Slone Alley

Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

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

Patrick Lach is a CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is the sole advisor at Lach Financial in Louisville, KY. In addition to his advisory work, Lach serves as an Associate Professor of Finance at Indiana University Southeast and contributes to The Wall Street Journal. He also provides consulting related to textbook material and legal expert witness engagements. Lach Financial offers financial planning and portfolio management primarily for individual investors and trusts through ongoing discretionary planning and hourly consulting. The firm employs a long-term, passive buy-and-hold investment strategy based on academic research, utilizing no-load mutual funds and ETFs, including those from Dimensional Fund Advisors.

Ben Allison is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC in Louisville, Kentucky. He has been with Pillar Financial Advisors since 2013. Outside of his advisory role, Mr. Allison is a member of Currypowder Holdings LLC, an entity that owns the firm's business location. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios, primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

Marlene Men is a financial advisor at Pillar Financial Advisors, LLC in Louisville, KY, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at JPMorgan Chase and Dennis L. Thomas, PLLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.