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.

Russell Lytle is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he oversees business operations at Lytle & Sons, Inc., and is involved in commercial property management through LAS Investments Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, integrating fundamental and technical analysis with modern portfolio theory.

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.

Adam Johnson is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with eight years of industry experience. He has held positions at several firms including Cetera Wealth Services and WesBanco Securities. Outside of his advisory work, he serves as an umpire/official in a non-investment capacity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account that utilizes approved third-party and internal strategies with mutual funds and ETFs.

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.

Renee Ray Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio management to approved strategists, employing mutual funds and ETFs with annual rebalancing.

Seth Spitzke is a financial advisor with Money Concepts Capital Corp in Monticello, KY, holding a Series 66 designation and three years of industry experience. He is also the owner of Sethamy, Inc., a bookkeeping and tax preparation business, and works as a CPA at Advanced Financial Solutions Group, LLC. Money Concepts Advisory Service (MCAS) manages portfolios and provides financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio approaches, including proprietary retirement models and third-party sub-advisers, serving approximately 14,700 clients across its enterprise of 431 advisors.

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.

Jennifer Hiegel is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 license and over 13 years of industry experience. She has been with Money Concepts since 2013 and is also owner of Jennifer Hiegel, CPA, PLLC, specializing in tax preparation and accounting. Hiegel serves on the board of Flags4Vets Inc., a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies across multiple portfolio programs and utilizes third-party managers and platforms for trading and reporting.

William Dye is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, all with Money Concepts since 2006. Outside of his advisory role, he is the owner of Cyrus Capital Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting 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 assets.

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.

Jon Bohnert is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Private Client Services, and Janus Distributors LLC. Outside of his advisory work, he owns and operates Bohnert Pickleball LLC, which organizes pickleball tournaments in Louisville, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Ryan Brace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked extensively with both firms throughout his career. Outside of his advisory role, Brace serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing options. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and a mix of proprietary and third-party advisory programs.

Dwayne Craft is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2014. Outside of his advisory role, he is involved in a family-run automotive business specializing in buying, selling, and detailing cars. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Wendell Ford is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 23 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he serves on the board of the Prichard Committee for Academic Excellence and the Greater Owensboro Chamber of Commerce, and he is involved with The Ford Center, a local charity. 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 employs a variety of managed programs and investment strategies, including proprietary retirement portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Kenneth Block is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has held roles at various firms including Wagner Investments, LLC and Hyland, Block & Hyland, Inc. Outside of his advisory work, he serves as president and board member of the Woods Landis Lakes Homeowners Association. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through platforms such as Transamerica ONE and TFA365. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Kerry Pulliam is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at Gowers & Associates since 2017, Mercury Financial Group from 2010 to 2017, and Reed Tyler, LLC since 2004. Outside of advising, he is involved in life insurance sales and marketing as the owner and manager of Reed Tyler LLC and serves as an insurance sales executive for employee benefit plans. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach includes manager selection, ongoing monitoring, and asset allocation-based portfolio construction, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor passive, active, or blended fund portfolios.

James Wright Jr. is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2001. He has 25 years of industry experience and also operates a CPA practice, James E Wright Jr CPA, PSC, since 1992. Outside of advising, he is involved in tax preparation and consulting through his CPA firm and serves as president of a personal holding company and a commercial property management entity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs that use model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis alongside modern portfolio theory.