Kevin Biven is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 licenses and having 44 years of industry experience. His prior work includes 36 years at Biven Insurance Inc. operating under Burns Insurance and 15 years under Biven Financial Services, both of which he was involved with until 2025. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates 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 and financial planning services focused primarily on discretionary investment management tailored to client objectives and risk tolerances.

Kailyn Neat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. She has worked at Bartlett since 2017 and previously was with FIDELITY Brokerage Services LLC from 2015 to 2017. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income while offering access to external managers and private fund recommendations.

Alex Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and bringing 25 years of industry experience. He has been with Private Client Services since 2008. Outside of his advisory role, Lindle is licensed to sell non-securities insurance products and is involved with INSURAMAX, a property and casualty agency specializing in group health insurance. 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 risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing over $1 billion across more than 3,200 client accounts.

Benjamin Ahmetagic is a CFP® professional at Root Financial Partners with six years of industry experience. He previously worked at Centerline Wealth Advisors, LLC, and J.P. Morgan Securities. Outside of finance, he had involvement with All-Time Trucking LLC and held roles connected to the University of Cincinnati and the Kentucky Democratic Party. Root Financial Partners serves individual clients, trusts, estates, small businesses, and retirement-plan relationships by providing investment management and comprehensive financial planning. The firm emphasizes broadly diversified, passive portfolios tailored to client needs and offers educational programming alongside specialized investment strategies when appropriate.

Bryce Lanham is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Retirement Planning Solutions, and Legacy Advisory Services. Outside of advisory work, he owns an event planning business and serves as a board member for a nonprofit electrical contracting organization. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and sub-advisory roles, utilizing diverse asset classes and specialized strategies.

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. In addition to her advisory role, she engages in insurance sales focusing on dental, group disability, life, and related products. Private Client Services is an SEC-registered independent investment adviser that serves individuals, families, trusts, pension plans, corporations, and charitable organizations. The firm employs a discovery-driven process to tailor risk profiling and platform selection, offering a mix of non-discretionary and discretionary portfolio management alongside brokerage 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.

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 with AlphaStar Capital Management, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has held leadership roles at P.T. Bloyd & Associates, Inc dba Revolutionary Financial Group since 1998 and currently owns Checkerboard Aviation, LLC, which manages aircraft for personal business use. Bloyd also serves as an educator and guest speaker for FMT Solutions, presenting adult financial education courses. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting. The firm employs both model portfolios and custom strategies, utilizing quantitative analysis and tactical approaches, and acts as a subadviser and referral agent to other investment advisers.

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.

Andrew Atchison is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked with LPL Financial, LLC for over a decade. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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.