Thomas Mc Conville is a financial advisor at Constellation Wealth Advisors with one year of industry experience. He previously worked at Cassady Schiller CPAs & Advisors and held a position at Xavier University. Mc Conville serves as a board member for CancerFree Kids, a non-profit organization focused on funding early-stage childhood cancer research. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and offers diversified strategies across public and private markets, including a proprietary private capital platform.

Patrick Lafley is a financial advisor at Constellation Wealth Advisors with 15 years of industry experience. He holds the Series 65 designation and has worked at Constellation since 2017 and at Quadrant Partners since 2008. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and other institutional clients. The firm manages approximately $5.4 billion in assets through diversified strategies across public and private markets and operates a proprietary private capital platform focused on fund, direct, and co-investment opportunities.

John Wernke is a financial advisor with Berthel Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Berthel Fisher since 2020 and previously held advisory roles at Primerica Advisors and Primerica Financial Services from 2017 to 2020. Outside of his advisory work, he serves as treasurer for the Harrison Kiwanis, a nonprofit organization focused on raising funds and awareness for helping children, and he also prepares tax filings through a local tax service. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in assets. The firm delivers investment advice through various platforms, including discretionary and non-discretionary management, employing tailored strategies based on client needs.

Jarrod Hart is a CFP® and ChFC® with eight years of industry experience, currently affiliated with Mariner Independent. He has previously worked at firms including Fortitude Financial Partners, Vantage Financial Group, and Northwestern Mutual. Hart serves on the finance board of Cornerstone Renter Equity in Cincinnati. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of over 100 investment adviser representatives. The firm provides financial planning, portfolio management, retirement plan consulting, and access to alternative investments, offering both model and customized portfolios supported by affiliated and third-party managers.

Jacob Forrester is a financial advisor with Fifth Third Wealth Advisors LLC in Cincinnati, OH. He holds a Series 65 credential and has experience at Fifth Third Bank and Key Bank dating back to 2014. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and typically manages portfolios on a discretionary basis across multiple asset classes, often delegating to third-party managers and using affiliated model strategies.

Gang Lu is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WealthWave. Outside of his advisory work, he serves as a Chartered Life Underwriter at Ash Brokerage, recommending insurance products. Consolidated Portfolio Review provides investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s advisor-driven investment process uses strategic asset allocation alongside fundamental and technical analysis, offering proprietary model portfolios and access to third-party sub-advisors.

Robert Huesman is a CFP® with 19 years at 1919 Investment Counsel, LLC and 10 years of industry experience. He is based in Cincinnati, OH. 1919 Investment Counsel provides discretionary and non-discretionary investment management and related wealth-planning services to a diverse client base, including high-net-worth individuals, institutions, and public entities. The firm emphasizes customized portfolios focused on liquid mid- and large-cap equities and investment-grade fixed income, supported by proprietary and third-party research and an investment approach enhanced by AI and machine learning inputs.

Monte Hazelbaker is a financial advisor at IPI Wealth Management, Inc. in Cincinnati, OH, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Investment Planners, Inc. since 1999. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party manager programs, using an open-architecture platform with proprietary risk-based model suites and an outsourced-agent operational model.

Alexander Wertz is a CFP® professional with seven years at Johnson Investment Counsel, Inc. in Cincinnati, OH, and a total of four years in the financial industry. His prior experience includes roles at Charles Schwab & Co. and Great American Insurance Company. Johnson Investment Counsel serves a diverse client base including individuals, pension plans, public agencies, and charitable organizations, offering discretionary portfolio management, financial planning, and pension consulting. The firm uses a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, and provides specialized services such as ERISA 3(38) fiduciary services and model portfolios for third-party platforms.

Jacob Herman is a financial advisor at Fifth Third Wealth Advisors LLC with one year of industry experience. He holds a Series 65 credential and has worked previously at US Bancorp, Medpace Holdings Inc, Ohio National Financial Services, Von Maur, Xavier University, and Sandcastle Field Services. Fifth Third Wealth Advisors LLC provides discretionary investment management, separately managed account access, performance reporting, and financial planning to a diverse client base including individuals, trusts, pension and profit-sharing plans, charitable organizations, governmental entities, and institutional investors. The firm employs tailored strategic asset allocation frameworks and manages portfolios across multiple asset classes, often delegating to third-party managers and utilizing affiliated model strategies as part of its investment approach.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo Clearing. 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-market allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Andrew Kucia is a CFP® professional with seven years of experience at Johnson Investment Counsel, Inc. in Cincinnati, OH. He has been with the firm since 2014. 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 investment process that combines quantitative equity analysis with macro and micro fixed income strategies and provides a broad range of services such as discretionary portfolio management, financial planning, pension consulting, and model portfolio services for third-party platforms.

Fred Brink is a CFP® and CFA® with 14 years of experience in financial advising. He has worked at Johnson Investment Counsel, Inc. since 2015. The firm serves a diverse client base including individual investors, pension plans, public agencies, and charitable organizations. Johnson Investment Counsel employs a team-based approach that integrates quantitative equity analysis with macro and micro fixed income strategies, offering services such as discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Anna Pfaehler is a CFP® professional with six years of industry experience, currently serving at Constellation Wealth Advisors since 2020. She previously worked at Horan Securities Inc. from 2014 to 2020. Pfaehler is the sole member of Capricorn Holdings, LLC, through which she authors newsletters and articles on financial planning topics. She also serves as a board member of the Cincinnati Estate Planning Council, a nonprofit focused on estate planning education and collaboration. Constellation Wealth Advisors provides customized investment advisory services to high-net-worth individuals, trusts, estates, corporate retirement plans, and institutional clients. The firm manages approximately $5.4 billion in assets and employs diversified strategies across public markets and private placements, supported by a formal due diligence process and an active Investment Committee.

Simon Buchman is a Certified Financial Planner (CFP®) with 12 years of experience in the industry. He has been with Johnson Investment Counsel, Inc. since 2014. The firm serves a diverse client base, including individual investors, pension plans, public agencies, charitable organizations, and corporate entities. Johnson Investment Counsel employs a team-based investment approach that integrates quantitative equity analysis with macro and micro fixed-income strategies, offering discretionary portfolio management, financial planning, and fiduciary services.

Mariann McDermott is a CFP® with 28 years of industry experience, currently affiliated with M Holdings Securities, Inc. and Evergreen Advisors Inc., where she has worked for 24 years. She is also involved in youth sports as a JV coach and varsity assistant coach for the Cooper Girls Soccer program. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning.

Brandon Plumb is a financial advisor at Johnson Investment Counsel, Inc. in Cincinnati, OH, holding the CFP®, CFA®, and Series 63 designations with six years of industry experience. His career includes roles at Johnson Investment Counsel since 2019 and prior work at Key Investment Services and KeyBank. Johnson Investment Counsel serves a diverse client base including individuals, 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 discretionary portfolio management, financial planning, pension consulting, and model portfolio services.

Cathy Waters is a financial advisor at Waverly Advisors, LLC with 28 years of industry experience. She holds a Series 63 designation and has previously worked at 9258 Wealth Management, L.M. Kohn & Company, and National Retirement Consultants, Inc. 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-market allocations and offers both discretionary and non-discretionary portfolio management.

Peter Mattimore III is an advisor at Johnson Investment Counsel, Inc. with one year of industry experience. He holds a Series 65 designation and has held prior roles at Ancora Holdings and CHAMPtitles. His background also includes work at The Ohio State University and Lakewood Country Club. Johnson Investment Counsel serves a diverse client base, including individual investors, institutional clients, 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 broad range of services including discretionary portfolio management, financial planning, and model portfolio construction for third-party platforms.

Dondrae Bremner is a financial advisor at Fifth Third Wealth Advisors LLC in Cincinnati, OH. He holds the Series 65 designation and has been with Fifth Third Wealth Advisors since 2026. Prior to this, he worked at Fifth Third Bank starting in 2023 and briefly operated Underground Sports Shop in 2023. Fifth Third Wealth Advisors LLC manages approximately $7.8 billion in discretionary assets for a diverse client base that includes individuals, trusts, pension and profit-sharing plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, leveraging integrated resources from its parent company, Fifth Third Bank.