Amy Gilbert

Matthew Doyle is a financial advisor at Trimingham Financial, LLC, 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 serves individual clients by providing comprehensive financial planning and investment management, focusing on asset allocation primarily through exchange-traded funds. The firm employs both strategic and dynamic allocation techniques and generally requires clients to custody managed accounts with Interactive Brokers.

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 at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Horizon Wealth Management, LLC and LPL Financial. Hornback provides investment advisory services through multiple independent advisory firms. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

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.

Jeffrey Geiser is a financial advisor at Lightpath Wealth & Tax Advisors with five years of industry experience. He holds a Series 65 credential and has been involved with Lightpath Wealth & Tax Advisors since 2021. Geiser is also a manager of Hatchfly Consulting LLC, a non-investment-related operating company. Lightpath Wealth & Tax Advisors provides financial planning and consulting, acting primarily as an introducer and coordinator for externally managed portfolios rather than managing assets in-house. The firm combines advisory services with tax preparation and an affiliated insurance agency, focusing on selecting and monitoring sub-advisers and model portfolios.