Gary Johnson

Evan Boling is a CFP® professional with three years of industry experience, currently serving as a financial advisor at StoneX Advisors Inc. in Blue Bell, PA. Prior to joining StoneX, he worked at LPL Financial and Northwestern Mutual, gaining experience across multiple roles. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm utilizes advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon, to implement tailored investment strategies.

Lee Parks is a financial advisor at OSAIC Institutions, INC. with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Infinex Investments, Inc. since 2011 and Hometown Bank of Corbin from 2008 to 2022. In addition to advisory work, Parks owns a tax preparation business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a notable emphasis on non-discretionary assets.

David Walters is a financial advisor at SPC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Sigma Planning Corporation, Parkland Securities LLC, OneAmerica Securities, and Foresters Equity Services. In addition to his advisory role, Walters is president of Cardinal Insurance & Financial Services Inc., where he manages a fixed insurance business focused on group and individual medical, life, disability, dental, and vision insurance, as well as Medicare supplement policies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, providing discretionary and nondiscretionary strategies tailored to client suitability.

Steven Phipps is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently affiliated with infinex Investments, Inc. and has prior experience at First National Bank & Trust. Outside of his advisory work, he is a co-owner of Family Venture, LLC, a real estate development and rental business. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services tailored through customized engagements. The firm employs a network of investment adviser representatives who utilize a combination of fundamental and technical analysis and provide access to alternative investments and lending solutions.

Matthew Taylor is a financial advisor at OSAIC Institutions, INC. based in Corbin, KY. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Hometown Bank and Mallory Davis State Farm. Outside of advising, he owns Golden Dog Properties, LLC, a rental property business. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements and access to alternative investments via the CAIS platform. The firm is noted for its predominantly non-discretionary assets and its integrated broker-dealer/adviser model with extensive banking and credit union relationships.

Joshua Curry is a financial advisor at Edward Jones in Corbin, KY, with 18 years of industry experience. He has been with Edward Jones since 2009 and holds Series 63 and Series 66 designations. Outside of his advisory role, he is a member of the Rotary Club of Corbin. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.