Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

David Reynolds is a financial advisor with WesBanco Securities, Inc. in Newport, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at BB&T Investments for 12 years before joining WesBanco Securities in 2017. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans. The firm manages approximately $166 million in assets for about 842 clients through a range of wrap-fee programs and third-party managed solutions, offering both nondiscretionary and discretionary account options.

Karen Watson is a financial advisor with WesBanco Securities, Inc., holding Series 63, 65, and 66 designations and 16 years of industry experience. She has worked at WesBanco Securities since 2018 and previously held roles at WesBanco Bank, PNC Bank, and PNC Investments. WesBanco Securities, Inc. provides investment advice and portfolio management to individuals, corporations, trusts, estates, and retirement plans, managing approximately $166 million in assets. The firm offers a range of wrap-fee portfolio management programs and third-party managed solutions, employing various analytical methods and strategies while maintaining a primarily nondiscretionary approach.

Andrew Baird is a Series 66-credentialed financial advisor with nine years of industry experience, currently with GWN Securities Inc. since 2017. He also serves as president of Baird Appraisals Inc., a real estate appraisal business specializing in residential and some agricultural properties. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a blend of discretionary portfolio management and model-based allocations, including legacy tactical strategies such as market-timing and momentum approaches.

Ronald Mosser is a CFP® professional with 28 years of industry experience, currently serving as a financial advisor at Truist Advisory Services since 2021. His prior experience includes roles at BB&T Investment Services, Inc. and Bb&T Securities, LLC. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platform arrangements and AI-enabled research tools.

Jill Reiter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at ARGI Financial Group, Stiles, Carter and Associates, and Armag. Outside of her advisory role, she serves as a youth coach for the South Nelson Youth Soccer Association. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection through proprietary quantitative screens and offers a range of services including portfolio management, financial planning, and access to alternative and private-market investments.

Codey O'daniel is a financial advisor at GWN Securities Inc. with Series 66 credentials and one year of industry experience. Prior to his current role, he worked in manufacturing at Accurite Machine and Manufacturing and AV Gauge and Fixtures. Outside of advising, he co-owns an Airbnb camper rental property with his wife. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing and momentum strategies.

Francis Medley is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and 10 years of industry experience. His career includes roles at JPMorgan and U.S. Bancorp Investments. He is based in Bardstown, KY. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio offering that uses algorithmic risk assessment and approved model strategies managed or delegated by PNC and third parties.

Ashley Felts is a Series 66-licensed financial advisor with FIFTH THIRD SECURITIES, Inc., where she has worked since 2014. She has 13 years of industry experience. Outside of her advisory role, she is the founder of the Felts Family Foundation, a charitable organization based in Shepherdsville, KY. FIFTH THIRD SECURITIES, Inc. 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 programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

Patricia Bowles is a financial advisor with Fifth Third Securities, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Fifth Third Securities since 2001 and has worked at Fifth Third Bank since 1991. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to a variety of clients, including individuals, charitable organizations, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly owned subsidiary of Fifth Third Bank.

William Mc Cormick is a financial advisor with PNC Wealth Management in Louisville, KY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bankers Life & Casualty, Inc. and Bankers Life Securities, Inc. since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available via invitation to employee clients. The firm uses approved model strategies managed internally or by third parties and employs algorithmic tools for risk assessment and model selection.

Michael Flowers is a financial advisor with PNC Wealth Management in Louisville, KY, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Bank of America, Merrill, and PNC Investments LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution for employees that uses algorithmic risk assessment and third-party strategists to implement investment models primarily with mutual funds and ETFs.

Patrick Portman is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partner enterprise. He has worked with United Planners since 2020 and has held roles at Gwn Securities Inc and Thoroughbred Asset Management. Portman is also CEO of Portman Wealth Management and works as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers a range of portfolio management and brokerage solutions through its network of 477 independent Investment Advisor Representatives.

Charles York Jr. is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory career, he served in the United States Army for eight years. He is also the owner of C.L. York and Sons Home Solutions LLC, through which he provides financial advisory services. 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 offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

David Strauss is a financial advisor with First Command Advisory Services and holds a Series 66 designation. He has five years of industry experience, including service in the U.S. Army from 2016 to 2022. Outside of his advisory role, he is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services company connected to his primary firm. First Command Advisory Services, Inc. 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 wrap-fee asset management programs managed by an internal Investment Management Team and Wealth Portfolio Managers, utilizing a centralized and discretionary management approach.

Andrew Anastasia is a financial advisor at First Command Advisory Services with one year of industry experience. Prior to his current role, he served 25 years in the U.S. Army. He holds Series 65 and Series 63 credentials. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

John Cooper is a financial advisor at PNC Wealth Management with 35 years of industry experience. He has held roles within PNC since 2009, including his current position since 2017. He holds Series 63 and Series 66 licenses. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to guide investment in mutual funds and ETFs. The firm’s approach incorporates third-party management and model strategies with annual rebalancing.

Martin Wissing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 license and bringing 26 years of industry experience. His career includes roles at PNC Wealth Management and J.J.B. Hilliard, W.L. Lyons, LLC before joining Private Advisor Group and operating Wissing Wealth Management since 2014. He is also involved in renovating and reselling properties in Louisville, KY. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions. The firm operates a fiduciary-based advisory model, utilizing a variety of strategies and third-party managers to tailor investment solutions for clients.