Aaron Matthew Chapman

John Cunningham is a native Louisvillian and a sixth-generation Kentuckian. He believes a successful client partnership is built upon two key principles: putting clients’ interest first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances. His process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Three distinct categories John emphasizes with clients are cash management, wealth management, and family legacy planning. He strives to meet the complex, ever-changing, and often unique, needs of families with wealth. Throughout his career, John has demonstrated a strong commitment to both community and the arts. He serves on the board of the Louisville Orchestra, Assumption High School Investment Committee, is an Elder at Second Presbyterian Church, and is an active member of the Rotary Club of Louisville and the Financial Planning Association.

Matthew Doyle is a financial advisor at Trimingham Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial provides financial planning and investment management services primarily to individual clients. The firm focuses on asset allocation using exchange-traded funds and offers both discretionary and non-discretionary management.

Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.

A. Leslie Hornback is a financial advisor with Horizon Wealth Management, LLC in New Albany, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Hornback has been with Horizon Wealth Management since 2016 and also maintains roles with Stratos Wealth Partners, Ltd. and LPL Financial. Horizon Wealth Management serves high-net-worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and foundations, focusing on financial planning and qualified plan consulting. The firm emphasizes a fundamental analysis and long-term buy approach across various investment products and is noted for its pension and qualified plan consulting services.

Richard Terlau is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been associated with Investment Answers since 2006 and is also involved with Brookstone Financial LLC and Investment Answers Media, Inc., where he contributes to financial education content. In addition to his advisory role, he is a licensed insurance agent and owner of Brookstone Financial, providing insurance services alongside investment advice. Investment Answers offers portfolio management services primarily to individual and high-net-worth clients, managing approximately $43.3 million across 257 client relationships. The firm employs three model portfolios—Conservative, Balanced, and Growth—tailored to clients’ goals, time horizons, and risk tolerance, using both charting and fundamental analysis alongside long- and short-term trading strategies.

Charles Veeneman is the sole advisor at Best Investment Options, LLC in Louisville, KY, holding a Series 66 designation with 17 years of industry experience. Prior to founding his current firm in 2019, he spent 12 years with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He also serves as treasurer for the city of Northfield, KY, a position he has held since 2011, and operates two non-investment businesses: a CPA firm providing tax and audit services, and a bookkeeping services company. Best Investment Options, LLC manages discretionary investment portfolios for individual and trust clients, including high net worth individuals, using a tailored approach based on fundamental, technical, and economic analysis. The firm incorporates derivatives strategies such as equity puts and covered calls and maintains an affiliation with an accounting and tax practice under common ownership.