Brian David Helm

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.

Anita Loy is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Inspire Private Wealth Management. She previously worked for Money Concepts Capital Corp and has been involved with Inspire Executive Operations since 2013. In addition to her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, charitable organizations, and retirement plans through discretionary investment management, retirement plan consulting, and financial planning. The firm focuses on customized portfolio allocations using equities, fixed income, mutual funds, and ETFs, and also provides services to corporate and institutional plan sponsors, including ERISA fiduciary responsibilities.

Andrew Sloan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has operated Bluegrass Financial Planning, LLC in Louisville, KY since 2013. Outside of his advisory role, he coaches field hockey part-time at the Christian Academy of Louisville. Bluegrass Financial Planning primarily serves individual clients, offering comprehensive financial planning, discretionary investment management, and tax planning and preparation services. The firm follows a fundamental, long-term buy-and-hold investment approach focused on asset allocation and low-cost index funds, managing approximately $56.2 million on a discretionary basis for about 73 clients.

We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp

Patrick Lach is a CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is the sole advisor at Lach Financial in Louisville, KY. In addition to his advisory work, Lach serves as an Associate Professor of Finance at Indiana University Southeast and contributes to The Wall Street Journal. He also provides consulting related to textbook material and legal expert witness engagements. Lach Financial offers financial planning and portfolio management primarily for individual investors and trusts through ongoing discretionary planning and hourly consulting. The firm employs a long-term, passive buy-and-hold investment strategy based on academic research, utilizing no-load mutual funds and ETFs, including those from Dimensional Fund Advisors.

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.