Taylor Davis is a financial advisor with Independent Financial Partners in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, Davis worked at IFP Securities, LLC and Lifetime Wealth Strategies. Outside of advising, Davis instructs retirement planning courses and serves as a board member for the Kentucky Pediatric Trust Fund, which focuses on pediatric cancer research and related grant oversight. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Hutcherson is a financial advisor at Savant Wealth Management in Louisville, KY, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Sortino Advisory Partners for 10 years before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies across multiple asset classes, supported by integrated accounting, legal, and trust services.

Thomas Jones is a financial advisor with Kestra Advisory in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at AssuredPartners and The Hartfield Company, Inc. Jones serves on the boards of the New Albany-Floyd County Education Foundation and the Floyd County Police Merit Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management services, supporting recommendations with due diligence and serving some large institutional clients such as sovereign wealth funds.

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with both individual and centralized investment management options.

Michael Parker is a financial advisor at First Command Advisory Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Parker has been with First Command Financial Services and related entities since 1991. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and managed portfolio programs overseen by a centralized investment management team.

John Raque is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to his financial advising career, he operated Raque Lawn Service LLC for 12 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

Brian Waiz is an investment representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and previously was affiliated with Financial Wealth Management and Geneos Wealth Management. Outside of his advisory role, he is a member of a family real estate entity with no active management duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Jon Hatten is a financial advisor with Empower Advisory Group in Louisville, KY, holding Series 65 and Series 66 registrations and 18 years of industry experience. His prior roles include positions at Advised Assets Groups, GWFS Equities, EF Legacy Securities, Portsmouth Financial Services, Aria Retirement Solutions, CUNA Brokerage Services, CUNA Mutual Group, and PNC Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Timothy Jordan is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work experience includes roles at Fifth Third Bank, Macy's, and Jersey Mike's Sub Shop. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a range of clients including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a subsidiary of Fifth Third Bank with integrated relationships among the bank, platform sponsor, and clearing firm.

Robert Quaife is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Quaife Financial Group since 2010 and affiliated with Nylife Securities Inc. and New York Life Insurance Company since the mid-1980s. Quaife serves as a board member of the Louisville Association of Insurance and Financial Advisers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Felts is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she is the founder of the Felts Family Foundation, a charitable organization based in Shepherdsville, KY. FIFTH THIRD SECURITIES, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to 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.

Gregory Bennington is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AssuredPartners and The Hartfield Company, Inc. Bennington serves on the board of the Heritage Springs Homeowners Association and is a board member of HYR Little League, where he assists with baseball clinics and coaching. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Matthew Thompson is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Fifth Third Securities since 2013. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base including individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines its municipal-advisor registration with a large bank affiliation, providing a range of discretionary managed-account options and features such as direct indexing and tax-overlay services.

Bradley Martin is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and having four years of advisory experience. He has been with Bankers Life Advisory Services since 2021 and has worked with Bankers Life & Casualty, Inc. since 2004. In addition to his advisory role, he manages a team of agents involved in insurance sales and is responsible for their hiring and training. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment process.

Evan Thurmond is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. Outside of his advisory role, he owns Barrel Proof Brands, an entity involved in events and property management. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives and offers a decentralized advisory model where individual advisors set investment strategies. The firm is also noted for its specialized retirement-plan advisory and pension consulting services.

Arthur Rozema is a financial advisor with Sanctuary Advisors, LLC based in Louisville, KY. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Robert Baird & Co., and Jjb Hilliard Wl Lyons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers a range of portfolio management solutions and financial planning services through a network of more than 400 independent investment adviser representatives.

Kyle Elliott is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation. He has been associated with Bankers Life and its affiliated entities since 2005, serving as a 1099 agent involved in Medicare Supplement, annuity, life insurance, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Stephen Holbrook is a CFP® professional with 22 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and is based in Louisville, KY. Outside of his advisory role, he is a co-owner and member of H Factor Enterprises LLC, a performance training and commercial space business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Nichole Powell is a financial advisor with Cetera Planning Partners in Louisville, KY. She holds a Series 65 credential and has two years of industry experience. Powell also serves as a member of Mather & Co. CPAs, LLC, a full-service accounting firm providing tax preparation, planning, audit, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and ancillary services including tax planning and estate strategies, using a diversified investment approach tailored to client objectives and risk tolerance.

Julia Meredith is a financial advisor at Stratos Wealth Partners, Ltd with 26 years of industry experience. She holds the Series 66 designation and has a background that includes long-term roles at LPL Financial, LLC and Monroe Shine & Company Inc. In addition to her advisory work, she is affiliated with a CPA firm providing tax preparation, audits, consulting, and bookkeeping services. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture investment approach and advisor-managed portfolios.