Charles Allen Goldie

Tenet Portfolio Management is an independent, fee-only fiduciary helping clients — from young professionals and growing families to pre-retirees and retirees — make clearer, more disciplined choices about their finances and investment portfolios. For young professionals and growing families, that may mean building wealth early in a career or saving for a child's education or a first home. For pre-retirees and retirees, it often means preserving what they've built and funding the retirement they want, while navigating the shift from saving to spending, life transitions, and inheritance. Each of our clients receives personalized service and recommendations tailored to individual needs. Tenet also supports emerging endowments and foundations and single family offices via OCIO and investment consulting services, working directly with Boards, Investment Committees, and Principals to build the frameworks and processes that drive long-term growth aligned with their mission. Matt holds an MBA from Columbia Business School and a Bachelor of Science in Accounting from the University of Kentucky. He is a CFA® Charterholder, a CFP® professional, and a CPA.

John Charalambakis is a financial advisor at BlackSummit Financial Group, Inc. in Nicholasville, KY, holding a Series 65 license with 14 years of industry experience. He has been with BlackSummit since 2010 and serves as an adjunct professor of economics at the University of Kentucky’s Patterson School of Diplomacy and International Commerce. Outside of advising, he is involved in business consulting and investment holding through several private entities and oversees a business research software company. BlackSummit Financial Group serves individuals, trusts, estates, retirement plans, and corporate clients, offering asset management, financial planning, pension consulting, and third-party money manager referrals. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management, with a notable focus on client education, published research, and performance-based compensation arrangements for certain investors.

George Perros is a financial advisor with Resurgent Advisors in Danville, KY, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Encompass Financial Advisors, STIFEL, J.J.B. Hilliard, W.L. Lyons, and Comprehensive Asset Management & Servicing. Outside of finance, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other entities. The firm emphasizes fundamental analysis and utilizes a range of investment vehicles, including mutual funds, ETFs, sub-advisors, individual securities, REITs, and privately placed alternatives, providing both discretionary and non-discretionary account management.

Tina Culp is a financial advisor with FWG Investments, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked at Raymond James Financial Services Advisors, Inc., and has been with Family Wealth Group since 2022. FWG Investments provides advisory services to individuals, trusts, small businesses, pension and profit-sharing plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients through educational seminars and newsletters.

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and United Financial Services. In addition to advisory services, he engages in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves retail and institutional clients, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside use of third-party managers and sub-advisors.