Jennifer Haddow is a CFP® with 27 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp in Louisville, KY since 1998. She holds the Series 66 designation and is also involved as an employee at Creative Capital Group, Corp., an investment adviser based in Louisville. 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 manages roughly $3.33 billion across approximately 14,700 clients through a range of managed programs, employing a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Christina Kaiser is a financial advisor with Bankers Life Advisory Services, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her career history includes roles at Northwestern Mutual and The Legacy Benefits Group. She serves as president of the nonprofit Women Who Wine for a Cause in Louisville. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals, offering discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs fundamental, technical, and cyclical analyses to tailor asset allocations and portfolio management aligned with client goals and risk tolerances.

Grant Fuller is a CFP® professional at Creative Planning with 11 years of industry experience. He has worked at Creative Planning since 2014 with a brief tenure at Mariner Wealth Advisors and SwitchPoint Financial Planning. Creative Planning provides investment advisory and financial planning services to a broad client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and affiliated non-investment businesses.

Timothy Asher is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked with firms including Net Law Group and has served on the board of the Hardin County History Museum. His other activities include involvement in estate planning and managing insurance benefits for group medical and disability plans. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models.

John Kendall is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he worked at Compass Financial Advisory Services and Park Avenue Securities. Before entering the financial services industry, he spent 29 years with Publix Supermarkets, Inc. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.

Brandon Lytle is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Lytle is involved in leadership and support activities at Lytle & Sons, Inc., a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Elizabeth Blackford is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 65 designation and one year of industry experience. Prior to joining Savant, she worked with Catholic Charities of Louisville and the Boys and Girls Club of Greater Cincinnati. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Rachel Bratcher is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Sanctuary Securities, Inc. Outside of her advisory role, she serves on the Annual Gala Planning Board for the National Kidney Foundation of Kentuckiana, assisting with event planning and outreach seminars. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who develop their own investment strategies, offering portfolio management through various account types and employing multiple analytical approaches.

Jerry Mayes is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he owns Pillar Financial Group, an investment-related business. 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 employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide asset allocation and account rebalancing.

Justin Barley is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Western Kentucky University. 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Sean Broughton is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Axiom Financial Strategies Group and Walmart, and spent ten years in full-time education. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and manager selection supported by proprietary quantitative screens and private-market investment offerings.

Gregory Cockerel 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 Wealth Partners in 2025. Outside of advisory work, he is affiliated with a CPA program through Monroe Shine & Co., Inc. Stratos Wealth Partners serves a wide range of individual and institutional clients, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to both proprietary and third-party strategies through a large network of investment adviser representatives.

Alexander Conlin is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Cerity Partners LLC and has prior experience at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has worked in the food service industry, including a role at QDOBA Mexican Eats. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. 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.

Ronald Durham Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2011. Outside of advisory roles, he is involved in life insurance sales, specifically Pacific Life Insurance products. Park Avenue Securities LLC, doing business as Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs that include discretionary and non-discretionary model portfolios.

Matthew Brown is a financial advisor at PNC Wealth Management with 32 years of industry experience. His prior work includes roles at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, utilizing approved model strategies with automated enrollment and portfolio management features.

Todd Lowery is a financial advisor with TIAA-CREF in Louisville, KY, holding Series 65, Series 66, and Series 63 licenses and bringing 27 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Jefferson National Securities Corporation, and Nationwide Investment Services Corporation. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes its advisory services by separating point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Jonathan Colbert is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at GE Appliances and spent ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm manages approximately $126.9 billion in client assets, offering 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.

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.

Bennett Estes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at the Federal Deposit Insurance Corporation from 2020 to 2023 and has held roles at the Federal Bureau of Investigation, Murray State University, and United Launch Alliance. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized, diversified investment management and financial planning services, incorporating both proprietary quantitative screening and third-party managers.