Christina O'Bryan is a CFP® with 14 years of industry experience and has been with Beacon Asset Management in Owensboro, KY since 2000. She serves on the board of the Daviess County Water District and holds leadership roles with nonprofit rural water organizations. Additionally, she owns American Tax Service LLC, a tax preparation and bookkeeping firm. Beacon Asset Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers comprehensive financial planning, portfolio management, and pension consulting, combining fundamental analysis and tailored asset allocation with a buy-and-hold strategy. Its service model includes affiliated tax and bookkeeping services and pension-plan fiduciary roles, distinguishing it from many peers.

James Grise is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been the sole advisor at Key Financial Advisors LLC since 2013. Outside of his advisory role, he is the managing member of a separate LLC that owns and manages personal rental property. Key Financial Advisors LLC provides fee-only financial planning and investment advisory services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm follows a non-discretionary, long-term investment approach centered on fundamental analysis, Modern Portfolio Theory, diversified asset allocation, and low-cost index funds and ETFs, and offers services including pension consulting and public educational workshops.

Brian Greenwell is the principal of Greenwell Capital Management, LLC in Owensboro, KY, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at The Oak Ridge Financial Services Group, Inc. from 2011 to 2016. Outside of advising, he is a licensed insurance agent and also works part-time in a commercial printing business. Greenwell Capital Management is a fee-based advisory firm serving individual clients, corporate entities, and qualified retirement plans. The firm offers discretionary and non-discretionary asset management, including ERISA plan services, using tools such as modern portfolio theory and fundamental analysis, and provides both limited advice and full discretionary plan management.

Michael Mather is a financial advisor at Trust Alliance Wealth Partners LLC in Owensboro, KY, with three years of industry experience. He holds Series 66 and Series 65 licenses and has been managing Pylorus Asset Management LLC since 2009. Trust Alliance Wealth Partners LLC provides continuous discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily allocates client assets among ETFs and mutual funds using a proprietary Nasdaq DW ranking system and a model-driven approach based on technical analysis and individual risk profiles.

Gregory Moore is a CFP® with 27 years of industry experience and serves as the sole advisor at Rivercities Asset Management, LLC in Owensboro, KY. He has been with Rivercities since 1998 and is also a shareholder and vice president of Riney Hancock & Co., PSC, a public accounting firm that provides administrative support to Rivercities. Additionally, he is a partner in Rivercities Insurance Services, LLC, an insurance agency. Rivercities Asset Management provides investment advisory services to individual investors, pension and profit-sharing plans, and business clients, offering portfolio management and pension consulting. The firm’s approach incorporates Modern Portfolio Theory and fundamental analysis, utilizing a variety of investment vehicles and option strategies, and maintains a close affiliation with Riney Hancock CPAs PSC, integrating accounting and advisory services.

Nolan Clark is a CFP® professional with three years of experience at Leading Edge Financial Planning LLC and prior roles at Baird and Align Wealth Management. He has additional work history including involvement with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets across about 302 clients, employing a team of nine advisors and emphasizing a long-term investment approach focused on diversification and strategic asset allocation using primarily low-cost mutual funds and ETFs.

Rohnn Sanderson is a financial advisor with Advisory Services Network holding Series 65 and Series 66 licenses and 12 years of industry experience. He has been with Advisory Services Network since 2021 and concurrently owns Econ-Logic, a regional economic consulting business. Sanderson also teaches economics at Brescia University, Kentucky Wesleyan College, and Owensboro Community and Technical College. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, employing varied investment strategies and flexible engagement options.

Taylor Collins is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Advisory Services Network, LLC and has prior experience at Edward Jones and Ameriprise Financial Services. Collins serves as an adjunct professor teaching macro and microeconomics at Brescia University and participates on the university’s investment committee and alumni association board. He is also the managing member of AIM Research, LLC, where he develops model allocations and market content for financial advisors. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with strategies spanning stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Jonathan Frisch is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 19 years of industry experience and has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved with Financial Freedom Partners, a business related to his work at LPL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Marshall Hadley is a financial advisor with Fifth Third Securities, Inc. based in Owensboro, KY. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and has held roles in retail and technology sectors. Outside of his advisory work, he owns a custom spice blending business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Brycen Moore is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial. Prior to his advisory career, he spent several years with the Evansville Otters baseball organization and has experience working in retail and public service roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions and third-party programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms to assist clients.

Debbie Aud is a financial advisor at Fifth Third Securities, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes roles at Fifth Third Securities, Fifth Third Bank, U.S. Bank Home Mortgage, and involvement with St. Mary of the Woods Church. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, utilizing a range of investment strategies and third-party portfolio managers.

David Herrman Jr. is a financial advisor with PNC Wealth Management in Owensboro, KY, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has been with PNC Bank and PNC Investments since 2009. Outside of his advisory work, he is a managing member of H&M Properties of Bowling Green, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third parties, with portfolio implementation delegated to external providers.

Emma Goetz is a CFP® professional with four years of experience, currently affiliated with Private Advisor Group, LLC. She has worked at Retirement & Financial Strategies and Hensley & Throneberry CPAs, and has provided tax advice and preparation services independently of her investment advisory role. Ms. Goetz is also engaged in co-owning financial services practices outside of Private Advisor Group. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model incorporating proprietary and third-party strategies supported by technology platforms.

Patrick Vance is a financial advisor with Truist Advisory Services in Owensboro, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bb&T Securities and Bb&T Investment Services. Outside of finance, he is involved in farming activities, including raising livestock, cultivating crops, and collecting hay. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Evan Goetz is a CFP® with two years of experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to joining the firm, he worked in roles at Western Kentucky University and Owensboro Country Club. He is a board member of the Owensboro Lions Club, a charitable organization in his community. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary platforms and third-party programs.

Bethany Conrad is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities. Outside of her advisory role, she is involved as an Independent Marketing Executive with Melaleuca/The Wellness Company, promoting non-toxic household products through a membership referral program. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

James Quisenberry is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group in Owensboro, KY. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. He is also involved with Quisenberry Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kelsey Peacock is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Private Advisor Group since 2015, with prior roles at LPL Financial and Money Concepts Capital Corp. In addition to her advisory work, she is a certified notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model with a range of investment strategies and offers access to proprietary and third-party managed account solutions.

James Sullivan Jr. is a financial advisor with Private Advisor Group, LLC in Owensboro, KY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2014 and was previously with Osaic FS, Inc. from 2011 to 2014. Outside of his advisory role, he is involved with Ignite Baits LLC, a business unrelated to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while offering access to proprietary and third-party managed account solutions.