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.

Shannon Jenkins is a CFP® and Series 65-licensed advisor with four years of industry experience. She currently works at Cerity Partners LLC and previously spent six years at ARGI Financial Group and twelve years at Northside Christian. Jenkins is the founder of the Nursery Project non-profit and serves on the supervisory committee for Centra Credit Union. 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 outside managers and individual securities.

Stephanie Broughton is a financial advisor at Cerity Partners LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at ARGI Financial Group/Investment Services for 14 years. Outside of her advisory role, she owns Broughton, LLC, a high performance coaching business. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers access to alternative and private-market investments.

Katie Pfeifer is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, she worked at ARGI Investment Services for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and private market programs for qualified clients.

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.

Ryan Burch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base—including individuals, families, institutions, and corporations—offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

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.

Lucas Fields is a financial advisor at Cerity Partners LLC based in Louisville, KY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kentucky Public Pensions Authority, Amazon, and the University of Louisville. 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, emphasizing diversified asset allocation and access to alternative and private-market investments.

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.

Daniel Cupkovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC and ARGI Financial Group from 2008 to 2023. Outside of his advisory role, he is a co-founder of a website focused on portfolio distribution methods and serves on the parish council of Assumption Greek Orthodox Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Erin Piscitelli is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and Landmark Financial. In addition to her advisory roles, she has been affiliated with Western Kentucky University for over a decade. 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

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.

Nicholas Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners provides customized wealth management and related services to a national client base, including 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.

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.

Charles Fischesser is a CFP® with 22 years of experience, currently affiliated with Primerica Advisors in Louisville, KY. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he is involved in providing life, long-term care, and disability insurance products beyond Guardian offerings and manages a marketing-related business, Aviator Investment Management, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement consulting, utilizing a range of proprietary and third-party investment strategies across various account types.