Kevin Biven is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 designations and 44 years of industry experience. His career includes long-term roles at Biven Insurance Inc., operating as Biven Financial Services and Burns Insurance, spanning from 1989 to 2025. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Kailyn Neat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. She has worked at Bartlett since 2017 and previously was with FIDELITY Brokerage Services LLC from 2015 to 2017. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income while offering access to external managers and private fund recommendations.

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.

Benjamin Ahmetagic is a CFP® professional at Root Financial Partners with six years of industry experience. He previously worked at Centerline Wealth Advisors, LLC, and J.P. Morgan Securities. Outside of finance, he had involvement with All-Time Trucking LLC and held roles connected to the University of Cincinnati and the Kentucky Democratic Party. Root Financial Partners serves individual clients, trusts, estates, small businesses, and retirement-plan relationships by providing investment management and comprehensive financial planning. The firm emphasizes broadly diversified, passive portfolios tailored to client needs and offers educational programming alongside specialized investment strategies when appropriate.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, with 27 years of industry experience. She holds a Series 66 designation and has worked with LaSalle St. Investment Advisors since 2017. Outside of her advisory role, she serves on the Howard Steamboat Museum Advisory Committee and is involved with Paws4Life as a registered agent in Indiana. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both passive and active approaches, and manages accounts on both a discretionary and non-discretionary basis.

Kayla Deyer is a CFP® and ChFC® with 10 years of industry experience, currently serving at Bartlett & Co. Wealth Management LLC. She previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. Deyer is a board member of Bringing Justice Home, a Louisville-based nonprofit focused on providing healthy groceries to neighbors in need. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, and it integrates with the Focus Financial Partners network to provide clients with additional insurance and credit solutions.

Richard Hazelbaker is a CFP® professional with 17 years of experience in the financial industry. He has worked at Western Wealth Management LLC since 2019 and previously at Neidiger Tucker Bruner Inc from 2015 to 2019. Outside of his advisory role, he is the owner and president of PCS Distilling Company, a craft spirits business based in Louisville, KY. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing a range of investment strategies and access to multiple advisory programs.

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.

Paul Simmons is a financial advisor with IHT Wealth Management LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

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. In addition to her advisory role, she engages in insurance sales focusing on dental, group disability, life, and related products. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process to tailor risk profiling and platform selection, offering a mix of non-discretionary and discretionary portfolio management alongside brokerage services.

Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Andrew Atchison is a CFP® professional with 19 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked at LPL Financial, LLC from 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Autumn Wood is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked in various roles within Fifth Third Bank since 2019, including her current position at Fifth Third Securities starting in 2022. Prior to joining Fifth Third, she held positions at Norton Hospital, Yesternoon, and Jefferson Community College. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

John Collett is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has three years of industry experience. In addition to his advisory role, he volunteers as a youth basketball, flag football, and T-ball coach and serves as a board member of the Estate Planning Council of Metro Louisville. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Nicole Pupino is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her work history includes positions at Fifth Third Securities since 2022 and Fifth Third Bank since 2020, as well as prior experience outside the financial sector. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, providing clients with various portfolio management options including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

Joseph Kleine Kracht is a financial advisor with Valic Financial Advisors in Louisville, KY, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large client base.

Shawn Kost is a financial advisor with Money Concepts Capital Corp in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with several firms, including Raymond James Financial Services and Edward Jones. Outside of his advisory role, Kost is the CEO of Ohio Valley Medex Inc., a family business, where he serves as an officer and board member. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios and third-party sub-advisers with fundamental and technical analysis.

Sarah Zoeller is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. She has worked at several firms including Rivel, Cyberreason, Vistra Corp, Esperion, Louisville Metro, and Yum Brands prior to joining Cerity Partners. Cerity Partners provides wealth management and related services to a wide range of clients including individuals, families, trusts, estates, business entities, and institutional investors. The firm’s approach combines tailored asset allocation and manager selection with proprietary quantitative screening alongside third-party managers and individual securities.

Dustin Kostalek is a financial advisor with Voya Financial Advisors, Inc. in Louisville, KY, holding a Series 66 designation and 10 years of industry experience. Prior to joining Voya, he worked at Nationwide Investment Services Corporation, First National Bank, WesBanco Securities Inc., and Bb&T Securities. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm primarily provides non-discretionary advice and operates both as an SEC-registered investment adviser and a broker-dealer.

Michael Richardson is a CFP®-designated financial advisor with Lincoln Investment in New Albany, IN, bringing 20 years of industry experience. He also serves as Executive Partner and President of Shepherd Financial, LLC, a wealth management firm, and holds board positions with Rock Creek Community Academy and Hanover College's Athletic Advisory Board. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and offers both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.