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 at Savvy with a Series 66 designation and three years of industry experience. Prior to joining Savvy, she worked at Truist Investment Services for three years. Outside of her advisory role, she owns Alas Language Tutoring, where she teaches English and Spanish to students aged 4 to 20. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs an investment approach that combines an index-based core with tailored strategies such as direct indexing, tax-loss harvesting, and ESG-focused portfolios, supported by its parent company’s technology platform.

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.

Jerald Bennett is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Silver Oak Securities since 2019 and has been involved with Bennett & Bennett Financial since 2015. Outside of his advisory work, Bennett serves on committees for local schools and community organizations in Sellersburg, Indiana. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers customized portfolio management through both internal and external strategies, serving clients primarily on a discretionary basis.

Bryan Repishti is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Fifth Third Securities. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and is part of the Principal Financial Group family, which allows access to affiliated products and integrated services.

Marc Noonan is a financial advisor at Silver Oak Securities, Incorporated with 33 years of industry experience. He holds Series 63 and Series 66 designations and has held advisory roles at multiple firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public in Louisville, KY. Silver Oak Securities serves individual and institutional clients through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs featuring personalized portfolio management and utilizes technology platforms to support ongoing model monitoring and automated investment processes.

Wray Cooper Jr. is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 25 years of industry experience. He has worked at HK Financial Services, Inc., Blue & Co, LLC, Cssc Brokerage Services, Inc., and CSSC Investment Advisory Services. He serves as Director Emeritus at Blue & Co., a regional CPA firm, and is a board director and shareholder of Benefits Administrators, LLC, a third-party administrator for retirement plans. Avantax Planning Partners provides investment advice and related planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs a model-based style allocation strategy overseen by an Investment Advisory Committee and generally manages client accounts on a discretionary basis with centralized trading and reporting.

Christopher Risher is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, Revolutionary Wealth Management, and FIRST Allied Securities, among others. In addition to advisory roles, he teaches adult education classes on retirement planning. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset-allocation approach combined with quantitative analysis and tactical adjustments, utilizing both model portfolios and customized strategies.

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. 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 and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Kevin Biven is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 66 designations and 44 years of industry experience. His career includes long-term roles at Biven Insurance Inc., operating as Biven Financial Services and Burns Insurance, spanning from 1989 to 2025. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

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.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, with 27 years of industry experience. She holds a Series 66 designation and has worked with LaSalle St. Investment Advisors since 2017. Outside of her advisory role, she serves on the Howard Steamboat Museum Advisory Committee and is involved with Paws4Life as a registered agent in Indiana. 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 variety of investment strategies, including both passive and active approaches, and manages accounts on both a discretionary and non-discretionary basis.

Bryce Lanham is a financial advisor with Apollon Wealth Management, LLC and holds a Series 66 credential. He has 20 years of industry experience and has previously worked at firms including Purshe Kaplan Sterling Investments, Retirement Planning Solutions, and Silver Oak Securities. Outside of his advisory roles, he owns an event planning business and serves as a board member for a nonprofit electrical contracting organization. Apollon Wealth Management serves a diverse client base, including individuals, families, trusts, businesses, and charitable organizations, offering comprehensive advisory services and a multi-layered investment process that integrates fundamental and tactical strategies with tax-aware tools. The firm operates through a network of investment adviser representatives and provides back-office services to other RIAs while sponsoring private funds and alternative investment offerings.

Kayla Deyer is a CFP® and ChFC® with 10 years of industry experience, currently serving at Bartlett & Co. Wealth Management LLC. She previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. Deyer is a board member of Bringing Justice Home, a Louisville-based nonprofit focused on providing healthy groceries to neighbors in need. Bartlett & Co. Wealth Management LLC serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income analysis, and it integrates with the Focus Financial Partners network to provide clients with additional insurance and credit solutions.

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.