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.

Timothy Wissing is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mather & Co. CPAs, LLC and Kentucky Equine Medical Associates, PLLC. Outside of his advisory role, he is involved in managing a family farm through Lucky Crimble Farm, LLC. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

John Drinkard is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked with Fifth Third Bank since 2016 and Fifth Third Securities since 2020. Outside of his advisory role, he teaches martial arts in Prospect, KY. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies tailored to client risk profiles.

Adam Coop is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. He previously worked at LPL Financial for eight years. Coop serves as a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. Independent Financial Partners is a nationwide enterprise with 261 advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

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.

Trystan Downey is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Nettworth Capital, Total Fitness Connection, and Northwestern Mutual. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets as of December 31, 2024. 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.

Claire Dierson is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with under one year of industry experience. Her background includes roles at Cerity Partners, the University of Kentucky, and First Watch Restaurants, as well as managing a business, I Love Juice Bar, LLC, from 2021 to 2024. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, retirement consulting, and access to alternative investments through an approach that combines proprietary quantitative screening with third-party managers and individual securities.

Wesley Collard is a financial advisor with Cerity Partners Retirement Plan Consultants in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at John Hancock, ADP, Inc., and Ameriprise Financial before joining Cerity Partners in 2025. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.

John Raque is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial, LLC and operated Raque Lawn Service LLC for twelve years. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and coordinating with multiple custodians and third-party platforms.

Connor Edelen is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Lowe's Inc and the University of Kentucky. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio solutions.

Ashley Hembree is a CFP® professional with 18 years of experience in financial advising. She is currently with Cerity Partners LLC and previously worked at ARGI Investment Services, LLC and G J Kohler Investment Advisors, LLC. She has also been involved with Charlie One Inc for over two decades. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Kevin Boddy is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at ARGI Investment Services for six years. Outside of his advisory role, he works as a weekend server at Wild Eggs. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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 customized portfolios.

Jeff Graf is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 65 and Series 66 licenses. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services for six years and spent 16 years at ADP Inc. and its broker-dealer subsidiary. Cerity Partners provides customized wealth management and related services to a wide range of clients nationwide, including individuals, families, trusts, business entities, and institutional investors. The firm uses a tailored investment approach combining proprietary quantitative screens and third-party managers, and offers services including portfolio management, financial planning, retirement plan consulting, tax planning, and access to private-market investments.

Gene Walter is a financial advisor with Money Concepts Capital Corp in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of advisory work, he serves as a truster for the Paul E. Davis Irrevocable Trust. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage and rebalance client accounts.

Darrin Gulla is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has served on the Fayette County Board of Elections since 2026 and has taught economics at Bluegrass Community and Technical College for 10 years. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary options.

Jennifer Huelsman is a CFP® with 14 years of experience in the financial advisory industry. She is currently with Cerity Partners LLC and previously worked for ARGI Investment Services for 12 years. Outside of her advisory role, she serves as a board member and program committee member for Home of the Innocents. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Jon Hatten is a financial advisor at Empower Advisory Group with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Advised Assets Groups, GWFS Equities, EF Legacy Securities, Portsmouth Financial Services, Aria Retirement Solutions, and CUNA Mutual Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.

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.

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.

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.