Joseph Carlo is a CFP® with six years of industry experience, currently with Johnson Investment Counsel, Inc. in Cincinnati, OH. His prior roles include positions at the University of Cincinnati and Cincinnati Opera. Outside of his advisory work, he is a member of two horse racing ventures, Carlo Ventures LLC and Broadway Unlimited LLC. 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 integrates quantitative equity analysis with macro and micro fixed income strategies, and it offers services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Adam Lipton is a CFP® professional with nine years of experience in financial advisory services. He has been with Truepoint, Inc. since 2015, working within various capacities at the firm. Truepoint serves individuals, families, trusts, and institutional clients with tiered engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and a digital advice platform. The firm employs an evidence-based, long-term investment approach focused on diversified asset allocation and low-cost index funds, and it is 100% employee-owned with integrated tax and administrative services.

Timothy Dougherty is a CFP® professional with eight years of industry experience, currently serving as an advisor at MCF Advisors, LLC. His prior experience includes roles at Wealth Planning Corporation and Fidelity, where he held positions in both advisory and brokerage services. MCF Advisors serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering comprehensive wealth management, financial planning, and non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and portfolio diversification, utilizing discretionary management through third-party platforms.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Andrea Ernst is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, Ohio. Prior to joining Johnson Investment Counsel in 2023, she worked at Fifth Third Bank for seven years. 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 a range of services from discretionary portfolio management to pension consulting and mutual fund advisory.

Susan Farlow is an investment advisor representative with Octavia Wealth Advisors LLC based in Cincinnati, Ohio, with 15 years of industry experience. She is dually registered as an investment advisor representative and a registered representative with Purshe Kaplan Sterling Investments, Inc., and also serves as an insurance agent with Octavia Risk Management LLC. Her prior experience includes roles at UBS Financial Services, Inc. and PNC Investments. 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, trusts, estates, businesses, retirement plans, institutions, and state or municipal entities. The firm offers customized portfolio management favoring low-cost ETFs, mutual funds, and individual securities, along with alternative investments and specialized retirement plan advisory services.

Andrew Holthaus is a CFA® charterholder with two years of experience at Bartlett & Co. Wealth Management LLC in Cincinnati, OH. Prior to joining Bartlett, he worked at Fifth Third Bank from 2015 to 2024 in various roles. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management, comprehensive financial planning, and specialized fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms while integrating with the Focus Financial Partners network.

Jonathan Finkler is a financial advisor at Bartlett & Co. Wealth Management LLC in Cincinnati, OH, holding a Series 65 designation with over 20 years of experience. He worked at Fifth Third Wealth Advisors for 19 years before joining Bartlett in 2024. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and various institutional clients, providing discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis while leveraging third-party platforms and its affiliation with Focus Financial Partners to offer a range of financial and insurance solutions.

Carol Hoffman is a CFP® and holds a Series 65 license with 18 years of industry experience. She has worked at The Mather Group, LLC since 2023 and previously spent 15 years with Clear Perspectives Financial Planning, LLC. The Mather Group primarily serves high-net-worth individuals, family offices, trusts, corporations, and other entities, offering combined financial planning, investment management, tax and estate planning guidance, and family office services. The firm uses an evidence-based investment approach with risk-based allocation models and tax-synchronized portfolio construction, providing customized solutions including direct indexing and ESG factor portfolios.

Courtney Weber is a CFP® professional with nine years of industry experience, currently serving at Truepoint, Inc. in Cincinnati, OH. She has been with Truepoint since 2006. Truepoint serves individuals, families, trusts, and institutional clients with tiered wealth management offerings, including family office services, employing an evidence-based investment approach focused on diversified asset allocation and low-cost index funds. The firm is fee-only, employee-owned, and integrates tax and administrative services alongside its advisory offerings.

Jonathan Mcevoy is a CFP®-designated financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, with 14 years of industry experience. He has worked at Johnson Investment Counsel since 2015. Outside of his advisory role, he is involved in several personal real estate investment ventures. Johnson Investment Counsel serves a diverse client base including individuals, retirement plans, trusts, charitable organizations, corporations, and institutional clients. The firm provides discretionary portfolio management, financial planning, pension consulting, and manages separate account portfolios through its institutional division, employing a team-based, multi-factor quantitative approach to portfolio construction.

Louis Roedersheimer Jr. is a CFP® professional affiliated with M Holdings Securities, Inc. He has 15 years of industry experience and has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory work, he is a board member of the Elder High School Alumni Board and owns a consulting business, Blue Bagger, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent member firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining investment management with financial planning and consulting delivered via both discretionary programs and third-party sub-advisors.

Michael Dusold is a financial advisor at Creative Financial Designs, Inc. in Cincinnati, OH, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Creative Financial Designs since 2010. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, businesses, and retirement plans, offering investment management and financial planning through a network of advisers. The firm employs asset-class model allocations informed by third-party research and provides a range of strategies from passive to tactically managed portfolios, including a suite of Biblical Responsible Investing options.

Robert Martin is a CFA® charterholder with seven years of experience in the financial advisory industry. He has been with Johnson Investment Counsel, Inc. since 2015, holding various roles within the firm during that time. 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 combining quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolio management for third-party platforms.

Eric Bachus is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH. His entire professional career has been with Johnson Investment Counsel, where he has worked since 2018. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, trusts, estates, and corporate entities. The firm utilizes 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.

Andrew Von Lehman is a financial advisor at ValMark Advisers, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been associated with ValMark Advisers since 2011 and Broadview Financial Advisors since 2015. Outside of his advisory work, he serves as Board President for CASA for Kids, a nonprofit representing children in family court who have suffered abuse or neglect. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios with multi-asset allocation, utilizing mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Kenneth Kinman is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with ValMark since 2009 and Broadview Financial Advisors since 2015. Kinman is also a managing partner and advisor at Ascent Insurance Advisors and a shareholder and advisor at Broadview Holdings, focusing on life insurance opportunities and investment-related planning. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services through a network of approximately 280 representatives. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary investment platforms and insurance-related products.

Amy Armstrong is a financial advisor with ValMark Advisers, Inc. in Cincinnati, OH, holding seven years of industry experience. She has worked at Sassy Business Management, Inc. since 2019 and previously held roles at Valmark Securities, Inc., Resonate, Inc., and Colonial Life. Outside of her advisory role, she serves as an Executive Coordinator and Administrative Assistant to Advisors at Sassy Business Management, Inc. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, with a range of proprietary and third-party investment platforms.

Jay Millard is a financial advisor at Virtue Capital Management, LLC with eight years of experience. He holds Series 63 and Series 65 credentials and has a career background that includes roles at Horter Investment Management and Oak Hill Financial Group, where he is president. Outside of advising, Millard is involved with several nonprofit organizations, including serving as a director for Jimmy Ghanotakis Charities Inc., the Jay and Marsha Millard Foundation Inc., and a sober living facility providing temporary housing and counseling for recovering substance abuse clients. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing a model-driven approach that incorporates quantitative optimization and economic data inputs.

Michael Jordan is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 63 designation with 18 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. The firm employs a team-based portfolio construction process combining quantitative equity analysis with macro and micro fixed-income management, and offers a range of discretionary and automated advisory services.