Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 designations and two years of industry experience. He has been associated with Bankers Life Securities since 2024 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with ongoing reviews and rebalancing.

Larry Sweet is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and with Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

John Vinci is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at D. Scott Neal, Inc. and was involved with Fit Tech KY, LLC. His earlier career included managing VE LLC and VE2 INC, operating under the Potbelly Louisville brand. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and direct indexing.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 licenses. He has experience in the financial industry since 2020, with prior roles at Fifth Third Bank and Woodforest National Bank, as well as a seven-year period at P & R Entertainment. Fifth Third Securities serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a range of portfolio management strategies via a platform supported by Fidelity’s Managed Account Xchange.

Yennie Chu is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has been with the Bankers Life group since 2024, including experience at Bankers Life Advisory and affiliated entities. Prior to joining the financial services industry, she worked at Stoney River Steakhouse & Grill for five years. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Alexandra Head is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves as treasurer of the Greater Louisville Alumnae Panhellenic, a nonprofit organization supporting scholarships and philanthropy for local sorority alumnae. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches while acting as a fiduciary under advisory agreements.

Thomas Furlong is a financial advisor at Kestra Advisory with 34 years of industry experience. He has previously worked at LPL Financial and Meritrust Wealth Management, where he also serves as a registered representative. Outside of his advisory role, he is the sole member of SIX FURLONGS LLC, a music-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors among others.

Jeremy Finn is a financial advisor at Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining Stratos in 2025, he worked at LPL Financial from 2008 onward. He is affiliated with Monroe Shine & Co., Inc. through a CPA affiliate program. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering services including financial planning, advisor-managed wrap and non-wrap programs, and retirement plan consulting. The firm combines individualized asset allocation with access to proprietary and third-party strategies, supporting a large network of investment adviser representatives across multiple custodians.

Elizabeth Roche is a CFP® with eight years of industry experience, currently serving as an associate advisor and paraplanner at Kestra Advisory. Her background includes roles at LPL Financial, Questar Asset Management, and MWM Advisory Services. Roche is also a commissioned notary public in Kentucky. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice. The firm serves a broad client base that includes large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Matthew Westfall is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and was previously with ARGI Investment Services, LLC for 12 years. Outside of his advisory role, he assists his brother with financial management on a limited basis. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, plan design, and ongoing administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, serving primarily on a non-discretionary basis.

Matthew Miller is an investment advisor representative at PNC Wealth Management with seven years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including Ameriprise, Oxinás Partners, LLC, and M.S. Howells & Co. based in Louisville, KY. Miller is also a licensed insurance agent, spending a portion of his time implementing insurance recommendations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees with existing PNC Bank online credentials. The firm uses algorithm-driven risk assessments and delegates portfolio management and proxy voting to third parties, utilizing mutual funds and ETFs with annual rebalancing.

Laurie Beth Baird is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her previous roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolio management and a range of services including financial planning, tax support, retirement plan services, and access to alternative and private-market investments.

John Casconi is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the Casconi Group since 1998 and Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved in owning racehorses through Team Casconi and participates in a nonprofit organization called Pickleball 4 Others. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Jerome Zimmerer Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025 following a 25-year tenure at D. Scott Neal, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with a range of investment vehicles and offers specialized services including retirement plan consulting, charitable advisory, and tax-managed strategies.

Timothy Riney is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Family Wealth Strategies, LLC, FWG Investments, LLC, Madison Avenue Securities, LLC, and Edward Jones. In addition to his advisory role, he is involved in insurance sales and services through Family Wealth Strategies, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internal and third-party managed models, discretionary asset management, and financial planning services.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. 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, emphasizing diversified asset allocation and customized portfolios.

Austin Jones is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following nine years at ARGI Investment Services. Outside of his advisory role, he is involved with Courtside LLC, a venture aimed at bringing an NBA team to Louisville. Cerity Partners LLC is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers 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.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 25 years of industry experience. He has worked at several firms, including HK Financial Services, Inc. and Blue & Co, LLC, where he serves as Director Emeritus providing tax, consulting, and business valuation services. Cooper is also a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning, and utilizes a diversified investment approach with an emphasis on client objectives and risk tolerance.

Carter Mc Cain is a financial advisor at Mariner in Louisville, KY. He holds a Series 65 designation and has been with Mariner since 2025. His prior experience includes roles at the Lexington Country Club and University of Kentucky. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by an internal team and an Investment Committee, and provides integrated tax, accounting, and family office services.

John Cooper is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has held roles within PNC since 2009, including his current position since 2017. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in mutual funds and ETFs. The firm’s approach incorporates third-party management and model strategies with annual rebalancing.