Christina O'Bryan is a CFP® professional with 15 years of industry experience, operating Beacon Asset Management in Owensboro, KY. She has led her independent firm since 2000. Outside of advising, she serves on several boards related to rural water finance and local water districts, and she owns American Tax Service LLC, a tax preparation and bookkeeping company. Beacon Asset Management provides financial planning, investment supervisory services, and pension consulting to individuals, trusts, corporate entities, and nonprofit organizations. The firm employs a fundamental analysis approach with individualized asset allocation and primarily non-discretionary account management.

James Grise is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been the sole advisor at Key Financial Advisors LLC since 2013. Outside of his advisory role, he is the managing member of a separate LLC that owns and manages personal rental property. Key Financial Advisors LLC provides fee-only financial planning and investment advisory services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm follows a non-discretionary, long-term investment approach centered on fundamental analysis, Modern Portfolio Theory, diversified asset allocation, and low-cost index funds and ETFs, and offers services including pension consulting and public educational workshops.

William Washburn is a CFP® professional with 30 years of experience in financial services. He currently operates as the sole advisor at Clarity Financial Organization, LLC, an independent firm based in Boonville, IN. His prior experience includes roles at Raymond James Financial Services Advisors, Inc., Rushing Financial, and managing his own advisory business, Washburn Wealth Advisors. He also holds a fixed insurance agent license and conducts limited insurance sales. Clarity Financial Organization serves individuals and families with wealth management and comprehensive financial planning, offering discretionary portfolio management and access to LPL-sponsored advisory programs. The firm constructs portfolios tailored to clients’ goals, time horizons, and risk tolerances using diversified mutual funds, ETFs, individual securities, and fixed income.

Brian Greenwell is the principal of Greenwell Capital Management, LLC, an independent advisory firm based in Owensboro, KY. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including roles at Merrill and The Oak Ridge Financial Services Group. Outside of advisory work, he is involved part-time in a commercial printing business. Greenwell Capital Management primarily serves individual clients as well as corporate entities and qualified retirement plans. The firm provides discretionary and non-discretionary asset management and offers ERISA plan services, using a process that incorporates modern portfolio theory and various analytical approaches tailored to client goals.

Michael Mather is a financial advisor at Trust Alliance Wealth Partners LLC in Owensboro, KY, with three years of industry experience. He holds Series 65 and Series 66 licenses and also serves as the managing member of Pylorus Asset Management LLC, a separate investment-related business. Trust Alliance Wealth Partners LLC provides discretionary investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily uses a model-driven approach based on a proprietary Nasdaq DW ranking system to allocate assets among ETFs and mutual funds according to individual risk profiles.

Gregory Moore is a CFP® with 27 years of industry experience and serves as the sole advisor at Rivercities Asset Management, LLC in Owensboro, KY. He has been with Rivercities since 1998 and is also a shareholder and vice president of Riney Hancock & Co., PSC, a public accounting firm that provides administrative support to Rivercities. Additionally, he is a partner in Rivercities Insurance Services, LLC, an insurance agency. Rivercities Asset Management provides investment advisory services to individual investors, pension and profit-sharing plans, and business clients, offering portfolio management and pension consulting. The firm’s approach incorporates Modern Portfolio Theory and fundamental analysis, utilizing a variety of investment vehicles and option strategies, and maintains a close affiliation with Riney Hancock CPAs PSC, integrating accounting and advisory services.

Nolan Clark is a CFP® professional with three years of experience at Leading Edge Financial Planning LLC and prior roles at Baird and Align Wealth Management. He has additional work history including involvement with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets across about 302 clients, employing a team of nine advisors and emphasizing a long-term investment approach focused on diversification and strategic asset allocation using primarily low-cost mutual funds and ETFs.

Rohnn Sanderson is a financial advisor with Advisory Services Network who holds Series 65 and Series 66 credentials and has 12 years of industry experience. His prior experience includes seven years at Waddell & Reed. Outside of advisory work, he is an economics instructor at Brescia University and Owensboro Community and Technical College and owns Econ-Logic, an economic consulting business focusing on regional economic impact studies. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a large network of independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients’ objectives and risk tolerances.

Taylor Collins is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Advisory Services Network, LLC and has prior experience at Edward Jones and Ameriprise Financial Services. Collins serves as an adjunct professor teaching macro and microeconomics at Brescia University and participates on the university’s investment committee and alumni association board. He is also the managing member of AIM Research, LLC, where he develops model allocations and market content for financial advisors. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, retirement-plan consulting, and third-party manager selection, managing about $8.6 billion in client assets with strategies spanning stocks, bonds, mutual funds, ETFs, options, and alternative investments.

Jonathan Frisch is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 credentials. He has 19 years of industry experience and has been with Private Advisor Group and LPL Financial since 2016. Outside of his advisory role, he is involved with Financial Freedom Partners, a business related to his work at LPL. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing various investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Marshall Hadley is a financial advisor with Fifth Third Securities, Inc. based in Owensboro, KY. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to joining Fifth Third Securities, he worked at Fifth Third Bank and has held roles in retail and technology sectors. Outside of his advisory work, he owns a custom spice blending business. Fifth Third Securities provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including direct indexing and tax-overlay services, and operates as a wholly owned subsidiary of Fifth Third Bank.

Brycen Moore is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has one year of industry experience and has previously worked at LPL Financial. Prior to his advisory career, he spent several years with the Evansville Otters baseball organization and has experience working in retail and public service roles. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions and third-party programs. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms to assist clients.

David Herrman Jr. is a financial advisor with PNC Wealth Management in Owensboro, KY, holding Series 63 and Series 65 designations and having 22 years of industry experience. He has been with PNC Bank and PNC Investments since 2009. Outside of his advisory work, he is a managing member of H&M Properties of Bowling Green, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a discretionary digital portfolio solution available by invitation to employees. The firm utilizes algorithmic risk assessment and approved model strategies managed by PNC or third parties, with portfolio implementation delegated to external providers.

Emma Goetz is a CFP® professional with four years of experience, currently affiliated with Private Advisor Group, LLC. She has worked at Retirement & Financial Strategies and Hensley & Throneberry CPAs, and has provided tax advice and preparation services independently of her investment advisory role. Ms. Goetz is also engaged in co-owning financial services practices outside of Private Advisor Group. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model incorporating proprietary and third-party strategies supported by technology platforms.

Patrick Vance is a financial advisor with Truist Advisory Services in Owensboro, KY, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Bb&T Securities and Bb&T Investment Services. Outside of finance, he is involved in farming activities, including raising livestock, cultivating crops, and collecting hay. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations, utilizing a combination of discretionary and non-discretionary management through third-party platforms and manager arrangements.

Evan Goetz is a CFP® with two years of experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to joining the firm, he worked in roles at Western Kentucky University and Owensboro Country Club. He is a board member of the Owensboro Lions Club, a charitable organization in his community. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary platforms and third-party programs.

Bethany Conrad is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Fifth Third Securities. Outside of her advisory role, she is involved as an Independent Marketing Executive with Melaleuca/The Wellness Company, promoting non-toxic household products through a membership referral program. Truist Advisory Services provides investment consulting and advisory services to individual and institutional clients, including retirement plan sponsors and charitable organizations. The firm offers asset allocation analysis, fiduciary support, and manager selection programs, utilizing a mix of discretionary and non-discretionary approaches supported by third-party platforms and AI-enhanced research tools.

James Quisenberry is a Series 66-licensed financial advisor with six years of industry experience, currently with Empower Advisory Group in Owensboro, KY. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Edward Jones. He is also involved with Quisenberry Realty LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail account holders. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Kelsey Peacock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Private Advisor Group since 2015 and previously was with LPL Financial and Money Concepts Capital Corp. In addition to her advisory role, she is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions, including its proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that leverages technology and third-party managers to tailor investment strategies to client goals and risk tolerances.

James Sullivan Jr. is a financial advisor with Private Advisor Group, LLC in Owensboro, KY, holding Series 63 and Series 65 credentials with 26 years of industry experience. He has worked at Private Advisor Group and LPL Financial since 2014 and was previously with Osaic FS, Inc. from 2011 to 2014. Outside of his advisory role, he is involved with Ignite Baits LLC, a business unrelated to investment advisory. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies while offering access to proprietary and third-party managed account solutions.