Jeffrey L Robinson

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.

Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.

Erin Guilfoil is a financial advisor at Bookends Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Bookends Financial Planning, Erin worked at Dow Chemical for 18 years. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple analytical approaches in its investment advice and offers discretionary portfolio management, written financial plans, and access to various managed account programs.

John Stillwagon is a financial advisor at Alexander Investment Services Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages clients’ portfolios on a non-discretionary basis, using technical, fundamental, and cyclical analysis alongside long-term purchase strategies tailored to client objectives, risk tolerance, and time horizon.

John Frymire is a CFP® professional with 28 years of industry experience. He has been with Alexander Investment Services Co. since 2009 and previously worked at Morgan Stanley from 1999 to 2009. Frymire is a minority shareholder in a small real estate investment company unrelated to securities. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily offers non-discretionary portfolio management and retirement plan consulting, using technical, fundamental, and cyclical analysis tailored to clients’ objectives and risk tolerance.