Javier Roman Canales Bullock

Stephen Du Barry is a CFA® charterholder with 20 years of experience at Stewardship Partners Investment Counsel, Inc. He has been with the firm since 2006. Outside of his advisory role, he operates duBarry Fine Books, an occasional online book sales business. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm follows a long-term, growth-and-quality investment philosophy with Biblically Responsible Investing screening and employs a range of strategies including concentrated micro-cap positions and systematic quantitative approaches.

Jacob Mudd is a financial advisor with TAVCO Financial Advisory, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining TAVCO, he worked with Thrivent Financial and its affiliated entities. Outside of his financial advisory role, Mudd serves as an ordained Southern Baptist minister and provides pulpit supply and evangelistic support through his separate ministry. TAVCO Financial Advisory serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party managed programs and providing portfolio management and ERISA plan advisory support. The firm manages all assets on a non-discretionary basis and uses a process grounded in detailed financial analysis and access to platform tools such as Orion Solutions and TAMP.

Trevor Coe is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with Kestra Advisory since 2016. He also holds roles with Kestra Investment Services, LLC, and Levine Group, Inc., where he has been active since 2005. Outside of advisory work, Coe serves as a director for the Kelly Russell Scholarship Fund, overseeing scholarship recipient selection and fund management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving large institutional clients including sovereign wealth funds.

Ryan Fischer is a financial advisor with Raymond James Financial in Lewisburg, KY, holding a Series 66 credential and three years of industry experience. He has worked at Raymond James Financial and related entities since 2023 and founded Fischer Wealth Management, where he serves as an associate. Prior to his advisory career, he held roles at Costco Wholesale and was involved in academic settings at the University of Central Florida and Indiana University Bloomington. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning supported by analytical tools and operates specialized programs in municipal advising and SIMPLE IRA employer consulting.

Keith Batchelor is a CFP® professional with 22 years of experience in the financial services industry, all with Edward Jones since 2004. He is based in Russellville, KY, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Batchelor is a part owner of Batchelor Farms, where he assists with year-end tax distributions and participates in operations related to a beef cattle business. Edward Jones is a wealth management firm serving over four million individual and institutional clients through a nationwide network of roughly 23,701 financial advisors. The firm offers a variety of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellen Boortz is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019, previously working at Carpenter Company from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.