Joseph Phillip Roberts

Tenet Portfolio Management is an independent, fee-only fiduciary helping clients — from young professionals and growing families to pre-retirees and retirees — make clearer, more disciplined choices about their finances and investment portfolios. For young professionals and growing families, that may mean building wealth early in a career or saving for a child's education or a first home. For pre-retirees and retirees, it often means preserving what they've built and funding the retirement they want, while navigating the shift from saving to spending, life transitions, and inheritance. Each of our clients receives personalized service and recommendations tailored to individual needs. Tenet also supports emerging endowments and foundations and single family offices via OCIO and investment consulting services, working directly with Boards, Investment Committees, and Principals to build the frameworks and processes that drive long-term growth aligned with their mission. Matt holds an MBA from Columbia Business School and a Bachelor of Science in Accounting from the University of Kentucky. He is a CFA® Charterholder, a CFP® professional, and a CPA.

John Charalambakis is a financial advisor at BlackSummit Financial Group, Inc. in Nicholasville, KY, holding a Series 65 license with 14 years of industry experience. He has been with BlackSummit since 2010 and serves as an adjunct professor of economics at the University of Kentucky’s Patterson School of Diplomacy and International Commerce. Outside of advising, he is involved in business consulting and investment holding through several private entities and oversees a business research software company. BlackSummit Financial Group serves individuals, trusts, estates, retirement plans, and corporate clients, offering asset management, financial planning, pension consulting, and third-party money manager referrals. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management, with a notable focus on client education, published research, and performance-based compensation arrangements for certain investors.

Kristoffer Arnold is a CFP® with 25 years of experience in financial advising, currently serving at Van Leeuwen Retirement & Investment Services since 2017. He has also been affiliated with LPL Financial, LLC since 2001. Outside of his advisory work, he is involved with Elevate Land and Realty Group in North Carolina. Van Leeuwen Retirement and Investment Services provides financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using an open-architecture Strategic Wealth Management approach with diversified asset allocation and portfolio management tailored to client objectives.

Mark Vanleeuwen is a financial advisor with Van Leeuwen Retirement & Investment Services in Richmond, KY. He holds a Series 63 designation and has 42 years of industry experience. Prior to founding his current firm in 2017, he worked at LPL Financial for 11 years. Van Leeuwen Retirement and Investment Services provides comprehensive financial planning and investment management focusing on retirement decision-making. The firm serves primarily individual clients, including high-net-worth individuals and business owners, using an open-architecture Strategic Wealth Management approach tailored to client objectives and risk tolerance.

Evan Boling is a CFP®-designated financial advisor with four years of industry experience, currently with StoneX Advisors Inc. in Richmond, KY. His prior roles include positions at Northwestern Mutual Investment Services LLC and LPL Financial. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm employs a variety of investment strategies through advisor-managed portfolios, proprietary models, and third-party money managers, supported by multiple account structures and technology platforms.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has been with Eagle Strategies since 2006 and concurrently operates Ridings Insurance and Financial Services, Ltd. Ridings is active in several community and historical organizations, including serving as president of the Battle of Richmond Association and a board member for various Civil War history groups. He also serves as the 2024 president of the Kentucky State NAIFA. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages the majority of its assets on a non-discretionary basis.