Bradley Peavler is a financial advisor with Fifth Third Securities, Inc. in Bowling Green, KY, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Fidelity Investments, Raymond James Financial Services, Merrill, and Fifth Third Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm combines multiple discretionary managed-account options with features like direct indexing and tax-overlay services, supported by its affiliation with Fifth Third Bank and its registration as a broker-dealer, investment adviser, and municipal advisor.

Ryan Pyle is a financial advisor with Independent Financial Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to his advisory role, he worked at the University of Louisville and Cook Medical. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

Lori Pottinger is a financial advisor at Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has been with Money Concepts Capital Corp since 2016. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and operates alongside broker-dealer and insurance services, managing approximately $4.07 billion in client assets through a broad network of advisors and programs.

James Gorman is a financial advisor with Transamerica Retirement Advisors, LLC, based in Louisville, KY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior employment includes roles at TD Ameritrade, Charles Schwab, Empower Financial Services, and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary software and model asset allocations provided by Morningstar Investment Management and caters primarily to non-discretionary assets across a large client base.

Kamal Kabra is a Series 65-licensed financial advisor with Private Advisor Group, LLC in Louisville, KY, and has three years of industry experience. Prior to joining Private Advisor Group, he worked at Retirement Planning Solutions, LLC for three years and has been employed at Humana since 2000, where he serves as an IT Operations Manager. Outside of his advisory role, Kabra is involved in insurance sales through World Financial Group Insurance Agency, LLC, and participates in a family-owned Great Clips franchise managed by his spouse. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach using a combination of proprietary and third-party platforms and strategies, including access to a range of managed account solutions and alternative investments.

Michael Lamsfuss is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life Insurance Co and Nylife Securities Inc. since 2006. Outside of his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice delivered mainly on a non-discretionary basis.

Afton Yaeger is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Mariner Wealth Advisors and Msec, LLC since 2019, and previously at Triad Advisors Inc and Martin Financial Group. She serves as a board member of One Southern Indiana, assisting in connecting potential new members to the organization. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across various asset classes and provides integrated tax and accounting services uncommon among large advisory enterprises.

Matthew Benham is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at PNC Investments for 13 years before joining Truist in 2020. He is based in Louisville, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its offerings.

Charles Howard Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including significant tenure at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns a restaurant, Voodoo Tuna Sushi Bar and Lounge. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and provides a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.

Laura Rolling is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 18 years of industry experience, including previous roles at LPL Financial, LLC and Fifth Third Securities. Based in Louisville, KY, she has been with Private Advisor Group since 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with a range of investment methods, implementing advice through both internal management and third-party managers.

Taylor Davis is a financial advisor with Independent Financial Partners in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, Davis worked at IFP Securities, LLC and Lifetime Wealth Strategies. Outside of advising, Davis instructs retirement planning courses and serves as a board member for the Kentucky Pediatric Trust Fund, which focuses on pediatric cancer research and related grant oversight. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Hutcherson is a financial advisor at Savant Wealth Management in Louisville, KY, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Sortino Advisory Partners for 10 years before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies across multiple asset classes, supported by integrated accounting, legal, and trust services.

Thomas Jones is a financial advisor with Kestra Advisory in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at AssuredPartners and The Hartfield Company, Inc. Jones serves on the boards of the New Albany-Floyd County Education Foundation and the Floyd County Police Merit Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management services, supporting recommendations with due diligence and serving some large institutional clients such as sovereign wealth funds.

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with both individual and centralized investment management options.

John Raque is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to his financial advising career, he operated Raque Lawn Service LLC for 12 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Brian Waiz is an investment representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and previously was affiliated with Financial Wealth Management and Geneos Wealth Management. Outside of his advisory role, he is a member of a family real estate entity with no active management duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Jon Hatten is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Advised Assets Groups, GWFS Equities, EF Legacy Securities, Portsmouth Financial Services, Aria Retirement Solutions, and CUNA Mutual Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

Robert Quaife is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Quaife Financial Group since 2010 and affiliated with Nylife Securities Inc. and New York Life Insurance Company since the mid-1980s. Quaife serves as a board member of the Louisville Association of Insurance and Financial Advisers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Felts is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she is the founder of the Felts Family Foundation, a charitable organization based in Shepherdsville, KY. FIFTH THIRD SECURITIES, Inc. 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 tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Gregory Bennington is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AssuredPartners and The Hartfield Company, Inc. Bennington serves on the board of the Heritage Springs Homeowners Association and is a board member of HYR Little League, where he assists with baseball clinics and coaching. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.