Philip Mix is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include work with Empower Financial, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, Mix serves as an officer in the US Army Reserves and is a board member of the National Association of Insurance Agents and Financial Advisors' Louisville Metro chapter. He also volunteers on the finance committee for Saint Matthews United Methodist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis while maintaining fiduciary duties to retirement investors.

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.

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Alexis Burton is a financial advisor at Mariner with a Series 65 designation and experience at the firm since 2022. Prior to joining Mariner, Alexis worked in education at Western Kentucky University and New Albany High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

Phillip Beaman is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2008 before joining Stratos in 2025. Outside of his advisory work, he has involvement in a home-based business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd 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 services such as financial planning, advisor-managed wrap programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

Michael Fisher is a financial advisor at Sanctuary Advisors, LLC with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Baird Private Wealth Management and Hilliard Lyons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer portfolio management, retirement plan consulting, and financial planning through various investment platforms and strategies.

Colby Porter is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior work includes roles at Choice Investment Services and positions outside the financial sector at Victoria National Golf Club and Doordash. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers across diverse asset classes.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Fisher is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked with Eagle Strategies since 2014 and has been associated with New York Life and Nylife Securities Inc. since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. His prior experience includes roles at ADP and Brooks Brothers, as well as five years at the University of Louisville. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account Platform, utilizing third-party managers and various strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Troy Braun is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2014. Outside of his advisory role, he manages a rental property in Jeffersonville, IN. Fifth Third Securities provides brokerage and investment advisory services through the Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Wendy Staudenheimer is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Staudenheimer has been with Sanctuary Advisors and its affiliate Sanctuary Securities since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charities through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary under written advisory agreements.

Dylan Pfeffer is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and New York Life. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes both discretionary and non-discretionary management.

Nathan Rainbolt is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities since 2017 and at German American Bancorp since 2016. Outside of his advisory role, he is the owner of Nathan Rainbolt Homes LLC. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via its Passageway platform, delivering solutions tailored to clients’ risk profiles.

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.

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. His prior roles include positions at Private Client Services, ADP, J.J.B. Hilliard, W.L. Lyons, LLC, Banc One Securities Corporation, and A.G. Edwards & Sons, Inc. He is based in Louisville, KY. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs.

Robert Kane is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2006. Outside of his advisory role, he provides a personal taxi service through Uber. Fifth Third Securities offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

David Metzler is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Eagle Strategies (NY Life) since 2022 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1988. His outside activities include brokering non-registered insurance products with various insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a wide range of clients and emphasizes tailored recommendations delivered primarily through non-discretionary asset management and a variety of advisory program types.

Charles Fischesser is a CFP® with 22 years of experience, currently affiliated with Primerica Advisors in Louisville, KY. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he is involved in providing life, long-term care, and disability insurance products beyond Guardian offerings and manages a marketing-related business, Aviator Investment Management, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement consulting, utilizing a range of proprietary and third-party investment strategies across various account types.