Lori Pottinger is a financial advisor at Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation with four years of industry experience. She has been with Money Concepts Capital Corp since 2016. 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 employs model-driven and asset-allocation strategies and operates alongside broker-dealer and insurance services, managing approximately $4.07 billion in client assets through a broad network of advisors and programs.

Colin Wheeler is a CFP® and Series 65 credentialed advisor at Cerity Partners LLC with 12 years of industry experience. He previously worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Sonya Duvall is a financial advisor with First Command Advisory Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked across multiple First Command entities since 2013 and operates Seven Sevens LLC as an independent contractor for her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

Ryan Mcdaniel is a CFP® professional with 16 years of industry experience, currently serving at Money Concepts Capital Corp since 2017. He also has roles at E. M. Ford & Company and has previously worked with USA Financial Securities and Vineyard Financial. 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 client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs.

Michael Bryan is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group for 16 years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities, and offers a range of services including portfolio management, financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Thomas Conway is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2009 and previously worked at Diversified Investment Services, Inc. from 2009 to 2022. In addition to his financial advisory role, he also provides legal services as an attorney. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, catering to individual and institutional clients.

James Gorman is a financial advisor with Transamerica Retirement Advisors, LLC, based in Louisville, KY. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior employment includes roles at TD Ameritrade, Charles Schwab, Empower Financial Services, and Transamerica Life Insurance Company. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm’s approach relies on proprietary software and model asset allocations provided by Morningstar Investment Management and caters primarily to non-discretionary assets across a large client base.

Jack Payne is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sole Promo, Paragon Management Group, General Electric, and Little Caesars. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Kamal Kabra is a Series 65-licensed financial advisor with Private Advisor Group, LLC in Louisville, KY, and has three years of industry experience. Prior to joining Private Advisor Group, he worked at Retirement Planning Solutions, LLC for three years and has been employed at Humana since 2000, where he serves as an IT Operations Manager. Outside of his advisory role, Kabra is involved in insurance sales through World Financial Group Insurance Agency, LLC, and participates in a family-owned Great Clips franchise managed by his spouse. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach using a combination of proprietary and third-party platforms and strategies, including access to a range of managed account solutions and alternative investments.

Jacob Ward is a CFP® professional with four years of industry experience, currently working at Cerity Partners LLC since 2023. His prior roles include positions at ARGI, King and Company CPAs, and Louis T Roth and Company, PSC. Outside of financial advising, he is involved in tax preparation through ARGI CPA and Advisors, PLLC and works as a soccer referee. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client portfolios, while also offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

Marcia Cammack is a financial advisor with Kestra Advisory, holding a Series 66 designation and 26 years of industry experience. She has worked with Kestra Advisory since 2018 and previously spent 13 years at LPL Financial and 19 years at Meritrust Wealth Management. Outside of advisory work, she operates a tax and accounting practice as a certified public accountant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Michael Lamsfuss is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life Insurance Co and Nylife Securities Inc. since 2006. Outside of his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice delivered mainly on a non-discretionary basis.

Afton Yaeger is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Mariner Wealth Advisors and Msec, LLC since 2019, and previously at Triad Advisors Inc and Martin Financial Group. She serves as a board member of One Southern Indiana, assisting in connecting potential new members to the organization. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across various asset classes and provides integrated tax and accounting services uncommon among large advisory enterprises.

Matthew Benham is a financial advisor at Truist Advisory Services with 19 years of industry experience. He holds the Series 66 designation and previously worked at PNC Investments for 13 years before joining Truist in 2020. He is based in Louisville, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and utilizes third-party platform and manager arrangements to support its offerings.

Hannah Rutledge is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and spent a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Charles Howard Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including significant tenure at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns a restaurant, Voodoo Tuna Sushi Bar and Lounge. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and provides a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.

Laura Rolling is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 18 years of industry experience, including previous roles at LPL Financial, LLC and Fifth Third Securities. Based in Louisville, KY, she has been with Private Advisor Group since 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with a range of investment methods, implementing advice through both internal management and third-party managers.

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.

Patrick Reeves is a CFP® professional with 23 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Argi Investment Services and Argi Financial Group. Outside of advising, he co-founded Louisville TKO, a charity boxing gym, and serves on several boards, including Evolve 502 and Owl Creek Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, incorporating proprietary quantitative tools and private-market offerings.