Todd O Daniel is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at International Assets Investment Management, International Assets Advisory, Strategic Wealth Designers, and TWC/Charter Communications. Outside of advisory work, he owns OD Center, LLC, a commercial property business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs, primarily serving employees of PNC Bank.

Mary Blankenship is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2012. Outside of her advisory role, she is involved in a family business specializing in professional boat detailing. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services within a structure affiliated with Fifth Third Bank.

Gregory Russell is a ChFC® credentialed financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has worked at firms including Northwestern Mutual and LPL Financial. Outside of his advisory role, he serves as a sports referee. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers.

Nikolas Kane is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he serves as a baseball coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and uses model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Tyler Ratliff is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. He has experience at Creative Capital Group and Truist Financial Corporation, with a total of 0 years formally in the industry as an advisor. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs.

Steven Beck is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for seven years. Cerity Partners offers 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 utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities, while also providing access to alternative and private-market investments.

Derek Rogers is a CFP® professional at Cerity Partners LLC with four years of industry experience. He previously worked at ARGI Investment Services, Private Client Services, and has held various roles at Western Kentucky University and other organizations. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client programs.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. His background also includes roles outside financial services in education and business administration. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, offering a wide range of services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.

Emily Bearden is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2019 and also works at Fifth Third Bank, where she has been employed since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types, including the Passageway Managed Account Program, featuring a range of portfolio management options and risk-profile guided investment strategies.

Alec Broughton is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, using diversified asset allocation and both proprietary and third-party strategies.

Rickie Williams is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior career includes 30 years as a CPA with Rickie W. Williams CPA and work at LPL Financial since 2013. Williams also serves as a board member for the Kentucky Municipal Power Agency and participates on the advisory committee of 1st Southern National Bank. Integrated Wealth Concepts LLC 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, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside strategies for rebalancing and cash needs.

Terry Fenwick is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Eagle Strategies since 2003. Fenwick also operates Fenwick Partners, LLC, and serves as an officer for the DS of Louisville Foundation, a nonprofit assisting families in the Metro area. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Greg Moore is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds a Series 66 credential and has 10 years of industry experience, all of which has been with Money Concepts since 2016. Outside of his advisory role, he manages Flat 6, LLC, a non-investment-related tax entity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs and utilizes third-party managers and platforms such as Envestnet for support.

Joseph Zurschmiede is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include work at ARGI Investment Services, LLC and academic positions at the Brandeis School of Law, University of Louisville, and Ohio State University. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, 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.

Clayton Willoughby is a financial advisor at Cerity Partners LLC in Louisville, KY, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Golf Headquarters and Lowe's Home Improvement, as well as a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm provides 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.

Kevin Woodall is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of his advisory role, he is involved in consulting through KRW Consultants, LLC and serves as an officer at Creative Capital Group, Corp. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage assets.

Hubert Griffin III is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Ameriprise and LPL Financial, as well as involvement with the Louisville Orchestra and academic roles at the University of Louisville and Spalding University. Outside of finance, he is a business owner of a family dental practice and operates a fundraising and marketing venture. Integrated Wealth Concepts LLC 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, using customized portfolios with a long-term investment approach and employing a variety of mutual funds, ETFs, equities, and fixed income.

Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Alexandria Reeves is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services, LLC from 2020 to 2023. Before her advisory career, she spent four years at Furman University. 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 employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Lee Lenkoff is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. His background includes roles at Greater Louisville Inc., the University of Louisville Office of Institutional Equity, and various legal and publishing firms. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a wide range of services such as 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.