Michael Fisher is a financial advisor at Sanctuary Advisors, LLC with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Baird Private Wealth Management and Hilliard Lyons. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who offer portfolio management, retirement plan consulting, and financial planning through various investment platforms and strategies.

Jeffrey Spainhour is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He is president of Spainhour Insurance Group, Inc., which primarily sells health insurance products, and is involved in several insurance agencies, including Commonwealth Insurance Service and TNTS Insurance Services. Spainhour also teaches financial education courses at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Philip Price is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding the Series 65 designation and six years of industry experience. He has worked at Money Concepts Advisory Services since 2025 and concurrently serves as a CPA tax preparer at Riney Hancock CPAs, a role he has held since 2015. Prior to his current advisory role, he spent ten years at RiverCities Asset Management LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and operates as an enterprise-scale adviser with a network of several hundred advisors.

Kelly Adams is a financial advisor with Cetera Planning Partners in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. Adams has worked at several firms, including Avantax and Proequities, and maintains involvement as an LLC member of SAM Investment Group, which holds shares in a privately held company. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a document-driven planning process and diversified investment allocations aligned with client objectives and risk tolerance.

Colby Porter is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior work includes roles at Choice Investment Services and positions outside the financial sector at Victoria National Golf Club and Doordash. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers across diverse asset classes.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Fisher is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked with Eagle Strategies since 2014 and has been associated with New York Life and Nylife Securities Inc. since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Tac Milne is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 1985. He has also been affiliated with Dennis Doerr & Associates and The Doerr Greenwell Financial Group since 1983. Outside of his advisory work, Milne operates a sole proprietorship providing income tax preparation services during tax season. Money Concepts Advisory Service manages portfolios and offers 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 client assets.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. His prior experience includes roles at ADP and Brooks Brothers, as well as five years at the University of Louisville. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account Platform, utilizing third-party managers and various strategies such as mutual funds, ETFs, SMAs, and direct indexing.

Troy Braun is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2014. Outside of his advisory role, he manages a rental property in Jeffersonville, IN. Fifth Third Securities provides brokerage and investment advisory services through the Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Wendy Staudenheimer is a financial advisor at Sanctuary Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Staudenheimer has been with Sanctuary Advisors and its affiliate Sanctuary Securities since 2021. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charities through over 400 independent advisors. The firm offers a range of portfolio management options and utilizes various analytical approaches, operating as a fiduciary under written advisory agreements.

Dylan Pfeffer is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and New York Life. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes both discretionary and non-discretionary management.

Nathan Rainbolt is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Fifth Third Securities since 2017 and at German American Bancorp since 2016. Outside of his advisory role, he is the owner of Nathan Rainbolt Homes LLC. Fifth Third Securities serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, through investment advisory and brokerage services. The firm offers various managed account programs and portfolio management options via its Passageway platform, delivering solutions tailored to clients’ risk profiles.

Brian Dawahare is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and Independent Financial Partners. Outside of advisory work, he owns BD BITTERING CO., a small business that supplies bar and restaurant mixer products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios and a combination of internally managed and third-party strategies with a primarily long-term investment approach.

Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.

Jennifer Troiano is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at RAM Financial since 2015. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and employs model portfolios, IAR-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65, 66, and 63 licenses and possessing 22 years of industry experience. His prior roles include positions at Private Client Services and J.J.B. Hilliard, W.L. Lyons, LLC. He is based in Louisville, KY. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Robert Kane is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2006. Outside of his advisory role, he provides a personal taxi service through Uber. Fifth Third Securities offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

David Metzler is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Eagle Strategies (NY Life) since 2022 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1988. His outside activities include brokering non-registered insurance products with various insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a wide range of clients and emphasizes tailored recommendations delivered primarily through non-discretionary asset management and a variety of advisory program types.