Brandon Michael Taylor

Lucas Fenwick is the principal advisor at Fenwick Financial in Bardstown, KY. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding Fenwick Financial, he was involved in various entrepreneurial ventures including operating a general contracting business and managing real estate rentals. Fenwick also conducts technical and behavioral analysis on OTC and small-cap securities for his personal investment activities. Fenwick Financial provides investment management and financial planning services to individual investors, charitable organizations, and corporate clients. The firm employs a mix of fundamental and technical analysis within discretionary portfolio management and offers strategies including income-focused and growth-oriented accounts. It also produces educational content and hosts seminars, managing approximately $1.5 million across a small client base while accepting a broad range of investment instruments.

Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

James Hoerter is a financial advisor at Federal Hill Capital Management with 17 years of industry experience. He holds the Series 66 designation and has been with Federal Hill Capital Management since 2012. Outside of advising, he is a 10% owner of Federal Hill Holdings, LLC, a real estate holding company based in Bardstown, KY. Federal Hill Capital Management is a small advisory firm serving individuals, trusts, pension plans, banks, and other entities with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including the use of derivatives and leveraged ETFs, and also offers insurance advisory and product sales as part of its services.

Andrew Meredith is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Federal Hill Capital Management since 2009, serving as Chief Executive Officer and Investment Advisor. Outside of his advisory role, Meredith is involved in several non-investment businesses including handyman services and minority ownership in real estate and automobile service companies in Kentucky. Federal Hill Capital Management is a small advisory firm managing approximately $48 million in client assets for individuals, trusts, pension plans, banks, and other entities. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and also provides insurance advisory and product sales.

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

Valerie Downs is a financial advisor with Magnate Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Magnate Wealth Management and Silver Oak Securities since 2017 and served on the Bardstown Board of Education from 2011 to 2021. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans with financial planning, portfolio management, and educational workshops. The firm uses a Modern Portfolio Theory-based approach focused on diversified, tax-efficient, and lower-cost holdings with a long-term buy-and-hold strategy and periodic rebalancing.