Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kelly Mangum is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with six years of industry experience. Prior to joining Cerity Partners in 2023, Mangum worked at ARGI Investment Services and has entrepreneurial experience with Mangum Enterprises. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers a range of services including portfolio management, financial planning, retirement consulting, tax planning, and access to alternative investments.

Michael Fisher is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 designations and has 23 years of industry experience. He has worked with Eagle Strategies since 2014 and has been associated with New York Life and Nylife Securities Inc. since 2004. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Tac Milne is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 1985. He has also been affiliated with Dennis Doerr & Associates and The Doerr Greenwell Financial Group since 1983. Outside of his advisory work, Milne operates a sole proprietorship providing income tax preparation services during tax season. Money Concepts Advisory Service manages portfolios and offers financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Shelby Babcock is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and Embellish. Shelby 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 customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2020 and Fifth Third Bank since 2019. His prior experience includes roles at ADP and Brooks Brothers, as well as five years at the University of Louisville. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering investment advisory and brokerage services. The firm provides access to multiple investment programs through its Passageway Managed Account Platform, utilizing third-party managers and various strategies such as mutual funds, ETFs, SMAs, and direct indexing.

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® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2023, Jenkins worked at 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 is an SEC-registered investment adviser managing approximately $126.9 billion in client assets. The firm serves a diverse client base, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments through a range of affiliated entities and programs.

Stephanie Broughton is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at ARGI Financial Group/Investment Services for 14 years. Outside of her advisory role, she is the owner of Broughton, LLC, where she provides high performance life coaching. 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.

Katie Pfeifer is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, she worked at ARGI Investment Services for nine years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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, emphasizing customized, diversified portfolios and private market programs for qualified clients.

Wendy Staudenheimer is a financial advisor at Sanctuary Advisors, LLC with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates, Morgan Stanley Smith Barney LLC, and Merrill. Staudenheimer has been with Sanctuary Advisors since 2021. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a range of discretionary and non-discretionary strategies, supported by sub-advisors and third-party model platforms.

Ryan Burch is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. 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, institutions, and corporations—offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Dylan Pfeffer is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and New York Life. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes a mix of fundamental and technical analysis, with a notable emphasis on non-discretionary assets and extensive networking arrangements with banks and credit unions.

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 based in Louisville, KY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Kentucky Public Pensions Authority, Amazon, and the University of Louisville. 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 retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

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 in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has previously worked with Private Client Services and ADP. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that combines in-house and third-party investment solutions.

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 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, and access to alternative and private-market investments.