Katherine Embry Kolonich

Christina O'Bryan is a CFP® professional with 15 years of industry experience, operating Beacon Asset Management in Owensboro, KY. She has led her independent firm since 2000. Outside of advising, she serves on several boards related to rural water finance and local water districts, and she owns American Tax Service LLC, a tax preparation and bookkeeping company. Beacon Asset Management provides financial planning, investment supervisory services, and pension consulting to individuals, trusts, corporate entities, and nonprofit organizations. The firm employs a fundamental analysis approach with individualized asset allocation and primarily non-discretionary account management.

James Grise is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been the sole advisor at Key Financial Advisors LLC since 2013. Outside of his advisory role, he is the managing member of a separate LLC that owns and manages personal rental property. Key Financial Advisors LLC provides fee-only financial planning and investment advisory services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm follows a non-discretionary, long-term investment approach centered on fundamental analysis, Modern Portfolio Theory, diversified asset allocation, and low-cost index funds and ETFs, and offers services including pension consulting and public educational workshops.

Brian Greenwell is the principal of Greenwell Capital Management, LLC, an independent advisory firm based in Owensboro, KY. He holds Series 65 and Series 66 licenses and has 20 years of industry experience, including roles at Merrill and The Oak Ridge Financial Services Group. Outside of advisory work, he is involved part-time in a commercial printing business. Greenwell Capital Management primarily serves individual clients as well as corporate entities and qualified retirement plans. The firm provides discretionary and non-discretionary asset management and offers ERISA plan services, using a process that incorporates modern portfolio theory and various analytical approaches tailored to client goals.

Michael Mather is a financial advisor at Trust Alliance Wealth Partners LLC in Owensboro, KY, with three years of industry experience. He holds Series 65 and Series 66 licenses and also serves as the managing member of Pylorus Asset Management LLC, a separate investment-related business. Trust Alliance Wealth Partners LLC provides discretionary investment management services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily uses a model-driven approach based on a proprietary Nasdaq DW ranking system to allocate assets among ETFs and mutual funds according to individual risk profiles.

Gregory Moore is a CFP® with 27 years of industry experience and serves as the sole advisor at Rivercities Asset Management, LLC in Owensboro, KY. He has been with Rivercities since 1998 and is also a shareholder and vice president of Riney Hancock & Co., PSC, a public accounting firm that provides administrative support to Rivercities. Additionally, he is a partner in Rivercities Insurance Services, LLC, an insurance agency. Rivercities Asset Management provides investment advisory services to individual investors, pension and profit-sharing plans, and business clients, offering portfolio management and pension consulting. The firm’s approach incorporates Modern Portfolio Theory and fundamental analysis, utilizing a variety of investment vehicles and option strategies, and maintains a close affiliation with Riney Hancock CPAs PSC, integrating accounting and advisory services.

Nolan Clark is a CFP® professional with three years of experience at Leading Edge Financial Planning LLC and prior roles at Baird and Align Wealth Management. He has additional work history including involvement with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC provides wealth management and financial planning services to individuals, high net worth clients, trusts, estates, and businesses. The firm manages approximately $522 million in assets across about 302 clients, employing a team of nine advisors and emphasizing a long-term investment approach focused on diversification and strategic asset allocation using primarily low-cost mutual funds and ETFs.