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 two years of industry experience. His prior experience includes roles at Broadview Financial Advisors and New York Life Insurance Company, as well as academic positions at the University of Kentucky and Covington Catholic High School. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach using mutual funds, ETFs, and separate-account managers, supported by a network of investment advisory representatives and an investment committee.

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.

Chad Baxter is a CFP® and ChFC® with nine years of industry experience. He is currently with CX Institutional, LLC and previously worked at Clarify Wealth Management, Inc., LPL Financial, LLC, and The Ayco Company, L.P./Mercer Allied. CX Institutional serves individuals, high-net-worth clients, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a multi-strategy platform that incorporates fundamental, quantitative, technical, and cyclical analysis across a range of asset classes.

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.

Scott Keller is a CFA® charterholder based in Cincinnati, Ohio, with nine years of industry experience. He has been with Truepoint, Inc. since 2007. Truepoint serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, and specialized services such as estate planning support and tax preparation. The firm employs an evidence-based, long-term investment approach centered on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

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.

Benjamyn Patrick is a CFP® and holds a Series 66 designation with six years of industry experience. He is currently associated with Truepoint, Inc. and has previously worked at Commas, RhineVest Advisors/Commas, and Ameriprise Financial Services, Inc. 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 advisory. The firm utilizes an evidence-based, long-term investment approach emphasizing diversified asset allocation and low-cost index funds, with integrated tax and administrative services through related entities.

Nicholas D'andrea is a CFP® with 10 years of industry experience. He currently works at CX Institutional, LLC and has prior experience at Bartlett Wealth Management and Fidelity Investments. CX Institutional serves individuals—including high-net-worth clients—charitable organizations, business entities, and retirement plan sponsors, providing portfolio management, financial planning, and retirement plan consulting through its multi-strategy platform. The firm combines fundamental, quantitative, and technical analysis across various asset classes and offers specialized thematic strategies alongside technology-enabled reporting and tax-efficient asset location.

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.

Michelle Stevens is a CFP® professional with four years of industry experience. She is currently with Truepoint, Inc. in Cincinnati, OH, where she has worked since 2021, following prior roles at U.S. Bank Private Wealth Management from 2014 to 2021. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, employing an evidence-based, long-term investment approach that includes diversified asset allocation and low-cost index funds. The firm is employee-owned and integrates tax and administrative services alongside comprehensive financial planning and portfolio management.

Eric Larison is a CFP® with 10 years of industry experience, currently practicing at DayMark Wealth Partners, LLC since 2022. He previously worked at Wells Fargo Clearing from 2016 to 2022. DayMark Wealth Partners serves individual and institutional clients, offering comprehensive portfolio management, financial planning, and retirement plan consulting. The firm combines internally managed models, third-party managers, and held-away account tools, utilizing diverse analytical methods and access to alternative investments.

Brett Hamilton is a financial advisor with On Investment Management Company in Cincinnati, OH, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked at The O. N. Equity Sales Company since 2014 and Ohio National Financial Services since 2013. Outside of advisory roles, he is an independent insurance agent selling disability, life, accident, health, long-term care, and Medicare-related products. 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 range of advisory programs including fee-based planning, third-party investment options, and both discretionary and non-discretionary managed accounts.

David Snyder is a financial advisor with MDRN Capital in Cincinnati, OH, holding Series 63, Series 65, and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Crump Life Insurance, First Financial Bank, and OJM Group, LLC. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans through discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated Independent Managers and low-cost mutual funds and ETFs with a primarily long-term focus.

William Backscheider is a CFP® professional 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 advising, he owns a business called Relentless Challenge, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, and various non-investment services. The firm uses a tactical asset allocation approach focused on risk management and diversified portfolios, offering discretionary management and in-house legal, tax, and accounting support.