Shelby Babcock is a Series 65–licensed financial advisor with six years of industry experience. She is currently with Cerity Partners, where she has worked since 2023, and previously worked at ARGI Investment Services from 2017 to 2023. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, 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 quantitative screening with manager selection, direct security selection, and access to alternative and private market solutions for qualified clients.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Fifth Third Securities since 2020 and concurrently with Fifth Third Bank since 2019. Prior to this, Josue held positions at ADP, Brooks Brothers, and the University of Louisville. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing third-party portfolio managers and various strategies including direct indexing and tax-loss harvesting.

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-certified financial advisor at Cerity Partners LLC with four years of industry experience. Prior to joining Cerity Partners in 2023, she worked for ARGI Financial Group for six years and spent twelve years at Northside Christian. Jenkins is the founder of the Nursery Project non-profit and serves on the Supervisory Committee of Centra Credit Union. 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 December 31, 2025. The firm provides customized wealth management services and offers access to alternative and private market solutions alongside its proprietary investment approach.

Stephanie Broughton is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 designation and four years of industry experience. She previously worked at ARGI Financial Group/Investment Services for 14 years before joining Cerity Partners. Outside of her advisory role, she is the owner of Broughton, LLC, a high performance coaching business. Cerity Partners serves a diverse range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, asset allocation, and access to alternative and private market solutions.

Katie Pfeifer is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Cerity Partners LLC since 2023, following nine years at ARGI Investment Services and eight years at J.J.B. Hilliard, W.L. Lyons, LLC. 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 and employs an investment framework based on client-specific profiles, combining proprietary screening, manager selection, and access to alternative and private market solutions.

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 experience in the financial advisory industry. He currently works at Cerity Partners LLC and was previously with ARGI Investment Services for seven years. Based in Louisville, KY, he holds Series 63 and Series 66 licenses. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and various institutional investors. The firm offers customized wealth management services built on client-specific investment profiles and asset allocation, integrating proprietary quantitative screening, manager selection, and direct security selection.

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 with two years of industry experience. He holds a Series 65 designation. His prior work experience includes roles at Kentucky Public Pensions Authority, Amazon, and the University of Louisville. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, and other institutional investors. The firm offers customized wealth management services, combining proprietary investment frameworks with access to alternative and private market solutions for qualified clients.

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 63, 65, and 66 credentials and 22 years of industry experience. His prior roles include positions at Private Client Services, ADP, J.J.B. Hilliard, W.L. Lyons, LLC, Banc One Securities Corporation, and A.G. Edwards & Sons, Inc. He is based in Louisville, KY. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs.

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 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 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Robert Kane is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2006. Outside of his advisory role, he provides a personal taxi service through Uber. Fifth Third Securities offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Erin Piscitelli is a CFP® professional affiliated with Cerity Partners LLC in Louisville, KY, with seven years of industry experience. She has worked at Cerity Partners since 2023 and previously at ARGI Investment Services and Landmark Financial. Piscitelli has also been associated with Western Kentucky University since 2014. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles and a combination of quantitative screening, manager selection, and both third-party and direct security investments.

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 Certified Financial Planner™ (CFP®) with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative methods and access to alternative and private market solutions.