Renee Ray Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio management to approved strategists, employing mutual funds and ETFs with annual rebalancing.

Seth Spitzke is a financial advisor with Money Concepts Capital Corp in Monticello, KY, holding a Series 66 designation and three years of industry experience. He is also the owner of Sethamy, Inc., a bookkeeping and tax preparation business, and works as a CPA at Advanced Financial Solutions Group, LLC. Money Concepts Advisory Service (MCAS) manages portfolios and provides financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio approaches, including proprietary retirement models and third-party sub-advisers, serving approximately 14,700 clients across its enterprise of 431 advisors.

Stephen Holbrook is a CFP® professional with 22 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2005. He holds the Series 66 designation and is based in Louisville, KY. Outside of his advisory role, he is a co-owner and member of H Factor Enterprises LLC, a performance training and commercial space business. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

James Trujillo is a CFP® and Series 65 professional with 12 years of industry experience. He has worked at Cerity Partners Retirement Plan Consultants since 2023 and previously spent 10 years at ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching both virtual and in-person classes covering CFP® required education topics. 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’s investment approach centers on asset-allocation driven model portfolios and written investment policy statements, with most assets managed on a non-discretionary basis.

Grant Dahlquist 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 Hamilton Capital, LLC. Dahlquist is based in Louisville, KY. 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, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity, he worked at ARGI Investment Services from 2020 to 2023 and held roles from 2014 to 2019. He serves as an endowment board member at All Peoples Unitarian Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering services to individuals, families, institutions, and corporations. The firm provides tailored investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and utilizing both proprietary and third-party strategies.

Jennifer Hiegel is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 license and over 13 years of industry experience. She has been with Money Concepts since 2013 and is also owner of Jennifer Hiegel, CPA, PLLC, specializing in tax preparation and accounting. Hiegel serves on the board of Flags4Vets Inc., a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies across multiple portfolio programs and utilizes third-party managers and platforms for trading and reporting.

Jason Brangers is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ARGI Investment Services, LLC and ARGI Financial Group. Outside of his advisory role, he serves on the Board of Advisors for Buck One, is a licensed trainer with the Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. 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 including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

William Dye is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, all with Money Concepts since 2006. Outside of his advisory role, he is the owner of Cyrus Capital Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting 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 assets.

Julia Meredith is a financial advisor at Stratos Wealth Partners, Ltd with 26 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, LLC and Monroe Shine & Company Inc. In addition to her advisory role, Meredith serves as a trustee for an irrevocable life insurance trust and is involved in tax preparation and accounting through her affiliation with Monroe Shine. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. 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.

Jon Bohnert is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Private Client Services, and Janus Distributors LLC. Outside of his advisory work, he owns and operates Bohnert Pickleball LLC, which organizes pickleball tournaments in Louisville, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Luke Edds is a financial advisor with Eagle Strategies (New York Life) based in Louisville, KY, holding Series 63 and Series 66 licenses and with three years of industry experience. His prior roles include positions at New York Life, NYLIFE Securities, and the University of Louisville. He serves as a board member for the Middletown Chamber of Commerce, a nonprofit focused on business growth in the Louisville area. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, defined contribution and defined benefit plans, and charitable and corporate clients. 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.

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.

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.