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 Harned is a financial advisor at Fifth Third Securities, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2017, following eight years at PNC Bank and PNC Investments. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporations, and institutional investors. The firm provides multiple discretionary managed-account programs, including advisor-directed models and direct indexing, and operates as a subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration and integrated bank affiliation.

Travis Hooser is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 credential and three years of industry experience. He previously held multiple roles at First Command Advisory Services, Brokerage Services, and Insurance Services from 2023 to 2026, following seventeen years of service in the US Army. Outside of his advisory work, he is involved in a family business, Hooser Horsemanship LLC, assisting with business filings and government requirements. PNC Wealth Management provides retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven risk assessment and implements approved model strategies with mutual funds and ETFs.

Arnold Staton Jr. is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and 10 years of industry experience. His prior roles include positions at Valic Financial Advisors, AXA Advisors, and GWN Securities. Outside of advising, he operates as an independent agent in fixed insurance sales. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Matthew Mc Dowell is a financial advisor at Equitable Advisors in Louisville, KY, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, his work background includes roles outside the financial industry, including positions at Taco Bell and Chuys. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs, utilizing both proprietary programs and third-party advisory models.

Patrick Hancock is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Before joining Raymond James, Hancock held positions at firms including Pt Pros Inc. and has roles with organizations such as The Walt Disney Company. Outside of his advisory work, he is involved as a board member for a university advisory board and participates in local media as a radio color analyst and sports show cohost focused on Louisville sports. Raymond James Financial Services Advisors, Inc. provides tailored financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, institutions, and charitable organizations. The firm employs analytical tools and risk profiling to support client goals and is known for its municipal advisory affiliation and specialized plan-level consulting programs.

Derek Decker is a CFP® professional at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019 and previously worked at ABF Freight Systems for five years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, encompassing discretionary and non-discretionary options, as well as affiliated mutual funds and tax-efficient services.

Ryan Wolfe is a financial advisor at Equitable Advisors with a Series 66 credential. He has industry experience beginning in 2025, including prior roles at Meritrust Wealth Management, First Kentucky Securities, and Tri-Arrows Aluminum. He also has five years of experience associated with Bellarmine University. Equitable Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using both proprietary and third-party advisory models.

Cordell Blair is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1995. Blair also receives non-investment-related compensation through part-time referrals of home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Dallas Tuggle is a financial advisor with Equitable Advisors in Louisville, KY. He holds a Series 66 designation and joined the firm in 2025. Prior to entering the industry, he worked at Epic Systems for four years and attended Eastern Kentucky University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm works with a variety of investment models and third-party managers, offering services that include ERISA fiduciary consulting and a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Tony Edelen is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with a longer tenure at JPMorgan Chase Bank dating back to 2009. Outside of his advisory role, he has a financial interest as an owner and partner in a separate business entity, THE VERNON LLC, but does not have day-to-day responsibilities there. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Dennis Frank is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Cetera since 2020 and has been owner of Dennis Frank Financial since 2009. His other business activities include serving as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Carrol Wood III is a financial advisor at Raymond James Financial with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with various Raymond James entities since 2013. Outside of his advisory work, he is an owner and independent contractor at Clearpath Financial LLC and serves as a subcommittee member for the Tony Delk Basketball Academy Golf Event. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and has unique offerings such as municipal advisory services and employer SIMPLE IRA consulting programs.

Stephen Kottkamp is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has been with LPL Financial since 2006 and previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2004 to 2006. Outside of advising, he operates Allegiant Financial Services, LLC as a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its extensive network of advisors with proprietary research, technology, and diverse investment strategies.

Brian Helm is a financial advisor with Edward Jones in Fisherville, KY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Andrew Eurton is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding a Series 66 designation and 11 years of industry experience. Prior to his current role, he was involved with Jumar, LLC dba West Coast Vape Lounge for five years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Clayton Craig is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions.

John Scott is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Louis T. Roth & Co., Crossings Camps, and Chic-Fil-A Restaurants among others. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes third-party asset managers and sponsored advisory programs, offering diverse investment options such as mutual funds, ETFs, and alternative investments while providing ERISA fiduciary services to qualified plans.

Joel Shepherd is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior experience includes service in the United States Air Force and Air National Guard, as well as roles with Pruvit and Epic Sands, LLC. Outside of his advisory work, he is involved in coaching at Highlands Latin School in Louisville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Robert Allison is a financial advisor with LPL Financial in Louisville, KY, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers for W&R Insurance Agencies for 27 years. Allison continues to be involved in insurance sales through his role with W&R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by advanced operational and research tools.