Afton Yaeger is a CFP® and holds a Series 66 license with 15 years of industry experience. She has worked at Mariner Wealth Advisors and Msec, LLC since 2019, and previously at Triad Advisors Inc and Martin Financial Group. She serves as a board member of One Southern Indiana, assisting in connecting potential new members to the organization. Mariner serves a broad range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines in-house research with external allocations across various asset classes and provides integrated tax and accounting services uncommon among large advisory enterprises.

Thomas Jones is a financial advisor with Kestra Advisory in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at AssuredPartners and The Hartfield Company, Inc. Jones serves on the boards of the New Albany-Floyd County Education Foundation and the Floyd County Police Merit Board. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management services, supporting recommendations with due diligence and serving some large institutional clients such as sovereign wealth funds.

Michael Parker is a financial advisor at First Command Advisory Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Parker has been with First Command Financial Services and related entities since 1991. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and managed portfolio programs overseen by a centralized investment management team.

Brian Waiz is an investment representative with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Kestra Advisory and Kestra Investment Services since 2019 and previously was affiliated with Financial Wealth Management and Geneos Wealth Management. Outside of his advisory role, he is a member of a family real estate entity with no active management duties. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Robert Quaife is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has been with Quaife Financial Group since 2010 and affiliated with Nylife Securities Inc. and New York Life Insurance Company since the mid-1980s. Quaife serves as a board member of the Louisville Association of Insurance and Financial Advisers. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Bennington is a financial advisor at Kestra Advisory with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AssuredPartners and The Hartfield Company, Inc. Bennington serves on the board of the Heritage Springs Homeowners Association and is a board member of HYR Little League, where he assists with baseball clinics and coaching. Kestra Advisory Services provides investment advisory and retirement plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions.

Dwayne Craft is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with PNC Investments since 2014. Outside of his advisory role, he is involved in a family-run automotive business specializing in buying, selling, and detailing cars. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessments and approved model strategies managed by PNC or third-party strategists.

Richard Mc Fall is a Series 66-licensed financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. Prior to his advisory role, he has held positions at Bankers Life and Casualty, Inc., as well as various roles in retail and education. He is also an agent for Bankers Life and Casualty Company, where he sells Medicare supplements, life insurance, annuities, and long-term care products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Abigail Bohnert is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has been with Fifth Third Securities since 2025. Prior to her current role, she worked at Fifth Third Bank, United Collection Bureau, White Castle, and North Harrison High School. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Kirsten Ford is an advisor with FIFTH THIRD SECURITIES, Inc. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Fifth Third Securities, her career included roles in hospitality and dining, including positions at Flik Hospitality, Aimbridge Hospitality, Cedar Point, Kentucky Kingdom LLP, Holiday World & Splashin' Safari, Indiana University Dining, and C&M Smith Restaurants. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions, offering investment advisory and brokerage services through a variety of program types on its Passageway Managed Account platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets across multiple affiliated entities.

David Kleinholter is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial and Carrier Vibrating Equipment, Inc. Kleinholter operates Featherbell Tax Services, LLC, a tax preparation and accounting business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and managed account solutions through proprietary and third-party platforms. The firm’s advisory model is fiduciary-based, employing a range of investment strategies and often implementing advice through external managers and TAMPs.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

Jessica Travelstead is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She previously worked at Fifth Third Securities and Fifth Third Bank, with a combined tenure of 18 years before joining PNC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account pilot that uses algorithmic risk assessment and managed portfolios implemented via mutual funds and ETFs.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Karalyn Fielding is a financial advisor at Fifth Third Securities, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including LPL Financial, Bluestone Wealth Partners, and Nationwide Securities. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through investment advisory and brokerage channels. The firm offers multiple program types on the Passageway Managed Account platform, combining third-party portfolio managers with options such as mutual funds, ETFs, separately managed accounts, and direct indexing strategies.

John Wilhoit is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked with Kestra since 2008 and is also the owner of Wolf Pen Lawn Care, a business he has operated since 2003. Outside of finance, Wilhoit serves as president of the board for the Tom Sawyer Swim Team, a community organization in Louisville, KY. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and advisor-managed accounts, serving a wide clientele that includes large institutional investors.

Joshua Roller is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PNC Investments, LLC since 2017 and held previous roles at PNC Bank and PNC Investments from 2014 to 2017. Outside of his advisory role, he is the owner of Roller Thunder LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online, discretionary model account available by invitation only to PNC Bank employees. The firm uses algorithmic questionnaires to guide investment strategy selection, implementing portfolios primarily through mutual funds and ETFs with annual rebalancing.

Gregory Cockerel is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. He previously worked at LPL Financial for 18 years before joining Stratos Wealth Partners. He is also affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment and financial planning services through an independent adviser model and an open-architecture platform.

Yisel Sanchez Pena is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining PNC, she worked at Fidelity Investments and Fifth Third Securities, as well as Fifth Third Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithm-driven risk assessment and implements investments via approved model strategies managed by PNC or third-party strategists.

Alexis Burton is a financial advisor at Mariner with a Series 65 designation and experience at the firm since 2022. Prior to joining Mariner, Alexis worked in education at Western Kentucky University and New Albany High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.