Nicholas Stewart is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 66, Series 65, and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at PIMCO Investments LLC, Fisher Investments, and Aquila Distributors LLC. Stewart joined PNC Investments LLC in 2024. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Jerome Zimmerer Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025 following a 25-year tenure at D. Scott Neal, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with a range of investment vehicles and offers specialized services including retirement plan consulting, charitable advisory, and tax-managed strategies.

Edward Engler is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of investment strategies and affiliated entities.

Michael Gosney is a CFP® and Series 66-licensed advisor at Mariner with 13 years of industry experience. He worked at Martin Financial Group from 2011 to 2019 and has been with Mariner Wealth Advisors since 2019. Outside of his advisory role, he serves as board treasurer for the Tau Kappa Epsilon Fraternity in New Albany, IN, overseeing board financials and scholarship accounts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

Michael Reich is a CFP® and holds a Series 65 license, with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at D. Scott Neal, Inc. and Spectrum Financial Alliance Ltd., L.L.C. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of implementation options, including ETFs and separate accounts.

Seth Owen is a Series 66–licensed financial advisor at D.A. Davidson & Co. with 16 years of industry experience. His prior roles include positions at Private Client Services and Jjb Hilliard Wl Lyons LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory solutions under a fiduciary standard, including retirement plan advice, financial planning, and wealth management, with specialized services for high-net-worth individuals.

Jacob Gammon is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding a Series 66 license and three years of industry experience. He previously worked at Truist Securities and Truist Financial before joining Fifth Third Securities and Fifth Third Bank in 2025. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly owned subsidiary of Fifth Third Bank.

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.

Joseph Milas is a financial advisor with Bankers Life Advisory Services, Inc. He holds the Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining the firm, he served in the United States Army for three years and has held management roles in trucking and logging companies. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals, providing discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management in line with clients’ goals and risk tolerances.

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.

Ryan Churchill is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Jefferson County Public Schools for nine years. In addition to his advisory work, he recruits and trains insurance agents and is appointed to write Medicare supplement and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

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.

Todd O Daniel is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at International Assets Investment Management, Strategic Wealth Designers, and TWC/Charter Communications. Outside of his advisory work, he is the owner of OD Center, LLC, a commercial property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary portfolio solution available by invitation to employees. The firm uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists, focusing on mutual funds and ETFs with annual rebalancing.

Joshua Johnson is a CFP® with four years of industry experience, currently with Focus Partners Wealth, LLC. He previously worked at Evernest Financial Advisors, Cerity Partners, and ARGI Investment Services. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a wide range of services such as investment management, financial counseling, family office and practice-integrated wealth services, and retirement plan fiduciary services.

Terry Fenwick is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Eagle Strategies since 2003. Fenwick also operates Fenwick Partners, LLC, and serves as an officer for the DS of Louisville Foundation, a nonprofit assisting families in the Metro area. 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 advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Alex Linderman is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 designations with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and was previously employed at PNC Investments, LLC from 2016 to 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing various investment strategies and portfolio management options.

Matthew Haas is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with TIAA and its affiliated entities since 2004. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and corporate entities, often serving clients with existing TIAA employer retirement plan relationships. The firm separates point-in-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while operating within a vertically integrated group using affiliated funds.

Anna Brock is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Stacey Stivers is a financial advisor at Ameriprise Financial Services with 20 years of industry experience. She holds a Series 63 designation and has previously worked at Raymond James & Associates and UBS Financial Services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement income planning, including written recommendation reports and ongoing advice on income sources and tax-aware withdrawal strategies.