David Abner

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 14 years of experience in financial advising. He is the principal of Context Financial LLC in Lexington, KY, where he has worked since 2006. He also serves as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics, University of Kentucky. Context Financial provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, with all assets managed on a non-discretionary basis to ensure clients retain final trade 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 at ProActive Advisors, LLC in Lexington, KY, holding a Series 65 designation with five years of industry experience. Prior to joining ProActive Advisors in 2020, he worked at the University of Kentucky and engaged in other business activities including managing family-owned real estate. ProActive Advisors is a small, owner-operated firm serving individuals, families, trusts, small business owners, and retirement plans. The firm employs a proprietary "360Portfolios" methodology with a flexible, unconstrained investment approach that combines top-down and bottom-up analysis, emphasizing tactical asset allocation and risk management.

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, with one year of industry experience. He holds a Series 65 license and previously worked at Amazon and the University of Kentucky. Combs is also involved with Q2 Wealth Insurance LLC in a fixed insurance sales role. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm uses a range of model portfolios and emphasizes a holistic planning process that integrates written investment policy guidance with portfolio management.

Raymond Backers is a CFP® professional with 10 years of experience in financial advisory. He is currently with Q2 Wealth Management in Lexington, KY, where he has worked since 2019, following roles at RITE Financial Group and Hurricane Financial Corp. Outside of advisory work, he manages Q2 Wealth Insurance LLC, an insurance sales business. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm employs a range of model portfolios and integrates planning with portfolio management, serving approximately three advisors and managing around $108 million in assets.