Leland Lanway is a CFP® with 22 years of industry experience and serves as the sole advisor at Your Best Move, Inc. He has worked at Your Best Move, Inc. since 2009 and also instructs federal employee seminar presentations through All About CSRS FERS & TSP, providing educational products and training related to federal benefits. Your Best Move, Inc. is a fee-based registered investment adviser serving current, former, and retired federal employees and their families. The firm emphasizes passive, total-market investment strategies combined with investor behavior education and offers both hourly planning and asset-based management through third-party managers.

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.

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.

Kevin Davis is a financial advisor at WesBanco Securities, Inc. with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, JP Morgan Securities, and Fifth Third Bank. 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 variety of wrap-fee and third-party managed solutions, using a range of analytical methods and investment strategies, and is affiliated with a bank, trust company, and insurance agency.

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.

Mark Philpott is a financial advisor at WesBanco Securities, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fifth Third Bank, CUNA Mutual Group, 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 across 842 clients. The firm offers a range of investment solutions including wrap-fee portfolio management and third-party managed accounts, employing diverse analytical methods and strategies within a platform affiliated with a bank, trust company, and insurance agency.

Andrew Baird is a financial advisor with GWN Securities Inc. in Bardstown, KY, holding a Series 66 designation and eight years of industry experience. He has been with GWN Securities since 2017 and also serves as president of Baird Appraisals Inc., where he provides residential and agricultural real estate appraisals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

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 Securities, LLC and BB&T Investment Services, Inc. He holds Series 63 and Series 65 licenses. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations through a range of investment consulting and advisory services, utilizing both discretionary and non-discretionary solutions that integrate firm-level model portfolios and third-party managers.

Jill Reiter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at ARGI Financial Group, Stiles, Carter and Associates, Armag, and Blandford and McCubbins. Outside of her advisory role, she coaches youth soccer for the South Nelson Youth Soccer Association. 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.

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 at PNC Wealth Management with 9 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including JPMorgan and U.S. Bancorp Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithm-driven risk assessments and invests via approved model strategies with mutual funds and ETFs.

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.

Jesse Sodam is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has been with First Command Brokerage Services Inc. since 2025 and has served in the United States Army since 2003. First Command Advisory Services is an SEC-registered investment adviser serving individual and corporate clients nationwide, managing approximately $24.3 billion in discretionary assets. The firm offers financial planning, portfolio management, and wrap-fee advisory programs with a focus on disciplined, long-term strategies and integrates brokerage, insurance, and banking services through affiliated firms.

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 Securities, Bankers Life & Casualty, and The EC Group. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment and discretionary management via mutual funds and ETFs.

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, holding Series 63 and Series 65 licenses and one year of industry experience. He has a military background, serving in the United States Army since 2013. Outside of his advisory role, he owns C.L. York and Sons Home Solutions LLC, which provides financial advisory services under the First Command name. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers structured 12-month Tailored Professional Services engagements along with discretionary asset management using model portfolios.

David Strauss is a financial advisor at First Command Advisory Services with four years of industry experience. He holds a Series 66 designation and previously served in the US Army from 2016 to 2022. In addition to his advisory role, Strauss is the Chief Executive Officer of Bourbon Trail Financial Management, LLC, a financial services firm associated with First Command. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and discretionary portfolio management through its in-house Investment Management Team.

Andrew Anastasia is a financial advisor with First Command Advisory Services in Radcliff, KY. He holds Series 63 and Series 65 licenses and has a 25-year career in the US Army prior to joining First Command in 2024. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, and insurance and banking products. The firm offers structured, advisor-led financial coaching and manages discretionary portfolios using an in-house investment team.