Peter Laventis is a financial advisor with Stonex Advisors Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with StoneX Securities Inc. since 2003 and previously spent five years at UBS Financial Services. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment advisory business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various account structures and model-based strategies, utilizing multiple platforms and third-party managers to implement investment solutions.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Brittany Ammerman is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, she serves on the board of Love City, a Christian community outreach program, and participates in its finance and fundraising subcommittee. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion in assets across more than 3,200 client accounts.

John Hutchins IV is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at LPL Financial, First Allied Securities, and Magnate Advisory Services. Outside of his advisory work, he coaches lacrosse at both Louisville Kings Lacrosse and Assumption High School. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with an emphasis on customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC based in New Albany, IN. He holds a Series 65 designation and has four years of industry experience. His prior work includes a 26-year tenure at J.P. Morgan Chase and management roles in investment-related financial operations at Senior Solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model that integrates fundamental, technical, and cyclical analysis.

David Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Thrivent Financial. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of discretionary and non-discretionary portfolio management alongside brokerage services.

Stephen Baldwin is a financial advisor at Gibbs Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Kinetic Investment Management and Visionary Wealth Management. Outside of advisory roles, Baldwin owns and operates Capital Insurance Group, Inc., an insurance sales and services business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Cassondra Dunning is a financial advisor at Private Client Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc. prior to joining her current firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of about 50 advisors and manages approximately $1.05 billion in client assets.

Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies tailored to client needs.

Scott Wicker Jr. is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior work includes over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as longstanding involvement with S.B. Wicker & Company. Outside of advisory work, he is engaged in tax preparation and accounting through his ownership and leadership roles in several related businesses. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by proprietary trading and reporting platforms.

Jacob Pryor is a Series 66-licensed financial advisor with seven years of industry experience, currently with OneAscent Financial Services LLC. He previously worked at Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of a retail apparel business, Dawahare Pryor. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services through multiple advisory teams.

Charles Neal is a financial advisor at Private Client Services, LLC with 25 years of industry experience. He holds the Series 66 designation and has been with Private Client Services since 2005. Neal is the founder and president of CFN Insurance Services and CF Neal & Co, LLC, specializing in insurance and risk management, and he serves as an adjunct professor of economics and finance at Ottawa University. He is also involved with several local boards, including the Medical Assisting Advisory Board at Ivy Tech Community College, Just Believe charity, and the YMCA of Greater Louisville/Clark County. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plans, corporations, and charities. The firm emphasizes risk profiling and tailored investment platform selection, offering a range of advisory services primarily on a non-discretionary basis and maintains a unique combination of broker-dealer activity alongside advisory services.

Chester Winn is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LaSalle St. since 2017 and has prior experience with Invest Financial Corp., U.S. Bancorp Investments, and Chase Investment Services. In addition to his advisory role, he is employed by L&N Federal Credit Union. LaSalle St. Investment Advisors provides fee‑based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm offers both non‑discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non‑discretionary assets, a notable feature among large enterprise advisers.

Mark Lamkin is a financial advisor with Calton & Associates, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Calton since 2018 and previously worked at AE Wealth Management, Lamkin Wealth Management, and LPL Financial. Lamkin is the author and owner of the book *Millionaires Roadmap*. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and combines advisory services with commissionable brokerage and insurance products.

Daniel Davis is a financial advisor with Ausdal Financial Partners, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Wealth Advisors Financial Group, Inc. since 2009, where he also serves as president of a bookkeeping and accounting services business. Additionally, he is involved in insurance sales through Wealth Advisors Financial Group. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc. from 2003 and UBS Financial Services from 1998 to 2003. Outside of his advisory work, he serves on the advisory board of Vaccinogen, providing guidance on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement tailored strategies.

Peter Mclaughlin is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. 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 other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Gretchen Mahaffey is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Private Client Services, LLC since 2010. Outside of her advisory role, she is owner of a consulting firm, GKM Management, LLC, and serves on the board of trustees and as vice chairperson for organizations affiliated with the United Methodist Church in Kentucky. 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 provides financial planning, consulting, and portfolio management using a structured discovery and risk-profiling process across multiple implementation platforms.

Janel Colepaugh is a financial advisor with Savvy, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services and owns Alas Language Tutoring, where she teaches English and Spanish to young students. She also serves as Advanced Planning Lead at MWM Family Office, providing consulting and tax and estate planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based, long-term investment strategies, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate planning support.

Robert Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in the Louisville and Associates office in Louisville, Kentucky. He began his career at Merrill after serving nearly 22 years as a Marine Corps Officer. Leveraging his background in dynamically complex environments, Robert provides tailored financial strategies to individuals, families, and business owners through Merrill's resources and Bank of America's banking services. His areas of client focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and clients' prioritized goals. He is committed to educating clients and maintaining meaningful interactions to support their financial confidence. Robert holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, and a high school diploma from Trinity High School. He carries the Professional Investment Advisor (PIA) designation. Beyond his professional role, Robert serves on the Trinity High School Alumni Board and is involved with St. Albert the Great Catholic School. His personal interests include football, golfing, reading, running, running marathons, spending time with his family, and volleyball.