Pamela Gail Moore

Matthew Pierce discovered his passion for investing during his junior year of college at Syracuse University and never looked back. While his degree in International Relations serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matthew, at his core, is a student of the markets and history. Matthew is a CFA® charterholder with over seventeen years experience in wealth management. Prior to starting Saecula Wealth he was the head of investments for two larger RIAs. He served as a Senior Portfolio Manager for Austin Wealth Management and the Director of Research and Trading for the Wealth Consulting Group. He began his career as a Relationship Manager for United Capital of Las Vegas.

Gary Stratton is a financial advisor with Vistafront Partners Inc in Frankfort, KY, holding a Series 65 credential and five years of industry experience. He has an extensive academic background, serving as an Associate Professor of Economics and Finance at Kentucky State University since 2017, following over two decades at The University of Virginia's College at Wise. Outside of advising, he is involved with several community and philanthropic ventures, including roles as a consultant and registered agent for nonprofit initiatives supporting historically Black colleges and local business development. Vistafront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis with a long-term buy-and-hold investment approach across stocks, bonds, mutual funds, ETFs, and REITs, managing around $650,000 across 24 client accounts.

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.

Jacob Larue is a CFP® certificant with eight years of industry experience, currently serving as a financial advisor at Savvy. He has previously worked with Focus Financial and Osaic Wealth, Inc. Larue is also a partner in Perspective 6 Wealth Advisors LLC and owns LaRue Financial Planning, LLC. Savvy provides investment and financial planning services to individuals, trusts, businesses, ERISA plan sponsors, and charitable organizations, offering customized, primarily index-based portfolios alongside active equity and tax-aware strategies. The firm integrates third-party fintech tools and specialized sub-adviser strategies while providing in-house tax preparation and estate-planning support.

Donna Barnhill is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions with MSI Financial Group, Transamerica Financial Advisors, and One Life America, where she also engages in Medicare product sales. She is the owner of 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 through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.