Carl William Jurgens

PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.

William Buckman is a financial advisor at Dollars & Sense Financial Fitness with one year of industry experience. He holds a Series 65 designation and previously worked at Lord from 2004 to 2021 before a brief retirement. Dollars & Sense Financial Fitness serves individual clients, including high-net-worth individuals, by providing portfolio management, financial planning, and one-on-one financial coaching. The firm uses a long-term trading approach with cyclical and fundamental analysis, operates on a non-discretionary basis, and incorporates financial coaching methods such as the Dave Ramsey “7 baby steps” and a debt-snowball strategy.

Sabina Lewis is a CFP® with eight years of industry experience, currently serving as the sole advisor at Avant-Garde Wealth. Her work history includes roles at Origin Financial, Journey Financial Management, and several entrepreneurial and instructional positions outside finance. Avant-Garde Wealth is an independent firm that provides financial planning, investment management, and financial education to individuals, businesses, and non-profit organizations. The firm employs a long-term, research-based investment approach focused on index mutual funds and ETFs, offering customized Investment Policy Statements and discretionary management with regular reviews.

Grant Patterson is a financial advisor at Journey Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at South Central Bank and Payroll Vault. Patterson is also a licensed life insurance agent in Kentucky, offering life insurance options to clients. Journey Financial Management provides advisory services to individuals, business-sponsored retirement plans, and other entities. The firm focuses on passive, cost-aware investment strategies using index mutual funds and ETFs, tailoring allocations to client goals, life stage, and risk tolerance while serving about 77 clients with a four-advisor team.

Richard Fontenot is a CFP® with 18 years of experience in financial advising at Journey Financial Management, LLC. He has managed or owned several businesses, including Boxcar, LLC and Banana Stand Ventures, LLC. Outside of advisory work, he is involved in business consulting, insurance sales, and RV rental operations. Journey Financial Management serves individuals, business-sponsored retirement plans, and other entities, offering financial planning, discretionary investment management, and specialized services such as SIMPLE IRA advisory and donor-advised fund portfolio management. The firm focuses on passive, cost-aware investment strategies tailored to clients' goals and risk profiles.

Bradley Hinton is a financial advisor at Hinton Financial with six years of industry experience. He holds the Series 65 designation and has previously worked at AE Wealth Management and the Financial Planning Center. Hinton Financial operates as both an advisory firm and an affiliated insurance agency, with principals licensed to sell insurance. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by connecting clients with registered third-party managers. The firm focuses on matching clients to appropriate investment strategies and monitors third-party manager performance while handling client documentation and disclosures.