Thomas Conway is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Commonwealth since 2009 and previously worked at Diversified Investment Services, Inc. from 2009 to 2022. In addition to his financial advisory role, he also provides legal services as an attorney. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, catering to individual and institutional clients.

Jack Payne is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Sole Promo, Paragon Management Group, General Electric, and Little Caesars. Cerity Partners provides customized wealth management and related services to a broad national client base, including 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.

Kamal Kabra is a Series 65-licensed financial advisor with Private Advisor Group, LLC in Louisville, KY, and has three years of industry experience. Prior to joining Private Advisor Group, he worked at Retirement Planning Solutions, LLC for three years and has been employed at Humana since 2000, where he serves as an IT Operations Manager. Outside of his advisory role, Kabra is involved in insurance sales through World Financial Group Insurance Agency, LLC, and participates in a family-owned Great Clips franchise managed by his spouse. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management and financial planning services through discretionary and non-discretionary models. The firm employs a fiduciary-based advisory approach using a combination of proprietary and third-party platforms and strategies, including access to a range of managed account solutions and alternative investments.

Jacob Ward is a CFP® professional with four years of industry experience, currently working at Cerity Partners LLC since 2023. His prior roles include positions at ARGI, King and Company CPAs, and Louis T Roth and Company, PSC. Outside of financial advising, he is involved in tax preparation through ARGI CPA and Advisors, PLLC and works as a soccer referee. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client portfolios, while also offering specialized services such as retirement plan consulting and access to alternative and private-market investments.

Marcia Cammack is a financial advisor with Kestra Advisory, holding a Series 66 designation and 26 years of industry experience. She has worked with Kestra Advisory since 2018 and previously spent 13 years at LPL Financial and 19 years at Meritrust Wealth Management. Outside of advisory work, she operates a tax and accounting practice as a certified public accountant. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base, including large institutional investors and sovereign wealth funds.

Michael Lamsfuss is a financial advisor with Eagle Strategies (NY Life) based in Louisville, KY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has been with Eagle Strategies since 2012 and has worked with New York Life Insurance Co and Nylife Securities Inc. since 2006. Outside of his advisory role, he is appointed with outside insurance carriers to broker investment-related, non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice delivered mainly on a non-discretionary basis.

Hannah Rutledge is a financial advisor at Cerity Partners LLC with one year of industry experience. She holds a Series 65 designation and previously worked at ARGI Investment Services and spent a decade in full-time education. 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 offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Charles Howard Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including significant tenure at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns a restaurant, Voodoo Tuna Sushi Bar and Lounge. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and provides a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.

Laura Rolling is a financial advisor with Private Advisor Group, LLC and holds the Series 66 designation. She has 18 years of industry experience, including previous roles at LPL Financial, LLC and Fifth Third Securities. Based in Louisville, KY, she has been with Private Advisor Group since 2017. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with a range of investment methods, implementing advice through both internal management and third-party managers.

Taylor Davis is a financial advisor with Independent Financial Partners in Louisville, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, Davis worked at IFP Securities, LLC and Lifetime Wealth Strategies. Outside of advising, Davis instructs retirement planning courses and serves as a board member for the Kentucky Pediatric Trust Fund, which focuses on pediatric cancer research and related grant oversight. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services.

Daniel Hutcherson is a financial advisor at Savant Wealth Management in Louisville, KY, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Sortino Advisory Partners for 10 years before joining Savant. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies across multiple asset classes, supported by integrated accounting, legal, and trust services.

Patrick Reeves is a CFP® professional with 23 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Argi Investment Services and Argi Financial Group. Outside of advising, he co-founded Louisville TKO, a charity boxing gym, and serves on several boards, including Evolve 502 and Owl Creek Country Club. Cerity Partners provides customized wealth management and related services to a diverse national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection, incorporating proprietary quantitative tools and private-market offerings.

Timothy Wissing is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds a Series 66 designation and has worked previously at Mather & Co. CPAs, LLC and Kentucky Equine Medical Associates, PLLC. Outside of his advisory role, he is involved in managing a family farm through Lucky Crimble Farm, LLC. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other 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 a focus on diversified asset allocation and customized portfolios.

John Drinkard is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked with Fifth Third Bank since 2016 and Fifth Third Securities since 2020. Outside of his advisory role, he teaches martial arts in Prospect, KY. Fifth Third Securities serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs on its Passageway platform, combining third-party portfolio managers and advisor-directed strategies tailored to client risk profiles.

Adam Coop is a Certified Financial Planner (CFP®) with 24 years of industry experience, currently serving at Independent Financial Partners since 2019. His prior experience includes eight years at LPL Financial. He is a board member of Plowshares Farm Center for Education & Spirituality, a nonprofit organization. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients and offers a decentralized advisory model with both individual and centralized investment management options.

Michael Parker is a financial advisor at First Command Advisory Services with 35 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Parker has been with First Command Financial Services and related entities since 1991. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and managed portfolio programs overseen by a centralized investment management team.

Trystan Downey is a financial advisor with Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has one year of industry experience, including prior roles at Nettworth Capital, Total Fitness Connection, and Northwestern Mutual. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, corporations, and institutional investors, with approximately $126.9 billion in client assets as of December 31, 2024. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Claire Dierson is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 designation with under one year of industry experience. Her background includes roles at Cerity Partners, the University of Kentucky, and First Watch Restaurants, as well as managing a business, I Love Juice Bar, LLC, from 2021 to 2024. Cerity Partners provides customized wealth management services to a diverse national client base, offering portfolio management, financial planning, retirement consulting, and access to alternative investments through an approach that combines proprietary quantitative screening with third-party managers and individual securities.

Wesley Collard is a financial advisor with Cerity Partners Retirement Plan Consultants in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at John Hancock, ADP, Inc., and Ameriprise Financial before joining Cerity Partners in 2025. Cerity Partners Retirement Plan Consultants advises plan sponsors of defined contribution and defined benefit plans, providing ERISA fiduciary services, participant advice, plan design, and administrative support. The firm focuses on asset-allocation driven model portfolios, written investment policy statements, and ongoing monitoring, managing most assets on a non-discretionary basis.

John Raque is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to his financial advising career, he operated Raque Lawn Service LLC for 12 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model utilizing a range of investment strategies and technology platforms, with access to proprietary and third-party managed account solutions.