S Shaw is a financial advisor at Stratos Wealth Partners, Ltd with 26 years of industry experience and holds a Series 66 designation. He has been associated with LPL Financial since 2000 and has a longstanding affiliation with Monroe Shine & Company Inc, a CPA firm. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, providing discretionary and non-discretionary portfolio management through both affiliated and independent representatives.

Christian Cunningham is a financial advisor at Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and various educational and religious organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on tailoring advice to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Matthew Frey is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2011 and has prior experience at firms including Equity Resources, QA3 Financial LLC, Chase Investment Services Corp., and UBS Financial Services. Frey is also the owner and business manager of WMG Capital, an investment-related venture. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm provides investment advisory, financial planning, and consulting services to a diverse client base, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs.

Stephen Heitz is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 66 designation with 22 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Sortino Advisory Partners for a decade each before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Adam Sattler is an advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various branches of Bankers Life since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Christopher Puffer is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Money Concepts since 2006 and has held consulting and marketing roles with Rye Wright & Hiegel and Pinnacle Insurance & Financial Services. Puffer is also involved as an officer in Creative Capital Group, a separate investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across 14,700 clients. The firm employs a variety of portfolio management strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account structures.

Jennifer Haddow is a CFP® with 27 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp in Louisville, KY since 1998. She holds the Series 66 designation and is also involved as an employee at Creative Capital Group, Corp., an investment adviser based in Louisville. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages roughly $3.33 billion across approximately 14,700 clients through a range of managed programs, employing a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Karalyn Fielding is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial, Bluestone Wealth Partners, and Nationwide Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with options such as mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Christina Kaiser is a financial advisor with Bankers Life Advisory Services, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her career history includes roles at Northwestern Mutual and The Legacy Benefits Group. She serves as president of the nonprofit Women Who Wine for a Cause in Louisville. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Timothy Asher is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and 23 years of industry experience. His work history includes roles at Net Law Group, Planchoice, Inc., and MedLink. Outside of his advisory role, he serves as a board member of the Hardin County History Museum. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

John Kendall is a financial advisor with Guardian Life in Louisville, KY, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory career, he spent nearly three decades at Publix Supermarkets, Inc. He is affiliated with Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services and investment advisory programs to individuals, charitable organizations, and corporate clients.

Brandon Lytle is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Lytle is involved in leadership and support activities at Lytle & Sons, Inc., a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Joshua Roller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PNC Investments, LLC since 2017 and held previous roles at PNC Bank and PNC Investments from 2014 to 2017. Outside of his advisory role, he is the owner of Roller Thunder LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account available by invitation only to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment strategy selection, implementing portfolios primarily through mutual funds and ETFs with annual rebalancing.

Elizabeth Blackford is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 65 designation and one year of industry experience. Prior to joining Savant, she worked with Catholic Charities of Louisville and the Boys and Girls Club of Greater Cincinnati. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Rachel Bratcher is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Sanctuary Securities, Inc. Outside of her advisory role, she serves on the Annual Gala Planning Board for the National Kidney Foundation of Kentuckiana, assisting with event planning and outreach seminars. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who develop their own investment strategies, offering portfolio management through various account types and employing multiple analytical approaches.

Jerry Mayes is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he owns Pillar Financial Group, an investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide asset allocation and account rebalancing.

Gregory Cockerel is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. He previously worked at LPL Financial for 18 years before joining Stratos Wealth Partners. He is also affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment and financial planning services through an independent adviser model and an open-architecture platform.

Ronald Durham Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2011. Outside of advisory roles, he is involved in life insurance sales, specifically Pacific Life Insurance products. Park Avenue Securities LLC, doing business as Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs that include discretionary and non-discretionary model portfolios.

Eric White is a financial advisor with Foundations Investment Advisors LLC based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at Spectrum Financial Alliance, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory work, he acts as an independent life insurance broker. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside an asymmetric rebalancing approach, employing model portfolios and third-party sub-advisers to tailor client advice.