Gregory Thomas Jacobs

Edward Nelson IV is a ChFC® credentialed financial advisor with 19 years of industry experience. He is the managing member of Clear Trace, LLC, where he has worked since 2007, and previously worked at Zeiders Enterprises, Inc. for 11 years. Clear Trace serves individuals, families, trusts, estates, and related business entities with financial planning, investment management, and education services. The firm focuses on strategic asset allocation using fundamental analysis and employs a range of investment vehicles, including mutual funds, ETFs, individual securities, and leveraged products, while integrating technology platforms and third-party subscription tools to support client portfolios.

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 Guidance Capital, Inc. based in Louisville, KY, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Money Concepts Capital Corp. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, Gibson serves on the board of the Greater Louisville & LaGrange Baptist Health Foundation and is a silent partner in a local bar and restaurant. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing both fundamental and technical analysis and oversight of affiliated managers.

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.

Anna Coats is a financial advisor at Coats Financial Planning in Louisville, KY, with 10 years of industry experience. She holds a Series 65 designation and has worked at Coats Financial Planning since 2014. She is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance firm. Additionally, Coats serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning provides comprehensive, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW households. The firm follows a long-term, buy-and-hold investment philosophy focused on asset allocation, primarily using passively managed index funds and ETFs, and charges a flat-fee retainer based on complexity rather than a percentage of assets.