Thomas Lockmund is a financial advisor at Silver Oak Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which markets and sells fixed annuities and securities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SeaCrest Wealth Management, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, and UBS Financial Services. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and primarily delivers discretionary investment management tailored to client objectives and risk tolerances.

Richard Madden is a financial advisor at Silver Oak Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and SeaCrest Wealth Management. Madden operates out of Louisville, KY. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a team of approximately 101 financial professionals. The firm offers a variety of advisory programs that focus on discretionary, customized investment management aligned with client objectives and risk tolerances.

Paul Burke is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Client Services in 2022, he worked at Merck & Co., Inc. from 2010 to 2019 in various capacities. He is also the owner of Burke Financial Advisors, a financial advising business. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Todd Oberhausen is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. He has been with Private Client Services since 2019. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. 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.

Zachary Bennett is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army since 2014 and managing Link Crude Resources, LLC, a commodities brokerage specializing in crude oil futures and physical contracts. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm emphasizes discretionary investment management tailored to client objectives, offering a range of advisory programs and utilizing a technology-driven model monitoring and automatic investment process.

Jason Langley is a financial advisor at Private Client Services, LLC in Louisville, KY, with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Private Client Services since 2005. Outside of his advisory role, Langley is involved in tax preparation through Langley Capital Management LLC and works with RE Pierce & Associates during tax season. Private Client Services is a multi-team SEC-registered advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plans, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in assets.

James Anderson is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with 22 years of industry experience. His career includes roles at Morgan Stanley and SeaCrest Wealth Management before joining Silver Oak Securities in 2025. Silver Oak Securities serves a diverse client base including individuals, pension plans, and business entities through a network of over 100 financial professionals. The firm primarily offers discretionary, tailored investment management and a variety of advisory programs, combining technology and ongoing model monitoring to support its clients’ investment objectives.

Daniel Shuck is a financial advisor with Sequent Planning, LLC and holds the CFP® and ChFC® designations. He has 38 years of industry experience, including roles at Allstate Insurance Company, Morgan Stanley, and Allstate Financial Advisors, LLC. Shuck is also a licensed insurance agent, a role he has maintained since 1983. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, written financial planning, and retirement-plan services. The firm uses a structured risk framework and offers access to third-party model managers alongside customized investment strategies.

Richard Robinson is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Private Client Services since 2008. Robinson is also a licensed insurance agent and a 10% passive owner of State Street Partners LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing over $1 billion in client assets.

Cindy Lindle is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, Lindle assists with tax return preparation and financial statement typing during peak months and is licensed to sell non-securities-based insurance products. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Jillian Fohr is a financial advisor at Private Client Services, LLC with seven years of industry experience. She holds a Series 66 designation and has been with Private Client Services since 2018. In addition to her advisory role, Jillian works as a cognitive skills instructor at LearningRx Springhurst, a center focused on improving cognitive deficiencies in children. She also works part-time as a bartender at Foxhollow Farm in Crestwood, KY. Private Client Services is an SEC-registered independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management through multiple advisory platforms, emphasizing risk profiling and tailored strategies including both discretionary and non-discretionary management.

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 prior work includes roles at JPMorgan Securities LLC and several Cetera affiliates. Trustmont Advisory Group serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach drawing on various public research sources and offers services such as financial planning, discretionary portfolio management, and access to brokerage and insurance products.

Ernest Sampson is a ChFC® credentialed financial advisor with 36 years of industry experience, currently with Private Client Services, LLC in Louisville, KY. He has been with the firm since 2001. Outside of advising, he serves as president of The Lyndon & Helen Schmid Charitable Foundation and is involved with Champions for Children, Inc., where he serves on the board of directors. He is also a 50% owner and co-business manager of a thoroughbred horse racing and breeding operation. Private Client Services is a multi-team advisory firm serving individuals, families, trusts, estates, charitable organizations, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

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.

James Doll is a financial advisor at Private Client Services, LLC with 32 years of industry experience. He has been with Private Client Services since 2002 and holds a Series 63 designation. Doll is also licensed with various insurance carriers to facilitate non-security based insurance business. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

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.