David Metzler is a ChFC® credentialed financial advisor with 37 years of industry experience. He is currently with Eagle Strategies (NY Life) since 2022 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Co. since 1988. His outside activities include brokering non-registered insurance products with various insurance carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm works with a wide range of clients and emphasizes tailored recommendations delivered primarily through non-discretionary asset management and a variety of advisory program types.

Charles Fischesser is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2004 and previously worked at Morgan Keegan & Company, LLC. Outside of his advisory role, he provides life, long-term care, and disability insurance products when Guardian's offerings are not suitable. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary and model-based investment management through proprietary and third-party platforms, alongside financial planning and consulting services tailored to client needs.

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, with 12 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following nine years at ARGI Investment Services. Eakles serves on the board of the Financial Planning Association of Kentucky. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, and institutional investors, with approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management through investment management, financial planning, retirement consulting, tax services, and insurance placement, combining proprietary quantitative methods with third-party strategies and direct security selection.

Matthew Watkins is a financial advisor with Cerity Partners LLC in Louisville, KY, holding a Series 65 designation and nine years of industry experience. He worked at ARGI Financial Group from 2016 to 2023 before joining Cerity Partners. Outside of his advisory role, Watkins serves on the board of directors at KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and is an adjunct professor at Spalding University. He also manages legal responsibilities as an attorney for a family estate. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services utilizing a client-specific investment framework, proprietary quantitative methods, and access to alternative and private market solutions through affiliated business platforms.

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 13 years of experience in financial advising, currently with Cerity Partners LLC since 2023. He previously worked at ARGI, Fifth Third Securities, and PNC Investments. Outside of his advisory role, he serves as a board member of the KMAK Museum and as a trustee for the Olmsted Parks Conservation Board. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with both third-party and direct investment strategies, also providing access to alternative and private market solutions.

Charles Mccurdy is a CFA® charterholder affiliated with Cerity Partners LLC in Louisville, KY, with five years of industry experience. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services, LLC and held roles at the US Census Bureau and NTT Data Consulting. 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 with an investment approach that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

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 designation and one year of industry experience. His prior work history includes roles at South Street Partners and Cellular Sales, as well as service in caddie services and education. Cerity Partners advises a diverse client base ranging from individuals and families to 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 combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Seth Newby is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and held various roles at Western Kentucky University and Vanguard. 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, combining proprietary investment strategies with access to alternative and private market solutions.

Alex Didat is a financial advisor with Bankers Life Advisory Services, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked with Bankers Life Advisory Services since 2026 and has been affiliated with Bankers Life Securities and Bankers Life & Casualty since 2024 and 2016, respectively. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals, risk tolerances, and time horizons.

Andrew Johnson is a financial advisor with Empower Advisory Group in Louisville, KY. He holds the Series 66 designation and has one year of industry experience, including prior roles at Prudential Advisors and Steepleton. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm utilizes an integrated service model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

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.

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 with Sanctuary Advisors, LLC, holding a Series 66 license and bringing 12 years of industry experience. She has worked with Bank of America, N.A. since 2015 and previously with Merrill from 2014 to 2021. Outside her advisory work, Alexandra serves as treasurer for the Greater Louisville Alumnae Panhellenic, a nonprofit focused on scholarship fundraising and local philanthropy. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, and retirement consulting through a variety of discretionary and non-discretionary solutions.