Patrick Daniel Portman

Lucas Fenwick is the founder and sole advisor at Fenwick Financial, holding a Series 65 credential with two years of experience in the financial industry. He has additional business interests including founding Fenwick Forest, a company that provides long-term and short-term rental properties. Fenwick Financial offers investment management and financial planning services to individual investors, charitable organizations, corporate clients, and some high-net-worth individuals. The firm employs both fundamental and technical analysis under written Investment Policy Statements, managing portfolios with strategies ranging from income-focused accounts to growth-oriented options, and offers educational content, publications, and seminars.

Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

James Hoerter is a financial advisor at Federal Hill Capital Management with 17 years of industry experience. He holds the Series 66 designation and has been with Federal Hill Capital Management since 2012. Outside of advising, he is a 10% owner of Federal Hill Holdings, LLC, a real estate holding company based in Bardstown, KY. Federal Hill Capital Management is a small advisory firm serving individuals, trusts, pension plans, banks, and other entities with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including the use of derivatives and leveraged ETFs, and also offers insurance advisory and product sales as part of its services.

Andrew Meredith is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Federal Hill Capital Management since 2009, serving as Chief Executive Officer and Investment Advisor. Outside of his advisory role, Meredith is involved in several non-investment businesses including handyman services and minority ownership in real estate and automobile service companies in Kentucky. Federal Hill Capital Management is a small advisory firm managing approximately $48 million in client assets for individuals, trusts, pension plans, banks, and other entities. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and also provides insurance advisory and product sales.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Valerie Downs is a financial advisor with Magnate Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Magnate Wealth Management and Silver Oak Securities since 2017 and served on the Bardstown Board of Education from 2011 to 2021. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans with financial planning, portfolio management, and educational workshops. The firm uses a Modern Portfolio Theory-based approach focused on diversified, tax-efficient, and lower-cost holdings with a long-term buy-and-hold strategy and periodic rebalancing.