Micah Sellinger is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Mutual of Omaha and FSTan. Cerity Partners advises a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach that integrates client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

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 previously worked at Bank of America and Merrill for five years each. He serves on the advisory board of Mattingly Edge, a charitable organization based in Louisville, Kentucky, where he contributes to advice, fundraising, and volunteer efforts. Sanctuary Advisors offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations, through over 400 independent adviser representatives. The firm supports a variety of account management approaches and employs fundamental, quantitative, and technical analyses, with a platform notable for its ownership structure and affiliations.

Jared Mccubbin is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2023, he worked 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Jeremy Davis is a CFP® and holds a Series 66 license with 16 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Argi Investment Services, LLC and Argi Financial Group. Cerity Partners advises a wide range of clients, including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

S Shaw is a financial advisor at Stratos Wealth Partners, Ltd with 26 years of industry experience and holds a Series 66 designation. He has been associated with LPL Financial since 2000 and has a longstanding affiliation with Monroe Shine & Company Inc, a CPA firm. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach, providing discretionary and non-discretionary portfolio management through both affiliated and independent representatives.

Christian Cunningham is a financial advisor at Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and various educational and religious organizations. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on tailoring advice to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Joshua Turner is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Thoroughbred Financial and First Southern National Bank, as well as two separate terms at Cerity Partners. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

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® and holds a Series 66 license with 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2011 and has prior experience at firms including Equity Resources, QA3 Financial LLC, Chase Investment Services Corp., and UBS Financial Services. Frey is also the owner and business manager of WMG Capital, an investment-related venture. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm provides investment advisory, financial planning, and consulting services to a diverse client base, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs.

Scott Sells is a financial advisor with Independent Financial Partners in Louisville, KY, holding Series 63 and Series 66 registrations and over 31 years of industry experience. He has worked at Independent Financial Partners and IFP Securities, LLC since 2019 and previously spent 10 years at LPL Financial. Outside of advising, he is involved in a mold removal startup where he serves as an investor and CFO and participates in businesses related to x-ray equipment leasing and tax services. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model allowing individual investment representatives to set strategies, while also providing centralized asset management options and specialized retirement-plan advisory and pension consulting services.

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 an advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked within various branches of Bankers Life since 2016. 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 employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Christopher Puffer is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Money Concepts since 2006 and has held consulting and marketing roles with Rye Wright & Hiegel and Pinnacle Insurance & Financial Services. Puffer is also involved as an officer in Creative Capital Group, a separate investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across 14,700 clients. The firm employs a variety of portfolio management strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account structures.

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.

Karalyn Fielding is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial, Bluestone Wealth Partners, and Nationwide Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with options such as mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

Christina Kaiser is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her prior work includes positions at The Legacy Benefits Group and Northwestern Mutual Investment Management. She also serves as president of Women Who Wine for a Cause, a nonprofit organization based in Louisville. Bankers Life Advisory Services, Inc. provides investment advisory services primarily to mass-affluent and high-net-worth individuals, offering 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 profiles.

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.

John Wilhoit is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with Kestra since 2008 and is also the owner of Wolf Pen Lawn Care, a business he has operated since 2003. Outside of finance, Wilhoit serves as president of the board for the Tom Sawyer Swim Team, a community organization in Louisville, KY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving a wide clientele that includes large institutional investors.

Timothy Asher is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and 23 years of industry experience. His work history includes roles at Net Law Group, Planchoice, Inc., and MedLink. Outside of his advisory role, he serves as a board member of the Hardin County History Museum. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.