Kevin Leet is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2014. Outside of his advisory role, he serves as a director of the Legacy Volleyball Club in Louisville, KY. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies using mutual funds, ETFs, equities, fixed income, alternative products, and model portfolios, with services delivered on both discretionary and non-discretionary bases.

Lonny Powell is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has worked previously at Horter Investment Management, LLC and Brookstone Capital Management. Powell is also the owner of Alliance Retirement Solutions, where he manages brokerage and servicing of Medicare Supplement and Medicare RX plans alongside insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, with a platform that supports tailored suitability assessments and regular portfolio rebalancing.

Jonathan Weston is a financial advisor at Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 credential and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at NEXT Industries for two years and Tooling Resource, Inc. for eight years. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create tailored investment advisory contracts, typically managing portfolios on a discretionary basis.

Zachary Bennett is a financial advisor at Silver Oak Securities, Incorporated with one year of industry experience. He holds a Series 66 designation and has been involved with Link Crude Resources, LLC, a commodities brokerage focusing on physical crude oil and futures contracts, since 2020. Bennett also serves in the US Army. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

Dominic Portaro is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 designation and has one year of industry experience. Prior to joining Strategic Wealth Investment Group, he worked at Strategic Wealth Designers for two years and was a student for ten years. 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 a combination of internally developed and third‑party model portfolios, employing fundamental, technical, cyclical, and charting methods, and may delegate trading to third-party managers while retaining responsibility for client suitability.

Charles Thomas Alvey III is a CFP® professional with nine years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, G.A. Repple & Co., TownePark, and Bullitt County Public Schools. He also holds a partner role at Hardt Financial Group, where he is involved in operations management and financial planning. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various automated and overlay management platforms.

Jason Langley is a financial advisor at Private Client Services, LLC in Louisville, KY, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Client Services since 2005. Outside of his advisory role, Langley is involved in tax preparation through Langley Capital Management LLC and works with RE Pierce & Associates during tax season. Private Client Services is a multi-team SEC-registered advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in assets.

James Anderson is a financial advisor at Silver Oak Securities, Incorporated with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Seacrest Wealth Management, LLC for 13 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 offers portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Daniel Shuck is a CFP® and ChFC® with 38 years of experience in the financial industry. He has worked at Sequent Planning, LLC since 2023 and previously spent time at Allstate Insurance Company and Morgan Stanley. In addition to his advisory role, he is also active as an insurance agent, offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and retirement plan services through a network of approximately 97 independent adviser representatives who implement a structured risk framework and diversified strategies.

Richard Robinson is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Private Client Services since 2008. Robinson is also a licensed insurance agent and a 10% passive owner of State Street Partners 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 businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing over $1 billion in client assets.

Nichole Powell is a financial advisor with Avantax Planning Partners, Inc., holding a Series 65 designation and one year of industry experience. She has a longstanding background in accounting and tax services as a member of Mather & Co. CPAs, LLC since 2006, and provides strategic tax planning and bookkeeping services in coordination with Avantax. Powell also serves as a successor trustee for a revocable trust. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation investment approach and offers discretionary portfolio management, retirement plan services, and tax-intelligent overlays.

Cindy Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, Lindle assists with tax return preparation and financial statement typing during peak months and is licensed to sell non-securities-based insurance products. 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 provides 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.

Jillian Fohr is a financial advisor at Private Client Services, LLC with seven years of industry experience. She holds a Series 66 designation and has been with Private Client Services since 2018. In addition to her advisory role, Jillian works as a cognitive skills instructor at LearningRx Springhurst, a center focused on improving cognitive deficiencies in children. She also works part-time as a bartender at Foxhollow Farm in Crestwood, KY. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies including both discretionary and non-discretionary management.

Donald Sada is a financial advisor with Trustmont Advisory Group, Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at multiple Cetera entities and JPMorgan Securities LLC. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

William Clark is a financial advisor with MCF Advisors, LLC in Louisville, KY, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, pension consulting, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach emphasizing risk management and offers a range of investment options alongside in-house legal and tax resources.

Kristin Dunlevy is a financial advisor at Savvy with 13 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at PNC Bank and ProCourse Fiduciary Advisors LLC. Outside of her advisory work, she is the managing partner of Verbeck Beverages, a craft non-alcoholic beverage startup. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware strategies, using a combination of technology platforms and specialized sub-advisers.

Adam McGrath is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. He previously worked at Fifth Third Securities and J.P. Morgan-related entities. Outside of his advisory role, he is involved with Sparks Financial Group, LLC, focusing on fixed insurance sales and client services. Sound Income Strategies is a fee-based investment adviser serving individuals, corporations, pension clients, and other registered advisors. The firm emphasizes fixed-income and income-oriented strategies, actively managing portfolios and offering services that include financial planning, ERISA plan consulting, and co-advisory arrangements.

Ernest Sampson is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Private Client Services, LLC in Louisville, KY. He has been with the firm since 2001. Outside of advising, he serves as president of The Lyndon & Helen Schmid Charitable Foundation and is involved with Champions for Children, Inc., where he serves on the board of directors. He is also a 50% owner and co-business manager of a thoroughbred horse racing and breeding operation. Private Client Services is a multi-team advisory firm serving individuals, families, trusts, estates, charitable organizations, 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.

John Mcglynn is a financial advisor at NBC Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for L.M. Kohn & Company for 14 years before joining NBC Securities in 2025. Lanark Financial, Inc., associated with his firm, 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 broker-dealer, offering multiple fee-based advisory programs and managed-account platforms that combine discretionary manager selection, model portfolios, and overlay management.

Michael Merk is a financial advisor with WesBanco Securities, Inc. based in Jeffersonville, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Ally Invest Securities LLC and Ally Invest Advisors for five years, as well as at Citi Group, Fidelity Brokerage Services, TD Ameritrade, Scottrade, and Charles Schwab. WesBanco Securities, Inc. offers investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans, emphasizing tailored investment strategies through customized financial planning and portfolio management in non-discretionary wrap accounts.