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. Prior to his financial advising career, he operated Raque Lawn Service LLC for 12 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.

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.

Brian Waiz is an investment representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and previously was affiliated with Financial Wealth Management and Geneos Wealth Management. Outside of his advisory role, he is a member of a family real estate entity with no active management duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

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.

Robert Quaife is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Quaife Financial Group since 2010 and affiliated with Nylife Securities Inc. and New York Life Insurance Company since the mid-1980s. Quaife serves as a board member of the Louisville Association of Insurance and Financial Advisers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Jennifer Hall is a Series 66 licensed financial advisor with Fifth Third Securities, Inc., based in Crestwood, KY. She has 18 years of industry experience and has been with Fifth Third Securities since 2009. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base 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, supported by its affiliation with Fifth Third Bank and a comprehensive supervisory structure.

Paxton Ferencak is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds the Series 66 designation and previously worked at Robert W. Baird and the University of Louisville. Prior to his advisory career, he spent 15 years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes 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 retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

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.