Clayton Feller is a CFP® and Series 65 registered advisor with Cerity Partners LLC, based in Louisville, KY. He has two years of industry experience, including roles at Cerity Partners, La Chula, and TruTest LLC. Outside of financial advising, he has been involved with DanceBlue, a philanthropic organization. Cerity Partners provides customized wealth management services to a diverse national clientele, including high-net-worth individuals, families, trusts, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs and offers a broad range of services including portfolio management, financial planning, and access to private-market investments.

Noah Walton is a CFP® with one year of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at J Hagan Capital and Louisville Overstock Warehouse, and he has a background that includes full-time education and experience in pool services. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base that includes individuals, families, 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.

Dawson Swindler is a financial advisor at Cerity Partners LLC with a Series 65 designation and four years of industry experience. He previously worked at ARGI Investment Services, Papa John's International, and held roles at the University of Louisville and Trinity High School. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

James Dortch is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners. Dortch has an ownership interest in a business called AUTO WASH USA. 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, and retirement plan advisory services, employing customized portfolios with a long-term approach while utilizing shorter-term trades for rebalancing or cash needs.

Neal Donhoff is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for seven years at ARGI Investment Services. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Bradley Nenni is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at ARGI Investment Services, LLC and the University of Kentucky. Nenni is based in Louisville, KY. 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 broad client base, including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Chase Norcini is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Cerity Partners in 2023, he worked at ARGI Investment Services and Fifth Third Bank. He also has experience in the hospitality industry and performs notary services outside of his advisory role. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing using proprietary quantitative screens alongside third-party managers and individual securities.

Boone Lewis is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. His prior roles include positions at ARGI Investment Services, NYLIFE Securities, LLC, and New York Life Insurance Company. He is based in Louisville, KY. 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, tax and insurance support, and access to alternative and private-market investments.

Ryan Oliver is a financial advisor with SPC in Crestwood, KY, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Parkland Securities LLC, Sigma Planning Corporation, Woodbury Financial Services, Inc., and Questar Asset Management. He is also president of Blue Collar Retirement by Oliver Financial, LLC, a financial practice offering life insurance and fixed annuities. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options.

William Kemper is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with PNC Investments since 2004. Outside of his advisory work, he has a family vacation property ownership interest. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered by invitation to employees that uses algorithm-driven risk assessments and manages investments via mutual funds and ETFs.

Diane Evans is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at INVEST Financial Corp. for 22 years before joining her current firm in 2017. Evans is also the owner of Paducah Wealth Management, a marketing-related business she has managed since 2004. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with around $3.33 billion in assets under management through a network of about 431 advisors.

Mary Blankenship is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Fifth Third Bank and Fifth Third Securities since 2012. Outside of her advisory role, she is involved in a family business specializing in professional boat detailing. Fifth Third Securities 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 options and incorporates features such as direct indexing and tax-overlay services within a structure affiliated with Fifth Third Bank.

Nikolas Kane is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he serves as a baseball coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and uses model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Tyler Ratliff is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. He has experience at Creative Capital Group and Truist Financial Corporation, with a total of 0 years formally in the industry as an advisor. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs.

Steven Beck is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at ARGI Investment Services, LLC for seven years. Cerity Partners offers 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 utilizes tailored asset allocation, manager selection, and proprietary quantitative screens combined with third-party managers and individual securities, while also providing access to alternative and private-market investments.

Derek Rogers is a CFP® professional at Cerity Partners LLC with four years of industry experience. He previously worked at ARGI Investment Services, Private Client Services, and has held various roles at Western Kentucky University and other organizations. Cerity Partners provides customized wealth management services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers and individual securities to build client programs.

Samuel Weining is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Cerity Partners LLC and previously worked at Mercer Global Advisors Inc. and UBS Financial Services. His background also includes roles outside financial services in education and business administration. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, estates, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, offering a wide range of services such as portfolio management, financial planning, retirement consulting, and access to private-market investments.

Emily Bearden is a financial advisor at Fifth Third Securities, Inc. based in Louisville, KY, holding Series 63 and Series 65 credentials with seven years of industry experience. She has been with Fifth Third Securities since 2019 and also works at Fifth Third Bank, where she has been employed since 2014. Fifth Third Securities, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional investors such as corporations and trusts. The firm offers investment advisory and brokerage services through multiple program types, including the Passageway Managed Account Program, featuring a range of portfolio management options and risk-profile guided investment strategies.

Alec Broughton is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Cerity Partners LLC and previously worked at ARGI Financial Group and Western Kentucky University. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors with approximately $126.9 billion in client assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, using diversified asset allocation and both proprietary and third-party strategies.

Rickie Williams is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding a Series 63 designation and bringing 28 years of industry experience. His prior career includes 30 years as a CPA with Rickie W. Williams CPA and work at LPL Financial since 2013. Williams also serves as a board member for the Kentucky Municipal Power Agency and participates on the advisory committee of 1st Southern National Bank. Integrated Wealth Concepts LLC 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, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside strategies for rebalancing and cash needs.