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.

William Kemper is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory work, he has a family vacation property ownership interest. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Ryan Churchill is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Jefferson County Public Schools for nine years. In addition to his advisory work, he recruits and trains insurance agents and is appointed to write Medicare supplement and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Diane Evans is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at INVEST Financial Corp. for 22 years before joining her current firm in 2017. Evans is also the owner of Paducah Wealth Management, a marketing-related business she has managed since 2004. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with around $3.33 billion in assets under management through a network of about 431 advisors.

Todd O Daniel is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 65 and Series 63 licenses with eight years of industry experience. His prior roles include positions at Strategic Wealth Designers and TWC/Charter Communications. Outside of advisory work, he is the owner of OD Center, LLC, a commercial property business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital, invitation-only discretionary model account for employees that uses approved investment strategies with mutual funds and ETFs.

Mary Blankenship is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2012. Outside of her advisory role, she is involved in a family business specializing in professional boat detailing. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account options and incorporates features such as direct indexing and tax-overlay services within a structure affiliated with Fifth Third Bank.

Gregory Russell is a ChFC®-designated financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has held roles at Northwestern Mutual Wealth Management Company and LPL Financial. Outside of advising, he works as a sports referee. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers customized portfolio management and financial planning solutions.

Nikolas Kane is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he serves as a baseball coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and uses model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

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.

Tyler Ratliff is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. He has experience at Creative Capital Group and Truist Financial Corporation, with a total of 0 years formally in the industry as an advisor. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs.

Steven Beck is a CFP® professional with 10 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following seven years at ARGI Investment Services, LLC. He is based in Louisville, KY. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, including access to alternative and private market solutions for qualified clients.

Joshua Johnson is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Evernest Financial Advisors, Cerity Partners, and ARGI Investment Services. Prior to his advisory career, he spent four years at Cedarville University and four years at Johnson Academy. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Derek Rogers is a CFP® with four years of industry experience, currently an advisor at Cerity Partners LLC. His prior work includes roles at ARGI Investment Services and Private Client Services. Derek has also held multiple positions at Western Kentucky University and Bluegrass Academy Child Care early in his career. 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 December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment approach combining proprietary quantitative screening, manager selection, and access to private market solutions.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Emily Bearden is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 65 and Series 63 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2019 and has also worked at Fifth Third Bank since 2014. 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 access to multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with advisor-directed strategies.

Alec Broughton is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group and Western Kentucky University. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach is centered on client-specific profiles and asset allocation, incorporating proprietary quantitative methods, third-party strategies, and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Rickie Williams is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior career includes 30 years as a CPA with Rickie W. Williams CPA and work at LPL Financial since 2013. Williams also serves as a board member for the Kentucky Municipal Power Agency and participates on the advisory committee of 1st Southern National Bank. Integrated Wealth Concepts LLC 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, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside strategies for rebalancing and cash needs.

Terry Fenwick is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY, holding the ChFC® designation and Series 63 license. He has 43 years of industry experience and has been with Eagle Strategies since 2003. Fenwick also operates Fenwick Partners, LLC, and serves as an officer for the DS of Louisville Foundation, a nonprofit assisting families in the Metro area. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis.

Greg Moore is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds a Series 66 credential and has 10 years of industry experience, all of which has been with Money Concepts since 2016. Outside of his advisory role, he manages Flat 6, LLC, a non-investment-related tax entity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs and utilizes third-party managers and platforms such as Envestnet for support.

Joseph Zurschmiede is a CFP® and Series 65 registered financial advisor with five years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously at ARGI Investment Services, LLC. His background also includes roles at the Brandeis School of Law, University of Louisville, and Ohio State University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with direct security selection and alternative investment solutions through affiliated businesses.