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.

Aaron Chapman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience in the industry. His prior work includes roles at Americor Financial, First Savings Bank, and T-Mobile, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

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 with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior experience includes roles at International Assets Investment Management, International Assets Advisory, Strategic Wealth Designers, and TWC/Charter Communications. Outside of advisory work, he owns OD Center, LLC, a commercial property business. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to manage portfolios with mutual funds and ETFs, primarily serving employees of PNC Bank.

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® credentialed financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has worked at firms including Northwestern Mutual and LPL Financial. Outside of his advisory role, he serves as a sports referee. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a wide range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions, offering customized portfolio management through an open-architecture platform that integrates multiple third-party managers.

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 nine years of experience in financial advising. He has worked at Cerity Partners LLC since 2023 and previously spent seven years with ARGI Investment Services, LLC. Based in Louisville, KY, Beck’s career has focused on wealth management and financial planning. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services that integrate proprietary investment screening, manager selection, and 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® professional with four years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services, LLC and Private Client Services. Prior to his advisory roles, Derek held various positions including several years at Western Kentucky University and Bullitt County Public Schools. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and alternative investment access, supported by an affiliated private markets platform and other in-house service capabilities.

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. based in Louisville, KY, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2019 and also works at Fifth Third Bank, where she has been employed since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types, including the Passageway Managed Account Program, featuring a range of portfolio management options and risk-profile guided investment 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.

Clayton Willoughby is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners, he worked in retail and education sectors, including roles at Golf Headquarters and Lowe's Home Improvement. He has a background in full-time education spanning ten years. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management solutions with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market investments.