Brian Helm

Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of 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, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

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.

Mark Hoffman is a financial advisor at Lanier Asset Management, LLC, holding a Series 65 designation with over 17 years at the firm. He is based in Louisville, KY, and has focused his career exclusively with Lanier Asset Management. Lanier Asset Management provides financial planning, consulting, and investment management services to a broad client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and business entities. The firm employs an open-architecture investment approach that combines traditional equity and fixed-income strategies with alternative asset classes to emphasize wealth preservation and reduced volatility. Lanier also sponsors and manages private real estate funds focused on assisted-living properties, which it offers privately to accredited investors.