Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

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Patrick Lach is a CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is the sole advisor at Lach Financial in Louisville, KY. In addition to his advisory work, Lach serves as an Associate Professor of Finance at Indiana University Southeast and contributes to The Wall Street Journal. He also provides consulting related to textbook material and legal expert witness engagements. Lach Financial offers financial planning and portfolio management primarily for individual investors and trusts through ongoing discretionary planning and hourly consulting. The firm employs a long-term, passive buy-and-hold investment strategy based on academic research, utilizing no-load mutual funds and ETFs, including those from Dimensional Fund Advisors.

Todd Meador is a financial advisor with T.K.M. Financial Services, LLC in Louisville, KY, holding the CFP®, Series 65, and Series 66 designations and bringing 12 years of industry experience. Prior to founding his current firm in 2017, he worked at Sterling Financial Group, Ltd. for one year. He hosts the finance-focused podcast and radio show “A Nickel and a Plan,” which discusses various financial topics. T.K.M. Financial Services offers fee-based comprehensive financial planning and discretionary investment advisory services to individuals, high-net-worth clients, business owners, and charitable organizations. The firm emphasizes long-term investment strategies, uses documented Investment Policy Statements, and incorporates options strategies when appropriate.

Kevin Roberts is a financial advisor at Lifetime Wealth Design LLC in Louisville, KY, holding CFP® and Series 66 credentials with 16 years of industry experience. He has been associated with Lifetime Wealth Design since 2009 and owns Roberts CPA Group and Corales & Roberts CPA Group. Roberts serves as a board member of Transcend Credit Union and owns and operates a Scooter’s Coffee franchise through Abundant Heritage LLC. Lifetime Wealth Design provides financial planning, portfolio management, and ongoing monitoring services to individuals, high-net-worth clients, corporations, and other entities. The firm emphasizes tailored asset allocation with discretionary portfolio management and regular account reviews, leveraging affiliations with CPA firms and offering insurance products.

Brandon Moody is a financial advisor at Thompson Investment Advisors in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aquila Distributors, LLC for six years before joining Thompson Investment Advisors in 2021. Thompson Investment Advisors provides investment counsel and portfolio management to individuals and entities such as trusts, estates, charitable organizations, and corporations, primarily serving non-high-net-worth clients. The firm’s investment approach combines technical analysis with fundamental and cyclical factors and manages portfolios mainly on a discretionary basis with a focus on capital preservation during market declines.