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, holding a Series 66 credential and nine years of industry experience. He has been with Money Concepts Capital Corp since 2016. Outside of his advisory role, he manages Mooredor, LLC, a family-owned business that holds shares in real estate properties developed by his grandfather. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies and utilizes both proprietary and third-party portfolio programs, managing assets through a network of several hundred advisors.

Joseph Zurschmiede is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include work at ARGI Investment Services, LLC and academic positions at the Brandeis School of Law, University of Louisville, and Ohio State University. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Clayton Willoughby is a financial advisor at Cerity Partners LLC in Louisville, KY, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Golf Headquarters and Lowe's Home Improvement, as well as a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kevin Woodall is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of his advisory role, he is involved in consulting through KRW Consultants, LLC and serves as an officer at Creative Capital Group, Corp. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage assets.

Hubert Griffin III is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Ameriprise and LPL Financial, as well as involvement with the Louisville Orchestra and academic roles at the University of Louisville and Spalding University. Outside of finance, he is a business owner of a family dental practice and operates a fundraising and marketing venture. 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, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach and employing a variety of mutual funds, ETFs, equities, and fixed income.

Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Alexandria Reeves is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services, LLC from 2020 to 2023. Before her advisory career, she spent four years at Furman University. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Lee Lenkoff is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. His background includes roles at Greater Louisville Inc., the University of Louisville Office of Institutional Equity, and various legal and publishing firms. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a wide range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Alex Linderman is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 designations with 17 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and was previously employed at PNC Investments, LLC from 2016 to 2019. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, providing various investment strategies and portfolio management options.

Matthew Haas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with TIAA and TIAA-CREF since 2004. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, acting as adviser to a donor-advised fund and operating within a vertically integrated group that utilizes affiliated funds.

Jackson Simon is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Fifth Third Securities, Inc., where he has worked since 2023. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley from 2019 to 2023. Fifth Third Securities, Inc. serves a diverse client base that includes individuals, high-net-worth clients, and institutional entities through advisory and brokerage services. The firm offers various investment programs via its Passageway Managed Account platform, utilizing third-party managers and multiple strategies including mutual fund and ETF models, SMAs, tax-overlay services, and direct indexing.

Regina Caudill is a financial advisor with Eagle Strategies (NY Life) in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Eagle Strategies since 2012 and has a longstanding affiliation with New York Life Insurance Company dating back to 1985. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered primarily on a non-discretionary basis within the integrated structure of New York Life affiliates.

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.

Adam Campbell is a financial advisor at Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has been with Cerity Partners since 2026. Prior to his current role, he worked at D-Line USA Inc. and held teaching positions at Asbury University, South Oldham High School, and East Oldham Middle School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Michael Waldridge Jr. is a financial advisor at Cerity Partners LLC with over 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cerity Partners in 2023, he worked at Argi Investment Services, LLC for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.

Jared Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Liberty Federal Credit Union and First State Bank, as well as time spent at the University of Kentucky. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

James King is a financial advisor with Money Concepts Capital Corp, holding a Series 66 license and four years of industry experience. He has worked at Watts Wealth Management since 2021. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and manages approximately $4.07 billion in client assets through a network of several hundred advisors.

Anna Brock is a financial advisor with Morgan Stanley in Louisville, KY, holding a Series 63 designation and 29 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

William Jones Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He is part of Harmony Wealth Partners, LLC, a team of four advisors, and also owns WR Jones LLC, a support entity connected to his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging extensive research and multiple implementation pathways to tailor solutions to client needs.