Christina O'Bryan is a CFP® with 14 years of industry experience and has been with Beacon Asset Management in Owensboro, KY since 2000. She serves on the board of the Daviess County Water District and holds leadership roles with nonprofit rural water organizations. Additionally, she owns American Tax Service LLC, a tax preparation and bookkeeping firm. Beacon Asset Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers comprehensive financial planning, portfolio management, and pension consulting, combining fundamental analysis and tailored asset allocation with a buy-and-hold strategy. Its service model includes affiliated tax and bookkeeping services and pension-plan fiduciary roles, distinguishing it from many peers.

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.

Brian Greenwell is the principal advisor at Greenwell Capital Management, LLC, an independent firm based in Owensboro, KY. He holds Series 65 and Series 66 licenses and has 20 years of industry experience. Prior to founding his firm in 2017, he worked at The Oak Ridge Financial Services Group, Inc. from 2011 to 2016. Outside of advising, he is a licensed insurance agent and provides part-time support for a local commercial printing business. Greenwell Capital Management primarily manages portfolios for individual clients while also serving corporate entities and qualified retirement plans. The firm offers discretionary and non-discretionary asset management, including ERISA plan services, utilizing a blend of modern portfolio theory, fundamental, technical, and cyclical analysis. It provides both advisory and full discretionary plan management, including pension consulting and digital currency recommendations where appropriate.

Michael Mather is a financial advisor with Trust Alliance Wealth Partners LLC in Owensboro, KY. He holds Series 65 and Series 66 registrations and has three years of industry experience. He is also 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, institutions, and charitable organizations. The firm employs a model-driven investment approach using ETFs and mutual funds, supported by a proprietary Nasdaq DW ranking system and technical analysis.

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 in financial advising. He is currently with Leading Edge Financial Planning LLC and previously worked at Baird and Align Wealth Management. Clark has also been involved with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs.

Rohnn Sanderson is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He also owns Econ-Logic, an economic consulting business focused on regional economic impact studies, and teaches economics at Brescia University, Kentucky Wesleyan College, and Owensboro Community and Technical College. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies and investment vehicles tailored to client objectives.

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, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.

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 in Owensboro, KY. He holds a Series 66 credential and has been with Private Advisor Group and LPL Financial since 2026. His prior experience includes multiple roles with the Evansville Otters and other positions in education and local government. Private Advisor Group serves a diverse client base, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Debbie Aud is a financial advisor at Fifth Third Securities, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fifth Third Securities and Fifth Third Bank since 2023. Prior to that, she was employed at U.S. Bank Home Mortgage and was involved with St. Mary of the Woods Church from 2017 to 2023. 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 combines its municipal-advisor registration with its affiliation to Fifth Third Bank, offering multiple discretionary managed-account options and features such as direct indexing and tax-overlay services.

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® with three years of industry experience, currently affiliated with Private Advisor Group, LLC and operating under the business name Retirement & Financial Strategies. Her prior work includes roles at Hensley & Throneberry CPAs and Western Kentucky University’s Finance Department. Outside of her advisory role, she co-owns Double EG LLC and Retirement and Financial Solutions LLC, both financial services practices independent of Private Advisor Group, and also provides tax advice and tax preparation services separately from her investment advisory work. Private Advisor Group, LLC manages over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and corporate clients. The firm employs diverse investment strategies and supports access to multiple third-party asset management programs and separately managed account strategies.

Patrick Vance is a financial advisor at Truist Advisory Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Truist Advisory Services and its affiliated firms since 2015. Outside of his advisory role, he is involved in farming, including raising livestock and crops in Crofton, Kentucky. 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, offering a range of discretionary and non-discretionary investment solutions that utilize model portfolios, third-party managers, and advisor-led asset allocation.

Evan Goetz is a CFP® and Series 65-registered financial advisor with Private Advisor Group, LLC, based in Owensboro, KY. He has two years of industry experience and previously worked at Western Kentucky University and Owensboro Country Club. Mr. Goetz serves as a board member of the Owensboro Lions Club, a charitable organization providing community services. Private Advisor Group, LLC manages over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party asset management programs.

Bethany Conrad is a financial advisor with Truist Advisory Services in Owensboro, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She previously worked at Fifth Third Securities and U.S. Bancorp Investments. Outside of her advisory role, she is an Independent Marketing Executive for Melaleuca/The Wellness Company, which offers non-toxic household products through a membership discount program. 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, offering a range of discretionary and non-discretionary investment solutions that integrate firm-level model portfolios, third-party managers, and advisor-led asset allocation.

Kelsey Peacock is a financial advisor at Private Advisor Group, LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Private Advisor Group since 2015 and LPL Financial since 2014. In addition to her advisory role, she is a licensed notary. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers portfolio management, financial planning, and access to third-party asset management programs, employing a range of investment strategies and coordinating services through multiple custodians.

James Sullivan Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2014. Outside his advisory roles, he is involved with Ignite Baits LLC, a non-investment business based in Owensboro, KY. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, and corporate entities. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting access to third-party asset managers and technology platforms.

Jeremy Tincher is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2014. He also maintains an affiliation with LPL Financial. Tincher holds a Series 63 license and is based in Owensboro, KY. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.