Kayla Deyer is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. She serves as a board member for Bringing Justice Home, a nonprofit that provides healthy groceries to neighbors in need in the Louisville community. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, offering discretionary wealth management, financial planning, and consulting. The firm emphasizes a diversified, client-specific investment approach with a relative-value fixed income philosophy and access to affiliated solutions through the Focus Financial Partners network.

Richard Hazelbaker is a CFP® professional with 17 years of experience in the financial industry. He has worked at Western Wealth Management LLC since 2019 and previously at Neidiger Tucker Bruner Inc from 2015 to 2019. Outside of his advisory role, he is the owner and president of PCS Distilling Company, a craft spirits business based in Louisville, KY. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, other advisers, and pension/retirement plan sponsors. The firm offers comprehensive portfolio management, financial planning, and consulting services through a decentralized network of 88 advisers, utilizing a range of investment strategies and access to multiple advisory programs.

Eric Bunnell is a CFP® professional with over 32 years of experience in the financial industry. He has been with Private Client Services, LLC since 2001. Outside of his advisory role, he serves as an administrator and board member for the Louisville Swim Association, overseeing multiple neighborhood swim teams. 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 a range of implementation platforms, managing approximately $1.05 billion across more than 3,200 accounts.

Paul Simmons is a financial advisor with IHT Wealth Management LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Cynthia Durst is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Private Client Services since 2015. Outside of her advisory role, she is involved in insurance sales focusing on dental, group disability income, fixed annuities, life/accident/health, long-term care, and Medicare-related products. Private Client Services is an independent SEC-registered investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing a discovery-driven process and a combination of advisory and broker-dealer services.

Timothy Sparks is a Series 65 licensed financial advisor with 15 years of industry experience. He has been with Sound Income Strategies, LLC since 2019, and previously worked at Specialized Advisors, J.D. Mellberg Financial, and Secure Investment Management. Sparks is also the author of a published book. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves individuals, pension plans, trusts, corporations, and other advisers, offering customized portfolio management with a focus on fixed-income analysis and equity review.

Bradley Gaines is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY. He holds a Series 65 designation and has four years of industry experience. Prior to joining Strategic Wealth Investment Group in 2021, he was the managing partner at Reset Strategies from 2011 to 2019. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities with discretionary portfolio management and financial planning services. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, typically implemented on a discretionary basis.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Matthew Dicken is a financial advisor at Strategic Wealth Investment Group, LLC with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Dicken is the founder and chairman of Total Return Capital Management, a private equity fund, and is involved in several non-investment businesses including a racing team, a consulting firm, and a retirement education company. Strategic Wealth Investment Group serves individual clients, including high-net-worth households, and select business entities by providing discretionary portfolio management and financial planning. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to create client-specific investment plans, often implementing them on a discretionary basis through firm-developed model portfolios.

Phillip Bloyd is a financial advisor at AlphaStar Capital Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Revolutionary Wealth Management and AE Wealth Management. Outside of advising, he owns Checkerboard Aviation, manages aircraft for personal business travel, and serves as an educator and guest speaker for FMT Solutions, providing adult financial education courses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches through model portfolios and uses a variety of investment vehicles, including equities, ETFs, and structured notes.

Marcia Lewis is a financial advisor with Cetera Planning Partners in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Avantax Planning Partners, CSSC Brokerage Services, and CSSC Investment Advisory Services prior to joining her current firm. Lewis also serves as Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Additionally, she is a member-owner and advisor at Green Street Capital, LLC, offering wealth management services to diverse clients. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm utilizes a diversified allocation investment process based on mutual funds and ETFs, complemented by tax planning, bookkeeping, payroll support, and estate-planning services through third-party providers.

Joel Lerner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and Metropolitan Life Insurance Co. Outside of his advisory work, he serves as assistant treasurer and board member for Congregation Adath Jeshurun. Primerica Advisors operates as an enterprise firm serving a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Benjamin Mckain is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. He serves as a finance committee member for a local organization in Louisville, KY. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage services, financial planning, and investment advisory solutions to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory services using both proprietary and third-party models.

Austin Turk is a financial advisor with Private Advisor Group, LLC in Louisville, KY. He holds a Series 66 designation and has two years of industry experience. His background includes service in the Navy from 2016 to 2023 and work at LPL Financial LLC since 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through discretionary and non-discretionary approaches. The firm employs a fiduciary-based model that uses a range of investment strategies and technology platforms, often implementing advice via third-party managers and proprietary solutions like WealthSuite.

Graven Monsour is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with less than one year of industry experience. Prior to joining Cerity Partners, he worked at First Watch and has a background that includes roles at the University of Tennessee Knoxville and local schools. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

Autumn Wood is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked in various roles within Fifth Third Bank since 2019, including her current position at Fifth Third Securities starting in 2022. Prior to joining Fifth Third, she held positions at Norton Hospital, Yesternoon, and Jefferson Community College. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

John Collett is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has three years of industry experience. In addition to his advisory role, he volunteers as a youth basketball, flag football, and T-ball coach and serves as a board member of the Estate Planning Council of Metro Louisville. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory work, he is the owner of Flat 6, LLC, a tax entity with non-investment-related activities. 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 manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies using proprietary and third-party portfolios.

Jason Waters is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and ARGI Financial Group from 2006 to 2023. Waters serves on the Elizabethtown Community College Foundation Board and participates in the Baptist Health System Campaign Cabinet. Cerity Partners is an SEC-registered investment adviser that serves 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 diversified asset allocation and customized portfolios.

Patrick Mc Guire is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ARGI Investment Service LLC, Farris CPA's, and Hamilton, Thomas & Company. Cerity Partners is an SEC-registered investment adviser serving a broad 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 portfolio solutions.