Gene Rhoades II

William Hensley is a CFP®-credentialed financial advisor with 29 years of industry experience. He is a principal at Creative Financial Solutions, LLC, where he has worked since 2001, and has held roles with Cambridge Investment Research Advisors Inc. since 2014. Hensley serves as a board member for Young Life Huntington and has been involved with the Rotary Club of Barboursville, including a past presidency. Creative Financial Solutions, LLC provides customized financial planning and advisory services for individuals, families, small businesses, and trusts, focusing on retirement, tax, insurance, and estate planning. The firm emphasizes individualized planning supported by financial software and third-party research, while investment management is conducted through dual registrations with Cambridge Investment Research and custodial platforms.

Leif Clarke is the principal of Leif Clarke Wealth Management, Inc. in Ashland, KY, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Private Client Services from 2015 to 2017. Clarke serves as a board director and designated investment professional for Ramey Estep Homes, Inc., a charitable organization serving troubled youth. Leif Clarke Wealth Management, Inc. is an independent, state-registered investment adviser managing approximately $57.2 million across 161 clients. The firm provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates, following a value-oriented investment approach tailored to client-specific risk tolerance and income needs.

Anthony Park is a Series 65-licensed advisor at Leif Clarke Wealth Management, Inc. with over nine years of experience in financial services. His prior roles include positions at Baird, Kentucky Farmers Bank, City National Bank, and Richwood Industries. Leif Clarke Wealth Management provides portfolio management and retirement-plan advisory services to individuals, businesses, banks, thrifts, credit unions, trusts, and estates. The firm employs a value-oriented investment approach and customizes recommendations based on detailed client assessments of risk tolerance, time horizon, and income needs.

Malcolm Maclaren is a financial advisor at Global Value Investment Corporation with three years of industry experience. He holds a Series 65 designation and has a background that includes legal and compliance roles, such as positions at the Law Offices of Malcolm J. MacLaren and The Circuit Court of Cook County, Illinois. Outside of his advisory role, he is a co-member of Machair, LLC, a commercial real estate business. Global Value Investment Corporation provides discretionary portfolio management to individual and high-net-worth clients, as well as sub-advisory services to other registered investment advisers. The firm emphasizes fundamental research to identify undervalued securities and employs both short- and long-term investment strategies, including activist and concentrated positions.

Chandis Ferguson II is a financial advisor at International Assets Investment Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with International Assets Advisory, LLC since 2016. Ferguson also owns and operates Platinum Investments, LLC, an investment-related business. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management and financial planning, utilizing a range of investment vehicles and third-party managers to meet client objectives.

Christopher Hamm is a financial advisor at Sequent Planning, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Western & Southern Financial Group for 19 years. Outside of his advisory role, he owns The Camayo Room of Ashland, an event venue rental business. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting, utilizing ETF-based strategic models and third-party administrative platforms.