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 worked at LPL Financial since 2008 before joining Stratos in 2025. Outside of his advisory work, he has involvement in a home-based business entity established for tax and investment purposes. Stratos Wealth Partners, Ltd 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 services such as financial planning, advisor-managed wrap programs, and outsourced CIO solutions through an open-architecture platform integrating multiple third-party managers.

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.

Josue Tlamasico is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Fifth Third Securities since 2020 and concurrently with Fifth Third Bank since 2019. Prior to this, Josue held positions at ADP, Brooks Brothers, and the University of Louisville. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple managed account programs via the Passageway platform, utilizing third-party portfolio managers and various strategies including direct indexing and tax-loss harvesting.

Troy Braun is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Fifth Third Securities since 2014. Outside of his advisory role, he manages a rental property in Jeffersonville, IN. Fifth Third Securities provides brokerage and investment advisory services through the Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, and institutional investors, offering multiple discretionary managed-account options and unique features such as direct indexing and tax-overlay services.

Robert Kane is a financial advisor with Fifth Third Securities, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Fifth Third Securities since 2015 and has been with Fifth Third Bank since 2006. Outside of his advisory role, he provides a personal taxi service through Uber. Fifth Third Securities offers brokerage and investment advisory services to individuals, charitable organizations, and institutional clients through its Passageway Managed Account Program. The firm combines bank affiliation with a range of discretionary managed-account options, including direct indexing and tax-overlay services.

Casey Rice is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 23 years of industry experience. He has been with PNC investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only, discretionary model account that uses algorithm-driven risk assessment and mutual funds or ETFs for portfolio implementation.

Cody Harris is a financial advisor at Fifth Third Securities, Inc. based in New Albany, IN, holding Series 63 and Series 65 designations with three years of industry experience. His work history includes roles at Fifth Third Securities and Fifth Third Bank, as well as experience outside finance at establishments such as Harry's Taphouse and Kansai Japanese Steakhouse. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through investment advisory and brokerage services. The firm offers various managed account programs and investment strategies via the Passageway platform, operating as a wholly owned subsidiary of Fifth Third Bank with approximately $10.9 billion in assets under management.

Matthew Miller is a financial advisor at PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Ameriprise, Oxinás Partners, M.S. Howells & Co., and Mohawk Industries. He is also a licensed insurance agent involved in insurance sales and implementation. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a pilot digital discretionary model account for employees that uses algorithmic risk assessment and invests via mutual funds and ETFs managed by PNC or third parties.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 license and bringing 25 years of industry experience. He has held roles at multiple firms including HK Financial Services, Blue & Co., LLC, and Trustee Empowerment & Protection, Inc. Outside of his advisory work, he serves as Director Emeritus at Blue & Co., a regional CPA firm, and is a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related services. The firm emphasizes diversified portfolios using mutual funds and ETFs and provides additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Carter Mc Cain is a financial advisor at Mariner with a Series 65 credential and one year of industry experience. Prior to joining Mariner, he held roles at Lexington Country Club and Owensboro Country Club and was a student at the University of Kentucky. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, and provides integrated tax, accounting, and family office services alongside traditional portfolio management.

Michael Gosney is a CFP® and Series 66-licensed advisor at Mariner with 13 years of industry experience. He worked at Martin Financial Group from 2011 to 2019 and has been with Mariner Wealth Advisors since 2019. Outside of his advisory role, he serves as board treasurer for the Tau Kappa Epsilon Fraternity in New Albany, IN, overseeing board financials and scholarship accounts. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm offers customized discretionary portfolios supported by an internal team and third-party managers, along with integrated tax and accounting services and specialized family office and financial wellness solutions.

Seth Owen is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has previously worked with firms including J.J.B. Hilliard, W.L. Lyons, LLC, Private Client Services, PNC Wealth Management, and Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers services under fiduciary standards, including ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million.

Lindsey Miles is a financial advisor at Kestra Advisory with four years of industry experience. She holds a Series 66 designation and previously worked at Allstate Insurance Company and American Commercial Barge Line, where she is currently employed as a paralegal. Outside of her advisory role, she serves as Co-Chair of the Finance Committee and is a board member at Watkins United Methodist Church, assisting with financial oversight and budgeting. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers fiduciary consulting, plan design, benchmarking, and access to multiple management platforms and third-party solutions.

Joseph Milas is a financial advisor at Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to his current role, he served in the United States Army and has been involved in business activities including land and logging operations as well as trucking. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Eric Towell is a CFP® designated financial advisor with 27 years of industry experience. He is currently with Mariner Wealth Advisors, having joined in 2023, and previously worked at firms including Cerity Partners, ARGI Investment Services, Empire Asset Management Company, Edward Jones, and Invesco Distributors. Towell serves as a trustee and board member for the Louisville-based non-profit River Fields. Mariner serves a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and coordinated tax and family office services, employing discretionary, customized portfolios supported by both in-house research and third-party managers.

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.

Ryan Churchill is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to his current role, he worked at Jefferson County Public Schools for nine years. In addition to his advisory work, he recruits and trains insurance agents and is appointed to write Medicare supplement and various insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach includes customized asset allocation, periodic rebalancing, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Aaron Chapman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and one year of experience in the industry. His prior work includes roles at Americor Financial, First Savings Bank, and T-Mobile, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm delivers services through an integrated model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

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.