Wray Cooper Jr. is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 25 years of industry experience. He has worked at several firms, including HK Financial Services, Inc. and Blue & Co, LLC, where he serves as Director Emeritus providing tax, consulting, and business valuation services. Cooper is also a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning, and utilizes a diversified investment approach with an emphasis on client objectives and risk tolerance.

Carter Mc Cain is a financial advisor at Mariner in Louisville, KY. He holds a Series 65 designation and has been with Mariner since 2025. His prior experience includes roles at the Lexington Country Club and University of Kentucky. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and an Investment Committee, and provides integrated tax, accounting, and family office services.

Clayton Feller is a CFP® and Series 65 registered advisor with Cerity Partners LLC, based in Louisville, KY. He has two years of industry experience, including roles at Cerity Partners, La Chula, and TruTest LLC. Outside of financial advising, he has been involved with DanceBlue, a philanthropic organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a broad range of services including portfolio management, financial planning, and access to private-market investments.

Seth Owen is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Private Client Services, J.J.B. Hilliard, W.L. Lyons, PNC Wealth Management, and Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Noah Walton is a CFP® with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes full-time education and experience in pool services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Dawson Swindler is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. He previously worked at ARGI Investment Services, Papa John's International, and held roles at the University of Louisville and Trinity High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Neal Donhoff is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for seven years at ARGI Investment Services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Bradley Nenni is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, LLC and the University of Kentucky. Nenni is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a broad client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Chase Norcini is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Fifth Third Bank. He also has experience in the hospitality industry and performs notary services outside of his advisory role. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.

Boone Lewis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Eric Towell is a CFP® designated financial advisor with 27 years of industry experience. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at firms including Cerity Partners, ARGI Investment Services, Empire Asset Management Company, Edward Jones, and Invesco Distributors. Towell serves as a trustee and board member for the Louisville-based non-profit River Fields. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Todd Mercer is a financial advisor with Sanctuary Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Bank of America and Merrill, and he has served in the U.S. Army since 1990. Outside of advising, he is involved in several community and business activities, including ownership of an aircraft rental LLC and participation on the University of Louisville’s Department of Arts and Sciences Dean Advisory Board. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver tailored portfolio management and consulting services using various strategies and platforms.

William Kemper is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory work, he has a family vacation property ownership interest. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Aaron Chapman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience in the industry. His prior work includes roles at Americor Financial, First Savings Bank, and T-Mobile, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Gregory Russell is a financial advisor at Stratos Wealth Partners, Ltd with six years of industry experience. He holds the ChFC® designation along with Series 65 and Series 63 licenses. Prior to joining Stratos, he worked at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of his advisory role, he works as a sports referee on a part-time basis. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, access to model portfolios and third-party managers, and retirement plan consulting through a large network of investment adviser representatives.

Steven Beck is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for seven years. Cerity Partners offers customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities, while also providing access to alternative and private-market investments.

Derek Rogers is a CFP® professional with four years of industry experience, currently serving at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, Private Client Services, and Western Kentucky University. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm integrates proprietary quantitative screens with third-party managers and individual securities to construct tailored investment programs and offers a range of services including portfolio management, financial planning, and retirement plan consulting.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. His background also includes roles outside financial services in education and business administration. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, offering a wide range of services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.