Adam Johnson is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with eight years of industry experience. He has held positions at several firms including Cetera Wealth Services and WesBanco Securities. Outside of his advisory work, he serves as an umpire/official in a non-investment capacity. PNC Wealth Management offers retail brokerage and advisory services through model-based programs including the Portfolio Solutions Strategist Digital Offering, an invitation-only, algorithm-driven discretionary model account that utilizes approved third-party and internal strategies with mutual funds and ETFs.

Renee Ray Robinson is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with PNC Wealth Management since 2009. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a digital discretionary model account available by invitation to employees. The firm utilizes algorithm-driven risk assessment and delegates portfolio management to approved strategists, employing mutual funds and ETFs with annual rebalancing.

Seth Spitzke is a financial advisor with Money Concepts Capital Corp in Monticello, KY, holding a Series 66 designation and three years of industry experience. He is also the owner of Sethamy, Inc., a bookkeeping and tax preparation business, and works as a CPA at Advanced Financial Solutions Group, LLC. Money Concepts Advisory Service (MCAS) manages portfolios and provides financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio approaches, including proprietary retirement models and third-party sub-advisers, serving approximately 14,700 clients across its enterprise of 431 advisors.

James Trujillo is a CFP® and Series 65 professional with 12 years of industry experience. He has worked at Cerity Partners Retirement Plan Consultants since 2023 and previously spent 10 years at ARGI Investment Services. Outside of his advisory role, he is a CFP® instructor, teaching both virtual and in-person classes covering CFP® required education topics. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm’s investment approach centers on asset-allocation driven model portfolios and written investment policy statements, with most assets managed on a non-discretionary basis.

Grant Dahlquist is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Hamilton Capital, LLC. Dahlquist is based in Louisville, KY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth 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 access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Todd Gruenig is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity, he worked at ARGI Investment Services from 2020 to 2023 and held roles from 2014 to 2019. He serves as an endowment board member at All Peoples Unitarian Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, offering services to individuals, families, institutions, and corporations. The firm provides tailored investment management, financial planning, and access to alternative investments, emphasizing diversified asset allocation and utilizing both proprietary and third-party strategies.

Jennifer Hiegel is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 license and over 13 years of industry experience. She has been with Money Concepts since 2013 and is also owner of Jennifer Hiegel, CPA, PLLC, specializing in tax preparation and accounting. Hiegel serves on the board of Flags4Vets Inc., a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies across multiple portfolio programs and utilizes third-party managers and platforms for trading and reporting.

Jason Brangers is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ARGI Investment Services, LLC and ARGI Financial Group. Outside of his advisory role, he serves on the Board of Advisors for Buck One, is a licensed trainer with the Council of Kings/Wake Up Warrior, and is involved in authoring and publishing. 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 including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

William Dye is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, all with Money Concepts since 2006. Outside of his advisory role, he is the owner of Cyrus Capital Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Wendell Ford is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 23 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he serves on the board of the Prichard Committee for Academic Excellence and the Greater Owensboro Chamber of Commerce, and he is involved with The Ford Center, a local charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including proprietary retirement portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

Kenneth Block is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 credentials. He has 39 years of industry experience and has held roles at various firms including Wagner Investments, LLC and Hyland, Block & Hyland, Inc. Outside of his advisory work, he serves as president and board member of the Woods Landis Lakes Homeowners Association. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers through platforms such as Transamerica ONE and TFA365. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses.

Benjamin Hardin is a CFP®-certified financial advisor with nine years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent six years at ARGI Investment Services and ARGI Financial Group. He also held a position at Bellarmine University from 2013 to 2017. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset-allocation strategies, manager selection, and periodic rebalancing using proprietary quantitative screens alongside external managers and securities.

Shane Hall is a CFP® professional with 11 years of industry experience, currently serving at Cerity Partners LLC. His prior experience includes nine years at ARGI Financial Group. He is a member of the finance committee for Ronald McDonald House Charities of Kentucky. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities.

James Wright Jr. is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2001. He has 25 years of industry experience and also operates a CPA practice, James E Wright Jr CPA, PSC, since 1992. Outside of advising, he is involved in tax preparation and consulting through his CPA firm and serves as president of a personal holding company and a commercial property management entity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs that use model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis alongside modern portfolio theory.

Jessica Jones is a financial advisor at Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Fifth Third Securities in 2025, she worked at Fifth Third Bank since 2023 and Ford Motor Company from 2016 to 2023. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering programs such as the Passageway Managed Account Program with a range of portfolio management options including mutual funds, SMAs, and direct indexing.

Zachary Goedde is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at Franklin Bank & Trust and Old National Bank. Outside of financial services, he has been affiliated with Victoria National Golf Club since 2021. Cerity Partners is an SEC-registered investment adviser 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, with a focus on diversified asset allocation and access to alternative and private-market investments.

Kelly Vessels is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts, Vessels worked at UBS Financial Services and PNC Bank. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Eldar Feyzulov is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023. His prior experience includes roles at ARGI Investment Services, LLC and Home City Ice, as well as academic positions at Western Kentucky University and Greenwood High School. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Brandon Ray is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and two years of industry experience. His work history includes roles at PNC Investments LLC, Pruco Securities LLC, Northpoint Asset Management, and Snap Finance. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven portfolio strategies implemented with mutual funds and ETFs.

Christopher Casconi is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and leads Team Casconi since 2023. Outside of financial advising, he is involved in web design through Internet Mosaics and participates in buying racehorses. 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 approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.