Timothy Peoples is a financial advisor at American Capital Management, Inc. with 44 years of industry experience. He holds a Series 63 designation and has previously worked at American Equity Investment Corporation and Regulus Financial Group, LLC. Outside of advisory work, he serves as a board member of a nonprofit water utility company. American Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and financial planning tailored to client goals, utilizing a mix of mutual funds, ETFs, stocks, and bonds, along with both in-house and third-party managed programs.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.

Cullen Ebert is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and two years of industry experience. He previously worked at Raymond James Financial and PNC Private Bank. In addition to his advisory role, Mr. Ebert is a licensed insurance agent involved in insurance sales and implementation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm offers customized, goal-oriented portfolios with a long-term focus using a blend of active and passive strategies, alongside retirement-plan oversight and participant education.

Dianne Williams Wildt is a financial advisor at American Capital Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Capital Management since 2013, alongside prior roles at American Equity Investment Corp and Regulus Financial Group. Outside of her advisory practice, she serves as a volunteer treasurer for Louisville First SDA Church and is a board member responsible for grounds management at Eagle Creek. American Capital Management serves a broad range of individual clients, retirement plans, and institutions by offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm tailors investment advice to client goals and manages portfolios that include mutual funds, ETFs, individual stocks, and bonds.

David Betz is a financial advisor at American Capital Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Money Concepts Capital Corp and W&S Brokerage Services. Betz is also the owner of Silver Valley Financial Group, LLC, a non-investment related business. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and charitable institutions, offering discretionary portfolio management, financial planning, and third-party manager referrals. The firm typically manages portfolios with mutual funds, ETFs, stocks, and bonds, and provides ongoing performance monitoring and reviews.

Leah Driver is a financial advisor at Axiom Financial Strategies Group, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience as a senior tax manager at Rodefer Moss & Company and roles in tax preparation and consulting through her own firm, LMD Consulting. Driver is also a licensed insurance agent. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm builds customized, goal-oriented portfolios using both active and passive strategies and sponsors a wrap fee program that consolidates transaction costs into a single asset-based fee.

Eugene Stone II is a CFA® charterholder with seven years of industry experience, currently serving as Chief Investment Officer at The Glenview Trust Company. He has worked at Almanack Investment Partners, LLC since 2020 and previously held roles at Avalon Advisors, LLC and PNC Bank. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and state or municipal entities. The firm employs a model-driven, risk-conscious approach using diversified portfolios and offers a range of strategies including long and short funds, options overlays, and digital asset allocations, while also managing adviser-led pooled vehicles and affiliated private funds.

Gloria Bommarrito is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and 26 years of industry experience. She has worked at firms including Wells Fargo Clearing and Citigroup Global Markets and has been with Axiom and affiliated firms since 2020. She is also dually registered as a Registered Representative with LionStreet Financial, LLC and provides insurance solutions through Spring Street Solutions, LLC. Axiom Financial Strategies Group offers wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a long-term, goal-oriented approach using a blend of active and passive strategies, including mutual funds, ETFs, and individual securities, and is noted for its wrap fee program and participant education services.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and previously worked at Benchmark Advisory Services and served as a legislative aide for the Louisville Metro Council. He is currently Treasurer and Chief Financial Officer of the Louisville Young Democrats and Treasurer of the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, and consulting services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and incorporates a proprietary quantitative optimization model in portfolio construction.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which markets and sells fixed annuities and securities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Bradley Fisher is a CFP® with 21 years of industry experience, currently serving at MCF Advisors, LLC. His prior roles include positions at Accredited Wealth Management, D. Scott Neal, Inc., and Wells Fargo Clearing. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Savannah Forleo is a CFP® and ChFC® with nine years of experience in the financial industry. She currently works at Lanark Financial, Inc. in Louisville, KY, and has previously held positions at firms including L.M. Kohn & Company, PNC Investments LLC, Bank of America, Merrill, Morgan Stanley, TIAA, and Morgan Stanley Private Bank. She is the sole proprietor of SK Financial LLC, a business used for tax purposes unrelated to investment activities. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers a range of program-based accounts through various platforms.

Zachary Bennett is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army since 2014 and managing Link Crude Resources, LLC, a commodities brokerage specializing in crude oil futures and physical contracts. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm emphasizes discretionary investment management tailored to client objectives, offering a range of advisory programs and utilizing a technology-driven model monitoring and automatic investment process.

William Clark is a financial advisor with MCF Advisors, LLC, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services through a tactical asset allocation approach and use of third-party platforms.

John Mcglynn is a financial advisor with Lanark Financial, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at L.M. Kohn & Company for 14 years and joined NBC Securities, Inc. in 2025. Lanark Financial provides investment management, financial planning, and advisory services to individuals, retirement plans, trusts, foundations, municipalities, and other institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms, utilizing both discretionary and non-discretionary arrangements.

Michael Merk is a financial advisor with WesBanco Securities, Inc. based in Jeffersonville, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Ally Invest Securities LLC and Ally Invest Advisors for five years, as well as at Citi Group, Fidelity Brokerage Services, TD Ameritrade, Scottrade, and Charles Schwab. WesBanco Securities, Inc. offers investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans, emphasizing tailored investment strategies through customized financial planning and portfolio management in non-discretionary wrap accounts.