Ian Hamilton is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation and Statewide Mortgage. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates, offering both point-in-time financial plans and optional managed account solutions.

Robert Walters is a CFP® professional with 14 years of experience in the financial advisory industry. He is currently with Truist Advisory Services, where he has worked since 2018 through its affiliated entities, following prior roles at JPMorgan Securities LLC and Merrill. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, with a distinctive level of inter-affiliate integration among its related entities.

James Davis is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His career includes roles at BB&T Securities, Wells Fargo Clearing, and A.G. Edwards & Sons before joining Truist in 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Jennifer Potter Quillen is a Series 66-registered advisor with Money Concepts Capital Corp in Lexington, KY, where she has worked since 2015. She has 16 years of industry experience. Outside of advising, she is involved in several activities including ownership of a Christian women's business networking group and serving on the boards of nonprofit organizations such as the East Jessamine Boys Volleyball Boosters and NAWBO Kentucky. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Broderick Solomon is a financial advisor at PNC Wealth Management in Lexington, KY, holding a Series 66 credential with two years of industry experience. His prior roles include positions at PNC Investments LLC, wealthMD Corporation, and The Prudential Insurance Company of America. He also spent time working with the University of Kentucky and Health Cap Holdings. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven strategies and third-party portfolio management to serve its clients.

Cade King is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms, including Community Trust and Investment Company. His background also includes roles outside finance, such as work with Special Olympics of Kentucky and academic positions at the University of Kentucky and Elgin Community College. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and planning services.

Wilson Wise is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 credential and seven years of industry experience. His prior work includes five years at Edward Jones and service in the United States Air Force and Air Force Reserves since 2013. Outside of advising, he owns and leads a homeschool band that provides music lessons and serves as a Public Affairs Officer for the Air Force Reserves. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan-level investment advice, and access to multiple management platforms, serving a range of clients from large institutional investors to sovereign wealth funds.

Emily Bellamy is a Series 66 registered advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, with 15 years of industry experience. She has been with Fifth Third Securities since 2017 and previously worked at Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Christopher Saccomanno is a CFP® professional with six years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for ten years at D. Scott Neal, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios using low-cost index vehicles and regular rebalancing.

Richard Coles is a CFP® professional with 19 years of industry experience. He joined Mercer Global Advisors Inc. in 2025 after spending 20 years at D. Scott Neal, Inc. He is based in Lexington, KY. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios, utilizing a range of investment vehicles and platforms.

James Clouse is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of advisory services, he is the managing member of Charles T Mitchell Company PLLC, a Certified Public Accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable and governmental entities. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory solutions through multiple program models with portfolios managed using proprietary and third-party platforms.

Nathaniel Mcnulty is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior experience includes roles at LPL Financial and MWM Advisory, and he has been involved with Meritrust Wealth Management since 2009. In addition to his advisory work, Mcnulty is active in his community as a council member for Seton Catholic School and co-chair of a capital campaign for his church and school. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment management, and manages approximately $79.8 billion in assets, including specialized solutions for large institutional clients.

Patricia Long is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and 26 years of industry experience. She has been with TIAA-CREF since 2008. Outside of her advisory role, she is a joint owner of a cabin rental property in Gatlinburg, Tennessee. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement plan relationships. The firm offers a range of services including model portfolio management and customized portfolios, and acts as adviser to donor-advised funds.

Michael Wilkerson II is a CFP® with 26 years of experience in financial advisory roles. He is currently with Osaic Advisory Services, LLC and has previously worked at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson serves as a board member of the Kentucky League of Cities Investment Pool and is the mayor of Frankfort, KY. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base including individuals, corporations, pension plans, and charitable organizations. The firm offers comprehensive investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Shelby Hurst is an advisor with FIFTH THIRD SECURITIES, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 credentials and has been with FIFTH THIRD SECURITIES since 2025. Prior to this, she worked at Fifth Third Bank and has experience in retail and education sectors. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

William Hamilton is a financial advisor with Truist Advisory Services in Lexington, KY, holding a Series 66 designation and three years of industry experience. He has worked with Truist and its affiliated entities since 2015. Outside of his advisory role, Hamilton serves as the board chair of REACH POSITION, an organization that provides financial education and down payment assistance to low- and moderate-income communities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Gary Detraz is a financial advisor at Benjamin F. Edwards & Company, Inc. with 50 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Robert Baird & Co., J.J.B. Hilliard, W.L. Lyons, LLC, and Citigroup Global Markets. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers a variety of advisory programs, financial planning, retirement consulting, and managed investment solutions combining proprietary and third-party strategies.

Kimberly Johnson is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has held roles at Principal Life Insurance Company, Hornor Townend & Kent LLC, Penn Mutual Life Insurance Company, Oneamerica Securities, and serves as president of OneCommonWealth Financial Group, where she is involved in financial product sales and fee-based financial planning. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Charles Hill is a CFP® and Series 66 licensed advisor with nine years of industry experience. He is currently with TIAA-CREF and has previously worked at Voya Financial Advisors and Wells Fargo Clearing. Outside of his advisory role, Hill serves as a part-time lecturer for the University of Louisville’s online MBA program, teaching finance management courses. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often working with clients who have existing relationships through TIAA-administered employer retirement plans. The firm distinguishes between one-time planning services and ongoing portfolio management, offering both model-driven and customized investment strategies.

Logan Parsons is a financial advisor with TIAA-CREF in Lexington, KY, holding a Series 66 designation and six years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank N.A., Merrill, and Bank of America. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm offers a fiduciary standard across its investment advisory services and manages portfolios through both model and customized approaches.