David Chad Abner

Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.

Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.

Josh Ackerman is a CFP® and ChFC® with 15 years of experience in financial advising. He is the principal of Context Financial LLC, an independent firm he founded in 2006, and has served as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics since 2019. In addition to his advisory work, he holds a license as an independent insurance agent and occasionally offers related products to clients. Context Financial LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes mutual funds, ETFs, annuities, and insurance-related products, employing a long-term investment approach guided by modern portfolio theory. Trades are mostly executed on a non-discretionary basis, requiring client approval.

James Mullins is a financial advisor at Investments & Financial Planning, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. In addition to his advisory role, he owns and manages JEM Financial Planning, LLC. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual and high net worth clients, as well as charitable organizations. The firm utilizes no-load mutual funds and exchange-traded funds, applying both fundamental and technical analysis with long- and short-term strategies.

John York is a financial advisor with ProActive Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has five years of industry experience. Prior to joining ProActive Advisors, he worked at the University of Kentucky and was involved with Just Do It Too Charters. Outside of his advisory role, he assists in managing family-owned real estate. ProActive Advisors provides fiduciary financial planning and ongoing investment management for individuals, families, private trusts, small-business owners, retirement plans, and companies. The firm employs a proprietary "360Portfolios" methodology with active, tactical asset allocation and uses software integrations and artificial intelligence to support client objectives and risk monitoring.

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Q2 Wealth Management, he worked at Amazon and the University of Kentucky. He is also involved with Q2 Wealth Insurance LLC, where he contributes part-time in a clerical capacity. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and business entities. The firm offers discretionary and non-discretionary portfolio management using primarily ETFs and mutual funds, supported by a variety of customizable model portfolios, and provides educational workshops along with affiliated insurance services.