Brian Dawahare is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and Independent Financial Partners. Outside of advisory work, he owns BD BITTERING CO., a small business that supplies bar and restaurant mixer products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios and a combination of internally managed and third-party strategies with a primarily long-term investment approach.

Jennifer Troiano is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at RAM Financial since 2015. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and employs model portfolios, IAR-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.

Daniel Cupkovic is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC and ARGI Financial Group from 2008 to 2023. Outside of his advisory role, he is a co-founder of a website focused on portfolio distribution methods and serves on the parish council of Assumption Greek Orthodox Church. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, and access to alternative and private-market investments.

Erin Piscitelli is a CFP® and holds a Series 65 license with seven years of industry experience. She is currently with Cerity Partners LLC and has previously worked at ARGI Investment Services and Landmark Financial. In addition to her advisory roles, she has been affiliated with Western Kentucky University for over a decade. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Nicholas Jackson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at ARGI Investment Services and Unified Trust Company. Cerity Partners provides customized wealth management and related services to a national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Clint Eakles is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at ARGI Investment Services for nine years before joining Cerity Partners in 2023. Eakles is a board member of the Financial Planning Association of Kentucky. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios.

Matthew Watkins is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at ARGI Financial Group and PNC Wealth Management. Outside of his advisory role, Watkins serves on the board of directors for KMAC Art Museum, volunteers with the US Marine Hospital Foundation, and teaches as an adjunct professor at Spalding University. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Julio Driggs is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI, Fifth Third Securities, and PNC Investments. He serves on the boards of the KMAK Museum and the Olmsted Parks Conservation Board. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base with customized portfolios emphasizing diversified asset allocation and offers a broad range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Charles Mccurdy is a CFA® charterholder with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023. His prior experience includes roles at ARGI Investment Services, LLC, the US Census Bureau, and NTT Data Consulting. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities, with additional services spanning financial planning, retirement plan consulting, tax planning, and access to alternative and private-market investments.

Ty Watts is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2008. Outside of his advisory role, Watts owns and operates an independent insurance agency specializing in commercial property and casualty insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining proprietary portfolios with third-party sub-advisers to serve approximately 14,700 clients.

Henry Monsour is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at South Street Partners and Cellular Sales. Outside of finance, he has experience in caddie services and has spent time in full-time education. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection using proprietary quantitative screens alongside third-party managers and individual securities, and it operates multiple private-markets offerings and affiliated service units.

Seth Newby is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with four years of industry experience. He has worked at Cerity Partners since 2023 and previously held roles at ARGI Investment Services, Vanguard, and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Matthew Westfall is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners Retirement Plan Consultants and was previously with ARGI Investment Services, LLC for 12 years. Outside of his advisory role, he assists his brother with financial management on a limited basis. Cerity Partners Retirement Plan Consultants advises plan sponsors on defined contribution and defined benefit plans, focusing on ERISA fiduciary services, plan design, and ongoing administrative support. The firm emphasizes asset-allocation driven model portfolios, written investment policy statements, and regular monitoring, serving primarily on a non-discretionary basis.

Laurie Beth Baird is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her previous roles include positions at ARGI Investment Services, DMLO Wealth Management, and PNC Wealth Management. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving individuals, families, trusts, corporations, and institutional investors. The firm provides customized portfolio management and a range of services including financial planning, tax support, retirement plan services, and access to alternative and private-market investments.

John Casconi is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the Casconi Group since 1998 and Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved in owning racehorses through Team Casconi and participates in a nonprofit organization called Pickleball 4 Others. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Olivia Graber is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and has prior work experience including roles at Maui Jim Sunglasses and the University of Louisville Campus Housing. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Austin Jones is a CFP® and holds a Series 65 license with 11 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following nine years at ARGI Investment Services. Outside of his advisory role, he is involved with Courtside LLC, a venture aimed at bringing an NBA team to Louisville. Cerity Partners LLC is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 25 years of industry experience. He has worked at several firms, including HK Financial Services, Inc. and Blue & Co, LLC, where he serves as Director Emeritus providing tax, consulting, and business valuation services. Cooper is also a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning, and utilizes a diversified investment approach with an emphasis on client objectives and risk tolerance.

Anne Chamberlain is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and METLIFE Securities Inc. Outside of her advisory role, she is the owner of Chamberlain Divorce Advisors and serves as a business development representative for the tax planning firm Tax Strategy Pro. Money Concepts Capital Corp is an enterprise-scale investment advisory firm managing approximately $4.07 billion in client assets. The firm serves a diverse client base using model-driven and asset allocation approaches combined with discretionary and non-discretionary programs, also integrating third-party managers and service providers to support its platform.

Haley Cooper is a financial advisor with FIFTH THIRD SECURITIES, Inc. based in Louisville, KY. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her prior work includes roles at The Vanguard Group, PNC Bank, and Fifth Third Bank. FIFTH THIRD SECURITIES, Inc. serves individual and institutional clients through investment advisory and brokerage services. The firm offers a variety of program types on the Passageway Managed Account platform, including mutual fund, ETF, SMA, and direct indexing strategies, and operates as a wholly owned subsidiary of Fifth Third Bank.