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.

Patricia Bowles is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1991. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a variety of clients, including individuals, charitable organizations, 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.

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.

William Mc Cormick is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc. since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available via invitation to employee clients. The firm uses approved model strategies managed internally or by third parties and employs algorithmic tools for risk assessment and model selection.

Richard Mc Fall is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. Prior to his advisory role, he has held positions at Bankers Life and Casualty, Inc., as well as various roles in retail and education. He is also an agent for Bankers Life and Casualty Company, where he sells Medicare supplements, life insurance, annuities, and long-term care products. 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 approach.

James Turk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2016 and previously worked at Fifth Third Securities, Inc. from 2008 to 2016. Beyond his advisory roles, he is involved with Sandcastles Inc in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to meet client goals.

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.

Kirsten Ford is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Fifth Third Bank and several hospitality companies. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to select strategies based on their risk profile, with access to mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.

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 having 12 years of industry experience. Prior to joining PNC Wealth Management in 2026, he worked at Bank of America, Merrill, Stock Yards Bank & Trust, JPMorgan Securities, and Morgan Stanley. Outside of finance, he operates Wilson Operating Company LLC, doing business as Junk King Louisville. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and approved model strategies executed via mutual funds and ETFs.

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.

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.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He previously operated The Wright Legacy Group for 12 years and has worked with J.W. Cole Financial and J.W. Cole Advisors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a variety of brokerage and advisory services, including proprietary and third-party investment 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.