Wealth Management Services
![Bret H. Parrish, CFA](/Uploads/Images/Employees/Formal/bparrish8569.jpg)
Bret H. Parrish, CFA
President of Private Client Group, Principal
Executive Leadership, Management Team, Wealth Management Services, Family Office Services, Cincinnati - Kenwood
![Jarett T. Levitsky, CFP®](/Uploads/Images/Employees/Formal/levitsky.jpg)
Jarett T. Levitsky, CFP®
Senior Managing Director of Wealth Management Services, Principal
Executive Leadership, Management Team, Wealth Management Services, Cincinnati - Kenwood
![Timothy C. Gehner, CFA, CFP®](/Uploads/Images/Employees/Formal/tgehner8542.jpg)
Timothy C. Gehner, CFA, CFP®
Senior Managing Director of Wealth Management Services, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
![Brian A. Butt, CFA](/Uploads/Images/Employees/Formal/bbutt49647.jpg)
Brian A. Butt, CFA
Managing Director, Principal
Management Team, Wealth Management Services, Cincinnati - Kenwood
![Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)](/Uploads/Images/Employees/Formal/dgusty58697.jpg)
Daniel P. Gusty, CFP®, CEPA® , CPA (Inactive)
Managing Director of Central Ohio Market, Principal
Management Team, Wealth Management Services, Family Office Services, Columbus
![Anthony C. Kure, CFP®](/Uploads/Images/Employees/Formal/akure71570.jpg)
Anthony C. Kure, CFP®
Managing Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Management Team, Wealth Management Services, Cleveland - Akron
![Vincent L. Russell](/Uploads/Images/Employees/Formal/vrussell44755.jpg)
Vincent L. Russell
Managing Director of Dayton Market, Principal
Management Team, Wealth Management Services, Dayton
![Joseph A. Henderson, CLU®, CFP®](/Uploads/Images/Employees/Formal/henderson.jpg)
Joseph A. Henderson, CLU®, CFP®
Director of Southeastern Michigan Market, Portfolio Manager
Wealth Management Services, Metro Detroit
![Joseph K. Radigan, CFP®](/Uploads/Images/Employees/Formal/jradigan71571.jpg)
Joseph K. Radigan, CFP®
Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal
Wealth Management Services, Cleveland - Akron
![Daniel A. Barnett, CFA](/Uploads/Images/Employees/Formal/barnett_new.jpg)
Daniel A. Barnett, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Simon T. Buchman, CFP®](/Uploads/Images/Employees/Formal/buchman.jpg)
Simon T. Buchman, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Sandy F. Himmelsbach, CFP®, ChSNC®](/Uploads/Images/Employees/Formal/himmelsbach.jpg)
Sandy F. Himmelsbach, CFP®, ChSNC®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Laura R. Mattern, CFA, CFP®](/Uploads/Images/Employees/Formal/lmattern75635.jpg)
Laura R. Mattern, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Jonathan M. McEvoy, CFP®, AIF®](/Uploads/Images/Employees/Formal/mcevoy.jpg)
Jonathan M. McEvoy, CFP®, AIF®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Maxwell T. Monk, CFA](/Uploads/Images/Employees/Formal/monk.jpg)
Maxwell T. Monk, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Zachary J. Pierson, CFP®](/Uploads/Images/Employees/Formal/pierson.jpg)
Zachary J. Pierson, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Justin T. Rowden, CFP®](/Uploads/Images/Employees/Formal/rowden.jpg)
Justin T. Rowden, CFP®
Senior Portfolio Manger, Principal
Wealth Management Services, Dayton
![Elizabeth R. Schaefer, CIMA®](/Uploads/Images/Employees/Formal/eschaefer74402.jpg)
Elizabeth R. Schaefer, CIMA®
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
![Joel D. Siefert, CFA](/Uploads/Images/Employees/Formal/jsiefert52300.jpg)
Joel D. Siefert, CFA
Senior Portfolio Manager, Principal
Wealth Management Services, Dayton
![Sharon G. Tallman, CFP®](/Uploads/Images/Employees/Formal/stallman22609.jpg)
Sharon G. Tallman, CFP®
Senior Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Michael R. Timm, CFA, CFP®](/Uploads/Images/Employees/Formal/mtimm66563.jpg)
Michael R. Timm, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Columbus
![Christopher A. Tschieder, CFP®](/Uploads/Images/Employees/Formal/ctschieder47625.jpg)
Christopher A. Tschieder, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![M. Jay Wertz, CAP®, CFP®](/Uploads/Images/Employees/Formal/wertz.jpg)
M. Jay Wertz, CAP®, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Matthew J. Yung, CFA, CFP®](/Uploads/Images/Employees/Formal/myung40268.jpg)
Matthew J. Yung, CFA, CFP®
Senior Portfolio Manager, Principal
Wealth Management Services, Cincinnati - Kenwood
![Christian J. Brandetsas, CFP®](/Uploads/Images/Employees/Formal/cbrandetsas71611.jpg)
Christian J. Brandetsas, CFP®
Portfolio Manager
Wealth Management Services, Cleveland - Akron
![Andrea L. Ernst, CFP®](/Uploads/Images/Employees/Formal/ernst_a.jpg)
Andrea L. Ernst, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Andrew M. Kucia, CFP®](/Uploads/Images/Employees/Formal/kucia.jpg)
Andrew M. Kucia, CFP®
Portfolio Manager
Wealth Management Services, Cincinnati - Kenwood
![Michael G. Stanis, CFA, CFP®, MBA](/Uploads/Images/Employees/Formal/stanis-2.jpg)
Michael G. Stanis, CFA, CFP®, MBA
Portfolio Manager, P&G Retirement Plans Director
Wealth Management Services, Cincinnati - Kenwood
![Joseph P. White, CFA, CFP®](/Uploads/Images/Employees/Formal/white.jpg)
Joseph P. White, CFA, CFP®
Portfolio Manager
Wealth Management Services, Columbus
![James M. Wineland, CFP®, CIMA®, AIF®](/Uploads/Images/Employees/Formal/wineland.jpg)
James M. Wineland, CFP®, CIMA®, AIF®
Portfolio Manager
Wealth Management Services, Cleveland - Akron