Lance Williamson is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of his advisory role, he is involved as an insurance agent with American Senior Benefits and serves as an advisor at Mountain Peak Financial Solutions. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

Dwight Rich is a CFP® with 30 years of industry experience currently serving at Sound Income Strategies, LLC. He has held roles at Rich Wealth Management, LLC, which he owns and operates, as well as International Assets Advisory, LLC and Ameriprise Financial Services, Inc. Outside of financial advising, he works as a freelance video editor on a project basis. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a range of clients including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity reviews, offering customized managed portfolios and a scalable advisor network supported by affiliated business lines and specialized services.

Eric White is a financial advisor at Foundations Investment Advisors LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Spectrum Financial Alliance, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and Metlife Securities. In addition to his advisory role, he acts as an independent life insurance broker offering insurance solutions to clients. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis with a focus on model portfolios and rebalancing strategies, supporting its services with a network of affiliated offices and third-party sub-advisers.

James Sweasy is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of experience. His prior work includes roles at Stanley Wealth & Retirement and involvement with Impact Wellness Network, a position he has held for seven years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Michael Smith Jr. is a financial advisor at Savvy with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, The Louisville Sales Club, various insurance carriers, and Waddell and Reed Inc. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Luis Miletti Jr. is a financial advisor at Savvy with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Investment Services, Suntrust Advisory Services, and PNC Investments. Outside of his advisory work, he owns businesses involved in property acquisition and development in Panama. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based cores with tailored strategies, including direct indexing with tax-loss harvesting and ESG-focused models, supported by a proprietary technology platform.

Michael Jones is a CFP® and ChFC® with 37 years of industry experience. He has been with Silver Oak Securities, Inc. since 2019 and previously worked at Cambridge Investment Research and LPL Financial. He serves on the board of Mercy Academy in Louisville, KY, where he participates on the finance committee. Jones also operates a life coaching business focused on helping clients evaluate life goals and create plans for improved fulfillment. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities 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 tailored to client objectives and risk tolerances.

Nathan Robinson is a financial advisor at Calton & Associates, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Morgan Stanley and Lamkin Wealth Management. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and investment approaches tailored to client goals, risk tolerance, and time horizon.

Aaron Ulrich is a financial advisor with CoreCap Advisors and holds Series 65 and Series 66 credentials. He has 15 years of industry experience and has worked at several firms, including Foundations Investment Advisors and Integra Financial Planning, where he is also an owner. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, emphasizing a relationship-oriented and long-term investment approach.

Cole Roberts is a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. He holds the CFA® designation and Series 63 license and has been in the industry since 2025. Prior to joining Bartlett, he worked at Venture First, LLC and Goldman Sachs & Co. LLC. Outside of his advisory role, he serves as Vice President of Finance on the board of the Steven Vanover Foundation and is the head coach of the boys basketball program for the Oldham County School District. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, while leveraging third-party platforms and its affiliation with Focus Financial Partners to provide a range of investment and insurance solutions.

Thomas Bryant is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Private Client Services since 2009. Outside of his advisory role, he serves as CEO of BWM Enterprises, an LLC he manages. 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 across discretionary and non-discretionary accounts.

Aaron Kinsey is a financial advisor at Strategic Wealth Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Strategic Wealth Designers. Outside of his advisory role, Kinsey teaches a retirement-focused class at DeSales High School. 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 employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and may delegate trading to sub-advisers while maintaining overall client suitability.

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. 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 clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. 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.

Jeanine Morris is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Edward Jones, American Fidelity, and Strategic Wealth Designers. 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 internally developed and third-party model portfolios and employs a variety of investment analysis methods while maintaining overall responsibility for client suitability.

Peter Laventis is a financial advisor with Stonex Advisors Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with StoneX Securities Inc. since 2003 and previously spent five years at UBS Financial Services. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment advisory business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various account structures and model-based strategies, utilizing multiple platforms and third-party managers to implement investment solutions.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Brittany Ammerman is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, she serves on the board of Love City, a Christian community outreach program, and participates in its finance and fundraising subcommittee. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion in assets across more than 3,200 client accounts.

John Hutchins IV is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at LPL Financial, First Allied Securities, and Magnate Advisory Services. Outside of his advisory work, he coaches lacrosse at both Louisville Kings Lacrosse and Assumption High School. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with an emphasis on customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC based in New Albany, IN. He holds a Series 65 designation and has four years of industry experience. His prior work includes a 26-year tenure at J.P. Morgan Chase and management roles in investment-related financial operations at Senior Solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.