Lily Boultinghouse is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 credential and has a background in full-time education spanning over a decade. 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, and access to alternative and private-market investments, emphasizing diversified asset allocation tailored to each client’s profile.

Michaela Peterson is a CFP® and Series 65-licensed advisor with four years of industry experience. She is currently with Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Daniel Aroh is a Certified Financial Planner (CFP®) with eight years of industry experience, currently serving as an advisor at Money Concepts Capital Corp. He has worked at Money Concepts since 2017 and has prior experience at Western Kentucky University. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. 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 manages approximately $4.07 billion in client assets using model-driven and asset-allocation strategies, combining proprietary and third-party programs.

Sandra Miller is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her career includes roles at NetLaw Inc., WealthWave, and Spectrum Financial Group. Outside of advisory work, she is involved with NetLaw Inc., providing an online legal document preparation service for estate planning. Transamerica Financial Advisors, LLC serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver advisory services through multiple platforms such as Transamerica ONE and TFA365.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. 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 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 client assets.

Micah Sellinger 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 Mutual of Omaha and FSTan. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and various private market programs.

Jeremy Davis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners Retirement Plan Consultants since 2023. He previously worked at Argi Investment Services, LLC and Argi Financial Group from 2007 to 2023. 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 focuses on asset-allocation driven model portfolios and IPS-based monitoring, managing the majority of its assets on a non-discretionary basis.

Joshua Turner is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and beginning his industry career in 2023. His prior experience includes roles at Thoroughbred Financial and First Southern National Bank, along with periods of full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, institutions, and corporations. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Matthew Frey is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Money Concepts Capital Corp since 2011 and has prior experience at firms including Equity Resources, QA3 Financial LLC, Chase Investment Services Corp., and UBS Financial Services. Frey is also the owner and business manager of WMG Capital, an investment-related venture. Money Concepts Capital Corp is an enterprise-scale advisory firm managing approximately $4.07 billion in client assets through several hundred advisors. The firm provides investment advisory, financial planning, and consulting services to a diverse client base, employing model-driven and asset-allocation strategies with both discretionary and non-discretionary programs.

Christopher Puffer is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Money Concepts since 2006 and has held consulting and marketing roles with Rye Wright & Hiegel and Pinnacle Insurance & Financial Services. Puffer is also involved as an officer in Creative Capital Group, a separate investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across 14,700 clients. The firm employs a variety of portfolio management strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account structures.

Jennifer Haddow is a CFP® with 27 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp in Louisville, KY since 1998. She holds the Series 66 designation and is also involved as an employee at Creative Capital Group, Corp., an investment adviser based in Louisville. 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 manages roughly $3.33 billion across approximately 14,700 clients through a range of managed programs, employing a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Timothy Asher is a financial advisor with Transamerica Financial Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and 23 years of industry experience. His work history includes roles at Net Law Group, Planchoice, Inc., and MedLink. Outside of his advisory role, he serves as a board member of the Hardin County History Museum. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with discretionary and non-discretionary program options.

Brandon Lytle is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Lytle is involved in leadership and support activities at Lytle & Sons, Inc., a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Jerry Mayes is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he owns Pillar Financial Group, an investment-related business. 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 employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide asset allocation and account rebalancing.

Justin Barley is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services and Western Kentucky University. 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 access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Sean Broughton is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners, he worked at Axiom Financial Strategies Group and Walmart, and spent ten years in full-time education. Cerity Partners provides customized wealth management services to a broad national clientele, including individuals, families, trusts, business entities, and institutional investors, utilizing tailored asset allocation and manager selection supported by proprietary quantitative screens and private-market investment offerings.

Alexander Conlin is a CFP® and holds a Series 65 license, with two years of industry experience. He currently works at Cerity Partners LLC and has prior experience at Robert W. Baird & Company and Valparaiso University. Outside of finance, he has worked in the food service industry, including a role at QDOBA Mexican Eats. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. 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.

Jared Kemper is a financial advisor at PNC Wealth Management with one year of industry experience. He holds the Series 66 designation and has worked previously at Mercer and Gannett Co., Inc., as well as at Bellarmine University. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic questionnaires to recommend investment strategies implemented via mutual funds and ETFs.

Jonathan Colbert is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Cerity Partners in 2024, he worked at GE Appliances and spent ten years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm manages approximately $126.9 billion in client assets, offering 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.

Bennett Estes is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners in 2023, he worked at the Federal Deposit Insurance Corporation from 2020 to 2023 and has held roles at the Federal Bureau of Investigation, Murray State University, and United Launch Alliance. 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 customized, diversified investment management and financial planning services, incorporating both proprietary quantitative screening and third-party managers.