David Price

Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.

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

Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.

Stephen Gibson is a financial advisor at DMLO Wealth Planning, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Jjb Hilliard Wl Lyons LLC and Money Concepts Capital Corp. Gibson is involved in several nonprofit and community organizations, including serving as a board member for the Greater Louisville & LaGrange Baptist Health Foundation and participating in multiple charitable foundations and local service clubs. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management and financial planning services. The firm employs a primarily long-term, customized investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and may allocate assets to affiliated sub-advisers under ongoing oversight.

Christopher Ward is a Series 65 licensed financial advisor with DMLO Wealth Planning, LLC, based in Louisville, KY. He has three years of industry experience and has worked at DMLO Wealth Management since 2021. Additionally, Ward serves as President and CEO of the CPA firm Deming, Malone, Livesay & Ostroff, P.S.C., where he provides management, tax planning, and business advisory services. DMLO Wealth Planning offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and employee retirement plans. The firm constructs diversified portfolios primarily with mutual funds, ETFs, equities, and bonds, employing both internal due diligence and sub-advisors.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.