Sean Biven is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation with 11 years of industry experience. He has worked at Silver Oak Securities since 2018 and previously at Securities Service Network, Inc. from 2015 to 2018. In addition to his advisory role, Biven operates Biven Insurance, Inc. as an independent insurance agent and serves as Vice President of Programming for the nonprofit Sigma Phi Epsilon Kentucky Beta alumni group. Silver Oak Securities, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances, utilizing technology platforms and model-based investment strategies.

Lance Williamson is a financial advisor at International Assets Investment Management, LLC with eight years of industry experience. He holds the Series 66 designation and previously worked at Bankers Life Securities Inc and Bankers Life & Casualty. Outside of his advisory role, he is involved as an insurance agent with American Senior Benefits and serves as an advisor at Mountain Peak Financial Solutions. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using mutual funds, ETFs, individual equities, and fixed income, and may implement strategies via third-party money managers and wrap programs.

Dwight Rich is a CFP® with 30 years of industry experience currently serving at Sound Income Strategies, LLC. He has held roles at Rich Wealth Management, LLC, which he owns and operates, as well as International Assets Advisory, LLC and Ameriprise Financial Services, Inc. Outside of financial advising, he works as a freelance video editor on a project basis. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a range of clients including individuals, pension plans, trusts, estates, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity reviews, offering customized managed portfolios and a scalable advisor network supported by affiliated business lines and specialized services.

James Sweasy is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of experience. His prior work includes roles at Stanley Wealth & Retirement and involvement with Impact Wellness Network, a position he has held for seven years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Aaron Ulrich is a financial advisor with CoreCap Advisors and holds Series 65 and Series 66 credentials. He has 15 years of industry experience and has worked at several firms, including Foundations Investment Advisors and Integra Financial Planning, where he is also an owner. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, emphasizing a relationship-oriented and long-term investment approach.

Cole Roberts is a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. He holds the CFA® designation and Series 63 license and has been in the industry since 2025. Prior to joining Bartlett, he worked at Venture First, LLC and Goldman Sachs & Co. LLC. Outside of his advisory role, he serves as Vice President of Finance on the board of the Steven Vanover Foundation and is the head coach of the boys basketball program for the Oldham County School District. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, while leveraging third-party platforms and its affiliation with Focus Financial Partners to provide a range of investment and insurance solutions.

Aaron Kinsey is a financial advisor at Strategic Wealth Investment Group, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Strategic Wealth Designers. Outside of his advisory role, Kinsey teaches a retirement-focused class at DeSales High School. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm employs a combination of internally developed and third-party model portfolios, using diverse investment analysis methods and may delegate trading to sub-advisers while maintaining overall client suitability.

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Jeanine Morris is a financial advisor with Strategic Wealth Investment Group, LLC in Louisville, KY, holding a Series 66 credential and two years of industry experience. Her prior work includes roles at Edward Jones, American Fidelity, and Strategic Wealth Designers. Strategic Wealth Investment Group provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, as well as corporations and business entities. The firm uses internally developed and third-party model portfolios and employs a variety of investment analysis methods while maintaining overall responsibility for client suitability.

Peter Laventis is a financial advisor with Stonex Advisors Inc. based in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with StoneX Securities Inc. since 2003 and previously spent five years at UBS Financial Services. Outside of his advisory role, he serves as managing partner of Wainwright Laventis, an investment advisory business. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and ERISA consulting services through a combination of independent advisors and an in-house Private Client Group. The firm employs various account structures and model-based strategies, utilizing multiple platforms and third-party managers to implement investment solutions.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

John Hutchins IV is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 credential with 17 years of industry experience. His prior roles include positions at LPL Financial, First Allied Securities, and Magnate Advisory Services. Outside of his advisory work, he coaches lacrosse at both Louisville Kings Lacrosse and Assumption High School. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing about $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with an emphasis on customized, primarily discretionary investment management aligned with client objectives and risk tolerances.

Jacob Pryor is a Series 66-licensed financial advisor with seven years of industry experience, currently with OneAscent Financial Services LLC. He previously worked at Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of a retail apparel business, Dawahare Pryor. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions. The firm offers discretionary and non-discretionary asset management, financial planning, Unified Managed Account solutions, and consulting services through multiple advisory teams.

Harold Wainwright Jr. is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at StoneX Securities Inc. from 2003 and UBS Financial Services from 1998 to 2003. Outside of his advisory work, he serves on the advisory board of Vaccinogen, providing guidance on cancer research directions. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm offers a range of investment solutions through independent advisors and an in-house Private Client Group, utilizing various platforms and third-party managers to implement tailored strategies.

Marc Noonan is a financial advisor at Silver Oak Securities, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public and owns Noonan Enterprises. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals and manages approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs focused on discretionary, tailored investment management using individual securities, ETFs, mutual funds, and Strategist models, supported by operational features such as ongoing model monitoring and automated investment processes.

Christopher Risher is a financial advisor at AlphaStar Capital Management with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at AE Wealth Management, Revolutionary Wealth Management, and FIRST Allied Securities, among others. In addition to advisory roles, he teaches adult education classes on retirement planning. AlphaStar Capital Management manages approximately $1.84 billion for individuals, trusts, small businesses, and other clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a strategic asset-allocation approach combined with quantitative analysis and tactical adjustments, utilizing both model portfolios and customized strategies.

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Kevin Biven is a financial advisor with Silver Oak Securities, Inc., holding Series 63 and Series 66 licenses and having 44 years of industry experience. His prior work includes 36 years at Biven Insurance Inc. operating under Burns Insurance and 15 years under Biven Financial Services, both of which he was involved with until 2025. Silver Oak Securities serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and estates through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets and offers a range of advisory programs and financial planning services focused primarily on discretionary investment management tailored to client objectives and risk tolerances.

Kailyn Neat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. She has worked at Bartlett since 2017 and previously was with FIDELITY Brokerage Services LLC from 2015 to 2017. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income while offering access to external managers and private fund recommendations.

Kayla Deyer is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. She serves as a board member for Bringing Justice Home, a nonprofit that provides healthy groceries to neighbors in need in the Louisville community. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, offering discretionary wealth management, financial planning, and consulting. The firm emphasizes a diversified, client-specific investment approach with a relative-value fixed income philosophy and access to affiliated solutions through the Focus Financial Partners network.