James Anderson is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with 22 years of industry experience. His career includes roles at Morgan Stanley and SeaCrest Wealth Management before joining Silver Oak Securities in 2025. Silver Oak Securities serves a diverse client base including individuals, pension plans, and business entities through a network of over 100 financial professionals. The firm primarily offers discretionary, tailored investment management and a variety of advisory programs, combining technology and ongoing model monitoring to support its clients’ investment objectives.

Daniel Shuck is a financial advisor with Sequent Planning, LLC and holds the CFP® and ChFC® designations. He has 38 years of industry experience, including roles at Allstate Insurance Company, Morgan Stanley, and Allstate Financial Advisors, LLC. Shuck is also a licensed insurance agent, a role he has maintained since 1983. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, written financial planning, and retirement-plan services. The firm uses a structured risk framework and offers access to third-party model managers alongside customized investment strategies.

Richard Robinson is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Private Client Services since 2008. Robinson is also a licensed insurance agent and a 10% passive owner of State Street Partners LLC. 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 provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing over $1 billion in client assets.

Cindy Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, Lindle assists with tax return preparation and financial statement typing during peak months and is licensed to sell non-securities-based insurance products. 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 provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Jillian Fohr is a financial advisor at Private Client Services, LLC with seven years of industry experience. She holds a Series 66 designation and has been with Private Client Services since 2018. In addition to her advisory role, Jillian works as a cognitive skills instructor at LearningRx Springhurst, a center focused on improving cognitive deficiencies in children. She also works part-time as a bartender at Foxhollow Farm in Crestwood, KY. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies including both discretionary and non-discretionary management.

Donald Sada is a financial advisor with Trustmont Advisory Group, Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at multiple Cetera entities and JPMorgan Securities LLC. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

William Clark is a financial advisor with MCF Advisors, LLC in Louisville, KY, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, pension consulting, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach emphasizing risk management and offers a range of investment options alongside in-house legal and tax resources.

Kristin Dunlevy is a financial advisor at Savvy with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at PNC Bank and ProCourse Fiduciary Advisors LLC. Outside of her advisory work, she is the managing partner of Verbeck Beverages, a craft non-alcoholic beverage startup. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware strategies, using a combination of technology platforms and specialized sub-advisers.

Ernest Sampson is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Private Client Services, LLC in Louisville, KY. He has been with the firm since 2001. Outside of advising, he serves as president of The Lyndon & Helen Schmid Charitable Foundation and is involved with Champions for Children, Inc., where he serves on the board of directors. He is also a 50% owner and co-business manager of a thoroughbred horse racing and breeding operation. Private Client Services is a multi-team advisory firm serving individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

John Mcglynn is a financial advisor with Lanark Financial, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at L.M. Kohn & Company for 14 years and joined NBC Securities, Inc. in 2025. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, utilizing both discretionary and non-discretionary arrangements.

Michael Merk is a financial advisor with WesBanco Securities, Inc. based in Jeffersonville, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Ally Invest Securities LLC and Ally Invest Advisors for five years, as well as at Citi Group, Fidelity Brokerage Services, TD Ameritrade, Scottrade, and Charles Schwab. WesBanco Securities, Inc. offers investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans, emphasizing tailored investment strategies through customized financial planning and portfolio management in non-discretionary wrap accounts.

James Doll is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He has been with Private Client Services since 2002 and holds a Series 63 designation. Doll is also licensed with various insurance carriers to facilitate non-security based insurance business. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Adam Heckman is a financial advisor with Advisory Services Network in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Stratos Wealth Partners, Fifth Third Securities, LPL Financial, J.P. Morgan Securities, Chase Investment Services, Edward Jones, and J.J.B. Hilliard, W.L. Lyons. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services tailored to clients’ objectives and risk tolerance, utilizing various securities and third-party managers.

Blanton Creque is a financial advisor with Lanark Financial, Inc. in Louisville, KY, holding a Series 65 designation and five years of industry experience. His prior work includes roles at Aldyn Capital, University of Louisville, Yum! Brands, Golf Headquarters, and Shelbyville Country Club. He is also the owner and operator of BC Financial, LLC, a single-member LLC established to receive commissions and advisory fees. Lanark Financial provides investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in assets across multiple advisor teams and offers program-based accounts through various platforms.

Steven Naiser is a financial advisor at Bartlett & Co. Wealth Management LLC with 19 years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Bartlett in 2023, he worked at Regent Investment Management LLC for ten years. Outside of his advisory role, he serves on the finance committee of Dreams With Wings, Inc., a nonprofit organization based in Louisville, KY. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms to implement investment strategies.

Robert Bouhl is a financial advisor at Meridian Wealth Management, LLC in Louisville, KY, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Meridian Wealth Management since 2017 and previously worked at Sterling Financial Group, Ltd. from 2012 to 2017. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Matthew Wilson is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has prior work experience at Capital Connect, Transact Technologies, and QSR Automotive. Outside of advising, he is a partner involved in business development and commercial real estate through Capital Connect. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm employs various management styles and offers model portfolios, third-party manager selection, and unified managed account solutions.

Sean Biven is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He has worked at Silver Oak Securities since 2018 and previously at Securities Service Network, Inc. from 2015 to 2018. In addition to his advisory role, Biven operates Biven Insurance, Inc. as an independent insurance agent and serves as Vice President of Programming for the nonprofit Sigma Phi Epsilon Kentucky Beta alumni group. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, utilizing technology platforms and model-based investment strategies.

Eric White is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spectrum Financial Alliance, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and Metlife Securities. In addition to his advisory role, he acts as an independent life insurance broker offering insurance solutions to clients. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with a focus on model portfolios and rebalancing strategies, supporting its services with a network of affiliated offices and third-party sub-advisers.

James Sweasy is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of experience. His prior work includes roles at Stanley Wealth & Retirement and involvement with Impact Wellness Network, a position he has held for seven years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.