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.

John Hill is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Principal Financial Services since 2016 and also maintains a role at Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Rolland Blair III is a financial advisor with Bankers Life Advisory Services, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked in various roles within Bankers Life and its affiliates since 2008. Outside of advisory work, he owns Blair Farm, where he is involved in logging, tree planting, and developing new fields. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management based on client goals and risk tolerances.

Matthew Burlew is a CFP® professional with 14 years of experience in the financial services industry. He currently serves as an advisor at Truist Advisory Services and Truist Investment Services, where he has worked since 2019. Prior to that, he was with BB&T Securities. Burlew is also an advisory board member of the Downtown Lexington Partnership, a nonprofit focused on economic development in Lexington, KY. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plans, and charitable organizations. The firm combines discretionary and non-discretionary approaches, leveraging third-party platforms and AI-enabled research tools, with a notable level of inter-affiliate integration among Truist entities.

Christopher Cox is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 65 designation and has three years of industry experience. Prior to his current role, he held positions at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Outside of advisory services, Cox works as an insurance sales representative, providing a range of insurance solutions including life, long-term care, and Medicare-related products. Bankers Life Advisory Services, Inc. offers discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and employs a combination of fundamental, technical, and cyclical analysis in managing client portfolios.

Gary Graham is a financial advisor with Brookstone Capital Management LLC in Lexington, KY, holding a Series 65 credential and bringing 14 years of industry experience. He has been with Brookstone since 2016 and also owns Graham Incorporated of NC, where he serves as an independent agent. Graham Incorporated has been active since 1998. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base that includes individuals, retirement plans, corporations, trusts, and other business entities. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Ian Hamilton is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. His work history includes roles at Personal Capital Advisors Corporation, Statewide Mortgage, and various positions in collegiate and professional sports organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm integrates financial planning with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and client savings rates.

Robert Walters is a CFP® and holds a Series 66 license with 14 years of experience in the financial services industry. He is currently with Truist Advisory Services, where he has worked since 2018 through various affiliated entities, including Truist Investment Services and BB&T Securities. Prior to that, he was with JPMORGAN Securities LLC for three years. 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, investment policy analysis, fiduciary support, and a manager-selection program, combining discretionary and non-discretionary approaches with third-party platform and manager arrangements.

James Davis is a financial advisor at Truist Advisory Services in Lexington, KY, with 25 years of industry experience. He has held roles at Truist Advisory Services, Truist Investment Services, and BB&T Securities since 2014. He holds the Series 63 and Series 65 designations. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager‑selection program, utilizing both discretionary and non‑discretionary approaches along with third‑party platforms and AI-enabled research tools.

Broderick Solomon is a financial advisor at PNC Wealth Management in Lexington, KY, holding a Series 66 credential with two years of industry experience. His prior roles include positions at PNC Investments LLC, wealthMD Corporation, and The Prudential Insurance Company of America. He also spent time working with the University of Kentucky and Health Cap Holdings. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital offering that uses algorithm-driven strategies and third-party portfolio management to serve its clients.

Cade King is a financial advisor at Mercer Global Advisors Inc. with a Series 65 credential and experience at several firms, including Community Trust and Investment Company. His background also includes roles outside finance, such as work with Special Olympics of Kentucky and academic positions at the University of Kentucky and Elgin Community College. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management and planning services.

Emily Bellamy is a Series 66 registered advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, with 15 years of industry experience. She has been with Fifth Third Securities since 2017 and previously worked at Morgan Stanley. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage services. The firm offers various managed account programs and portfolio strategies via the Passageway platform and operates as a wholly owned subsidiary of Fifth Third Bank.

Nathaniel Mcnulty is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Kestra Advisory since 2018. His prior work includes roles at LPL Financial and Meritrust Wealth Management, where he continues engagement as an investment representative. Outside of his advisory work, Mcnulty is involved in his local community through a school council membership and serves as co-chair of a capital campaign for his church and school. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual investors. The firm offers a broad range of services such as fiduciary consulting, plan design, and employee education, supporting its advice with due diligence on investments and utilizing multiple management platforms.