Kyle Kinzig

Matthew Pierce is a CFA® charterholder with six years of industry experience. He is currently with Austin Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with The Wealth Consulting Group and LPL Financial, LLC. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and employs a team of ten advisors, offering a planning-first approach that integrates comprehensive financial plans with ongoing wealth management and diversified, model-based portfolio strategies.

Donna Barnhill is a financial advisor at Tucker Asset Management LLC with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with firms including MSI Financial Group, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, she owns Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down, macroeconomic asset allocation approach and integrates alternative investments through platforms such as CAIS.

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Ema Wilburn III is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Dupree Financial Group. Outside of his advisory work, he participates in professional trapshooting events. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by internal and external investment committees and multiple wrap programs.

Miranda Wyles is a financial advisor with Edward Jones in Paris, KY, holding Series 63 and Series 66 registrations and possessing 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is involved in managing a rental property business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Robert Davis is a financial advisor with Raymond James Financial in Georgetown, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Investment Professionals, Inc., and Wesbanco Securities Inc. He is also involved as an associate and vice president in support companies that provide investment services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, using asset allocation analysis and firm research to develop tailored recommendations, and maintains a distinctive focus on non-discretionary advisory services.