Ronald Harden is a financial advisor with Capital Investment Advisory Services, LLC in Florence, KY, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Capital Investment Brokerage, Inc. since 1997. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, retirement and profit-sharing plans, trusts, estates, foundations, and charitable institutions. The firm offers customized portfolios using various methods of analysis and manages the majority of its assets on a discretionary basis.

Troy Crook is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to his current role, he worked at Focus on Success and ValMark Securities, Inc. Outside of his advisory work, he serves as a director for Glory to God International Ministries, overseeing mission trips to Nigeria. ValMark Advisers provides investment advisory and financial planning services to a broad client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses diversified, goal-based model portfolios with a focus on asset allocation, implementing strategies through mutual funds, ETFs, and separate-account managers.

Carson Krueger is a financial advisor at WesBanco Securities, Inc. with a Series 66 credential and one year of industry experience. Prior to joining WesBanco Securities, he worked at WesBanco Bank, Inc. for two years and spent ten years in education. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

Louis Roedersheimer Jr. is a CFP® with 15 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has served as Senior Vice President at Evergreen Advisors, Inc. since 2016. Outside of his advisory role, he is a board member of the Elder High School Alumni Board and owns Blue Bagger, Inc., a consulting business. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and financial planning.

Andrew Von Lehman is a financial advisor with ValMark Advisers, Inc. He holds a Series 66 designation and has 15 years of industry experience. His prior work includes a role at Broadview Financial Advisors, LLC from 2015 to 2018. Outside of his advisory work, he serves as Board President of CASA for Kids, a nonprofit representing children in family court who have experienced abuse or neglect. ValMark Advisers provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with oversight from an investment committee.

Erik Hoffman is a financial advisor with Silver Oak Securities, Inc. in Florence, Kentucky, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has been with Silver Oak Securities since 2014. Outside of his advisory role, Hoffman serves as president of Boardroom Brokerage and is involved in the sale of life insurance and fixed indexed annuities. Silver Oak Securities serves a diverse client base including individuals, corporations, and institutional entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives, using both individual securities and strategist models integrated with advanced trading platforms.

Matthew Longland is a financial advisor at CreativeOne Wealth, LLC with 17 years of industry experience. He previously worked at Prosperity Capital Advisors and Securities America Advisors. Outside of his advisory role, he serves on the board of a nonprofit organization, Panorama Apartments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other RIAs. The firm manages discretionary accounts using a mix of proprietary model portfolios and third-party managers, employing various investment methods including ETFs, mutual funds, options strategies, and select private investments.

David Brunson is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and one year of industry experience. His prior roles include positions at Broadview Financial Advisors and New York Life Insurance Company. ValMark Advisers provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm uses a goal-based, diversified investment approach with model portfolios and asset allocation implemented through mutual funds, ETFs, and separate-account managers.

Kristen Kirkwood is a Series 66-licensed advisor at MCF Advisors, LLC with eight years of industry experience. Her previous roles include positions at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. She serves as a board member of the Greater Cincinnati Mutual Fund Association, participating in networking and speaking event organization. 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, tax and accounting services, and integrates third-party platforms and cross-disciplinary solutions to support client needs.

Douglas Boschert is a financial advisor with M Holdings Securities, Inc. based in Covington, KY, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with M Holdings Securities since 2002 following a brief tenure at UBS Financial Services. Outside of his advisory role, Boschert serves as treasurer for Friends of Lauren Hill Memorial Park and participates on the Elder High School Investment Committee overseeing the school’s endowment management. M Holdings Securities, Inc. serves a variety of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm provides a broad range of advisory and brokerage services, emphasizing suitability-based recommendations and ongoing client monitoring across discretionary and non-discretionary investment programs.

Michael Ducker is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Citigroup since 2005. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale alongside unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Eric Rawe is a financial advisor at Commonwealth Financial Network with seven years of industry experience. He holds the Series 66 designation and has been with Commonwealth since 2018. Rawe is also a co-owner of Rawe Financial Group, LLC, which facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Gregory Mueller is a financial advisor at SPC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Parkland Securities LLC since 2015. Outside of his advisory role, he serves as a board member for Give Where You Live Northern Kentucky, a charitable organization supporting local nonprofits. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with a structure that includes affiliated broker-dealers and insurance agencies and formal succession and compliance protocols.

Michael Frey is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Florence, KY, holding a Series 66 designation and eight years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019, and previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Operations Company Inc. Outside of his advisory role, Frey is the owner and lessor of a home rental in Independence, KY. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of programs on the Passageway Managed Account platform, including advisor-directed mutual fund and ETF models, separately managed accounts, and tax-overlay strategies. As a wholly owned subsidiary of Fifth Third Bank, the firm operates at an enterprise scale with a broad advisory network and multiple affiliated entities.

Kortnie James is a financial advisor with Fifth Third Securities, Inc. She holds Series 63 and Series 66 licenses and has three years of industry experience, including her current role at Fifth Third Securities and a decade of service with Fifth Third Bank. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage services. The firm offers multiple investment programs via the Passageway Managed Account platform, combining advisor-directed models with sophisticated strategies such as direct indexing and tax-loss harvesting.

Rebecca Dinn is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2022 and at Fifth Third Bank since 2017. Outside of her advisory role, she operates a part-time dog sitting business in Florence, Kentucky. 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 combines bank affiliation with municipal-advisor registration.

Scott Reynolds is a CFP® professional with 14 years of industry experience, currently advising at CWM, LLC. His prior roles include positions at Carson Wealth, FFR Wealth Team, and Waddell & Reed Inc. He serves as a board member of the Sycamore Premier Sports Club. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, utilizing model portfolios and a combination of fundamental and technical analysis overseen by an in-house Investment Committee.

Alan Koncal is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 12 years of industry experience. His career includes roles at PNC Investments, U.S. Bancorp Investments, US BANK, and Morgan Stanley. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmically recommended investment models managed by PNC or third-party strategists.

Thomas Dillon is a financial advisor at Independent Financial Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. Outside of his advisory role, Dillon is involved in selling Medicare Advantage and Medicare supplement insurance products, as well as fixed life and indexed annuities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm offers a decentralized advisory model, allowing clients to choose from individual advisers’ strategies, centralized asset management, or third-party managers, and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Nathan Rogers is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors since 2002. He also holds Series 63 and Series 65 licenses and has worked with Agia since 2022. Outside of advisory work, he is the managing partner of an LLC that owns his office space in Kentucky. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.