Thomas Carpenter is a CFA® charterholder with 23 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2025. Prior to that, he spent nine years at L.M. Kohn & Company. Carpenter also works as an independent insurance agent specializing in life insurance, long-term care, and annuities. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and offers a range of advisory services including financial planning and fiduciary services.

Gail Schank is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding a Series 63 designation and over 43 years of industry experience. She has worked with Eagle Strategies since 2008 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1980. In addition to her advisory role, she operates Schank Financial, which brokers non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Clint Eakles is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at ARGI Investment Services for nine years before joining Cerity Partners in 2023. Eakles is a board member of the Financial Planning Association of Kentucky. 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 customized, diversified portfolios.

Matthew Watkins is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group and PNC Wealth Management. Outside of his advisory role, Watkins serves on the board of directors for KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and teaches as an adjunct professor at Spalding University. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Darek Mitchell is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has been with the Bankers Life companies since 2022. Prior to his advisory role, he worked in the restaurant industry and attended Indiana University for full-time education. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and ongoing portfolio management using a combination of fundamental, technical, and cyclical analysis.

Julio Driggs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI, Fifth Third Securities, and PNC Investments. He serves on the boards of the KMAK Museum and the Olmsted Parks Conservation Board. 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 with customized portfolios emphasizing diversified asset allocation and offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles Mccurdy is a CFA® charterholder with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, the US Census Bureau, and NTT Data Consulting. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with additional services spanning financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Kirsten O'Neil is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Fifth Third Securities in 2024, she has been with Fifth Third Bank, N.A. since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm offers a range of discretionary managed-account programs and features such as direct indexing and a tax-overlay service, operating as a wholly-owned subsidiary of Fifth Third Bank.

Katelynn Hughett is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY. She holds Series 63 and Series 65 licenses and has seven years of industry experience, including roles at Fifth Third Securities and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, institutions, corporations, and trusts through both investment advisory and brokerage services. The firm offers multiple managed account programs via its Passageway platform, featuring a range of investment strategies tailored to client risk profiles.

Ty Watts is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2008. Outside of his advisory role, Watts owns and operates an independent insurance agency specializing in commercial property and casualty insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining proprietary portfolios with third-party sub-advisers to serve approximately 14,700 clients.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at South Street Partners and Cellular Sales. Outside of finance, he has experience in caddie services and has spent time in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated service units.

Seth Newby is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. He has worked at Cerity Partners since 2023 and previously held roles at ARGI Investment Services, Vanguard, and Western Kentucky University. 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, emphasizing diversified asset allocation and customized portfolios.

Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 designations and two years of industry experience. He has been associated with Bankers Life Securities since 2024 and Bankers Life & Casualty since 2016. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with ongoing reviews and rebalancing.

Larry Sweet is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2005 and with Fifth Third Bank since 2004. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate and business clients, and institutional investors. The firm combines municipal-advisor registration with its affiliation to Fifth Third Bank and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

John Vinci is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at D. Scott Neal, Inc. and was involved with Fit Tech KY, LLC. His earlier career included managing VE LLC and VE2 INC, operating under the Potbelly Louisville brand. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options such as ETFs, mutual funds, and direct indexing.

Andrew Patterson is an advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 licenses. He has experience in the financial industry since 2020, with prior roles at Fifth Third Bank and Woodforest National Bank, as well as a seven-year period at P & R Entertainment. Fifth Third Securities serves a diverse client base, including individual and institutional investors, offering investment advisory and brokerage services through the Passageway Managed Account Program. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages a range of portfolio management strategies via a platform supported by Fidelity’s Managed Account Xchange.

Yennie Chu is a financial advisor with Bankers Life Advisory Services, Inc. and holds a Series 66 designation. She has been with the Bankers Life group since 2024, including experience at Bankers Life Advisory and affiliated entities. Prior to joining the financial services industry, she worked at Stoney River Steakhouse & Grill for five years. Bankers Life Advisory Services, Inc. is an SEC-registered adviser serving mass-affluent and high-net-worth individuals with discretionary and non-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 tolerances.

Alexandra Head is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she serves as treasurer of the Greater Louisville Alumnae Panhellenic, a nonprofit organization supporting scholarships and philanthropy for local sorority alumnae. Sanctuary Advisors provides investment advisory and financial planning services to a wide range of clients through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches while acting as a fiduciary under advisory agreements.

Thomas Furlong is a financial advisor at Kestra Advisory with 34 years of industry experience. He has previously worked at LPL Financial and Meritrust Wealth Management, where he also serves as a registered representative. Outside of his advisory role, he is the sole member of SIX FURLONGS LLC, a music-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional investors among others.

Nicholas Stewart is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 66, Series 65, and Series 63 licenses and possessing 11 years of industry experience. His prior roles include positions at PIMCO Investments LLC, Fisher Investments, and Aquila Distributors LLC. Stewart joined PNC Investments LLC in 2024. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategy pilot for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs with annual rebalancing.