Susan Potter is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds a Series 66 designation and has worked within various Truist and BB&T entities since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Brasher is a Series 65-licensed financial advisor with Creative Planning in Lexington, KY, where he has worked since 2014. He has eight years of industry experience. Outside of his advisory role, he owns and oversees an e-commerce business operating on the Walmart platform. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an affiliated law firm and trust company.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Truist Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration to deliver its services.

Ryan Butler is a financial advisor with Eagle Strategies (NY Life) in Lexington, KY. He holds Series 65 and Series 63 licenses and has five years of industry experience. Prior to joining Eagle Strategies in 2026, he worked at NYLIFE Securities LLC and New York Life Insurance Co. since 2020, and previously held positions at Zyla Life Sciences, Benco Dental Company, and Enterprise Rent-A-Car. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages a substantial non-discretionary asset base, working with diverse clients including defined contribution and defined benefit plans, as well as charitable and corporate entities.

Rowena Ruff is a financial advisor at Independent Advisor Alliance, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC and Traditional Bank. She is involved with Cadence Investments, LLC, a business entity established for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and advanced technology platforms for portfolio management and estate planning.

Anthony Pooler is a financial advisor with Primerica Advisors based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company from 2014 to 2024. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

David Claytor is a Series 66-licensed financial advisor with four years of industry experience. He is currently affiliated with Fifth Third Securities, Inc. and Fifth Third Bank, having joined both firms in 2022. His prior work includes roles at Thrivent Financial and Northern Kentucky University. 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 with features such as direct indexing and tax-overlay services, and it operates as a wholly-owned subsidiary of Fifth Third Bank.

Christian Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Independent Advisor Alliance since 2019 and previously spent seven years at Independent Financial Partners and fourteen years at LPL Financial. Outside of advisory services, he is a co-owner of a vacation home in Sun Valley, Idaho. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm utilizes a network model with independent representatives and leverages technology platforms to deliver integrated portfolio management and estate planning services.

David Mc Iver is a Series 66-registered financial advisor with Truist Advisory Services in Lexington, KY, with two years of industry experience. Prior to his current role, he worked at The UPS Store in a customer service capacity, including as a Notary Public. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, fiduciary support, and a manager-selection program, utilizing a combination of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research.

James Cooper is a financial advisor with Fifth Third Securities, Inc. in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Fifth Third Securities since 2010 and with Fifth Third since 2009. Outside of his advisory role, Cooper manages a rental property business. Fifth Third Securities, Inc. offers brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm provides multiple discretionary managed-account options and integrates municipal-advisor registration with its affiliation to Fifth Third Bank, employing a platform that includes direct indexing and tax-overlay services.

Christian Erickson is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and three years of industry experience. He has previously worked at LPL Financial for six years and has experience with MB2 Raceway Lexington and the University of Kentucky. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with a broad range of portfolio management strategies and utilizes technology platforms to enhance client services.

Patrick Mitchell is a Series 66-licensed financial advisor with 12 years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank, having previously worked at JPMorgan Chase Bank and JP Morgan Securities. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank with a distinctive municipal-advisor registration.

Daniel Malloy is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at LPL Financial, Global Advisor Group, and Federated Investors. Outside of finance, he has been involved with the Tom Dolan Swim School and the Woodlea Watermocs Swim Team. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms through a network of investment adviser representatives.

Brandon Williams is a CFP® professional with experience at Mercer Global Advisors Inc. since 2022. He previously worked in healthcare-related roles at NaviHealth, Aspire Healthcare, and Xtend Healthcare, and spent a year at UBS Financial Services. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, families, businesses, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning solutions.

Kenneth Swansegar is a Series 63 certified financial advisor with 39 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for seven years. Based in Lexington, KY, he has spent nearly a decade at his current firm. 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 a variety of investment programs managed through both in-house and third-party strategies overseen by an Investment Management & Research team.

Brian Butler is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Truist Advisory Services and has held roles within related Truist entities since 2021. His prior experience includes positions at BB&T Securities, LLC and Edward Jones. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management approaches supported by third-party platform arrangements.

John Turcotte is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® designation and Series 63 license. Since 2013, he has also been affiliated with Stratos Wealth Partners, Ltd, where he provides investment advisory services through an independent registered investment advisor firm. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a wide range of investment solutions, combining large-scale advisory operations with non-advisory product offerings.

Christopher Segebarth is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 11 years of industry experience. He has worked at PNC Investments since 2020 and previously spent six years with Edward Jones. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital discretionary account available by invitation to employees with PNC Bank online banking credentials. The firm’s approach combines algorithm-driven risk assessment with investment implementation through approved model strategies managed by PNC or third parties.

Daniel Crockett is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior employment includes roles at LPL Financial, Wells Fargo Clearing Services, and J.P. Morgan Securities. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.