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 with Benjamin F. Edwards & Company, Inc. and holds a Series 66 designation. She has 18 years of industry experience, with previous roles at Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, LLC, and Citigroup Global Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management with a combination of proprietary strategies and third-party model providers.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Eagle Strategies since 2006 and concurrently operates Ridings Insurance and Financial Services, Ltd. Ridings is active in several community and historical organizations, including serving as president of the Battle of Richmond Association and a board member for various Civil War history groups. He also serves as the 2024 president of the Kentucky State NAIFA. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

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.

Jonathan Daniels is a financial advisor at PNC Wealth Management with 11 years of industry experience. He has held positions at PNC Investments since 2017 and previously worked at Mass Mutual for one year. Daniels holds the Series 63 and Series 66 licenses. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot for employees that uses algorithm-driven risk assessment and implements investments via approved strategies managed by PNC or third parties.

Garrett Headley is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior work includes roles at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he serves as a high school wrestling coach in Lexington, KY. Independent Financial Partners is an enterprise firm that offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform and is noted for its formal retirement-plan advisory and pension consulting capabilities.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Morgan Stanley, Bank of America, Merrill Lynch, Transamerica Capital Inc, Amerisave, and Tata Consultancy Services. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

John Davis is a financial advisor at Independent Financial Partners with 28 years of industry experience. He holds a Series 63 designation and has previously worked at LPL Financial and IFP Securities, LLC. Outside of his advisory work, he manages an accounting business entity, JD Davis Management, Inc. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model, allowing clients to choose from various investment management options and has a notable specialization in retirement-plan advisory and pension consulting.

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.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent seven years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broader financial services.

Ryan Butler is a financial advisor with Eagle Strategies (NY Life) based in Lexington, KY. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Co., 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 offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a substantial portion of assets managed on a non-discretionary basis.

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.

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 with Fifth Third Securities, Inc. and Fifth Third Bank in Lexington, KY. His prior work includes roles at Thrivent Financial and experience in both academic and corporate settings. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types via its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Christian Erickson is a financial advisor at Independent Advisor Alliance, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Citigroup Global Markets, Morgan Stanley, Russell Capital Management, LLC, LPL Financial, and Independent Financial Partners. Outside of his advisory work, Erickson 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, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to third-party managers and technology platforms to deliver a range of portfolio management and 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.

David Mc Iver is a Series 66-registered financial advisor with Truist Advisory Services in Lexington, KY, with two years of industry experience. Prior to his current role, he worked at The UPS Store in a customer service capacity, including as a Notary Public. 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 asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

James Cooper is a financial advisor with Fifth Third Securities, Inc. in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, Cooper manages a rental property business. 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 and integrates municipal-advisor registration with its affiliation to Fifth Third Bank, employing a platform that includes direct indexing and tax-overlay services.