David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at WesBanco Securities since 2018 and previously held roles at WesBanco Bank, PNC Bank, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Scott Wicker Jr. is a financial advisor with Silver Oak Securities, Inc. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. His prior work includes over two decades at H.D. Vest Advisory Services and H.D. Vest Investment Services, as well as longstanding involvement with S.B. Wicker & Company. Outside of advisory work, he is engaged in tax preparation and accounting through his ownership and leadership roles in several related businesses. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by proprietary trading and reporting platforms.

Chester Winn is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LaSalle St. since 2017 and has prior experience with Invest Financial Corp., U.S. Bancorp Investments, and Chase Investment Services. In addition to his advisory role, he is employed by L&N Federal Credit Union. LaSalle St. Investment Advisors provides fee‑based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm offers both non‑discretionary and discretionary investment programs, including the LaSalle St. Asset Management Program (LAMP), and manages approximately $3.9 billion in non‑discretionary assets, a notable feature among large enterprise advisers.

Daniel Davis is a financial advisor with Ausdal Financial Partners, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been associated with Wealth Advisors Financial Group, Inc. since 2009, where he also serves as president of a bookkeeping and accounting services business. Additionally, he is involved in insurance sales through Wealth Advisors Financial Group. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing a range of investment strategies across discretionary and non-discretionary accounts.

Janel Colepaugh is a financial advisor with Savvy, holding a Series 66 designation and four years of industry experience. She previously worked at Truist Investment Services and owns Alas Language Tutoring, where she teaches English and Spanish to young students. She also serves as Advanced Planning Lead at MWM Family Office, providing consulting and tax and estate planning services. Savvy delivers investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations. The firm emphasizes customized, primarily index-based, long-term investment strategies, integrating third-party fintech tools, specialized sub-adviser strategies, and in-house tax and estate planning support.

Nicole Pupino is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 65 and Series 63 licenses and has three years of industry experience. Her work history includes positions at Fifth Third Securities since 2022 and Fifth Third Bank since 2020, as well as prior experience outside the financial sector. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services. The firm offers a range of managed account programs via the Passageway platform, providing clients with various portfolio management options including mutual fund and ETF models, separately managed accounts, and direct indexing strategies.

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.

Jeremy Sickles is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Independent Financial Partners since 2019 and previously spent five years at LPL Financial. Outside of advisory work, he teaches adult financial education courses through the Financial Educators Network and serves on the board of Covenant Life Church. Independent Financial Partners is a nationwide enterprise advisory firm serving individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model allowing investment strategies set by individual advisors, alongside centralized asset management options, and is notable for its retirement-plan advisory and pension consulting capabilities.

Ryan Pyle is a financial advisor with Independent Financial Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has one year of experience in the industry. Prior to his advisory role, he worked at the University of Louisville and Cook Medical. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable capability in retirement-plan advisory and pension consulting.

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.

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with both individual and centralized investment management options.

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.

Evan Thurmond is a financial advisor with Independent Financial Partners, holding Series 63 and Series 66 designations and having 24 years of industry experience. He previously worked at LPL Financial for 10 years before joining Independent Financial Partners in 2019. Outside of his advisory role, he owns Barrel Proof Brands, an entity involved in events and property management. Independent Financial Partners serves a nationwide client base through a network of independent Investment Adviser Representatives and offers a decentralized advisory model where individual advisors set investment strategies. The firm is also noted for its specialized retirement-plan advisory and pension consulting services.

Scott Sells is a financial advisor with Independent Financial Partners in Louisville, KY, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at Independent Financial Partners and IFP Securities, LLC since 2019 and previously spent 10 years at LPL Financial. Outside of advising, he is involved in a mold removal startup where he serves as an investor and CFO and participates in businesses related to x-ray equipment leasing and tax services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model allowing individual investment representatives to set strategies, while also providing centralized asset management options and specialized retirement-plan advisory and pension consulting services.

Grant Fuller is a CFP® professional at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2014 with a brief tenure at Mariner Wealth Advisors and SwitchPoint Financial Planning. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and affiliated non-investment businesses.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Michael Flowers is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Bank of America, Merrill, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to implement investment models primarily with mutual funds and ETFs.

Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.