Kevin Bard is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked previously at Bridgeriver Advisors, LLC and ChangePath, LLC, and has conducted insurance sales independently for over two decades. Bard is also active as an insurance agent offering fixed annuities, life, and long-term care products under Creative Asset Solutions, LLC. Creativeone Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisors. The firm manages primarily discretionary portfolios using proprietary models and third-party managers, incorporating diverse investment strategies and products.

Joel Siefert is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2011. Based in Cincinnati, OH, Siefert holds a Series 66 license and works within a multi-team firm environment. Johnson Investment Counsel serves a diverse client base, including individuals, pension and profit-sharing plans, public agencies, and charitable organizations. The firm combines quantitative equity analysis with a macro/micro fixed income approach in a team-based investment process and offers services ranging from discretionary portfolio management to model portfolios for third-party platforms.

George Wong is a CFA® charterholder with 14 years of industry experience. He has been with Johnson Investment Counsel, Inc. in Cincinnati, OH since 2008. 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 that combines quantitative equity analysis with macro and micro fixed income approaches, offering discretionary portfolio management, financial planning, and model portfolio services for third-party platforms.

Charles Rinehart is a CFA® charterholder with 12 years of industry experience. He has been with Johnson Investment Counsel, Inc. since 2015, serving in various roles within the firm. 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 approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and offers a range of services including discretionary portfolio management, financial planning, and model portfolios for third-party platforms.

Cooper Crawford is a CFP® at Johnson Investment Counsel, Inc. in Cincinnati, OH, with three years of industry experience. He previously worked at Thrivent Financial and was a full-time student prior to beginning his advisory career. Johnson Investment Counsel serves a diverse client base, including individuals, retirement plans, public agencies, and corporate entities. The firm employs a team-based investment approach combining quantitative equity analysis with macro and micro fixed income strategies and offers a broad range of services such as discretionary portfolio management, pension consulting, and model portfolios for third-party platforms.

Joseph Radigan is a CFP® credentialed financial advisor with 19 years of industry experience. He has worked at Johnson Investment Counsel, Inc. since 2017 and previously spent five years at Magis Wealth Management (also known as KURE). Radigan is based in Cincinnati, OH. 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 offers specialized services such as model portfolios for third-party platforms and ERISA 3(38) fiduciary services.

Robert Riesenbeck is a financial advisor with Archer Investment Corporation in Cincinnati, OH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has previously worked at Silver Oak Securities, Inc. and Avantax Advisory Services, among other firms, and has operated Riesenbeck Financial Group since 1995. In addition to his advisory role, he serves as president of a CPA firm specializing in tax preparation, accounting, and payroll services. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary mutual funds. The firm employs a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets with diversified allocation strategies.

John Lemmel is a financial advisor with Johnson Investment Counsel, Inc. He holds a Series 65 credential and has two years of industry experience. Prior to joining Johnson Investment Counsel, he worked at J.P. Morgan Chase & Co. for two years. He has also been involved with the Boys & Girls Club of Westchester Liberty. 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 that combines quantitative equity analysis with fixed income strategies and offers a range of services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Brian Hodgeman is a financial advisor at Ally Invest Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ally Invest Advisors and Ally Invest Securities LLC since 2021. Prior to that, he was with Evergreen Consulting and M Holdings Securities, Inc. He is also the owner of Hodgeman Insurance & Financial, LLC, which provides property and casualty insurance and life insurance commissions. Ally Invest Advisors offers discretionary portfolio management primarily to individual and high-net-worth clients through web-based and virtual platforms. The firm employs model portfolios based on Modern Portfolio Theory and provides both automated investing solutions and personalized financial advice.

Randolph Railey is a financial advisor at Silver Oak Securities, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Avantax Insurance Agency, LLC, Avantax Advisory Services, and KFG Wealth Management LLC. Outside of his advisory work, he serves as Treasurer for the TEAM Foundation, a nonprofit supporting sports activities in the Covington Public School District. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other business entities through a network of over 100 financial professionals. The firm offers a range of advisory programs that emphasize discretionary management tailored to client objectives and risk tolerances.

Matthew Duplain is a CFA® charterholder with one year of experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. His prior experience includes roles at JPMorgan Chase & Co and Huber Management Corporation. Outside of advisory work, he has been involved in aerial photography through Dayton Drone Aerial Photography. Johnson Investment Counsel serves a diverse client base ranging from individual investors to institutional and public-sector entities. The firm employs a team-based investment approach that combines 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 construction for third-party platforms.

Chad Maggard is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Johnson Investment Counsel, Inc. since 2015. He holds the Series 66 designation and is based in Cincinnati, OH. 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 bottom-up quantitative equity analysis with macro and micro fixed income strategies, offering discretionary portfolio management, financial planning, and model portfolio services.

Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

Richard Johnson is a financial advisor with Berthel Fisher & Company Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience, including 16 years at Berthel Fisher. Outside of his advisory role, he manages RL Johnson Investments LLC and oversees related entities including RL Johnson Tax Services. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and institutional clients. The firm offers a variety of asset management platforms and portfolio options through approximately 100 investment adviser representatives.

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.

Ana Lucia Huff is a CFP® professional with Johnson Investment Counsel, Inc. in Cincinnati, OH. She joined the firm in 2025 after completing her studies. 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 approach to investment decisions, combining quantitative equity analysis with a macro and micro approach to fixed income, and offers discretionary portfolio management, financial planning, and model portfolio services among other 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.

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.