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 with ValMark Advisers, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes a role at Broadview Financial Advisors, LLC from 2015 to 2018. Outside of his advisory work, he serves as Board President of CASA for Kids, a nonprofit representing children in family court who have experienced abuse or neglect. ValMark Advisers provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

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 Broadview Financial Advisors and Mass Mutual Investors Services, and currently holds ownership and advisor roles at Broadview Holdings and Ascent Insurance Advisors, where he focuses on life insurance opportunities. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios with asset allocation implemented through mutual funds, ETFs, and separate-account managers, supported by proprietary platforms and sub-advisory relationships.

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 nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Virtue since 2018. Prior to that, he was with Horter Investment Management and has led Oak Hill Financial Group, Inc. / Millard Advisors since 2001. Outside of advising, he serves as a director for several nonprofit organizations, including charities and a sober living facility. Virtue Capital Management, LLC is a federally registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and qualified retirement plans. The firm offers customized portfolio management and financial planning using tactical, strategic, and dynamic approaches, supported by an investment committee and a multi-team advisory model.

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.

Angie Trandai is a CFP® professional with 28 years of experience in the financial services industry. She is currently with CreativeOne Securities, LLC and previously spent 13 years at Brokers International Financial Services, LLC. In addition to her advisory role, she operates Trandai Financial Solutions, LLC, where she works as an insurance agent specializing in fixed index annuities, life insurance, and long-term care insurance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management, utilizing both proprietary and external manager programs.

Jacob Flaspohler is a CFP® credentialed financial advisor with three years of experience at Octavia Wealth Advisors LLC and one year at Octavia Risk Management, LLC. His prior roles include positions at Fifth Third Bank and Prime Capital Investment Advisors. Outside of advisory services, he is involved with Octavia Risk Management as an insurance agent focusing on underwriting and reviews. Octavia Wealth Advisors is an SEC-registered multi-team firm managing approximately $2.15 billion for individuals, high-net-worth clients, businesses, trusts, estates, retirement plans, institutions, and municipal entities. The firm employs customized portfolios using low-cost ETFs, mutual funds, individual securities, and alternative investments, with a focus on long-term investment strategies alongside tax and liquidity management.

Deanna Sicking is a Certified Financial Planner™ (CFP®) with 24 years of industry experience and has been with Truepoint, Inc. since 2016. She holds a Series 66 license and is based in Cincinnati, OH. Outside of her advisory role, she serves on the Finance Committee and is a trustee for Dress for Success, as well as a board member of the Junior League of Cincinnati Endowment. Truepoint, Inc. serves individuals, families, trusts, and institutional clients across multiple engagement levels, offering comprehensive financial planning, portfolio management, tax and estate planning support, and specialized services for multi-generational wealth. The firm employs an evidence-based, long-term investment approach centered on goal-focused planning, diversified asset allocation, and disciplined rebalancing.

Vincent Russell is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding a Series 65 designation with 19 years of industry experience. He has been with Johnson Investment Counsel since 2009. Johnson Investment Counsel serves a diverse client base including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. The firm utilizes a team-based investment process combining quantitative equity analysis with macro and micro fixed income strategies, and offers discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Terrence Foy is a CFP® professional with three years of industry experience, currently with Johnson Investment Counsel, Inc. He has worked at Johnson Investment Counsel since 2019, and previously held roles at JP Morgan Chase & Co. and US Bank. Johnson Investment Counsel serves a diverse client base including individual investors, pension and profit-sharing plans, 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 fiduciary services among other solutions.

Adam Niestradt is a CFA® charterholder with 10 years of experience in the financial industry. He has worked at Quadrant Partners for seven years and Aprio Advisory Group for three years before joining Ritholtz Wealth Management in 2026. Ritholtz Wealth Management serves individual and institutional clients by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on asset allocation and behavioral finance, using diversified, low-cost ETFs alongside tactical overlays and alternative investments.

Timothy Gehner is a financial advisor at Johnson Investment Counsel, Inc. with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations and has been with Johnson Investment Counsel in various capacities since 1995. 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 uses a team-based investment approach combining bottom-up multi-factor quantitative equity analysis with macro and micro fixed income strategies, while also offering model portfolios, discretionary management, and fiduciary services.

Ryan Sellars is a CFP® with three years of industry experience, currently serving as a financial advisor at Octavia Wealth Advisors LLC. His background includes roles at Octavia Wealth Advisors since 2021 and involvement with Octavia Risk Management, LLC, where he works as an insurance agent. Prior to his advisory roles, Sellars worked in education and recreational management. 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, businesses, retirement plans, and municipal entities. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services, utilizing customized portfolios with a focus on low-cost ETFs, mutual funds, individual securities, and alternative investments.

Jacob Petrie is a CFP® with 11 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at 9258 Wealth Management and Fidelity in both advisory and brokerage roles. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of financial planning and multi-family office services.

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.

Jesse Parsons is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with Advisory Services Network, LLC and previously worked at Robert W. Baird for nine years. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, using a diverse array of investment strategies and flexible engagement models.

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.