Richard Mc Fall is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. Prior to his advisory role, he has held positions at Bankers Life and Casualty, Inc., as well as various roles in retail and education. He is also an agent for Bankers Life and Casualty Company, where he sells Medicare supplements, life insurance, annuities, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

James Turk is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Private Advisor Group and LPL Financial LLC since 2016 and previously worked at Fifth Third Securities, Inc. from 2008 to 2016. Beyond his advisory roles, he is involved with Sandcastles Inc in a non-investment capacity. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and integrates proprietary and third-party managed account solutions to meet client goals.

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.

Kirsten Ford is an advisor with Fifth Third Securities, Inc., holding Series 65 and Series 63 licenses. She has been with Fifth Third Securities since 2026 and has prior experience in the hospitality industry with firms such as Flik Hospitality and Aimbridge Hospitality. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and SMA strategies, tax overlay, and direct indexing.

David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.

Joseph Phillips is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including J.P. Morgan Securities LLC, Bank of America, and Republic Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, discretionary model account available by invitation only to employees with existing PNC Bank online credentials. The firm utilizes approved model strategies managed by PNC or third parties, with algorithm-driven risk assessments and portfolio implementation delegated to 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.

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 five years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. His prior experience includes roles at ARGI Investment Services, LLC and Home City Ice, as well as academic positions at Western Kentucky University and Greenwood High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

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 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.