Marcus Worth Bosley

Christina O'Bryan is a CFP® with 14 years of industry experience and has been with Beacon Asset Management in Owensboro, KY since 2000. She serves on the board of the Daviess County Water District and holds leadership roles with nonprofit rural water organizations. Additionally, she owns American Tax Service LLC, a tax preparation and bookkeeping firm. Beacon Asset Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers comprehensive financial planning, portfolio management, and pension consulting, combining fundamental analysis and tailored asset allocation with a buy-and-hold strategy. Its service model includes affiliated tax and bookkeeping services and pension-plan fiduciary roles, distinguishing it from many peers.

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 in Owensboro, KY, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at The Oak Ridge Financial Services Group, Inc. from 2011 to 2016. Outside of advising, he is a licensed insurance agent and also works part-time in a commercial printing business. Greenwell Capital Management is a fee-based advisory firm serving individual clients, corporate entities, and qualified retirement plans. The firm offers discretionary and non-discretionary asset management, including ERISA plan services, using tools such as modern portfolio theory and fundamental analysis, and provides both limited advice and full discretionary plan management.

Michael Mather is a financial advisor at Trust Alliance Wealth Partners LLC in Owensboro, KY, with three years of industry experience. He holds Series 66 and Series 65 licenses and has been managing Pylorus Asset Management LLC since 2009. Trust Alliance Wealth Partners LLC provides continuous discretionary investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm primarily allocates client assets among ETFs and mutual funds using a proprietary Nasdaq DW ranking system and a model-driven approach based on technical analysis and 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.