Sean Biven is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 66 designation and over 11 years of industry experience. He has worked at Silver Oak Securities since 2018 and previously at Securities Service Network, Inc. from 2015 to 2018. Outside of his advisory role, he serves as Vice President of Programming for the Sigma Phi Epsilon Kentucky Beta Alumni Association, a nonprofit organization. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of more than 100 financial professionals. The firm offers individualized portfolio management, financial planning, and managed account programs that combine internal and third-party due diligence and ongoing account oversight.

Eric White is a financial advisor with Foundations Investment Advisors LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at Foundations since 2024 and previously spent six years at Spectrum Financial Alliance as well as over a decade with MetLife Securities and affiliated firms. In addition to his advisory role, White operates as an independent life insurance broker. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion across about 29,615 clients through nearly 300 representatives. The firm serves individuals, trusts, estates, and registered investment companies with portfolio management, financial planning, retirement-plan support, and sub-advisory services.

James Sweasy is a financial advisor at AlphaStar Capital Management with Series 65 credentials and one year of experience. His prior work includes roles at Stanley Wealth & Retirement and involvement with Impact Wellness Network, a position he has held for seven years. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, estates, small businesses, and other investment advisers. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and subadvisory services, utilizing both predefined model portfolios and customized strategies based on quantitative analysis and tactical asset allocation.

Michael Smith Jr. is a financial advisor at Savvy with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, The Louisville Sales Club, various insurance carriers, and Waddell and Reed Inc. Savvy offers customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by quantitative tools and a proprietary technology platform.

Luis Miletti Jr. is a financial advisor at Savvy with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Truist Investment Services, Suntrust Advisory Services, and PNC Investments. Outside of his advisory work, he owns businesses involved in property acquisition and development in Panama. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based cores with tailored strategies, including direct indexing with tax-loss harvesting and ESG-focused models, supported by a proprietary technology platform.

Michael Jones is a CFP® and ChFC® with 37 years of industry experience. He currently works at Silver Oak Securities, Incorporated and has prior experience with Cambridge Investment Research and McKendree University. Outside of his advisory role, he serves on the board of Mercy Academy and owns a life coaching business focused on helping clients develop plans for personal fulfillment. 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 personalized portfolio management and financial planning through a network of more than 100 financial professionals.

Aaron Ulrich is a financial advisor with CoreCap Advisors and holds Series 65 and Series 66 credentials. He has 15 years of industry experience and has worked at several firms, including Foundations Investment Advisors and Integra Financial Planning, where he is also an owner. CoreCap Advisors serves individual clients, including high-net-worth and accredited investors, as well as institutional clients such as pension plans and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party sub-advisors, emphasizing a relationship-oriented and long-term investment approach.

Cole Roberts is a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. He holds the CFA® designation and Series 63 license and has been in the industry since 2025. Prior to joining Bartlett, he worked at Venture First, LLC and Goldman Sachs & Co. LLC. Outside of his advisory role, he serves as Vice President of Finance on the board of the Steven Vanover Foundation and is the head coach of the boys basketball program for the Oldham County School District. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, while leveraging third-party platforms and its affiliation with Focus Financial Partners to provide a range of investment and insurance solutions.

Thomas Bryant is a financial advisor with Private Client Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Private Client Services since 2009. Outside of his advisory role, he serves as CEO of BWM Enterprises, an LLC he manages. 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 employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms across discretionary and non-discretionary accounts.

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.

Scott Wicker Jr. is a financial advisor at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2019, following over two decades at H.D. Vest Advisory and Investment Services. Outside of his advisory role, he is involved in tax preparation, accounting, and business consulting through his ownership of S. B. Wicker & Company, PLC. Silver Oak Securities serves a wide range of clients, including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary investment approach tailored to client objectives and risk tolerances, supported by operational features like ongoing model monitoring and an automated investment process.

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.