offers a range of financial planning and retirement plan consulting services.

Kevin Dusold is a financial professional with 14 years of industry experience, currently affiliated with Creative Financial Designs, Inc. He holds Series 63 and Series 66 licenses and has been involved with Creative Financial Designs and Dusold Financial Services since 2013. Dusold also engages in independent insurance sales through Dusold Financial Services. Creative Financial Designs serves individual clients, charitable organizations, corporate clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers diverse strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Lia Reece is a CFP® with three years of industry experience, currently serving at Johnson Investment Counsel, Inc. in Cincinnati, OH. Her prior experience includes a role at Basco Shower Doors before joining Johnson Investment Counsel. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, charitable organizations, and corporate entities. 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.