Kyle Elliott is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation. He has been associated with Bankers Life and its affiliated entities since 2005, serving as a 1099 agent involved in Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

James Trujillo is a CFP® and Series 65 professional with 12 years of industry experience. He has worked at Cerity Partners Retirement Plan Consultants since 2023 and previously spent 10 years at ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching both virtual and in-person classes covering CFP® required education topics. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach centers on asset-allocation driven model portfolios and written investment policy statements, with most assets managed on a non-discretionary basis.

Grant Dahlquist is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital, LLC. Dahlquist is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth 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 and customized portfolios.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity, he worked at ARGI Investment Services from 2020 to 2023 and held roles from 2014 to 2019. He serves as an endowment board member at All Peoples Unitarian Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering services to individuals, families, institutions, and corporations. The firm provides tailored investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and utilizing both proprietary and third-party strategies.

Jason Brangers is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ARGI Investment Services, LLC and ARGI Financial Group. Outside of his advisory role, he serves on the Board of Advisors for Buck One, is a licensed trainer with the Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Julia Meredith is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and bringing 26 years of industry experience. She has worked at Stratos Wealth Partners since 2025 and has a long tenure at LPL Financial dating back to 2000. Meredith is also affiliated with Monroe Shine & Company Inc, a CPA firm where she is involved in tax preparation, audits, consulting, bookkeeping, and payroll services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Dwayne Craft is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2014. Outside of his advisory role, he is involved in a family-run automotive business specializing in buying, selling, and detailing cars. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Benjamin Hardin is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent six years at ARGI Investment Services and ARGI Financial Group. He also held a position at Bellarmine University from 2013 to 2017. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, manager selection, and periodic rebalancing using proprietary quantitative screens alongside external managers and securities.

Shane Hall is a CFP® with 11 years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group. He serves on the finance committee of Ronald McDonald House Charities of Kentucky. Cerity Partners provides customized wealth management services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, employing tailored asset allocation and manager selection strategies alongside access to private-market investments.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. 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 retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Abigail Bohnert is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to her current role, she worked at Fifth Third Bank, United Collection Bureau, White Castle, and North Harrison High School. Fifth Third Securities, Inc. 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 and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.

Joseph Phillips is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities LLC, Bank of America, and Republic Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third parties, with algorithm-driven risk assessments and portfolio implementation delegated to third parties.

Matthew Wilson is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC in 2026, he worked at Bank of America, Merrill, Stock Yards Bank & Trust, and JPMorgan Securities. He is also involved in an entrepreneurial venture operating Junk King Louisville. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available as an invitation-only pilot for employees, which implements investments via approved model strategies using mutual funds and ETFs with annual rebalancing.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. His prior experience includes roles at ARGI Investment Services, LLC and Home City Ice, as well as academic positions at Western Kentucky University and Greenwood High School. 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.

Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. He also has experience in the brewing and hospitality industries through Monolithic Brewing and North Shore Tavern. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Micah Sellinger is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for five years each. He serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky, where he contributes to advice, fundraising, and volunteer efforts. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through over 400 independent adviser representatives. The firm supports a variety of account management approaches and employs fundamental, quantitative, and technical analyses, with a platform notable for its ownership structure and affiliations.