Richard Douglas Walker

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

Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.

Peter Gaughan is a financial advisor at Retirement Planning Solutions, LLC in Louisville, KY, holding Series 63 and 65 licenses with 43 years of industry experience. He previously worked at Raymond James and Silver Oak Securities. Outside of his advisory role, he is the owner and president of Peter J. Gaughan LLC, a separate business focused on managing administrative and budgeting tasks. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a dedicated division for amateur and professional athletes. The firm offers discretionary investment management, financial planning, and retirement advice, employing a primarily long-term investment approach that includes fundamental and technical analysis, option strategies, and tax-efficient asset management.

Noah Ellison is a CFP® with four years of industry experience, currently serving at Retirement Planning Solutions, LLC in Louisville, KY. He has worked at Silver Oak Securities, Inc. since 2023 and has a background that includes roles at Indiana State University and Purdue University. Retirement Planning Solutions, LLC provides financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a dedicated division for amateur and professional athletes. The firm focuses on long-term investment strategies while utilizing fundamental and technical analysis, option strategies, and third-party managers, and it offers services such as discretionary investment management, comprehensive financial planning, and ERISA/IRA guidance.

Michael Ellison is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services, First Allied Securities, and Magnate Advisory Services. Outside of advising, he is involved in real estate as an owner, broker, and developer through MJE Enterprises LLC. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a fiduciary approach, constructing customized portfolios that combine fundamental, technical, and charting analyses.

Lawrence Carter is a financial advisor at Retirement Planning Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as an advisor to the board of a local condo association and provides notary services to personal clients. Retirement Planning Solutions, LLC offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, and provides ongoing investment monitoring and review.