Scott Theis is a financial advisor with PNC Wealth Management in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with PNC since 2016. Outside of his advisory role, he is an owner of rental properties. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes approved model strategies managed internally or by third parties, with investments executed via mutual funds and ETFs.

Larry Botts is a financial advisor with Eagle Strategies (New York Life) based in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 53 years of industry experience. He has worked with New York Life since 1967 and has operated his own firms, including Generation Strategies, LLC and Wealth Coach of Kentucky DBA Larry Botts and Associates. Outside of advising, he serves as a board member for the Boyer Building Business Condominiums Council of Co-Owners and holds passive investments in various ventures including digital advertising and medical devices for the Thoroughbred horse industry. Eagle Strategies serves individual and institutional clients through a broad network of affiliated advisers, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Crockett is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior employment includes roles at LPL Financial, Wells Fargo Clearing Services, and J.P. Morgan Securities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Margaret Daniels is a financial advisor with TIAA-CREF in Lexington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with TIAA-CREF since 2015. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, operating within a vertically integrated structure that includes affiliated funds and a donor-advised fund.

Clayton Toner is a financial advisor at OSAIC Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Legacy Advisory Group and Osaic Wealth. Outside of his advisory role, he has experience in entrepreneurial and service roles, including operating a moving and junk hauling business and working for Doordash. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, and utilizes multiple program models with custody primarily through Schwab and Fidelity.

John Hill is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Principal Financial Services since 2016 and also maintains a role at Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Rolland Blair III is a financial advisor with Bankers Life Advisory Services, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2008. Outside of advisory work, he owns Blair Farm, where he is involved in logging, tree planting, and developing new fields. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals and risk tolerances.

Sean Richmond is a financial advisor with Fifth Third Securities, Inc. in Lexington, KY, holding Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at Fifth Third Bank, Prime Communications, Richmond Drywall, and The Southern Baptist Theological Seminary. Outside of his advisory duties, Richmond serves as a part-time preacher in ministry assistance. Fifth Third Securities, Inc. serves a diverse client base, including individual, high-net-worth, and institutional clients, through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account Platform, combining third-party portfolio management with advisor-directed strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Matthew Burlew is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at Truist Advisory Services and Truist Investment Services, where he has worked since 2019. Prior to that, he was with BB&T Securities. Burlew is also an advisory board member of the Downtown Lexington Partnership, a nonprofit focused on economic development in Lexington, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among Truist entities.

Christopher Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Cox works as an insurance sales representative, providing a range of insurance solutions including life, long-term care, and Medicare-related products. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and employs a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Gary Graham is a financial advisor with Brookstone Capital Management LLC in Lexington, KY, holding a Series 65 credential and bringing 14 years of industry experience. He has been with Brookstone since 2016 and also owns Graham Incorporated of NC, where he serves as an independent agent. Graham Incorporated has been active since 1998. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Ian Hamilton is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Personal Capital Advisors Corporation, Statewide Mortgage, and various positions in collegiate and professional sports organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Robert Walters is a CFP® and holds a Series 66 license with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018 through various affiliated entities, including Truist Investment Services and BB&T Securities. Prior to that, he was with JPMORGAN Securities LLC for three years. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

James Davis is a financial advisor at Truist Advisory Services in Lexington, KY, with 25 years of industry experience. He has held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2014. He holds the Series 63 and Series 65 designations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Jennifer Potter Quillen is a Series 66-registered advisor with Money Concepts Capital Corp in Lexington, KY, where she has worked since 2015. She has 16 years of industry experience. Outside of advising, she is involved in several activities including ownership of a Christian women's business networking group and serving on the boards of nonprofit organizations such as the East Jessamine Boys Volleyball Boosters and NAWBO Kentucky. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Broderick Solomon is a financial advisor at PNC Wealth Management in Lexington, KY, holding a Series 66 credential with two years of industry experience. His prior roles include positions at PNC Investments LLC, wealthMD Corporation, and The Prudential Insurance Company of America. He also spent time working with the University of Kentucky and Health Cap Holdings. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven strategies and third-party portfolio management to serve its clients.

Cade King is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms, including Community Trust and Investment Company. His background also includes roles outside finance, such as work with Special Olympics of Kentucky and academic positions at the University of Kentucky and Elgin Community College. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and planning services.

Wilson Wise is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes five years at Edward Jones and service in the United States Air Force and Air Force Reserves since 2013. Outside of advising, he owns and leads a homeschool band that provides music lessons and serves as a Public Affairs Officer for the Air Force Reserves. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Emily Bellamy is a Series 66 registered advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, with 15 years of industry experience. She has been with Fifth Third Securities since 2017 and previously worked at Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Saccomanno is a CFP® professional with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for ten years at D. Scott Neal, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and regular rebalancing.