Cole Roberts is a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. He holds the CFA® designation and Series 63 license and has been in the industry since 2025. Prior to joining Bartlett, he worked at Venture First, LLC and Goldman Sachs & Co. LLC. Outside of his advisory role, he serves as Vice President of Finance on the board of the Steven Vanover Foundation and is the head coach of the boys basketball program for the Oldham County School District. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, while leveraging third-party platforms and its affiliation with Focus Financial Partners to provide a range of investment and insurance solutions.

Thomas Bryant is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Private Client Services since 2009. Outside of his advisory role, he serves as CEO of BWM Enterprises, an LLC he manages. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

Aaron Kinsey is a financial advisor at Strategic Wealth Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Strategic Wealth Designers. Outside of his advisory role, Kinsey teaches a retirement-focused class at DeSales High School. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and may delegate trading to sub-advisers while maintaining overall client suitability.

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Jeanine Morris is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Edward Jones, American Fidelity, and Strategic Wealth Designers. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses internally developed and third-party model portfolios and employs a variety of investment analysis methods while maintaining overall responsibility for client suitability.

Peter Laventis is a financial advisor with Stonex Advisors Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with StoneX Securities Inc. since 2003 and previously spent five years at UBS Financial Services. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment advisory business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various account structures and model-based strategies, utilizing multiple platforms and third-party managers to implement investment solutions.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Brittany Ammerman is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, she serves on the board of Love City, a Christian community outreach program, and participates in its finance and fundraising subcommittee. 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 businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion in assets across more than 3,200 client accounts.

John Hutchins IV is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at LPL Financial, First Allied Securities, and Magnate Advisory Services. Outside of his advisory work, he coaches lacrosse at both Louisville Kings Lacrosse and Assumption High School. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with an emphasis on customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

David Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Thrivent Financial. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of discretionary and non-discretionary portfolio management alongside brokerage services.

Stephen Baldwin is a financial advisor at Gibbs Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Kinetic Investment Management and Visionary Wealth Management. Outside of advisory roles, Baldwin owns and operates Capital Insurance Group, Inc., an insurance sales and services business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Cassondra Dunning is a financial advisor at Private Client Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc. prior to joining her current firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of about 50 advisors and manages approximately $1.05 billion in client assets.

Scott Wicker Jr. is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior work includes over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as longstanding involvement with S.B. Wicker & Company. Outside of advisory work, he is engaged in tax preparation and accounting through his ownership and leadership roles in several related businesses. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by proprietary trading and reporting platforms.

Jacob Pryor is a Series 66-licensed financial advisor with seven years of industry experience, currently with OneAscent Financial Services LLC. He previously worked at Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of a retail apparel business, Dawahare Pryor. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services through multiple advisory teams.

Charles Neal is a financial advisor at Private Client Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Private Client Services since 2005. Neal is the founder and president of CFN Insurance Services and CF Neal & Co, LLC, specializing in insurance and risk management, and he serves as an adjunct professor of economics and finance at Ottawa University. He is also involved with several local boards, including the Medical Assisting Advisory Board at Ivy Tech Community College, Just Believe charity, and the YMCA of Greater Louisville/Clark County. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities. The firm emphasizes risk profiling and tailored investment platform selection, offering a range of advisory services primarily on a non-discretionary basis and maintains a unique combination of broker-dealer activity alongside advisory services.

Chester Winn is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LaSalle St. since 2017 and has prior experience with Invest Financial Corp., U.S. Bancorp Investments, and Chase Investment Services. In addition to his advisory role, he is employed by L&N Federal Credit Union. LaSalle St. Investment Advisors provides fee‑based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm offers both non‑discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non‑discretionary assets, a notable feature among large enterprise advisers.

Mark Lamkin is a financial advisor with Calton & Associates, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton since 2018 and previously worked at AE Wealth Management, Lamkin Wealth Management, and LPL Financial. Lamkin is the author and owner of the book *Millionaires Roadmap*. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and combines advisory services with commissionable brokerage and insurance products.

Daniel Davis is a financial advisor with Ausdal Financial Partners, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Wealth Advisors Financial Group, Inc. since 2009, where he also serves as president of a bookkeeping and accounting services business. Additionally, he is involved in insurance sales through Wealth Advisors Financial Group. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc. from 2003 and UBS Financial Services from 1998 to 2003. Outside of his advisory work, he serves on the advisory board of Vaccinogen, providing guidance on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement tailored strategies.

Peter Mclaughlin is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.