Kirsten Ford is a financial advisor at Fifth Third Securities, Inc. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Fifth Third Bank and several hospitality companies. Fifth Third Securities serves a diverse range of individual and institutional clients through both investment advisory and brokerage services. The firm offers multiple program types on the Passageway Managed Account platform, allowing clients to select strategies based on their risk profile, with access to mutual funds, ETFs, SMAs, tax-overlay services, and direct indexing.

Jennifer Bretnitz is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and 9 years of industry experience. She has been with PNC in various roles since 2014, including positions in PNC Investments and PNC Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account designed for employees, which uses algorithm-driven portfolio selection and implements strategies via mutual funds and ETFs with annual rebalancing.

Morgan Strange is a CFP® and Series 65-licensed advisor with Mariner in New Albany, IN, bringing five years of industry experience. He has held roles at several firms including Triad Advisors and Martin Financial Group prior to joining Mariner. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and provides extensive tax integration and administrative CFO capabilities alongside traditional portfolio management.

Cynthia Blythe is a financial advisor with Principal Financial Services based in Louisville, KY. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Since 2016, she has been associated with Principal Securities Inc. Blythe also serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting and managing retirement plan account relationships across various Principal platforms. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, estates, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jared Mccubbin is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience and holds a Series 66 designation. Prior to joining D.A. Davidson in 2023, he worked at Robert Baird & Co. and JJB Hilliard WL Lyons LLC. Outside of his advisory work, he serves as the head baseball coach at Kentucky Country Day School and acts as a non-public arbitrator for FINRA Dispute Resolution Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Paul Housholder Jr. is a financial advisor at Fifth Third Securities, Inc. based in New Albany, Indiana. He holds Series 63 and Series 66 licenses and has 14 years of industry experience. Housholder has been with Fifth Third Securities since 2011 and also works with Fifth Third Bank, where he has been employed since 2009. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank, providing a range of discretionary managed-account programs and features such as direct indexing and tax-overlay services.

Jeffrey Wright is a financial advisor at PNC Wealth Management based in Louisville, KY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Edward Jones, Korn Ferry, Russell Tobin, and Saxon Global. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for PNC Bank employees that uses algorithm-driven risk assessment and invests via approved model strategies managed by PNC or third-party strategists.

Gregory Cockerel is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 credential and 17 years of industry experience. He previously worked at LPL Financial for 18 years before joining Stratos Wealth Partners. He is also affiliated with Monroe Shine & Co., Inc. as a CPA. Stratos Wealth Partners 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 a range of investment and financial planning services through an independent adviser model and an open-architecture platform.

Matthew Brown is a financial advisor at PNC Wealth Management with 32 years of industry experience. His prior work includes roles at PNC Investments, New York Life, and Putnam Retail Management. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account available by invitation to employees, utilizing approved model strategies with automated enrollment and portfolio management features.

Alexis Burton is a financial advisor at Mariner with a Series 65 designation and experience at the firm since 2022. Prior to joining Mariner, Alexis worked in education at Western Kentucky University and New Albany High School. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon among large advisory enterprises.

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.

Dylan Pfeffer is a financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and New York Life. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, consulting, and access to alternative investments through a hybrid adviser and broker-dealer model that emphasizes both discretionary and non-discretionary management.

Homer Holt is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with PNC Investments since 2004. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an invitation-only digital discretionary model account for employees that uses algorithmic risk assessment and third-party managed strategies employing mutual funds and ETFs with annual rebalancing.

Jeremy Luse is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63, 65, and 66 credentials and 22 years of industry experience. His prior roles include positions at Private Client Services, ADP, J.J.B. Hilliard, W.L. Lyons, LLC, Banc One Securities Corporation, and A.G. Edwards & Sons, Inc. He is based in Louisville, KY. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers discretionary and non-discretionary programs.

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.

Andrew Johnson is a financial advisor with Empower Advisory Group in Louisville, KY. He holds the Series 66 designation and has one year of industry experience, including prior roles at Prudential Advisors and Steepleton. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm utilizes an integrated service model linked to its recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Nicholas Stewart is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His previous roles include positions at Fisher Investments, PIMCO Investments LLC, Aquila Distributors LLC, and J.J.B. Hilliard, W.L. Lyons, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist pilot that utilizes approved model strategies with mutual funds and ETFs, featuring algorithm-driven risk assessments and third-party delegated 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.