Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Eric Wint is a financial advisor at Geneos Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at LHC Group and Kindred At Home. Wint serves as a board member of the Kolton Kaiser Foundation and is a partner in EJ Financial LLC. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Daniel Hardt is a CFP® and ChFC® with 43 years of industry experience. He is currently with OneAscent Financial Services LLC and has previously worked at G.A. Repple & Company and Provident Mutual Insurance Co. He is president of Faith and Finances, Inc., a nonprofit ministry that teaches Christians to apply biblical principles to their finances and provides training on biblically responsible investing for professionals. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing both advisor-managed and model-based investment programs with options such as tax overlay and Unified Managed Accounts.

Brittany Ammerman is a financial advisor with Private Client Services, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has been with Private Client Services since 2010. Outside of her advisory role, she serves on the board of Love City, a Christian community outreach program, and participates in its finance and fundraising subcommittee. Private Client Services is an SEC-registered, multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion in assets across more than 3,200 client accounts.

John Hutchins IV is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and 17 years of industry experience. His prior firms include LPL Financial, First Allied Securities, LLC, Magnate Advisory Services, LLC, Retirement Planning Solutions, and Clover Wealth Partners. Outside of his advisory work, he is involved in coaching lacrosse at both the high school and club levels in Louisville, KY. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm primarily offers discretionary investment management tailored to client objectives, combining various advisory programs and emphasizing operational features such as ongoing model monitoring and automatic investment processes.

Michel Dingeldein is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and four years of industry experience. He previously worked at J.P. Morgan Chase for 26 years and has held various roles including finance manager at Senior Solutions. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, offering a largely non-discretionary model that incorporates multiple analytical approaches in portfolio management.

David Bunnell is a financial advisor at Private Client Services, LLC in Louisville, KY, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Thrivent Financial. Private Client Services is an independent investment adviser serving individuals, families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm employs a discovery-driven process focused on risk profiling and tailored platform selection, offering a mix of discretionary and non-discretionary portfolio management alongside brokerage services.

Cassondra Dunning is a financial advisor at Private Client Services, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, Inc. prior to joining her current firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management through a network of about 50 advisors and manages approximately $1.05 billion in client assets.

Jonathan Wright is a financial advisor with Geneos Wealth Management, Inc. in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Geneos since 2011 and has also operated Wright Wealth Management since 2019. Outside of his advisory work, he is a member of Marvin and Otis Wright Family Farm LLC. Geneos Wealth Management serves a diverse client base that includes individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and strategies tailored to client needs.

Jacob Pryor is a financial advisor at OneAscent Financial Services LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Dan Hardt Financial Services and G.A. Repple & Company. Pryor serves as a board member for the Financial Planning Association of Kentuckiana and is an organizer of an LLC that sells retail apparel and merchandise. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions through multiple advisory teams. The firm offers asset management, financial planning, Unified Managed Account solutions, and consulting, using individualized asset-allocation guidelines and various management platforms.

Brian Lahue is a CFP® professional with 19 years of industry experience, currently advising at RFG Advisory, LLC. He has held roles at Sweet Life Wealth Management and First Harrison Bank prior to joining RFG Advisory. Outside of his advisory work, Lahue serves on the board of Harrison County Arts and coaches high school boys track and field at Corydon Central High School. RFG Advisory is a multi-team registered investment adviser with approximately 179 advisors managing around $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party investment strategies.

Charles Neal is a Series 66-registered financial advisor with Private Client Services, LLC, where he has worked since 2005, bringing 24 years of industry experience. He is the founder and president of CFN Insurance Services, providing insurance and risk management, and serves as an adjunct professor of economics and finance at Ottawa University. Neal also holds board positions with the YMCA of Greater Louisville/Clark County and the nonprofit charity Just Believe. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, and various organizations. The firm offers financial planning, consulting, and portfolio management using a structured risk-profiling process and multiple implementation platforms, managing approximately $1.05 billion across over 3,200 client accounts.

Chester Winn is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Louisville, KY, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with LaSalle St. Investment Advisors and LaSalle St. Securities since 2017 and also works at L&N Federal Credit Union. Additionally, he is a licensed insurance agent involved in fixed insurance sales. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both passive and active approaches, and manages a significant portion of assets on a non-discretionary basis.

Peter Mclaughlin is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages about $1.05 billion across more than 3,200 client accounts.

Gretchen Mahaffey is a Certified Financial Planner (CFP®) with 23 years of industry experience. She has been with Private Client Services, LLC since 2010. Outside of her advisory role, she is owner of a consulting firm, GKM Management, LLC, and serves on the board of trustees and as vice chairperson for organizations affiliated with the United Methodist Church in Kentucky. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm provides financial planning, consulting, and portfolio management using a structured discovery and risk-profiling process across multiple implementation platforms.

Robert Clements is a Senior Financial Advisor at Merrill Lynch Wealth Management, working in the Louisville and Associates office in Louisville, Kentucky. He began his career at Merrill after serving nearly 22 years as a Marine Corps Officer. Leveraging his background in dynamically complex environments, Robert provides tailored financial strategies to individuals, families, and business owners through Merrill's resources and Bank of America's banking services. His areas of client focus include education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and retirement income. Robert employs a goals-based wealth management approach to ensure alignment between individualized strategies and clients' prioritized goals. He is committed to educating clients and maintaining meaningful interactions to support their financial confidence. Robert holds a Bachelor's Degree from The Citadel in Charleston, South Carolina, and a high school diploma from Trinity High School. He carries the Professional Investment Advisor (PIA) designation. Beyond his professional role, Robert serves on the Trinity High School Alumni Board and is involved with St. Albert the Great Catholic School. His personal interests include football, golfing, reading, running, running marathons, spending time with his family, and volleyball.

Jerald Bennett is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Silver Oak Securities since 2019 and has been involved with Bennett & Bennett Financial since 2015. Outside of his advisory work, Bennett serves on committees for local schools and community organizations in Sellersburg, Indiana. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm delivers customized portfolio management through both internal and external strategies, serving clients primarily on a discretionary basis.

Bryan Repishti is a financial advisor at Principal Advised Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Fifth Third Securities. Principal Advised Services provides investment advice and related services primarily to retirement plan participants and retail IRA clients, offering both non-discretionary recommendations and a discretionary, wrap-fee investment management program called SimpleInvest. The firm combines third-party and proprietary models and is part of the Principal Financial Group family, which allows access to affiliated products and integrated services.

Marc Noonan is a financial advisor at Silver Oak Securities, Incorporated with 33 years of industry experience. He holds Series 63 and Series 66 designations and has held advisory roles at multiple firms including Clover Wealth Partners, Legacy Advisory Services, and First Allied Advisory Services. Outside of his advisory work, he serves as a notary public in Louisville, KY. Silver Oak Securities serves individual and institutional clients through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs featuring personalized portfolio management and utilizes technology platforms to support ongoing model monitoring and automated investment processes.

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.