Jessica Jones is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of experience in advisory roles. Her prior work includes seven years at Ford Motor Company and ongoing positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management services via its Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple investment strategies and third-party managers.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. Cerity Partners is an SEC-registered investment adviser serving 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 retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Abigail Bohnert is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to her current role, she worked at Fifth Third Bank, United Collection Bureau, White Castle, and North Harrison High School. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Joseph Phillips is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities LLC, Bank of America, and Republic Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third parties, with algorithm-driven risk assessments and portfolio implementation delegated to third parties.

Matthew Wilson is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC in 2026, he worked at Bank of America, Merrill, Stock Yards Bank & Trust, and JPMorgan Securities. He is also involved in an entrepreneurial venture operating Junk King Louisville. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available as an invitation-only pilot for employees, which implements investments via approved model strategies using mutual funds and ETFs with annual rebalancing.

Kelly Vessels is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts, Vessels worked at UBS Financial Services and PNC Bank. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Jaime Pyles is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. He holds the Series 66 designation and has 17 years of industry experience, including 14 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. His prior experience includes roles at ARGI Investment Services, LLC and Home City Ice, as well as academic positions at Western Kentucky University and Greenwood High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brandon Ray is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and two years of industry experience. His work history includes roles at PNC Investments LLC, Pruco Securities LLC, Northpoint Asset Management, and Snap Finance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Christopher Casconi is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and leads Team Casconi since 2023. Outside of financial advising, he is involved in web design through Internet Mosaics and participates in buying racehorses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Daniel Aroh is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Money Concepts Capital Corp. He has worked at Money Concepts since 2017 and has prior experience at Western Kentucky University. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and third-party programs.

Sandra Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at NetLaw Inc., WealthWave, and Spectrum Financial Group. Outside of advisory work, she is involved with NetLaw Inc., providing an online legal document preparation service for estate planning. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and TFA365.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. He also has experience in the brewing and hospitality industries through Monolithic Brewing and North Shore Tavern. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Austin Wright is a financial advisor with Guardian Life in Louisville, KY, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously operated The Wright Legacy Group for 12 years and has worked with J.W. Cole Financial, Inc. and Park Avenue Securities. Guardian Life's subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Micah Sellinger is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for five years each. He serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky, where he contributes to advice, fundraising, and volunteer efforts. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through over 400 independent adviser representatives. The firm supports a variety of account management approaches and employs fundamental, quantitative, and technical analyses, with a platform notable for its ownership structure and affiliations.