Erin Taylor Guilfoil

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.

Charles Veeneman is the sole advisor at Best Investment Options, LLC in Louisville, KY, holding a Series 66 designation with 17 years of industry experience. Prior to founding his current firm in 2019, he spent 12 years with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He also serves as treasurer for the city of Northfield, KY, a position he has held since 2011, and operates two non-investment businesses: a CPA firm providing tax and audit services, and a bookkeeping services company. Best Investment Options, LLC manages discretionary investment portfolios for individual and trust clients, including high net worth individuals, using a tailored approach based on fundamental, technical, and economic analysis. The firm incorporates derivatives strategies such as equity puts and covered calls and maintains an affiliation with an accounting and tax practice under common ownership.

Gary Grimes is a financial advisor at Bloom Financial LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked for Money Concepts Advisory Services and Money Concepts Capital Corp. Outside of his advisory role, he operates a tax and accounting services business under Tax Resolutions Services, LLC, and has served as a bankruptcy auditor for the U.S. Department of Justice’s Office of the U.S. Trustee since 2001. Bloom Financial LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services. The firm employs an investment approach focused on asset allocation and modern portfolio theory, and utilizes third-party sub-advisors and model strategists to support client objectives.

Kevin Roberts is a CFP® professional with 17 years of industry experience. He is the owner and sole advisor at Lifetime Wealth Design LLC and also holds ownership and leadership roles in accounting firms, including Roberts CPA Group and Corales & Roberts CPAs PSC. Roberts serves on the board of Transcend Credit Union and owns a Scooter's Coffee franchise. Lifetime Wealth Design LLC provides financial planning, retirement plan review, and discretionary portfolio management to individuals, corporations, and other entities. The firm focuses on asset allocation and tailored portfolio construction, offering both one-time and ongoing financial planning services.

Christopher Vaughn is a financial advisor at Family Wealth Planning Partners in Louisville, KY, with 12 years of industry experience. He holds Series 63 and Series 65 designations. Vaughn has worked with several firms including Thrivent Financial and IFP Securities, LLC. He is also involved with FWPP Insurance LLC, an insurance business licensed in Kentucky. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations with approximately $317 million in assets under management. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, emphasizing documented suitability and compliance with regulatory guidance.

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.