Haley Cooper is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.

Clayton Feller is a CFP® with two years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at La Chula, TruTest LLC, DanceBlue, Amazon, and Walmart. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that combines proprietary screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Seth Owen is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Private Client Services, J.J.B. Hilliard, W.L. Lyons, PNC Wealth Management, and Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.

Noah Walton is a CFP® and Series 65-registered financial advisor with Cerity Partners LLC, based in Louisville, KY, and has two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes several years dedicated to full-time education. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

John Cahill is a financial advisor with Private Advisor Group, LLC in Louisville, KY, holding Series 63 and Series 66 designations and possessing 17 years of industry experience. His prior work includes positions at UBS Financial Services and Fifth Third Securities, Inc. Since 2024, he has served as a director consultant for BNI Kentucky/Tennessee, a nonprofit organization. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, including proprietary and third-party programs. The firm operates a fiduciary-based advisory model, combining client goal assessment with the use of technology platforms and third-party managers.

Jacob Gammon is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2025. Prior to that, he worked at Truist Securities and Truist Financial from 2014 through 2025. Fifth Third Securities, Inc. serves a diverse clientele including individual, high-net-worth, and institutional clients through advisory and brokerage services. The firm offers multiple investment program options on its Passageway Managed Account platform, combining third-party portfolio managers with a range of strategies from mutual funds and ETFs to separately managed accounts and direct indexing.

Dawson Swindler is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 credential and has four years of industry experience. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services, LLC, and also has experience with Papa John's International and the University of Louisville. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, employing a client-specific investment approach that integrates proprietary quantitative screening, manager selection, and access to private market solutions.

James Dortch is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners. Dortch has an ownership interest in a business called AUTO WASH USA. 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, and retirement plan advisory services, employing customized portfolios with a long-term approach while utilizing shorter-term trades for rebalancing or cash needs.

Neal Donhoff is a CFP® professional at Cerity Partners LLC with 13 years of industry experience. He worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Neal holds Series 63 and Series 65 licenses and is based in Louisville, KY. Cerity Partners serves a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Bradley Nenni is a CFP®-credentialed financial advisor with four years of industry experience, currently serving at Cerity Partners LLC. His professional background includes roles at Cerity Partners and ARGI Investment Services, as well as teaching positions at the University of Kentucky and St. Xavier High School. 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 an investment framework that integrates client-specific profiles with both proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Chase Norcini is a CFA® charterholder and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC since 2023, having previously worked at ARGI Investment Services, Fifth Third Bank, and Eddie Merlots. Outside of advising, he serves as a notary, notarizing documents on a limited basis. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles and a combination of proprietary quantitative methods, third-party strategies, and direct security selection.

Samuel Morton is a financial advisor with PlanMember Securities Corporation in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Bluegrass Wealth Partners LLC, LPL Financial, Investment Centers of America, Investment Professionals, Inc., and Chase Investment Services Corp. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process to manage risk-based mutual-fund portfolios and offers education and support services such as seminars and personalized retirement planning.

Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.

Joseph Milas is a financial advisor at Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Prior to joining the firm, Milas has experience in the logistics and trucking industries, as well as service in the United States Army. Outside of finance, he is involved with Racing River Land and Logging LLC. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.

Boone Lewis is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior experience includes roles at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He holds Series 63 and Series 65 licenses. 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 2025. The firm offers customized wealth management services with a client-specific investment framework that incorporates proprietary screening, manager selection, and access to alternative and private market investment opportunities.

Eric Towell is a CFP® designated financial advisor with 27 years of industry experience. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at firms including Cerity Partners, ARGI Investment Services, Empire Asset Management Company, Edward Jones, and Invesco Distributors. Towell serves as a trustee and board member for the Louisville-based non-profit River Fields. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

Terry Higdon is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. Before joining AE Wealth Management in 2023, he worked at AlphaStar Capital Management, LLC and Ameritas Life Insurance Corp along with Ameritas Investment Corp. He is also the owner and president of Asset Preservation Group, LLC, an insurance sales and services business based in Louisville, KY. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm offers discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Todd Mercer is a financial advisor with Sanctuary Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Bank of America and Merrill, and he has served in the U.S. Army since 1990. Outside of advising, he is involved in several community and business activities, including ownership of an aircraft rental LLC and participation on the University of Louisville’s Department of Arts and Sciences Dean Advisory Board. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who deliver tailored portfolio management and consulting services using various strategies and platforms.