Ryan Brace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked extensively with both firms throughout his career. Outside of his advisory role, Brace serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing options. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and a mix of proprietary and third-party advisory programs.

Dwayne Craft is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2014. Outside of his advisory role, he is involved in a family-run automotive business specializing in buying, selling, and detailing cars. 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 assessments and approved model strategies managed by PNC or third-party strategists.

Patricia Bowles is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1991. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a variety of clients, including individuals, charitable organizations, 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.

Wendell Ford is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 23 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he serves on the board of the Prichard Committee for Academic Excellence and the Greater Owensboro Chamber of Commerce, and he is involved with The Ford Center, a local charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including proprietary retirement portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Kenneth Block is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has held roles at various firms including Wagner Investments, LLC and Hyland, Block & Hyland, Inc. Outside of his advisory work, he serves as president and board member of the Woods Landis Lakes Homeowners Association. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through platforms such as Transamerica ONE and TFA365. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Kerry Pulliam is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He holds a Series 63 designation and has worked at Gowers & Associates since 2017, Mercury Financial Group from 2010 to 2017, and Reed Tyler, LLC since 2004. Outside of advising, he is involved in life insurance sales and marketing as the owner and manager of Reed Tyler LLC and serves as an insurance sales executive for employee benefit plans. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach includes manager selection, ongoing monitoring, and asset allocation-based portfolio construction, with a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires to tailor passive, active, or blended fund portfolios.

Benjamin Hardin is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent six years at ARGI Investment Services and ARGI Financial Group. He also held a position at Bellarmine University from 2013 to 2017. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, manager selection, and periodic rebalancing using proprietary quantitative screens alongside external managers and securities.

Kimble Johnson is a financial advisor with Centaurus Financial, Inc., holding a Series 63 designation and 41 years of industry experience. He has worked at Centaurus Financial since 2015 and has been associated with LPL Enterprise LLC since 2026. Outside of his advisory role, he is self-employed as a life, health, and accidental insurance agent and operates Virtual Pensions Group, Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm combines multiple investment analyses and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform, along with specialized consulting services.

Shane Hall is a CFP® professional with 11 years of industry experience. He is currently an advisor at Cerity Partners LLC and has previously worked at ARGI Financial Group. He serves on the finance committee of Ronald McDonald House Charities of Kentucky. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset-allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities as appropriate.

James Wright Jr. is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2001. He has 25 years of industry experience and also operates a CPA practice, James E Wright Jr CPA, PSC, since 1992. Outside of advising, he is involved in tax preparation and consulting through his CPA firm and serves as president of a personal holding company and a commercial property management entity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs that use model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis alongside modern portfolio theory.

William Mc Cormick is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc. since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available via invitation to employee clients. The firm uses approved model strategies managed internally or by third parties and employs algorithmic tools for risk assessment and model selection.

James Turk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2016. Outside of his advisory role, he is involved in Sandcastles Inc, a non-investment-related business. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and a firm-managed WealthSuite separately managed account program.

Jessica Jones is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of experience in advisory roles. Her prior work includes seven years at Ford Motor Company and ongoing positions at Fifth Third Securities and Fifth Third Bank. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a range of managed account programs and portfolio management services via its Passageway platform. The firm operates as a subsidiary of Fifth Third Bank and provides access to multiple investment strategies and third-party managers.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. 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 retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Abigail Bohnert is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to her current role, she worked at Fifth Third Bank, United Collection Bureau, White Castle, and North Harrison High School. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kelly Emerine is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at ARGI Financial Group and as a self-employed advisor. Outside of her advisory work, she is a franchisee and LLC member of Noble Locksmith in Elizabethtown, KY. 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Joseph Phillips is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses with 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, Republic Bank, and Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, which uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third parties.

Matthew Wilson is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and 11 years of industry experience. Prior to joining PNC in 2026, he worked at Bank of America, Merrill, Stock Yards Bank & Trust, and JPMorgan Securities. He is also involved in an entrepreneurial venture operating Junk King Louisville. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital offering available as an invitation-only pilot for employees, which implements investments via approved model strategies using mutual funds and ETFs with annual rebalancing.

Kelly Vessels is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts, Vessels worked at UBS Financial Services and PNC Bank. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.