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 at PNC Wealth Management with 12 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Fisher Investments, Aquila Distributors LLC, PIMCO Investments LLC, and J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only employee pilot. The firm’s approach involves algorithm-driven risk assessment and model selection, implementing investments through mutual funds and ETFs with annual rebalancing.

Jeremy Finn is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial from 2008 and joined Stratos Wealth Partners in 2025. Finn is affiliated with Monroe Shine & Co., Inc. through a CPA affiliate program. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor serving individuals, retirement plans, corporations, nonprofits, and institutional clients with a range of investment advisory and financial planning services. The firm operates an open-architecture model driven by independent advisor representatives who provide customized portfolio management using multiple third-party platforms and managers.

Elizabeth Roche is a CFP® professional with eight years of experience in financial advisory. She is currently with Kestra Advisory and has previously worked at LPL Financial, Questar Asset Management, and operated independently. Outside of her advisory role, she holds a notary public commission in Kentucky. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors and offers access to multiple management platforms and complex investment solutions.

Matthew Westfall is a CFA® charterholder with 15 years of industry experience. He currently serves as an advisor at Cerity Partners LLC, having joined the firm in 2023 after 12 years at ARGI Investment Services, LLC. Outside of his professional role, he assists his brother with managing personal finances. 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 the end of 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Matthew Miller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. His prior roles include positions at Ameriprise, Oxinás Partners, LLC, and M.S. Howells & Co. He is also a licensed insurance agent, dedicating part of his time to insurance sales and implementing insurance recommendations. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a restricted employee-only digital discretionary account that uses algorithm-driven risk assessments and implements investments via approved model strategies with mutual funds and ETFs.

Laurie Beth Baird is a CFP® professional with four years of industry experience, currently serving with Cerity Partners LLC. Her prior roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Outside of her advisory work, she manages private residential rental properties through two single-member limited liability companies. Cerity Partners provides comprehensive wealth management services to a diverse client base, utilizing tailored investment profiles and a combination of proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

John Casconi is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the Casconi Group since 1998 and Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved in owning racehorses through Team Casconi and participates in a nonprofit organization called Pickleball 4 Others. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Jerome Zimmerer Jr. is a CFP® and PFS™ credentialed financial advisor with 23 years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025 following a 25-year tenure at D. Scott Neal, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services and comprehensive financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based investment approach, utilizing globally diversified portfolios with a range of investment vehicles and offers specialized services including retirement plan consulting, charitable advisory, and tax-managed strategies.

Timothy Riney is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Family Wealth Strategies, LLC, FWG Investments, LLC, Madison Avenue Securities, LLC, and Edward Jones. In addition to his advisory role, he is involved in insurance sales and services through Family Wealth Strategies, LLC. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining internal and third-party managed models, discretionary asset management, and financial planning services.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has worked at Cerity Partners since 2024. Prior to her advisory role, she has experience in education, self-employment, and roles outside finance including at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 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.

Austin Jones is a CFP® and Series 65-registered financial advisor with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a nine-year tenure at ARGI Investment Services. Outside of his advisory role, he is involved with Courtside LLC, a venture aimed at bringing an NBA team to Louisville. Cerity Partners serves a diverse client base, including individuals, families, trusts, institutions, and investment entities, providing customized wealth management solutions that combine quantitative screening, manager selection, and access to alternative and private market investments.

Edward Engler is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. He has been with Fifth Third Securities since 2016. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering advisory and brokerage services through multiple program types on the Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, with a range of investment strategies and affiliated entities.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 license and bringing 25 years of industry experience. He has held roles at multiple firms including HK Financial Services, Blue & Co., LLC, and Trustee Empowerment & Protection, Inc. Outside of his advisory work, he serves as Director Emeritus at Blue & Co., a regional CPA firm, and is a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related services. The firm emphasizes diversified portfolios using mutual funds and ETFs and provides additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Carter Mc Cain is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Lexington Country Club and Owensboro Country Club and was a student at the University of Kentucky. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

John Cooper is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has held roles within PNC since 2009, including his current position since 2017. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in mutual funds and ETFs. The firm’s approach incorporates third-party management and model strategies with annual rebalancing.

Michael Gosney is a CFP® and Series 66-licensed advisor at Mariner with 13 years of industry experience. He worked at Martin Financial Group from 2011 to 2019 and has been with Mariner Wealth Advisors since 2019. Outside of his advisory role, he serves as board treasurer for the Tau Kappa Epsilon Fraternity in New Albany, IN, overseeing board financials and scholarship accounts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

Michael Reich is a CFP® and holds a Series 65 license, with eight years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at D. Scott Neal, Inc. and Spectrum Financial Alliance Ltd., L.L.C. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of implementation options, including ETFs and separate accounts.

Anne Chamberlain is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and METLIFE Securities Inc. Outside of her advisory role, she is the owner of Chamberlain Divorce Advisors and serves as a business development representative for the tax planning firm Tax Strategy Pro. Money Concepts Capital Corp is an enterprise-scale investment advisory firm managing approximately $4.07 billion in client assets. The firm serves a diverse client base using model-driven and asset allocation approaches combined with discretionary and non-discretionary programs, also integrating third-party managers and service providers to support its platform.