William Clark is a financial advisor with MCF Advisors, LLC, 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 is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services through a tactical asset allocation approach and use of third-party platforms.

Kristin Dunlevy is a financial advisor at Savvy with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PNC Bank, ProCourse Fiduciary Advisors LLC, Cerity Partners OCIO LLC, KD Fiduciary Asset Management, Inc., and Stegner Investment Associates Inc. Outside of her advisory role, she is a managing partner at Verbeck Beverages, LLP, a craft non-alcoholic beverage startup. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers a variety of portfolio management and planning services, typically employing a primarily index-based, long-term approach while integrating technology platforms and specialized sub-adviser strategies.

Adam McGrath is a financial advisor at Sound Income Strategies, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fifth Third Securities, J.P. Morgan Chase Bank, and J.P. Morgan Securities. Outside of his advisory role, he has been involved in fixed insurance sales and client service activities through Sparks Financial Group. Sound Income Strategies serves a diverse client base including individuals, pension plans, and other registered advisors, offering asset management, financial planning, and ERISA plan services. The firm emphasizes fixed-income and income-oriented strategies with active portfolio management and also participates in ETF sub-advisory and insurance planning activities.

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.

Lance Williamson is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of his advisory role, he is involved as an insurance agent with American Senior Benefits and serves as an advisor at Mountain Peak Financial Solutions. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

Dwight Rich is a CFP® with 30 years of industry experience currently serving at Sound Income Strategies, LLC. He has held roles at Rich Wealth Management, LLC, which he owns and operates, as well as International Assets Advisory, LLC and Ameriprise Financial Services, Inc. Outside of financial advising, he works as a freelance video editor on a project basis. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a range of clients including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity reviews, offering customized managed portfolios and a scalable advisor network supported by affiliated business lines and specialized services.

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.

Michael Smith Jr. is a financial advisor at Savvy with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, The Louisville Sales Club, various insurance carriers, and Waddell and Reed Inc. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Luis Miletti Jr. is a financial advisor at Savvy with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Investment Services, Suntrust Advisory Services, and PNC Investments. Outside of his advisory work, he owns businesses involved in property acquisition and development in Panama. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based cores with tailored strategies, including direct indexing with tax-loss harvesting and ESG-focused models, supported by a proprietary technology platform.

Michael Jones is a CFP® and ChFC® with 37 years of industry experience. He has been with Silver Oak Securities, Inc. since 2019 and previously worked at Cambridge Investment Research and LPL Financial. He serves on the board of Mercy Academy in Louisville, KY, where he participates on the finance committee. Jones also operates a life coaching business focused on helping clients evaluate life goals and create plans for improved fulfillment. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities 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 tailored to client objectives and risk tolerances.

Nathan Robinson is a financial advisor at Calton & Associates, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Morgan Stanley and Lamkin Wealth Management. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and time horizon.