Charles Fischesser is a CFP® with 22 years of experience, currently affiliated with Primerica Advisors in Louisville, KY. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he is involved in providing life, long-term care, and disability insurance products beyond Guardian offerings and manages a marketing-related business, Aviator Investment Management, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement consulting, utilizing a range of proprietary and third-party investment strategies across various account types.

Clint Eakles is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at ARGI Investment Services for nine years before joining Cerity Partners in 2023. Eakles is a board member of the Financial Planning Association of Kentucky. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Matthew Watkins is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group and PNC Wealth Management. Outside of his advisory role, Watkins serves on the board of directors for KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and teaches as an adjunct professor at Spalding University. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Darek Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the Bankers Life companies since 2022. Prior to his advisory role, he worked in the restaurant industry and attended Indiana University for full-time education. Bankers Life Advisory Services, Inc. provides 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 ongoing portfolio management using a combination of fundamental, technical, and cyclical analysis.

Julio Driggs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI, Fifth Third Securities, and PNC Investments. He serves on the boards of the KMAK Museum and the Olmsted Parks Conservation Board. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base with customized portfolios emphasizing diversified asset allocation and offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles Mccurdy is a CFA® charterholder with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, the US Census Bureau, and NTT Data Consulting. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with additional services spanning financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Ty Watts is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2008. Outside of his advisory role, Watts owns and operates an independent insurance agency specializing in commercial property and casualty insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining proprietary portfolios with third-party sub-advisers to serve approximately 14,700 clients.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at South Street Partners and Cellular Sales. Outside of finance, he has experience in caddie services and has spent time in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated service units.

Seth Newby is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. He has worked at Cerity Partners since 2023 and previously held roles at ARGI Investment Services, Vanguard, and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 designations and two years of industry experience. He has been associated with Bankers Life Securities since 2024 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with ongoing reviews and rebalancing.

Yennie Chu is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has been with the Bankers Life group since 2024, including experience at Bankers Life Advisory and affiliated entities. Prior to joining the financial services industry, she worked at Stoney River Steakhouse & Grill for five years. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Thomas Furlong is a financial advisor at Kestra Advisory with 34 years of industry experience. He has previously worked at LPL Financial and Meritrust Wealth Management, where he also serves as a registered representative. Outside of his advisory role, he is the sole member of SIX FURLONGS LLC, a music-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors among others.

Jeremy Finn is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial from 2008 onward. He is affiliated with Monroe Shine & Co., Inc. through a CPA affiliate program. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering services including financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a large network of investment adviser representatives across multiple custodians.

Elizabeth Roche is a CFP® with eight years of industry experience, currently serving as an associate advisor and paraplanner at Kestra Advisory. Her background includes roles at LPL Financial, Questar Asset Management, and MWM Advisory Services. Roche is also a commissioned notary public in Kentucky. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Matthew Westfall is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and was previously with ARGI Investment Services, LLC for 12 years. Outside of his advisory role, he assists his brother with financial management on a limited basis. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, plan design, and ongoing administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, serving primarily on a non-discretionary basis.

Matthew Miller is an investment advisor representative at PNC Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Ameriprise, Oxinás Partners, LLC, and M.S. Howells & Co. based in Louisville, KY. Miller is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Laurie Beth Baird is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her previous roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolio management and a range of services including financial planning, tax support, retirement plan services, and access to alternative and private-market investments.

John Casconi is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the Casconi Group since 1998 and Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved in owning racehorses through Team Casconi and participates in a nonprofit organization called Pickleball 4 Others. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Timothy Riney is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Family Wealth Strategies, LLC, FWG Investments, LLC, Madison Avenue Securities, LLC, and Edward Jones. In addition to his advisory role, he is involved in insurance sales and services through Family Wealth Strategies, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internal and third-party managed models, discretionary asset management, and financial planning services.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.