Jacob Pryor is a Series 66-licensed financial advisor with seven years of industry experience, currently with OneAscent Financial Services LLC. He previously worked at Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of a retail apparel business, Dawahare Pryor. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services through multiple advisory teams.

Chester Winn is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LaSalle St. since 2017 and has prior experience with Invest Financial Corp., U.S. Bancorp Investments, and Chase Investment Services. In addition to his advisory role, he is employed by L&N Federal Credit Union. LaSalle St. Investment Advisors provides fee‑based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm offers both non‑discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non‑discretionary assets, a notable feature among large enterprise advisers.

Mark Lamkin is a financial advisor with Calton & Associates, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton since 2018 and previously worked at AE Wealth Management, Lamkin Wealth Management, and LPL Financial. Lamkin is the author and owner of the book *Millionaires Roadmap*. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and combines advisory services with commissionable brokerage and insurance products.

Daniel Davis is a financial advisor with Ausdal Financial Partners, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Wealth Advisors Financial Group, Inc. since 2009, where he also serves as president of a bookkeeping and accounting services business. Additionally, he is involved in insurance sales through Wealth Advisors Financial Group. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc. from 2003 and UBS Financial Services from 1998 to 2003. Outside of his advisory work, he serves on the advisory board of Vaccinogen, providing guidance on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement tailored strategies.

Janel Colepaugh is a financial advisor with Savvy, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services and owns Alas Language Tutoring, where she teaches English and Spanish to young students. She also serves as Advanced Planning Lead at MWM Family Office, providing consulting and tax and estate planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based, long-term investment strategies, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate planning support.

Marc Noonan is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public and owns Noonan Enterprises. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, tailored investment management using individual securities, ETFs, mutual funds, and Strategist models, supported by operational features such as ongoing model monitoring and automated investment processes.

Christopher Risher is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, Revolutionary Wealth Management, and FIRST Allied Securities, among others. In addition to advisory roles, he teaches adult education classes on retirement planning. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset-allocation approach combined with quantitative analysis and tactical adjustments, utilizing both model portfolios and customized strategies.

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Kevin Biven is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 licenses and having 44 years of industry experience. His prior work includes 36 years at Biven Insurance Inc. operating under Burns Insurance and 15 years under Biven Financial Services, both of which he was involved with until 2025. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs and financial planning services focused primarily on discretionary investment management tailored to client objectives and risk tolerances.

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.

Bryce Lanham is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Retirement Planning Solutions, and Legacy Advisory Services. Outside of advisory work, he owns an event planning business and serves as a board member for a nonprofit electrical contracting organization. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, utilizing diverse asset classes and specialized strategies.

Kayla Deyer is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. She serves as a board member for Bringing Justice Home, a nonprofit that provides healthy groceries to neighbors in need in the Louisville community. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, offering discretionary wealth management, financial planning, and consulting. The firm emphasizes a diversified, client-specific investment approach with a relative-value fixed income philosophy and access to affiliated solutions through the Focus Financial Partners network.

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.

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.

Timothy Sparks is a Series 65 licensed financial advisor with 15 years of industry experience. He has been with Sound Income Strategies, LLC since 2019, and previously worked at Specialized Advisors, J.D. Mellberg Financial, and Secure Investment Management. Sparks is also the author of a published book. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves individuals, pension plans, trusts, corporations, and other advisers, offering customized portfolio management with a focus on fixed-income analysis and equity review.

Bradley Gaines is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 designation and has four years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was the managing partner at Reset Strategies from 2011 to 2019. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Matthew Dicken is a financial advisor at Strategic Wealth Investment Group, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Dicken is the founder and chairman of Total Return Capital Management, a private equity fund, and is involved in several non-investment businesses including a racing team, a consulting firm, and a retirement education company. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis through firm-developed model portfolios.

Phillip Bloyd is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has held leadership roles at P.T. Bloyd & Associates, Inc dba Revolutionary Financial Group since 1998 and currently owns Checkerboard Aviation, LLC, which manages aircraft for personal business use. Bloyd also serves as an educator and guest speaker for FMT Solutions, presenting adult financial education courses. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs both model portfolios and custom strategies, utilizing quantitative analysis and tactical approaches, and acts as a subadviser and referral agent to other investment advisers.