Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. 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 focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

S Shaw is a financial advisor with Stratos Wealth Partners, Ltd. in Louisville, KY, holding a Series 66 credential and 26 years of industry experience. He has worked at LPL Financial since 2000 and is also affiliated with Monroe Shine & Company Inc, a CPA firm. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Stephen Heitz is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 66 designation with 22 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Sortino Advisory Partners for a decade each before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Adam Sattler is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY. He holds the Series 63 and Series 65 designations and has five years of industry experience. His work history includes roles with Bankers Life Advisory, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Karalyn Fielding is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial, Bluestone Wealth Partners, and Nationwide Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with options such as mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Christina Kaiser is a financial advisor with Bankers Life Advisory Services, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her career history includes roles at Northwestern Mutual and The Legacy Benefits Group. She serves as president of the nonprofit Women Who Wine for a Cause in Louisville. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Joshua Roller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PNC Investments, LLC since 2017 and held previous roles at PNC Bank and PNC Investments from 2014 to 2017. Outside of his advisory role, he is the owner of Roller Thunder LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account available by invitation only to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment strategy selection, implementing portfolios primarily through mutual funds and ETFs with annual rebalancing.

Elizabeth Blackford is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 65 designation and one year of industry experience. Prior to joining Savant, she worked with Catholic Charities of Louisville and the Boys and Girls Club of Greater Cincinnati. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Rachel Bratcher is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Sanctuary Securities, Inc. Outside of her advisory role, she serves on the Annual Gala Planning Board for the National Kidney Foundation of Kentuckiana, assisting with event planning and outreach seminars. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who develop their own investment strategies, offering portfolio management through various account types and employing multiple analytical approaches.

Justin Barley is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Western Kentucky University. 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 customized, diversified portfolios and private market programs for qualified clients.

Sean Broughton is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Axiom Financial Strategies Group and Walmart, and spent ten years in full-time education. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and manager selection supported by proprietary quantitative screens and private-market investment offerings.

Alexander Conlin is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Cerity Partners LLC and has prior experience at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has worked in the food service industry, including a role at QDOBA Mexican Eats. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. 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.

Jared Kemper is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked previously at Mercer and Gannett Co., Inc., as well as at Bellarmine University. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Todd Lowery is a financial advisor with TIAA-CREF in Louisville, KY, holding Series 65, Series 66, and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Jefferson National Securities Corporation, and Nationwide Investment Services Corporation. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its advisory services by separating point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jonathan Colbert is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at GE Appliances and spent ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm manages approximately $126.9 billion in client assets, offering 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.

Bennett Estes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at the Federal Deposit Insurance Corporation from 2020 to 2023 and has held roles at the Federal Bureau of Investigation, Murray State University, and United Launch Alliance. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized, diversified investment management and financial planning services, incorporating both proprietary quantitative screening and third-party managers.

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. 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 assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Gavin Koenig is a financial advisor at Cerity Partners Retirement Plan Consultants with 25 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2023, he worked for ARGI Investment Services from 2010 to 2023. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, offering services such as ERISA fiduciary work, participant advice, plan design, and ongoing administrative support. The firm focuses on asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, managing most assets on a non-discretionary basis.

Benjamin Juengling is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has recently transitioned from roles in steel technologies and furniture industries, entering the financial advisory field in 2025. Prior to his advisory career, he spent several years in full-time education and at the University of Alabama. 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, emphasizing customized, diversified portfolios.