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.

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.

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.

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.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Jared Mccubbin is a financial advisor with D.A. Davidson & Co. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and wealth management under fiduciary standards, and distinguishes itself by also serving as a municipal advisor and qualified custodian.

Virginia Geddes is a financial advisor at Empower Advisory Group with Series 63 and Series 65 credentials and four years of industry experience. She previously worked at Nationwide Investment Services Corporation for four years and spent 14 years with the State Teachers Retirement System of Ohio. Geddes has been with Empower since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

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.

Matthew Brown is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements investments via mutual funds and ETFs with annual rebalancing.

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.

Phillip Beaman is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial since 2008. Outside of his advisory role, he is involved with PB Squared LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Colby Porter is a Series 65-licensed advisor at Mariner with one year of industry experience. His prior work includes roles at Choice Investment Services and positions outside the financial sector at Victoria National Golf Club and Doordash. Mariner serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm’s approach combines discretionary, customized portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers across diverse asset classes.

Jonathan Meador is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 65 and Series 66 credentials. Prior to joining Empower Financial Services, he worked at firms including Robinhood Markets and Prudential Insurance Company of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Dylan Pfeffer is a financial advisor at OSAIC Institutions, Inc. with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and New York Life. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, providing a range of advisory and brokerage services through customized engagements and access to alternative investments. The firm’s approach includes a mix of fundamental and technical analysis, with a notable emphasis on non-discretionary assets and extensive networking arrangements with banks and credit unions.

Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC in Louisville, KY, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has previously worked with Private Client Services and ADP. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that combines in-house and third-party investment solutions.