Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

Mary Blankenship is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2012. Outside of her advisory role, she is involved in a family business specializing in professional boat detailing. Fifth Third Securities 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 options and incorporates features such as direct indexing and tax-overlay services within a structure affiliated with Fifth Third Bank.

Steven Beck is a CFP® professional with nine years of experience in financial advising. He has worked at Cerity Partners LLC since 2023 and previously spent seven years with ARGI Investment Services, LLC. Based in Louisville, KY, Beck’s career has focused on wealth management and financial planning. Cerity Partners serves a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services that integrate proprietary investment screening, manager selection, and access to alternative and private market solutions for qualified clients.

Derek Rogers is a CFP® professional with four years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at ARGI Investment Services, LLC and Private Client Services. Prior to his advisory roles, Derek held various positions including several years at Western Kentucky University and Bullitt County Public Schools. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services using a client-specific investment framework that integrates quantitative screening, manager selection, and alternative investment access, supported by an affiliated private markets platform and other in-house service capabilities.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities. The firm provides customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Emily Bearden is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2019 and also works at Fifth Third Bank, where she has been employed since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types, including the Passageway Managed Account Program, featuring a range of portfolio management options and risk-profile guided investment strategies.

Alec Broughton is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group and Western Kentucky University. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach is centered on client-specific profiles and asset allocation, incorporating proprietary quantitative methods, third-party strategies, and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Joseph Zurschmiede is a CFP® and Series 65 registered financial advisor with five years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously at ARGI Investment Services, LLC. His background also includes roles at the Brandeis School of Law, University of Louisville, and Ohio State University. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with direct security selection and alternative investment solutions through affiliated businesses.

Clayton Willoughby is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. Prior to joining Cerity Partners, he worked in retail and education sectors, including roles at Golf Headquarters and Lowe's Home Improvement. He has a background in full-time education spanning ten years. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management solutions with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market investments.

Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Alexandria Reeves is a CFP®-certified financial advisor at Cerity Partners LLC with six years of industry experience. She previously worked at ARGI Investment Services, LLC and has a background with Furman University. Based in Louisville, KY, she holds a Series 65 license. Cerity Partners serves a diverse client base, including individuals, families, business entities, and institutional investors, offering customized wealth management services such as investment management, financial planning, and retirement consulting. The firm’s investment approach combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Lee Lenkoff is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at Greater Louisville Inc. and the University of Louisville Office of Institutional Equity. Outside of his advisory work, he has a background involving education and publishing through Stry-Lenkoff Co. and Lee Publications. Cerity Partners serves a wide range of clients including individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services with a client-specific investment approach that includes access to alternative and private market solutions and a suite of affiliated businesses expanding in-house service options.

Adam Campbell is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has less than a year of industry experience and previously held roles at D-Line USA Inc., Asbury University, PAPA Johns, South Oldham High School, and East Oldham Middle School. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles and asset allocation, combining proprietary quantitative methods with third-party strategies and direct security selection.

Michael Waldridge Jr. is a ChFC®-designated financial advisor with 22 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, National Planning Corporation, AssetMark, Inc., and Transamerica Investment Management, LLC. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities. The firm offers customized wealth management services with an investment framework that emphasizes client-specific profiles, asset allocation, and a mix of proprietary and third-party strategies, including access to alternative and private market solutions for qualified clients.

Jared Brown is a financial advisor at Cerity Partners LLC with a Series 65 designation and two years of industry experience. His prior roles include positions at Liberty Federal Credit Union and First State Bank, as well as work associated with the University of Kentucky. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining proprietary quantitative methods with third-party and direct investment strategies.

Ashley Cassity is a financial advisor with Edward Jones in Shelbyville, KY, holding CFP® and Series 66 credentials and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Gregory Jacobs is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cetera, he worked at LPL Financial, LLC for 13 years. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services.

Tom Thornhill is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and JP Morgan Securities. Thornhill is also a financial consultant with Ohio State Life Insurance on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.

Brian Helm is a financial advisor with Edward Jones in Fisherville, KY, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and offers a range of advisory strategies under a fiduciary standard.

Anthony Davis is a CFP® with 20 years of experience in the financial industry. He has been with Fidelity and its affiliates since 2002, including roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. He works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services, serving a broad range of investors including registered investment companies and charitable funds.