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.

Gretchen Mahaffey is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Private Client Services, LLC since 2010. Outside of her advisory role, she is owner of a consulting firm, GKM Management, LLC, and serves on the board of trustees and as vice chairperson for organizations affiliated with the United Methodist Church in Kentucky. 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 using a structured discovery and risk-profiling process across multiple implementation platforms.

Janel Colepaugh is a financial advisor with Savvy, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services and owns Alas Language Tutoring, where she teaches English and Spanish to young students. She also serves as Advanced Planning Lead at MWM Family Office, providing consulting and tax and estate planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based, long-term investment strategies, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate planning support.

Robert Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in the Louisville and Associates office in Louisville, Kentucky. He began his career at Merrill after serving nearly 22 years as a Marine Corps Officer. Leveraging his background in dynamically complex environments, Robert provides tailored financial strategies to individuals, families, and business owners through Merrill's resources and Bank of America's banking services. His areas of client focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and clients' prioritized goals. He is committed to educating clients and maintaining meaningful interactions to support their financial confidence. Robert holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, and a high school diploma from Trinity High School. He carries the Professional Investment Advisor (PIA) designation. Beyond his professional role, Robert serves on the Trinity High School Alumni Board and is involved with St. Albert the Great Catholic School. His personal interests include football, golfing, reading, running, running marathons, spending time with his family, and volleyball.

Jerald Bennett is a financial advisor at Silver Oak Securities, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Private Client Services. Bennett serves as a committee member for St. John Paul II Catholic School and Speed Park, and is a board member of Silver Creek Schools Holding Corp. Silver Oak Securities, Inc. provides investment advisory and brokerage services to individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of about 101 financial professionals. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management aligned with client objectives and risk tolerances.

Marc Noonan is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public and owns Noonan Enterprises. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, tailored investment management using individual securities, ETFs, mutual funds, and Strategist models, supported by operational features such as ongoing model monitoring and automated investment processes.

Christopher Risher is a financial advisor with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has held roles at multiple firms, including AE Wealth Management and Revolutionary Wealth Management. Outside of his advisory work, he teaches adult education classes on retirement planning. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches across diverse asset types and supports ERISA-related plan services.

Timothy Gavin is a CFP® professional at MCF Advisors, LLC with 15 years of industry experience. He has been with MCF Advisors since 2013. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated accounting and tax services, employing a tactical asset allocation approach supported by third-party platforms and cross-disciplinary solutions.

Kevin Biven is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 licenses and having 44 years of industry experience. His prior work includes 36 years at Biven Insurance Inc. operating under Burns Insurance and 15 years under Biven Financial Services, both of which he was involved with until 2025. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs and financial planning services focused primarily on discretionary investment management tailored to client objectives and risk tolerances.

Kailyn Neat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. She has worked at Bartlett since 2017 and previously was with FIDELITY Brokerage Services LLC from 2015 to 2017. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income while offering access to external managers and private fund recommendations.

Alex Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Private Client Services since 2008. Outside of his advisory role, Lindle is licensed to sell non-securities insurance products and is involved with INSURAMAX, a property and casualty agency specializing in group health insurance. 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 risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 27 years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Chase Investment Services Corp. Outside of her advisory work, she serves on the L&N Credit Union Employee Advisory Committee and is involved with the Howard Steamboat Museum and the nonprofit Paws4Life as a registered agent. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, and charitable organizations. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Bryce Lanham is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Retirement Planning Solutions, and Legacy Advisory Services. Outside of advisory work, he owns an event planning business and serves as a board member for a nonprofit electrical contracting organization. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, utilizing diverse asset classes and specialized strategies.