Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65, 66, and 63 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services and J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Louisville, KY. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. 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 that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Thomas Carpenter is a CFA® charterholder with 23 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2025. Prior to that, he spent nine years at L.M. Kohn & Company. Carpenter also works as an independent insurance agent specializing in life insurance, long-term care, and annuities. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers a range of advisory services including financial planning and fiduciary services.

Gail Schank is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding a Series 63 designation and over 43 years of industry experience. She has worked with Eagle Strategies since 2008 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1980. In addition to her advisory role, she operates Schank Financial, which brokers non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Kirsten O'Neil is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, she has been with Fifth Third Bank, N.A. since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Katelynn Hughett is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has seven years of industry experience, including roles at Fifth Third Securities and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs via its Passageway platform, featuring a range of investment strategies tailored to client risk profiles.

Larry Sweet is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and with Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

John Vinci is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at D. Scott Neal, Inc. and was involved with Fit Tech KY, LLC. His earlier career included managing VE LLC and VE2 INC, operating under the Potbelly Louisville brand. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and direct indexing.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 licenses. He has experience in the financial industry since 2020, with prior roles at Fifth Third Bank and Woodforest National Bank, as well as a seven-year period at P & R Entertainment. Fifth Third Securities serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a range of portfolio management strategies via a platform supported by Fidelity’s Managed Account Xchange.

Alexandra Head is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves as treasurer of the Greater Louisville Alumnae Panhellenic, a nonprofit organization supporting scholarships and philanthropy for local sorority alumnae. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches while acting as a fiduciary under advisory agreements.

Nicholas Stewart is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 66, Series 65, and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at PIMCO Investments LLC, Fisher Investments, and Aquila Distributors LLC. Stewart joined PNC Investments LLC in 2024. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Jerome Zimmerer Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025 following a 25-year tenure at D. Scott Neal, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with a range of investment vehicles and offers specialized services including retirement plan consulting, charitable advisory, and tax-managed strategies.

Edward Engler is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of investment strategies and affiliated entities.

John Cooper is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has held roles within PNC since 2009, including his current position since 2017. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in mutual funds and ETFs. The firm’s approach incorporates third-party management and model strategies with annual rebalancing.

Michael Reich is a CFP® and holds a Series 65 license, with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at D. Scott Neal, Inc. and Spectrum Financial Alliance Ltd., L.L.C. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of implementation options, including ETFs and separate accounts.

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.

Jacob Gammon is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2025. Prior to that, he worked at Truist Securities and Truist Financial from 2014 through 2025. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment program options on its Passageway Managed Account platform, combining third-party portfolio managers with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.