Evan Boling

Daniel Prevett is a financial advisor at Stirlingshire Investments with six years of industry experience and holds a Series 65 designation. He previously worked at Prevett Financial, Midway University, and Brewton-Parker Christian University. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models.

Harvey Little Jr. is a CFP® and Series 65-licensed financial advisor with 16 years of industry experience. He is the principal of WH Wealth Management LLC, an independent firm he founded in 2021, following 15 years operating his own financial services firm. Outside of advisory work, he maintains an insurance producer license and engages in residential and commercial real estate management. WH Wealth Management serves individuals, families, and small business owners, providing investment advisory services, financial consultation, and comprehensive planning including retirement, tax, estate, insurance, and college funding. The firm manages approximately $8.0 million in discretionary assets and typically invests using mutual funds, low-cost index funds, and ETFs, applying both fundamental and technical analysis.

Kristoffer Arnold is a CFP® with 25 years of experience in financial advising, currently serving at Van Leeuwen Retirement & Investment Services since 2017. He has also been affiliated with LPL Financial, LLC since 2001. Outside of his advisory work, he is involved with Elevate Land and Realty Group in North Carolina. Van Leeuwen Retirement and Investment Services provides financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using an open-architecture Strategic Wealth Management approach with diversified asset allocation and portfolio management tailored to client objectives.

Mark Vanleeuwen is a financial advisor with Van Leeuwen Retirement & Investment Services in Richmond, KY. He holds a Series 63 designation and has 42 years of industry experience, including 28 years with LPL Financial. He has been with Van Leeuwen Retirement & Investment Services since 2017. Van Leeuwen Retirement and Investment Services provides comprehensive financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using a Strategic Wealth Management approach with discretionary portfolio management and tailored asset allocation.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Eagle Strategies since 2006 and concurrently operates Ridings Insurance and Financial Services, Ltd. Ridings is active in several community and historical organizations, including serving as president of the Battle of Richmond Association and a board member for various Civil War history groups. He also serves as the 2024 president of the Kentucky State NAIFA. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.

Dawn Thompson is an advisor at Fifth Third Securities, Inc. with Series 65 and Series 63 licenses and two years of experience at the firm. Her prior work includes roles at Fifth Third Bank, Armed Forces Bank, and nonprofit organization A World for Children. Fifth Third Securities serves individual and institutional clients through investment advisory and brokerage services, offering access to the Passageway Managed Account Program and multiple portfolio management options. The firm is a wholly owned subsidiary of Fifth Third Bank and provides a range of program types including mutual fund, ETF, SMA strategies, and tax overlay services.