Michael Reich is a CFP® and holds a Series 65 license, with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at D. Scott Neal, Inc. and Spectrum Financial Alliance Ltd., L.L.C. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of implementation options, including ETFs and separate accounts.

Anne Chamberlain is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and METLIFE Securities Inc. Outside of her advisory role, she is the owner of Chamberlain Divorce Advisors and serves as a business development representative for the tax planning firm Tax Strategy Pro. Money Concepts Capital Corp is an enterprise-scale investment advisory firm managing approximately $4.07 billion in client assets. The firm serves a diverse client base using model-driven and asset allocation approaches combined with discretionary and non-discretionary programs, also integrating third-party managers and service providers to support its platform.

Haley Cooper is a financial advisor with Fifth Third Securities, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs through its Passageway platform, combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Clayton Feller is a CFP® and Series 65 registered advisor with Cerity Partners LLC, based in Louisville, KY. He has two years of industry experience, including roles at Cerity Partners, La Chula, and TruTest LLC. Outside of financial advising, he has been involved with DanceBlue, a philanthropic organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a broad range of services including portfolio management, financial planning, and access to private-market investments.

Seth Owen is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Private Client Services, J.J.B. Hilliard, W.L. Lyons, PNC Wealth Management, and Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Noah Walton is a CFP® with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes full-time education and experience in pool services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, 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 customized, diversified portfolios.

John Cahill is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and FIFTH THIRD SECURITIES, Inc. Cahill serves on the board of BNI Kentucky/Tennessee as a director consultant. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account programs. The firm employs a fiduciary-based model that includes discretionary and non-discretionary services, utilizing both proprietary and third-party investment platforms and strategies.

Jacob Gammon is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2025. Prior to that, he worked at Truist Securities and Truist Financial from 2014 through 2025. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment program options on its Passageway Managed Account platform, combining third-party portfolio managers with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Dawson Swindler is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. He previously worked at ARGI Investment Services, Papa John's International, and held roles at the University of Louisville and Trinity High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and 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, with an emphasis on diversified asset allocation and customized portfolios.

James Dortch is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners. Dortch has an ownership interest in a business called AUTO WASH USA. 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, and retirement plan advisory services, employing customized portfolios with a long-term approach while utilizing shorter-term trades for rebalancing or cash needs.

Neal Donhoff is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for seven years at ARGI Investment Services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. 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, retirement plan services, and access to alternative and private-market investments.

Bradley Nenni is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, LLC and the University of Kentucky. Nenni is based in Louisville, KY. 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 broad client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Chase Norcini is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Fifth Third Bank. He also has experience in the hospitality industry and performs notary services outside of his advisory role. 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, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.

Boone Lewis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He is based in Louisville, KY. 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, tax and insurance support, and access to alternative and private-market investments.

Eric Towell is a CFP® designated financial advisor with 27 years of industry experience. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at firms including Cerity Partners, ARGI Investment Services, Empire Asset Management Company, Edward Jones, and Invesco Distributors. Towell serves as a trustee and board member for the Louisville-based non-profit River Fields. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Terry Higdon is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Before joining AE Wealth Management in 2023, he worked at AlphaStar Capital Management, LLC and Ameritas Life Insurance Corp along with Ameritas Investment Corp. He is also the owner and president of Asset Preservation Group, LLC, an insurance sales and services business based in Louisville, KY. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm offers discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Todd Mercer is a financial advisor with Sanctuary Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Bank of America and Merrill, and he has served in the U.S. Army since 1990. Outside of advising, he is involved in several community and business activities, including ownership of an aircraft rental LLC and participation on the University of Louisville’s Department of Arts and Sciences Dean Advisory Board. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver tailored portfolio management and consulting services using various strategies and platforms.

Diane Evans is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at INVEST Financial Corp. for 22 years before joining her current firm in 2017. Evans is also the owner of Paducah Wealth Management, a marketing-related business she has managed since 2004. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with around $3.33 billion in assets under management through a network of about 431 advisors.