Joseph Phillips is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Republic Bank, and Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or 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.

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.

Jaime Pyles is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. He holds the Series 66 designation and has 17 years of industry experience, including 14 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Morgan Strange is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisor in 2021, Strange worked at several firms including Triad Advisors and Martin Financial Group. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm uses a discretionary, customized portfolio approach supported by an internal investment committee and also provides integrated tax and accounting services uncommon for firms of its size.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. Outside of finance, he has been involved with Monolithic Brewing and North Shore Tavern. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Jessica Travelstead is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2014 and has been affiliated with FIFTH THIRD BANK since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and National Financial Services.

Garrett Smith is a financial advisor with Lincoln Investment, holding Series 63 and 65 licenses and 13 years of industry experience. He has worked with Shepherd Financial Investment Advisory LLC since 2018 and previously spent two years at Parkland Securities Company. Outside of his advisory work, Smith serves as treasurer and board member for multiple nonprofit organizations, including Building Better Tomorrows PAC and Youth Link Southern Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed model portfolios, employing a mix of strategic and dynamic investment approaches.

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.

Jared Mccubbin is a financial advisor with D.A. Davidson & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and wealth management under fiduciary standards, and distinguishes itself by also serving as a municipal advisor and qualified custodian.

Virginia Geddes is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Nationwide Investment Services Corporation for four years and spent 14 years with the State Teachers Retirement System of Ohio. Geddes has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

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.

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.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

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.

Gregory Cockerel is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, he is affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Matthew Brown is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

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.