Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for First Kentucky Securities Corp for 13 years. Outside of advising, Bryan is a minority shareholder in Shady Rays and owns horses, dedicating a small amount of time monthly to their care. Legacy Financial Independent Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach grounded in fundamental and technical analysis and manages roughly $484 million in discretionary assets with a six-adviser team.

Eugene Stone II is a CFA® charterholder with seven years of industry experience, currently serving as Chief Investment Officer at The Glenview Trust Company. He has worked at Almanack Investment Partners, LLC since 2020 and previously held roles at Avalon Advisors, LLC and PNC Bank. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and state or municipal entities. The firm employs a model-driven, risk-conscious approach using diversified portfolios and offers a range of strategies including long and short funds, options overlays, and digital asset allocations, while also managing adviser-led pooled vehicles and affiliated private funds.

Samuel Noble is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 66 designation and with 13 years of industry experience. He has been with Harvey Investment Company since 2013. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios and utilizes fundamental analysis in its investment process, managing approximately $941.5 million in regulatory assets.

Gloria Bommarrito is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and 26 years of industry experience. She has worked at firms including Wells Fargo Clearing and Citigroup Global Markets and has been with Axiom and affiliated firms since 2020. She is also dually registered as a Registered Representative with LionStreet Financial, LLC and provides insurance solutions through Spring Street Solutions, LLC. Axiom Financial Strategies Group offers wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a long-term, goal-oriented approach using a blend of active and passive strategies, including mutual funds, ETFs, and individual securities, and is noted for its wrap fee program and participant education services.

Jack Moss Jr. is a financial advisor at First Kentucky Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2005. Moss serves as a board member of the Morton Center and is co-trustee of the Betty Gibbs Trust. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management and advisory services, supported by its dual registration as an investment adviser and broker-dealer as well as its municipal advisory and insurance agency licenses.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and previously worked at Benchmark Advisory Services and served as a legislative aide for the Louisville Metro Council. He is currently Treasurer and Chief Financial Officer of the Louisville Young Democrats and Treasurer of the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, and consulting services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and incorporates a proprietary quantitative optimization model in portfolio construction.

Mary Herrmann is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Harvey Investment Company since 2000. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios, employing fundamental analysis and offering specialized products such as the Harvey Focus Portfolios.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which markets and sells fixed annuities and securities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SeaCrest Wealth Management, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, and UBS Financial Services. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and primarily delivers discretionary investment management tailored to client objectives and risk tolerances.

Richard Madden is a financial advisor at Silver Oak Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and SeaCrest Wealth Management. Madden operates out of Louisville, KY. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a team of approximately 101 financial professionals. The firm offers a variety of advisory programs that focus on discretionary, customized investment management aligned with client objectives and risk tolerances.

Paul Burke is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Client Services in 2022, he worked at Merck & Co., Inc. from 2010 to 2019 in various capacities. He is also the owner of Burke Financial Advisors, a financial advising business. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Todd Oberhausen is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. He has been with Private Client Services since 2019. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Bradley Fisher is a CFP® with 21 years of industry experience, currently serving at MCF Advisors, LLC. His prior roles include positions at Accredited Wealth Management, D. Scott Neal, Inc., and Wells Fargo Clearing. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles, employing a tactical asset allocation investment approach supported by third-party platforms and cross-disciplinary solutions.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Zachary Bennett is a financial advisor at Silver Oak Securities, Inc. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army since 2014 and managing Link Crude Resources, LLC, a commodities brokerage specializing in crude oil futures and physical contracts. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm emphasizes discretionary investment management tailored to client objectives, offering a range of advisory programs and utilizing a technology-driven model monitoring and automatic investment process.

Charles Thomas Alvey III is a CFP® professional with nine years of industry experience, currently serving as an advisor at OneAscent Financial Services LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, G.A. Repple & Co., TownePark, and Bullitt County Public Schools. He also holds a partner role at Hardt Financial Group, where he is involved in operations management and financial planning. OneAscent Financial Services LLC is a multi-team registered investment adviser that serves individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, employing individualized asset-allocation strategies and various automated and overlay management platforms.

Jason Langley is a financial advisor at Private Client Services, LLC in Louisville, KY, with 26 years of industry experience. He has been with Private Client Services since 2005 and previously worked at UBS Financial Services. Outside of advisory services, he is involved in tax preparation through Langley Capital Management LLC and works with Ron Pierce at RE Pierce & Associates during tax season. Private Client Services is an independent investment adviser serving a diverse client base including individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focusing on risk profiling and tailored platform selection, offering a range of advisory and brokerage services through multiple platforms and model offerings.

James Anderson is a financial advisor at Silver Oak Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with 22 years of industry experience. His career includes roles at Morgan Stanley and SeaCrest Wealth Management before joining Silver Oak Securities in 2025. Silver Oak Securities serves a diverse client base including individuals, pension plans, and business entities through a network of over 100 financial professionals. The firm primarily offers discretionary, tailored investment management and a variety of advisory programs, combining technology and ongoing model monitoring to support its clients’ investment objectives.

Daniel Shuck is a financial advisor with Sequent Planning, LLC and holds the CFP® and ChFC® designations. He has 38 years of industry experience, including roles at Allstate Insurance Company, Morgan Stanley, and Allstate Financial Advisors, LLC. Shuck is also a licensed insurance agent, a role he has maintained since 1983. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits by providing asset management, written financial planning, and retirement-plan services. The firm uses a structured risk framework and offers access to third-party model managers alongside customized investment strategies.

Richard Robinson is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Private Client Services since 2008. Robinson is also a licensed insurance agent and a 10% passive owner of State Street Partners LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of approximately 50 advisors, managing over $1 billion in client assets.