Jaime Pyles is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. He holds the Series 66 designation and has 17 years of industry experience, including 14 years with Fifth Third Securities. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate clients, 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.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at ARGI Investment Services, LLC, Home City Ice, Western Kentucky University, and Greenwood High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. 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 an emphasis on diversified asset allocation and customized portfolios.

Brandon Ray is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and two years of industry experience. His work history includes roles at PNC Investments LLC, Pruco Securities LLC, Northpoint Asset Management, and Snap Finance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Christopher Casconi is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and leads Team Casconi since 2023. Outside of financial advising, he is involved in web design through Internet Mosaics and participates in buying racehorses. 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 employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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 CFP® professional with seven years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp in Louisville, KY. He has been with Money Concepts since 2017 and also worked at Western Kentucky University from 2014 to 2018. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. 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 offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

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.

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 FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2014 and has been affiliated with FIFTH THIRD BANK since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and National Financial Services.

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 with D.A. Davidson & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions 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 investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and wealth management under fiduciary standards, and distinguishes itself by also serving as a municipal advisor and qualified custodian.

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 at Stratos Wealth Partners, Ltd with 26 years of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial and Monroe Shine & Company Inc. Outside of advisory work, he is affiliated with a CPA firm through Monroe Shine & Company Inc. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

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 licenses and bringing 30 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at LPL Financial for ten years. Outside of advisory services, he is involved in several business ventures including a startup focused on X-ray equipment for mold removal, where he serves as investor and CFO. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable capabilities in retirement-plan advisory and pension consulting.