John Kendall is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Compass Financial Advisory Services. Prior to his financial career, he worked at Publix Supermarkets for nearly three decades. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Brandon Lytle is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Lytle is involved in leadership and support activities at Lytle & Sons, Inc., a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Joshua Roller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PNC Investments, LLC since 2017 and held previous roles at PNC Bank and PNC Investments from 2014 to 2017. Outside of his advisory role, he is the owner of Roller Thunder LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account available by invitation only to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment strategy selection, implementing portfolios primarily through mutual funds and ETFs with annual rebalancing.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Elizabeth Blackford is a financial advisor at Savant Wealth Management in Louisville, KY, holding a Series 65 designation and one year of industry experience. Prior to joining Savant, she worked with Catholic Charities of Louisville and the Boys and Girls Club of Greater Cincinnati. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed investment strategies and offers integrated accounting, legal, and trust services through affiliated entities.

Rachel Bratcher is a financial advisor at Sanctuary Advisors, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Sanctuary Securities, Inc. Outside of her advisory role, she serves on the Annual Gala Planning Board for the National Kidney Foundation of Kentuckiana, assisting with event planning and outreach seminars. 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 independent advisors who develop their own investment strategies, offering portfolio management through various account types and employing multiple analytical approaches.

Jerry Mayes is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he owns Pillar Financial Group, an investment-related business. 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 employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide asset allocation and account rebalancing.

Justin Barley is a CFP® with eight years of experience in the financial advisory industry, currently serving at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked five years at ARGI Investment Services and spent five years at Western Kentucky University. 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 year-end 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Sean Broughton is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 credential and entering his first year in the industry. His prior work experience includes roles at Axiom Financial Strategies Group and Walmart, along with a decade dedicated to full-time education. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, 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 a client-specific investment framework that integrates proprietary quantitative screening with both third-party strategies and direct security selection.

Gregory Cockerel is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. He previously worked at LPL Financial for 18 years before joining Stratos Wealth Partners. He is also affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment and financial planning services through an independent adviser model and an open-architecture platform.

Alexander Conlin is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His background includes roles at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has experience working in the restaurant industry with QDOBA Mexican Eats. Cerity Partners advises a diverse client base including individuals, families, trusts, 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 centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Ronald Durham Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with both firms since 2011, combining roles at Guardian Life Insurance Company and Park Avenue Securities. His other business activities include the sales and service of Pacific Life Insurance products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning, model-based discretionary management, and access to proprietary and third-party advisory programs.

Eric White is a financial advisor with Foundations Investment Advisors LLC based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at Spectrum Financial Alliance, Guardian Life Insurance, Park Avenue Securities, Mass Mutual Investors Services, and Metlife Securities. Outside of his advisory work, he acts as an independent life insurance broker. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside an asymmetric rebalancing approach, employing model portfolios and third-party sub-advisers to tailor client advice.

Matthew Brown is a financial advisor at PNC Wealth Management with 32 years of industry experience. His prior work includes roles at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, utilizing approved model strategies with automated enrollment and portfolio management features.

Todd Lowery is a financial advisor with TIAA-CREF, holding the Series 63, Series 65, and Series 66 designations and 27 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Nationwide Investment Services Corporation. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Jonathan Colbert is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and previously worked at GE Appliances before joining Cerity Partners. Prior to his financial career, he spent ten years in full-time education. Cerity Partners advises a diverse range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Philip Mix is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include work with Empower Financial, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory work, Mix serves as an officer in the US Army Reserves and is a board member of the National Association of Insurance Agents and Financial Advisors' Louisville Metro chapter. He also volunteers on the finance committee for Saint Matthews United Methodist Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, managing the majority of its assets on a non-discretionary basis while maintaining fiduciary duties to retirement investors.

Bennett Estes is a CFP® and Series 65-credentialed advisor at Cerity Partners LLC with three years of industry experience. His background includes roles at the Federal Deposit Insurance Corporation, the Federal Bureau of Investigation, and Murray State University. Cerity Partners advises a diverse client base, including high-net-worth 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, combining proprietary investment processes with access to alternative and private market solutions through affiliated businesses.

Michael Flowers is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Bank of America, Merrill, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to implement investment models primarily with mutual funds and ETFs.

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.