Patrick Homan is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at The AmeriFlex Group, SagePoint Financial, Fortigent, LLC, Independent Adviser's Group, and LPL Financial. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing about $1.05 billion across more than 3,200 client accounts.

Edward Marion is a financial advisor at Private Client Services, LLC with 18 years of industry experience. He previously worked at LPL Financial for 11 years before joining his current firm in 2022. Marion holds Series 63 and Series 66 licenses and serves as president of Marion Investment Advisors, LLC. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a variety of advisory platforms and emphasizes a discovery-driven process that incorporates risk profiling and tailored platform selection.

Mark Wenzl is a financial advisor at Private Client Services, LLC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Private Client Services since 2010. In addition to his advisory work, he is involved in disability and life insurance sales. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Peter Mclaughlin is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Gretchen Mahaffey is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Private Client Services, LLC since 2010. Outside of her advisory role, she is owner of a consulting firm, GKM Management, LLC, and serves on the board of trustees and as vice chairperson for organizations affiliated with the United Methodist Church in Kentucky. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management using a structured discovery and risk-profiling process across multiple implementation platforms.

Howard Friedman is a financial advisor with Private Client Services, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 17 years of industry experience and has worked at firms including Brightline Financial and Bb&T Securities. Outside of financial advising, he is the owner and operator of Baltimore Steel Knifemakers LLC, a handmade knife manufacturer. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm uses a discovery-driven process emphasizing risk profiling and tailored platform selection, and offers a combination of advisory and commission-based brokerage services.

Robert Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in the Louisville and Associates office in Louisville, Kentucky. He began his career at Merrill after serving nearly 22 years as a Marine Corps Officer. Leveraging his background in dynamically complex environments, Robert provides tailored financial strategies to individuals, families, and business owners through Merrill's resources and Bank of America's banking services. His areas of client focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and clients' prioritized goals. He is committed to educating clients and maintaining meaningful interactions to support their financial confidence. Robert holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, and a high school diploma from Trinity High School. He carries the Professional Investment Advisor (PIA) designation. Beyond his professional role, Robert serves on the Trinity High School Alumni Board and is involved with St. Albert the Great Catholic School. His personal interests include football, golfing, reading, running, running marathons, spending time with his family, and volleyball.

Cortland Bradbury is a financial advisor at Private Client Services, LLC with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Heritage Wealth Group and LPL Financial. Bradbury is a member of the Worthington AM Rotary and serves on the board of Ohio Jump Start, a nonprofit promoting financial literacy in Ohio schools. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Alex Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Private Client Services since 2008. Outside of his advisory role, Lindle is licensed to sell non-securities insurance products and is involved with INSURAMAX, a property and casualty agency specializing in group health insurance. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Sabine Stovall is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with Private Client Services since 2011 and also has a long-standing career as a model and talent professional. Outside of advising, she serves as a director and secretary for Friends of Prospect Parks, a nonprofit focused on park preservation in Louisville, KY. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Stephen Mcbride is a CFP® with 22 years of industry experience, currently affiliated with Private Client Services, LLC. He has worked at Heritage Wealth Group, Heritage Wealth Partners, and LPL Financial LLC. Outside of financial advising, he is involved in community and nonprofit activities, including serving on the finance and HR committee for the Hardin County Chamber and Business Alliance, chairing the Walnut Grove United Methodist Church Board of Trustees, and coaching girls’ basketball. He is also a co-owner of restaurant franchises, including Marco’s Pizza and Penn Station East Coast Subs. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process and offers a range of portfolio management options across multiple platforms, managing approximately $1.05 billion in assets.

Adam Morgan is a financial advisor with Private Client Services, LLC in Richmond, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at WealthHyve Advisors, South State Bank, LPL Financial, and MassMutual. He is also president and owner of WealthHyve Advisors, LLC. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension sponsors, corporations, and charitable organizations. The firm uses a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of advisory and brokerage services with multiple implementation options.

Thaddeus Brija is a financial advisor at Private Client Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera, Cetera Wealth Services, renaissance financial, Minnesota Life, and Securian Financial Services. Brija serves on the advisory board of BNI and volunteers with Friends of Arch Grants. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm provides financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored investment strategies.

Shana Keil is a financial advisor at Private Client Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Private Client Services since 2018. Prior to that, she was with SII Investments, Inc. and Investment Centers of America. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through a range of advisory platforms, emphasizing risk profiling and tailored strategy implementation.

Eric Bunnell is a CFP® professional with over 32 years of experience in the financial industry. He has been with Private Client Services, LLC since 2001. Outside of his advisory role, he serves as an administrator and board member for the Louisville Swim Association, overseeing multiple neighborhood swim teams. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers a range of implementation platforms, managing approximately $1.05 billion across more than 3,200 accounts.

Cynthia Durst is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Private Client Services since 2015. Outside of her advisory role, she is involved in insurance sales focusing on dental, group disability income, fixed annuities, life/accident/health, long-term care, and Medicare-related products. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing a discovery-driven process and a combination of advisory and broker-dealer services.

Timothy Graham is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Alphastar Capital Management and LPL Financial. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, and various institutions. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.