Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Daniel Aroh is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Money Concepts Capital Corp. He has worked at Money Concepts since 2017 and has prior experience at Western Kentucky University. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and third-party programs.

Sandra Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at NetLaw Inc., WealthWave, and Spectrum Financial Group. Outside of advisory work, she is involved with NetLaw Inc., providing an online legal document preparation service for estate planning. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and TFA365.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. 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 uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. He also has experience in the brewing and hospitality industries through Monolithic Brewing and North Shore Tavern. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth clients, and institutional entities, offering investment advisory and brokerage services. The firm provides access to multiple managed account programs through the Passageway platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Austin Wright is a financial advisor with Guardian Life in Louisville, KY, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously operated The Wright Legacy Group for 12 years and has worked with J.W. Cole Financial, Inc. and Park Avenue Securities. Guardian Life's subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Micah Sellinger is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill for five years each. He serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky, where he contributes to advice, fundraising, and volunteer efforts. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through over 400 independent adviser representatives. The firm supports a variety of account management approaches and employs fundamental, quantitative, and technical analyses, with a platform notable for its ownership structure and affiliations.

Jared Mccubbin is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2023, he worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

Virginia Geddes is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Nationwide Investment Services Corporation for four years and spent 14 years with the State Teachers Retirement System of Ohio. Geddes has been with Empower since 2026. 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 integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

S Shaw is a financial advisor with Stratos Wealth Partners, Ltd. in Louisville, KY, holding a Series 66 credential and 26 years of industry experience. He has worked at LPL Financial since 2000 and is also affiliated with Monroe Shine & Company Inc, a CPA firm. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies.

Christian Cunningham is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Waldorf School of Louisville, The Southern Baptist Theological Seminary, and J.C. Penney. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Matthew Frey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. He also has ongoing roles with Equity Resources and QA3 Financial LLC, both since 2009. Outside of his advisory work, he owns and manages WMG Capital. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

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.

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 a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY. He holds the Series 63 and Series 65 designations and has five years of industry experience. His work history includes roles with Bankers Life Advisory, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. 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 uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

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.