Michael Richardson is a CFP®-designated financial advisor with Lincoln Investment in New Albany, IN, bringing 20 years of industry experience. He also serves as Executive Partner and President of Shepherd Financial, LLC, a wealth management firm, and holds board positions with Rock Creek Community Academy and Hanover College's Athletic Advisory Board. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches and offers both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Sonya Duvall is a financial advisor with First Command Advisory Services in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked across multiple First Command entities since 2013 and operates Seven Sevens LLC as an independent contractor for her advisory work. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and various wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team.

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) based in Prospect, KY. He holds Series 63 and Series 65 designations and has 43 years of industry experience. Quaife has worked with N.Y. Life Insurance Company since 1985 and has operated Quaife Financial Group since 2010. He 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 delivers tailored advice through multiple program types, emphasizing non-discretionary asset management and working 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., holding Series 65 and Series 63 licenses. She has been with Fifth Third Securities since 2026 and has prior experience in the hospitality industry with firms such as Flik Hospitality and Aimbridge Hospitality. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage channels, offering a variety of managed account programs on the Passageway platform. The firm operates as a wholly owned subsidiary of Fifth Third Bank and provides services including advisor-directed mutual fund and SMA strategies, tax overlay, and direct indexing.

David Kleinholter is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has four years of industry experience and previously worked for Carrier Vibrating Equipment, Inc. from 2007 to 2021. Kleinholter also operates Featherbell Tax Services, LLC, providing tax preparation and accounting services. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Morgan Strange is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner Wealth Advisor in 2021, Strange worked at several firms including Triad Advisors and Martin Financial Group. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm uses a discretionary, customized portfolio approach supported by an internal investment committee and also provides integrated tax and accounting services uncommon for firms of its size.

Alan Pacholski is a financial advisor with Fifth Third Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at First Westroads Bank, TD Ameritrade, and First National Bank of Omaha. Outside of finance, he has been involved with Monolithic Brewing and North Shore Tavern. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and incorporates features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Garrett Smith is a financial advisor with Lincoln Investment, holding Series 63 and 65 licenses and 13 years of industry experience. He has worked with Shepherd Financial Investment Advisory LLC since 2018 and previously spent two years at Parkland Securities Company. Outside of his advisory work, Smith serves as treasurer and board member for multiple nonprofit organizations, including Building Better Tomorrows PAC and Youth Link Southern Indiana. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed model portfolios, employing a mix of strategic and dynamic investment approaches.

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.

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 at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of his advisory role, he is affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.