Robert May is a Series 63 licensed financial advisor at Jaffe Tilchin Investment Partners, LLC with 35 years of industry experience. He previously worked at Trent Capital Management for 35 years before joining his current firm in 2025. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operates a pooled investment vehicle with performance-based fees.

Jason Veinot is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his advisory role, he is licensed as an independent insurance agent and serves as president of Veinot & Associates, Inc., a firm involved in the sale and service of fixed insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting with a range of implementation options tailored to client objectives.

Susan Potter is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds a Series 66 designation and has worked within various Truist and BB&T entities since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Brasher is a Series 65-licensed financial advisor with Creative Planning in Lexington, KY, where he has worked since 2014. He has eight years of industry experience. Outside of his advisory role, he owns and oversees an e-commerce business operating on the Walmart platform. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an affiliated law firm and trust company.

Margaret Savage is a financial advisor at Benjamin F. Edwards & Company, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Robert Baird & Co. and J.J.B. Hilliard, W.L. Lyons, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a variety of advisory programs and investment strategies, combining firm-developed and third-party models with ongoing oversight and client-customized portfolio management.

Oscar Brewer is a financial advisor with Eagle Strategies (NY Life) in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and operates under the DBA Wealth Coach of Kentucky. Brewer serves as a board member for the Cave Run Water Commission and Big Woods Community Church and is owner of a local lawn mowing business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types tailored to client objectives and plan sponsor criteria, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel McGowan is a financial advisor with PNC Wealth Management in Versailles, KY, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at PNC since 2010. Outside of his advisory role, he owns a vacation rental condo in Smyrna Beach, Florida. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC and third parties.

Garrett Headley is a financial advisor at Independent Financial Partners with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at IFP Securities, LLC since 2019, with prior experience at Independent Financial Partners and LPL Financial. Outside of his advisory work, he serves as a high school wrestling coach in Lexington, KY. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers both decentralized investment strategies and centralized asset management options.

John Davis is a Series 63-licensed financial advisor with Independent Financial Partners in Lexington, KY, bringing 28 years of industry experience. He has worked at IFP Securities, LLC since 2019 and was previously with LPL Financial from 2009 to 2019. Outside of advisory work, he manages JD Davis Management, Inc., an entity responsible for expenses related to his brokerage business. Independent Financial Partners is a nationwide enterprise supporting a network of approximately 261 independent advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a notable focus on formal retirement-plan advisory and pension consulting, including ERISA 3(21) and 3(38) services.

Dip Patel is a financial advisor at TIAA-CREF with a Series 66 designation and has one year of industry experience. His prior work includes roles at U.S. Bank, Allstate, Amazon, and service in the Army Reserves. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA employer retirement plans. The firm provides both point-in-time planning services and ongoing discretionary management through model and customized portfolios, operating within a vertically integrated group that includes affiliated funds.

Travis Christian is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, following five years at Fifth Third Bank and nine years at Joseph A Bank. Fifth Third Securities 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 combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its services.

Ryan Butler is a financial advisor with Eagle Strategies (NY Life) in Lexington, KY. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2020, and previously held positions at Zyla Life Sciences, Benco Dental Company, and Enterprise Rent-A-Car. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial non-discretionary asset base, working with diverse clients including defined contribution and defined benefit plans, as well as charitable and corporate entities.

Rowena Ruff is a financial advisor at Independent Advisor Alliance, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC and Traditional Bank. She is involved with Cadence Investments, LLC, a business entity established for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and advanced technology platforms for portfolio management and estate planning.

Gregory Barnett is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked for Mass Mutual Investors Services and MassMutual Life Insurance Company, where he spent over 20 years. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party managed model strategies primarily executed with mutual funds and ETFs.

Chase Rosche is a Series 65 licensed financial advisor with three years of industry experience. He currently works at Independent Financial Partners and has held roles at J. Hagan Capital and Strategic Wealth Designers LLC. Prior to his financial advisory career, he held positions in various industries including senior services, logistics, and hospitality. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting services.

Anthony Pooler is a financial advisor with Primerica Advisors based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company from 2014 to 2024. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

David Claytor is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2022. His prior work includes roles at Thrivent Financial and Northern Kentucky University. 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 with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank.

Christian Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Independent Advisor Alliance since 2019 and previously spent seven years at Independent Financial Partners and fourteen years at LPL Financial. Outside of advisory services, he is a co-owner of a vacation home in Sun Valley, Idaho. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with independent representatives and leverages technology platforms to deliver integrated portfolio management and estate planning services.

James Wheeler is a financial advisor with Fifth Third Securities, Inc. in Lexington, KY. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Wheeler has worked at Fifth Third Securities since 2018 and has been with Fifth Third Bank since 2016. Fifth Third Securities, Inc. serves a broad mix of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs, including mutual fund, ETF, SMA, and direct-indexing strategies, supported by Fidelity’s Managed Account Xchange platform.