Robert Larue is a financial advisor with Owen LaRue Financial Group in Elizabethtown, KY, holding a Series 63 designation and 33 years of industry experience. He previously worked at LPL Financial for 19 years and held positions at Private Advisor Group, LLC and Private Client Services, LLC. Outside of his advisory work, Larue is a co-owner of Impellizzeri's Pizza and serves on the boards of the Knox Regional Defense Alliance and the Baptist Health System Foundation. Owen LaRue serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation with periodic rebalancing and works with third-party managers for portfolio implementation when appropriate.

William Cann Jr. is a financial advisor at Owen LaRue Financial Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has also worked at The Cecilian Bank since 2009, where he serves as Chief Investment Officer and Commercial Lending Specialist. Outside of his advisory role, he participates in the Lincoln Association of Baptists Stewardship Team, focusing on policies and procedures related to expenditures. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm emphasizes strategic asset allocation and tailors portfolio management to clients’ objectives, using third-party managers for implementation when appropriate.

James Owen II is a financial advisor at Owen LaRue Financial Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at Private Advisor Group, LLC and LPL Financial. Outside of his advisory role, he serves as Chair of the Public Policy Committee for the Hardin County Chamber of Commerce and is involved in a direct primary care medical office. Owen LaRue Financial Group serves individuals, families, trusts, foundations, institutions, and employee-sponsored retirement plans. The firm offers discretionary investment management, financial planning, retirement-plan advisory services, and recommendations for third-party managers, emphasizing strategic asset allocation and tailored portfolio reviews.

Clay Watkins is a CFP® professional with nine years of industry experience, currently serving as an advisor at LFG Wealth Partners, LLC. He has worked at several firms including AE Wealth Management, Robert Baird & Co., and Hilliard Lyons. Outside of his advisory role, he is involved with Legato Insurance Group, Inc. dba Legato Financial Group, Inc., where he provides insurance sales and services. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, offering personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a blend of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Troy Todd is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at AE Wealth Management, LLC and Kerr Workplace Solutions. In addition to his advisory role, he is involved in insurance sales and services through Legato Insurance Group, Inc. dba Legato Financial Group, Inc. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm uses a combination of fundamental, technical, and cyclical analysis along with strategies such as direct indexing, options trading, and strategic asset allocation.

Justin Jenkins is a financial advisor at LFG Wealth Partners, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at AE Wealth Management, LLC, and Regal Investment Advisors, LLC. Outside of his advisory role, he serves as chapter president for the American Financial Education Alliance and is a board member of the First 48 Financial Education Alliance. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm’s investment approach includes fundamental, technical, and cyclical analysis, employing strategies such as direct indexing with tax-loss harvesting, options trading, and strategic asset allocation.

Maverick Melton is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at LFG Wealth Partners, LLC and previously worked at Fidelity Investments. Outside of financial advising, he serves as an independent contractor providing forestry management consulting. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors with personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes strategies such as direct indexing, options trading, and strategic asset allocation.

Jason Vander Pol is a financial advisor at LFG Wealth Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lord and Richards Wealth Management, Strategic Wealth Investment Group, and US Bancorp Investments. Outside of advising, he is president of Maurelli Consulting, an Amazon-based eCommerce business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA 3(21)/3(38) plan services. The firm employs a disciplined investment process featuring fundamental, technical, and cyclical analysis, with strategies such as direct indexing, options trading, and strategic asset allocation.

Kylee Marcy is a financial advisor at LFG Wealth Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at AE Wealth Management, Fifth Third Bank, and PNC Bank. Outside of her advisory role, she serves on the Board of Trustees for Kentucky Opera, contributing to arts organization and performance decisions. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Brenton Ditto is a financial advisor at Magnate Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Private Advisor Group, LLC. He also operates Ditto Wealth Management in Elizabethtown, KY. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach based on Modern Portfolio Theory and serves a high volume of clients through standardized processes.

Ryan Kelly is a CFA® charterholder with one year of industry experience. He is currently with LFG Wealth Partners, LLC and previously worked at Legato Financial Group, Inc., Farm Credit Mid America, and Earnest Partners. LFG Wealth Partners advises individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

Patrick Rumoro is a financial advisor at LFG Wealth Partners, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AE Wealth Management, Silver Oak Securities, and Magnate Wealth Management. Outside of his advisory role, he is involved in managing a real estate holding company and operates a travel accessory product sales business. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors, providing personalized portfolio management through model portfolios and discretionary asset management. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading, and it offers ERISA 3(21)/3(38) plan services.

James Jones is a financial advisor with LFG Wealth Partners, LLC in Elizabethtown, KY, holding Series 66, Series 63, and Series 65 credentials and eight years of industry experience. His work history includes roles at LFG Tax Partners, Legato Financial Group, and Strategic Wealth Designers, among others. LFG Wealth Partners serves individuals, including high-net-worth clients, and retirement plan sponsors by providing personalized portfolio management through model portfolios, discretionary asset management, and ERISA plan services. The firm’s investment approach combines fundamental, technical, and cyclical analysis with strategies such as direct indexing and options trading.

Gregory Schreacke is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors Inc., FIRST FINANCIAL Wealth Management, and MainSource Bank. Outside of advisory work, he serves on the board of directors and as treasurer for the Lincoln Train Council of the Boy Scouts of America and chairs the finance committee at St. James Church in Elizabethtown, KY. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion for over 8,000 clients through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans with a combination of passive and active investment strategies tailored to client objectives.

Eric Bartlett is a financial advisor with HighPoint Planning Partners who holds a Series 66 designation and has 18 years of industry experience. He has been with HighPoint Advisor Group since 2021 and also maintains an affiliation with LPL Financial dating back to 2014. HighPoint Advisor Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm provides discretionary asset management, financial planning, retirement plan advisory, and manages wrap-fee programs, utilizing fundamental analysis and a range of investment vehicles to tailor client portfolios.

Jesse Sodam is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 licenses. He has no prior industry experience but served in the United States Army for 23 years before joining First Command in 2025. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Caleb Lee is a CFP® with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Before joining Cerity Partners in 2023, he worked at ARGI Investment Services and Downs Insurance Agency. He also serves as a part-time instructor at Western Kentucky University, teaching a financial planning course. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers access to private-market investments and affiliated pension consulting and insurance services.

Carrie Grey is a CFP® professional with over 16 years of industry experience. She is currently an advisor at Cerity Partners LLC and has previously worked at ARGI Financial Group and Stiles Carter & Associates. Outside of her financial advisory role, she serves as vice president of Grey & Grey Corp., a construction business where she handles accounting and administrative duties. Cerity Partners LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a broad range of services, including investment management, financial planning, tax support, and access to alternative and private-market investments.

Marc Sanborn is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has previously worked at ARGI Investment Services and LPL Financial. Outside of his advisory role, he is involved in group health insurance activities related to a former business in health and ancillary group benefits. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation tailored to each client's profile.

Cameron Brown is a CFP® professional with 10 years of industry experience. He is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for seven years. Brown serves on the finance committee for the United Way of Central Kentucky. Cerity Partners provides customized wealth management services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and a combination of proprietary quantitative screens and third-party managers.