Laura Rolling is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 19 years of industry experience, including prior roles at LPL Financial, LLC and Fifth Third Securities. Rolling is also a co-owner of SunHarbor Wealth Advisors, an investment-related business based in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a range of managed account solutions, including proprietary platforms 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® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he spent 20 years at Argi Financial Group and 14 years at Argi Investment Services, LLC. Outside of his advisory role, Reeves is involved in several nonprofit and entrepreneurial activities, including co-founding a charity boxing gym and serving on the boards of Evolve 502 and Owl Creek Country Club. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that incorporate proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Timothy Wissing is a financial advisor at Cerity Partners LLC with 24 years of industry experience and holds the Series 66 designation. His prior roles include positions at Mather & Co. CPAs, Kentucky Equine Medical Associates, Ameriprise, and Woodbury Financial Services. Outside of his advisory work, he manages a family farm through Lucky Crimble Farm, LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and utilizes a comprehensive investment framework that incorporates quantitative screening, manager selection, and private market solutions.

Thomas Jones is a financial advisor with Kestra Advisory in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at AssuredPartners and The Hartfield Company, Inc. Jones serves on the boards of the New Albany-Floyd County Education Foundation and the Floyd County Police Merit Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management services, supporting recommendations with due diligence and serving some large institutional clients such as sovereign wealth funds.

John Drinkard is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Fifth Third Securities since 2020 and also works with Fifth Third Bank, where he has been employed since 2016. Outside of his advisory role, he is a martial arts instructor at Prospect Martial Arts. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, corporations, and trusts through investment advisory and brokerage services. The firm offers multiple managed account programs and third-party portfolio management options on its Passageway platform, combining advisory services with municipal advisory and broker-dealer activities.

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.

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 at Cerity Partners LLC with a Series 65 credential and two years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Nettworth Capital and held various roles including positions at Northwestern Mutual and Total Fitness Connection. Cerity Partners advises a broad client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach focuses on customized wealth management through client-specific investment profiles, asset allocation, and access to alternative and private market solutions for qualified clients.

Claire Dierson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. Prior to joining Cerity Partners, she worked at First Watch Restaurants and was involved with an entrepreneurial venture, I Love Juice Bar, LLC. Claire also spent several years associated with the University of Kentucky. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and direct security selection alongside third-party strategies.

Wesley Collard is a financial advisor with Cerity Partners LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior experience includes roles at John Hancock, ADP, Inc., and Ameriprise Financial. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

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 credential and two years of industry experience. Prior to joining Cerity Partners in 2024, he held roles at Lowe's Inc and the University of Kentucky. Cerity Partners advises a wide range of clients, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market 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® with 18 years of industry experience, currently advising clients at Cerity Partners LLC since 2023. She previously worked at ARGI Investment Services, LLC and G J Kohler Investment Advisors, LLC, and has been involved with Charlie One Inc for over two decades. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that includes quantitative screening, manager selection, and access to alternative and private market solutions.

Kevin Boddy is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with 8 years of industry experience. He previously worked at ARGI Investment Services for six years before joining Cerity Partners in 2023. Outside of his advisory role, he works as a weekend server at Wild Eggs. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening and manager selection with access to alternative and private market solutions for qualified clients.

Jeff Graf is a financial advisor with Cerity Partners LLC based in Louisville, KY. He holds Series 65 and Series 66 licenses and has 25 years of industry experience. His prior roles include positions at ARGI Investment Services and ADP Inc. Cerity Partners advises a wide range of clients including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

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 licenses with 11 years of industry experience. He has taught economics courses part-time at Bluegrass Community and Technical College since 2016. His prior roles include positions at the University of Kentucky Institute for the Study of Free Enterprise and Fayette County Board of Elections. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with various model portfolios and access to third-party money managers. The firm operates as both a registered broker-dealer and RIA, supporting plan clients through affiliated retirement and recordkeeping entities.