Jeremy Chase is a Series 66-credentialed financial advisor at Meridian Wealth Management, LLC with 16 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in racehorse ownership. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, focusing on IPS-driven, tailored advice and routinely monitored portfolios using a broad range of investment strategies.

Robert May is a Series 63 licensed financial advisor at Jaffe Tilchin Investment Partners, LLC with 35 years of industry experience. He previously worked at Trent Capital Management for 35 years before joining his current firm in 2025. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operates a pooled investment vehicle with performance-based fees.

Jason Veinot is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Enhanced Capital, BrokersXpress, and Ameritas Investment Company. He is also licensed as an independent insurance agent and serves as president of Veinot & Associates, Inc., which provides fixed insurance products. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.

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.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Morgan Stanley, Bank of America, Merrill Lynch, Transamerica Capital Inc, Amerisave, and Tata Consultancy Services. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

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 in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent seven years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broader financial services.

Ryan Butler is a financial advisor with Eagle Strategies (NY Life) based in Lexington, KY. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co., Zyla Life Sciences, Benco Dental Company, and Enterprise Rent-A-Car. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple types of advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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 Guardian Life, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014, with an additional year at OneAmerica Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

David Claytor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank in Lexington, KY. His prior work includes roles at Thrivent Financial and experience in both academic and corporate settings. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types via its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Christian Erickson is a financial advisor at Independent Advisor Alliance, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Citigroup Global Markets, Morgan Stanley, Russell Capital Management, LLC, LPL Financial, and Independent Financial Partners. Outside of his advisory work, Erickson 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, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to third-party managers and technology platforms to deliver a range of portfolio management and 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 licenses and five years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2021 and previously was affiliated with Global Advisor Group and Federated Investors. His background includes multiple years of involvement with Virginia Tech and swim school organizations. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Brandon Williams is a CFP® professional at Mercer Global Advisors Inc. with four years at the firm and a total of seven years of industry experience. His prior roles include positions at NaviHealth, Aspire Healthcare, and Xtend Healthcare. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach emphasizing globally diversified, risk-appropriate portfolios implemented through a blend of low-cost ETFs, index funds, separate account managers, and private fund platforms.

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.