Kristen Lane Hammack

Anita Loy is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Inspire Private Wealth Management. She previously worked for Money Concepts Capital Corp and has been involved with Inspire Executive Operations since 2013. In addition to 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, charitable organizations, and retirement plans through discretionary investment management, retirement plan consulting, and financial planning. The firm focuses on customized portfolio allocations using equities, fixed income, mutual funds, and ETFs, and also provides services to corporate and institutional plan sponsors, including ERISA fiduciary responsibilities.

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

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 CFP® professional with 13 years of experience in financial advisory. He has been with T.K.M. Financial Services, LLC since 2017 and previously worked at Sterling Financial Group, Ltd. Todd is the host of the finance-focused podcast and radio show "A Nickel and a Plan" operated by his firm. He also owns related business entities including TKM Publishing, LLC and TKM Realty, LLC. T.K.M. Financial Services, LLC is an independent firm providing fee-based financial planning and discretionary portfolio management to individuals, business owners, and charitable organizations. The firm emphasizes asset allocation and fundamental analysis, focusing on long-term holdings with selective use of options, and manages approximately $28.3 million in client assets.

Kevin Roberts is a CFP® professional with 16 years of industry experience. He is the principal advisor at Lifetime Wealth Design LLC and has prior experience with Prosperity Capital Advisors, LLC. Roberts serves as a board member of Transcend Credit Union and owns a Scooter's Coffee franchise in Louisville, KY. Lifetime Wealth Design LLC serves individuals, corporations, and other entities with financial planning, retirement plan review, and discretionary portfolio management. The firm focuses on asset allocation and individualized portfolio construction, offering both one-time plans and ongoing monitoring through a solo advisory practice.

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.