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 CFP® professional with seven years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp in Louisville, KY. He has been with Money Concepts since 2017 and also worked at Western Kentucky University from 2014 to 2018. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. 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 offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

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.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. 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 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.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. Outside of finance, he has been involved with Monolithic Brewing and North Shore Tavern. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Austin Wright is a financial advisor with Guardian Life in Louisville, KY, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously operated The Wright Legacy Group for 12 years and has worked with J.W. Cole Financial, Inc. and Park Avenue Securities. Guardian Life's subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Micah Sellinger 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 Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jessica Travelstead is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked at Fifth Third Securities since 2014 and has been affiliated with FIFTH THIRD BANK since 2008. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options, including advisor-directed models and separately managed accounts, and features services such as direct indexing and tax-overlay, supported by its affiliation with Fifth Third Bank and National Financial Services.

Andrew Miller is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Miller serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through a network of independent advisors and utilizes sub-advisors and third-party platforms to implement a variety of investment strategies.

Jared Mccubbin is a financial advisor with D.A. Davidson & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and wealth management under fiduciary standards, and distinguishes itself by also serving as a municipal advisor and qualified custodian.

Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. 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 focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

Virginia Geddes is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Nationwide Investment Services Corporation for four years and spent 14 years with the State Teachers Retirement System of Ohio. Geddes has been with Empower since 2026. 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 integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

S Shaw is a financial advisor at Stratos Wealth Partners, Ltd with 26 years of industry experience. He holds a Series 66 designation and has prior experience with LPL Financial and Monroe Shine & Company Inc. Outside of advisory work, he is affiliated with a CPA firm through Monroe Shine & Company Inc. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. 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.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Matthew Frey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. He also has ongoing roles with Equity Resources and QA3 Financial LLC, both since 2009. Outside of his advisory work, he owns and manages WMG Capital. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Scott Sells is a financial advisor with Independent Financial Partners in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Prior to joining Independent Financial Partners in 2019, he worked at LPL Financial for ten years. Outside of advisory services, he is involved in several business ventures including a startup focused on X-ray equipment for mold removal, where he serves as investor and CFO. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable capabilities in retirement-plan advisory and pension consulting.

Stephen Heitz is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 66 designation with 22 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Sortino Advisory Partners for a decade each before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and retirement plan consulting services to individuals, families, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated accounting, legal, and trust services.

Adam Sattler is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY. He holds the Series 63 and Series 65 designations and has five years of industry experience. His work history includes roles with Bankers Life Advisory, Bankers Life Securities, Inc., and Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.