Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Benjamin Mckain is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. He serves on a finance committee in Louisville, KY. Guardian Life, through its Park Avenue Wealth Management division, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions using both advisor-led discretionary and model-based strategies.

Andrew Atchison is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2025. Prior to that, he held positions at LPL Financial, LLC, Park Community Credit Union, Securities America Advisors, Inc., and Brookstone Capital Management LLC. Stratos Wealth Partners, Ltd. is an enterprise-level SEC-registered 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 a range of advisory programs and an open-architecture investment platform integrating multiple third-party managers.

Austin Turk is a financial advisor with Private Advisor Group, LLC in Louisville, KY. He holds a Series 66 designation and has two years of industry experience. His background includes service in the Navy from 2016 to 2023 and work at LPL Financial LLC since 2023. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through discretionary and non-discretionary approaches. The firm employs a fiduciary-based model that uses a range of investment strategies and technology platforms, often implementing advice via third-party managers and proprietary solutions like WealthSuite.

Graven Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. His background includes roles at Cerity Partners since 2025, as well as positions at First Watch and educational institutions. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach focused on client-specific allocation, quantitative screening, manager selection, and access to alternative and private market solutions.

Autumn Wood is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds a Series 66 designation and has worked in various roles within Fifth Third Bank since 2019, including her current position at Fifth Third Securities starting in 2022. Prior to joining Fifth Third, she held positions at Norton Hospital, Yesternoon, and Jefferson Community College. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers access to multiple managed account programs and third-party portfolio managers via the Passageway platform, providing a range of investment options from mutual funds and ETFs to separately managed accounts and direct indexing.

John Collett is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has three years of industry experience. In addition to his advisory role, he volunteers as a youth basketball, flag football, and T-ball coach and serves as a board member of the Estate Planning Council of Metro Louisville. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a range of program types tailored to client objectives, with most assets managed on a non-discretionary basis.

John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory work, he is the owner of Flat 6, LLC, a tax entity with non-investment-related activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies using proprietary and third-party portfolios.

Nicole Pupino is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022, following prior roles at Fifth Third Bank and New Seasons Market. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors through both advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account Platform, combining third-party portfolio management with customizable strategies such as mutual funds, SMAs, and direct indexing.

Jason Waters is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and ARGI Financial Group for over a decade. Outside of his advisory role, Waters serves on the Elizabethtown Community College Foundation Board and participates in various non-investment related business and community activities. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and combines proprietary quantitative screening with both third-party and direct investment strategies, also providing access to alternative and private market solutions for qualified clients.

Joseph Kleine Kracht is a financial advisor with Valic Financial Advisors in Louisville, KY, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2004 and is also an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and offers discretionary managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets across a large client base.

Shawn Kost is a financial advisor with Money Concepts Capital Corp in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with several firms, including Raymond James Financial Services and Edward Jones. Outside of his advisory role, Kost is the CEO of Ohio Valley Medex Inc., a family business, where he serves as an officer and board member. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and investment strategies, combining model portfolios and third-party sub-advisers with fundamental and technical analysis.

Patrick Mc Guire is a Series 65 licensed advisor at Cerity Partners LLC with three years of industry experience. He previously worked at ARGI Investment Service LLC, Farris CPA's, and Hamilton, Thomas & Company. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a tailored investment framework incorporating proprietary quantitative methods and access to alternative and private market solutions.

Sarah Zoeller is a Certified Financial Planner® at Cerity Partners LLC with one year of industry experience. She has held positions at various companies including Rivel, Cyberreason, Vistra Corp, Esperion, Louisville Metro, and Yum Brands. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, and institutional investors, providing customized wealth management services such as investment management, financial planning, and retirement plan consulting. The firm combines quantitative screening and direct security selection within client-specific investment profiles, and offers access to alternative and private market solutions for qualified clients.

Ronald Mosser is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Investment Services, Inc. and Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Dustin Kostalek is a financial advisor with Voya Financial Advisors, Inc. in Louisville, KY, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, First National Bank, WesBanco Securities, Bb&T Securities, UBS Financial Services, and Edward Jones. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm offering financial planning, portfolio management, unified managed accounts, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates in-house and external strategists with technology-enabled tools to manage mostly non-discretionary client relationships, balancing investment recommendations with required client authorization for trades.

Abigail Miles is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds the Series 65 designation and has worked at Cerity Partners since 2023, with prior roles at ARGI Investment Services and Purestone Loan Services. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and uses a client-specific investment approach that combines proprietary quantitative methods with third-party strategies and direct security selection.

Thomas Harris is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior roles include positions at FIFTH THIRD SECURITIES, Inc. and PNC Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs that incorporate third-party managers and platforms like Envestnet.

Kristina Ping is a financial advisor with Foundations Investment Advisors LLC in Louisville, KY, holding a Series 65 designation and three years of industry experience. She has worked at Foundations Investment Advisors since 2022 and previously spent eleven years at Transamerica/Monumental Life. She is also the owner and CEO of Powerful Legacy Insurance, where she offers insurance plans to clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, while employing third-party sub-advisers and custodians.

Emmett Cosgrove is a financial advisor at Sanctuary Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill, in addition to serving several years in the United States Army. Outside of his advisory role, he is a co-manager of Mercer Tax and Advisory LLC, a holding company investing in tax and accounting firms. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent representatives. The firm offers various portfolio management and consulting services, employing multiple analytical approaches and acting as a fiduciary when engaged under written advisory agreements.