Zachary Bennett is a financial advisor at Silver Oak Securities, Incorporated with one year of industry experience. He holds a Series 66 designation and has been involved with Link Crude Resources, LLC, a commodities brokerage focusing on physical crude oil and futures contracts, since 2020. Bennett also serves in the US Army. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

James Anderson is a financial advisor at Silver Oak Securities, Incorporated with 22 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Seacrest Wealth Management, LLC for 13 years. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets, delivering investment advice primarily on a discretionary basis.

Daniel Shuck is a CFP® and ChFC® with 38 years of experience in the financial industry. He has worked at Sequent Planning, LLC since 2023 and previously spent time at Allstate Insurance Company and Morgan Stanley. In addition to his advisory role, he is also active as an insurance agent, offering insurance products and services. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and retirement plan services through a network of approximately 97 independent adviser representatives who implement a structured risk framework and diversified strategies.

Donald Sada is a financial advisor with Trustmont Advisory Group, Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. His work history includes roles at multiple Cetera entities and JPMorgan Securities LLC. Trustmont Advisory Group serves individual and institutional clients, offering financial planning, investment advice, discretionary portfolio management, and group seminars. The firm employs a long-term investment outlook based on public research, industry reports, and adviser judgment, managing approximately $1.1 billion in discretionary assets as of December 31, 2024.

Michael Merk is a financial advisor with WesBanco Securities, Inc. based in Jeffersonville, IN, holding a Series 66 designation and nine years of industry experience. He previously worked at Ally Invest Securities LLC and Ally Invest Advisors for five years, as well as at Citi Group, Fidelity Brokerage Services, TD Ameritrade, Scottrade, and Charles Schwab. WesBanco Securities, Inc. offers investment advisory services to individual investors, high-net-worth clients, trusts, estates, corporations, and retirement plans, emphasizing tailored investment strategies through customized financial planning and portfolio management in non-discretionary wrap accounts.

Robert Bouhl is a financial advisor at Meridian Wealth Management, LLC in Louisville, KY, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with Meridian Wealth Management since 2017 and previously worked at Sterling Financial Group, Ltd. from 2012 to 2017. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Michael Smith Jr. is a financial advisor at Savvy with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, The Louisville Sales Club, various insurance carriers, and Waddell and Reed Inc. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Luis Miletti Jr. is a financial advisor at Savvy with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Investment Services, Suntrust Advisory Services, and PNC Investments. Outside of his advisory work, he owns businesses involved in property acquisition and development in Panama. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based cores with tailored strategies, including direct indexing with tax-loss harvesting and ESG-focused models, supported by a proprietary technology platform.

Michael Jones is a CFP® and ChFC® with 37 years of industry experience. He currently works at Silver Oak Securities, Incorporated and has prior experience with Cambridge Investment Research and McKendree University. Outside of his advisory role, he serves on the board of Mercy Academy and owns a life coaching business focused on helping clients develop plans for personal fulfillment. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers personalized portfolio management and financial planning through a network of more than 100 financial professionals.

Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. He previously worked at J.P. Morgan Chase for 26 years and has held various roles including finance manager at Senior Solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, offering a largely non-discretionary model that incorporates multiple analytical approaches in portfolio management.

Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies tailored to client needs.

Brian Lahue is a CFP® professional with 19 years of industry experience, currently advising at RFG Advisory, LLC. He has held roles at Sweet Life Wealth Management and First Harrison Bank prior to joining RFG Advisory. Outside of his advisory work, Lahue serves on the board of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Charles Neal is a Series 66-registered financial advisor with Private Client Services, LLC, where he has worked since 2005, bringing 24 years of industry experience. He is the founder and president of CFN Insurance Services, providing insurance and risk management, and serves as an adjunct professor of economics and finance at Ottawa University. Neal also holds board positions with the YMCA of Greater Louisville/Clark County and the nonprofit charity Just Believe. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm offers financial planning, consulting, and portfolio management using a structured risk-profiling process and multiple implementation platforms, managing approximately $1.05 billion across over 3,200 client accounts.

Jerald Bennett is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Silver Oak Securities since 2019 and has been involved with Bennett & Bennett Financial since 2015. Outside of his advisory work, Bennett serves on committees for local schools and community organizations in Sellersburg, Indiana. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers customized portfolio management through both internal and external strategies, serving clients primarily on a discretionary basis.

Bryan Repishti is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Fifth Third Securities. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and is part of the Principal Financial Group family, which allows access to affiliated products and integrated services.

Benjamin Ahmetagic is a CFP® professional at Root Financial Partners with six years of industry experience. He previously worked at Centerline Wealth Advisors, LLC, and J.P. Morgan Securities. Outside of finance, he had involvement with All-Time Trucking LLC and held roles connected to the University of Cincinnati and the Kentucky Democratic Party. Root Financial Partners serves individual clients, trusts, estates, small businesses, and retirement-plan relationships by providing investment management and comprehensive financial planning. The firm emphasizes broadly diversified, passive portfolios tailored to client needs and offers educational programming alongside specialized investment strategies when appropriate.

Phyllis Spears is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, with 27 years of industry experience. She holds a Series 66 designation and has worked with LaSalle St. Investment Advisors since 2017. Outside of her advisory role, she serves on the Howard Steamboat Museum Advisory Committee and is involved with Paws4Life as a registered agent in Indiana. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a variety of investment strategies, including both passive and active approaches, and manages accounts on both a discretionary and non-discretionary basis.

Henry Cook Jr. is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. He has been with PNC Investments since 2008. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account pilot for PNC Bank employees that uses algorithmic risk assessment and approved model strategies.

Andrew Atchison is a CFP® professional with 19 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked at LPL Financial, LLC from 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.