Aaron Kinsey is a financial advisor at Strategic Wealth Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Strategic Wealth Designers. Outside of his advisory role, Kinsey teaches a retirement-focused class at DeSales High School. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and may delegate trading to sub-advisers while maintaining overall client suitability.

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. Geneos Wealth Management serves a diverse client base including 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 investment strategies tailored to client needs.

Jeanine Morris is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Edward Jones, American Fidelity, and Strategic Wealth Designers. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses internally developed and third-party model portfolios and employs a variety of investment analysis methods while maintaining overall responsibility for client suitability.

Peter Laventis is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2003. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment-related business. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA consulting, and related services. The firm utilizes a combination of advisor-managed portfolios, proprietary model solutions, and third-party money managers to implement investment strategies.

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 is a financial advisor with Retirement Planning Solutions, LLC in Louisville, KY, holding a Series 66 credential and 16 years of industry experience. He has worked at several firms, including LPL Financial LLC and First Allied Securities, LLC. Outside of his advisory work, Hutchins is involved in coaching lacrosse at the high school level. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary, constructing customized portfolios using fundamental, technical, and charting analysis with flexibility for shorter-term trading.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. He previously worked at J.P. Morgan Chase for 26 years and has held various roles including finance manager at Senior Solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, offering a largely non-discretionary model that incorporates multiple analytical approaches in portfolio management.

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 five years of industry experience. He holds a Series 65 designation and has worked at several firms, including Kinetic Investment Management and Visionary Wealth Management. Outside of his advisory role, Baldwin is the owner of Capital Insurance Group, Inc., an insurance sales and services business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

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 at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2019, following over two decades at H.D. Vest Advisory and Investment Services. Outside of his advisory role, he is involved in tax preparation, accounting, and business consulting through his ownership of S. B. Wicker & Company, PLC. Silver Oak Securities serves a wide range of clients, including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and an automated investment process.

Jacob Pryor is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including 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 an LLC that sells retail apparel and merchandise. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various management platforms.

Charles Neal is a Series 66-registered financial advisor with Private Client Services, LLC, where he has worked since 2005, bringing 24 years of industry experience. He is the founder and president of CFN Insurance Services, providing insurance and risk management, and serves as an adjunct professor of economics and finance at Ottawa University. Neal also holds board positions with the YMCA of Greater Louisville/Clark County and the nonprofit charity Just Believe. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm offers financial planning, consulting, and portfolio management using a structured risk-profiling process and multiple implementation platforms, managing approximately $1.05 billion across over 3,200 client accounts.

Chester Winn is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2017 and also works at L&N Federal Credit Union. Additionally, he is a licensed insurance agent involved in fixed insurance sales. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a significant portion of assets on a non-discretionary basis.

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 licenses and bringing 41 years of industry experience. He has been with StoneX Advisors since 2016 and has worked at StoneX Securities Inc. since 2003. Outside of his advisory role, he serves on the advisory board of Vaccinogen, providing input on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations, offering portfolio management, financial planning, ERISA plan consulting, and related services through independent advisors and an in-house Private Client Group. The firm uses a variety of platforms and investment strategies, including proprietary models and third-party managers, and is part of the broader StoneX Group, which provides integrated clearing, custody, and lending services.