Jack Moss Jr. is a financial advisor at First Kentucky Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2005. Moss serves as a board member of the Morton Center and is co-trustee of the Betty Gibbs Trust. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management and advisory services, supported by its dual registration as an investment adviser and broker-dealer as well as its municipal advisory and insurance agency licenses.

Lucas Adams is a CFP® affiliated with Reliant Wealth Planning, LLC in Louisville, KY, with six years of industry experience including roles at Glenview Trust Company and Boys & Girls Clubs of Kentuckiana. He has been with Reliant Wealth Planning since 2022, where he is part of a six-advisor team. Reliant Wealth Planning provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households, managing approximately $595 million across about 1,700 client relationships. The firm uses a multi-layer portfolio framework with dynamic asset allocation and offers services ranging from standalone financial plans to comprehensive wealth management.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and previously worked at Benchmark Advisory Services and served as a legislative aide for the Louisville Metro Council. He is currently Treasurer and Chief Financial Officer of the Louisville Young Democrats and Treasurer of the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, and consulting services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and incorporates a proprietary quantitative optimization model in portfolio construction.

Thomas Wilson is a financial advisor at Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation with 40 years of industry experience. He has been with Alexander Investment Services Co. for 39 years. Outside of his advisory role, he serves as trustee for the Francis Masser Charitable Trust, which provides ongoing support to designated charities. Alexander Investment Services Company offers investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activities with advisory services, emphasizing personalized investment agreements and regular client reviews.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Justin Ferguson is a CFA® charterholder with 19 years of industry experience. He is currently Chief Investment Officer at Churchill Financial Advisors, LLC and previously worked at Cullinan Associates, Inc. Outside of his professional role, he serves in volunteer leadership positions for youth sports committees at St. Mary’s of the Knobs School. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a discretionary investment approach combining fundamental and technical analysis, offering individualized portfolio management through a wrap fee program.

Mary Herrmann is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Harvey Investment Company since 2000. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios, employing fundamental analysis and offering specialized products such as the Harvey Focus Portfolios.

Marcia Lewis is a CFP® professional with 25 years of experience in financial services. She is currently with Avantax Planning Partners, Inc. and has held roles at Blue & Co., LLC and CSSC Brokerage Services, Inc. She is a Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management within a larger corporate group structure.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2021, following tenures at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which focuses on marketing and sales of fixed annuities and securities. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals and manages roughly $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, client-tailored investment management and operates as both a registered investment adviser and broker-dealer.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Incorporated in Louisville, KY. He holds a Series 66 designation and has 18 years of industry experience, including 13 years at SeaCrest Wealth Management, LLC prior to joining Silver Oak Securities in 2025. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

Richard Madden is a financial advisor at Silver Oak Securities, Incorporated with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seacrest Wealth Management, LLC for 14 years. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers investment advice mainly on a discretionary basis, offering portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets.

Paul Burke is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Client Services in 2022, he worked at Merck & Co., Inc. from 2010 to 2019 in various capacities. He is also the owner of Burke Financial Advisors, a financial advising business. Private Client Services is an SEC-registered, multi-team advisory firm that serves 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 over $1 billion in client assets.

Kristina Ping is a Series 65 licensed financial advisor with Foundations Investment Advisors LLC, based in Louisville, KY, and has two years of industry experience. Prior to joining Foundations in 2022, she worked at Transamerica/Monumental Life for 11 years. In addition to her advisory role, she is the owner and CEO of Powerful Legacy Insurance, where she offers insurance plans to clients. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across nearly 30,000 clients. The firm offers portfolio management, financial planning, retirement-plan support, and sub-advisory services through a network of local investment adviser representatives.

Michael Richardson is a CFP® with 20 years of industry experience, currently serving at Capital Analysts. He also holds Series 63 and Series 66 licenses and has worked at Shepherd Financial Investment Advisory LLC, Lincoln Investment, and Parkland Securities, LLC. Outside of his advisory role, Richardson serves on the board of directors for Rock Creek Community Academy and participates on the athletic advisory board at Hanover College. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using proprietary models, third-party managers, and an in-house investment research team.

Todd Oberhausen is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. He has been with Private Client Services since 2019. 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, managing approximately $1.05 billion across more than 3,200 client accounts.

Bradley Fisher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC and D. Scott Neal, Inc. Outside of his advisory role, no additional business activities were noted. 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 client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Marilyn Wainwright is a financial advisor at StoneX Advisors Inc. in Louisville, KY, with 17 years of industry experience. She holds the Series 66 designation and has been with StoneX Advisors since 2016, having also worked at StoneX Securities since 2009. Outside of her work at StoneX, she is a partner and independent advisor at Wainwright Laventis, providing financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan consulting. The firm employs a variety of advisor-managed portfolios and model-based solutions, supporting multiple account structures through independent advisors and an in-house Private Client Group.

Savannah Forleo is a financial advisor at Lanark Financial, Inc. based in Louisville, KY. She holds CFP® and ChFC® designations, as well as the Series 66 license, and has nine years of industry experience. Her prior work experience includes positions at L.M. Kohn & Company, PNC Investments LLC, Bank of America, Merrill, Morgan Stanley, and TIAA. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of advisory programs and managed-account platforms with discretionary and non-discretionary management options.

Harold Wainwright III is a financial advisor at StoneX Advisors Inc. in Louisville, KY, with 17 years of industry experience. He holds a Series 66 designation and has been with StoneX Advisors since 2016, following prior work at StoneX Securities beginning in 2009. Outside of his advisory role, he is a partner at Wainwright Laventis LLC, where he provides financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA consulting, and related services. The firm employs a range of advisor-managed and model-based investment strategies, supported by proprietary platforms and third-party managers.