Greg Moore is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds a Series 66 credential and has 10 years of industry experience, all of which has been with Money Concepts since 2016. Outside of his advisory role, he manages Flat 6, LLC, a non-investment-related tax entity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs and utilizes third-party managers and platforms such as Envestnet for support.

Joseph Zurschmiede is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Cerity Partners LLC with five years of industry experience. His prior roles include work at ARGI Investment Services, LLC and academic positions at the Brandeis School of Law, University of Louisville, and Ohio State University. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets, serving a diverse client base including individuals, families, trusts, corporations, and 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.

Clayton Willoughby is a financial advisor at Cerity Partners LLC in Louisville, KY, with two years of industry experience. He holds a Series 65 designation and has prior work experience at Golf Headquarters and Lowe's Home Improvement, as well as a decade in full-time education. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Kevin Woodall is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of his advisory role, he is involved in consulting through KRW Consultants, LLC and serves as an officer at Creative Capital Group, Corp. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage assets.

Hubert Griffin III is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Ameriprise and LPL Financial, as well as involvement with the Louisville Orchestra and academic roles at the University of Louisville and Spalding University. Outside of finance, he is a business owner of a family dental practice and operates a fundraising and marketing venture. 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, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach and employing a variety of mutual funds, ETFs, equities, and fixed income.

Ron Ashley is a CFP® with 43 years of industry experience, currently affiliated with United Planners' Financial Services of America, where he has worked since 2008. His career includes long-term leadership at Ashley & Associates, Inc., which he has presided over since 1994, and service as an independent agent since 1982. Ashley also spent 17 years with the U.S. Soccer Federation. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and provides a range of advisory and brokerage services.

Alexandria Reeves is a CFP® and holds a Series 65 license, with five years of industry experience. She has worked at Cerity Partners since 2023 and previously was with ARGI Investment Services, LLC from 2020 to 2023. Before her advisory career, she spent four years at Furman University. Cerity Partners provides 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 employs tailored asset allocation and manager selection strategies, incorporating proprietary quantitative screens alongside third-party managers and individual securities.

Lee Lenkoff is a financial advisor at Cerity Partners LLC with a Series 65 credential and no prior industry experience. His background includes roles at Greater Louisville Inc., the University of Louisville Office of Institutional Equity, and various legal and publishing firms. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a wide range of services such as 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.

Adam Campbell is a financial advisor at Cerity Partners LLC in Louisville, KY. He holds a Series 65 designation and has been with Cerity Partners since 2026. Prior to his current role, he worked at D-Line USA Inc. and held teaching positions at Asbury University, South Oldham High School, and East Oldham Middle School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Michael Waldridge Jr. is a financial advisor at Cerity Partners LLC with over 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cerity Partners in 2023, he worked at Argi Investment Services, LLC for 13 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing customized, diversified portfolios.

Jared Brown is a financial advisor at Cerity Partners LLC with a Series 65 credential and two years of industry experience. His prior roles include positions at Liberty Federal Credit Union and First State Bank, as well as time spent at the University of Kentucky. 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 such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

James King is a financial advisor with Money Concepts Capital Corp, holding a Series 66 license and four years of industry experience. He has worked at Watts Wealth Management since 2021. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and manages approximately $4.07 billion in client assets through a network of several hundred advisors.

Brent Martin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and possessing 11 years of industry experience. Prior to his advisory role, he served for 20 years with the Louisville Fire Department and currently owns a painting business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Ashley Cassity is a financial advisor with Edward Jones in Shelbyville, KY, holding CFP® and Series 66 credentials and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Gregory Jacobs is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cetera, he worked at LPL Financial, LLC for 13 years. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services.

Jameson Moore is a financial advisor with J.P. Morgan Securities in Louisville, KY, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes roles at JPMorgan Chase Bank N.A. and Skybridge Resources. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Richard Sneed is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the founder of Good Samaritan, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

Bradford Wells is an advisor at Fidelity with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Fidelity Brokerage Services LLC in 2020, he was involved with Quest Events LLC for five years. Outside of his advisory role, he operates Bundy Vault at the Shoe Store, a business focused on selling personal trading card collectibles via auction streams. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios comprised of mutual funds, ETFs, and ETPs.

Michael Gross is a financial advisor with Cambridge Investment Research Advisors who holds the ChFC® designation along with Series 63 and Series 65 registrations. He has 27 years of industry experience and has previously worked at MoneyLife Partners, Inc., Fortune Financial Services, Inc., and several other firms. Outside of his advisory work, Gross serves as a board member for the Persimmon Ridge Homeowners' Association and Whitefield Academy in Louisville, KY. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, using a variety of portfolio management and model-based solutions tailored to client objectives.

Tom Thornhill is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America, Merrill, and JP Morgan Securities. Thornhill is also a financial consultant with Ohio State Life Insurance on a limited basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and extensive operational resources.