Tanner Davis Bates

Anita Loy is a CFP®-certified financial advisor with 23 years of industry experience, currently practicing at Inspire Private Wealth Management. She previously worked for Money Concepts Capital Corp and has been involved with Inspire Executive Operations since 2013. In addition to 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, charitable organizations, and retirement plans through discretionary investment management, retirement plan consulting, and financial planning. The firm focuses on customized portfolio allocations using equities, fixed income, mutual funds, and ETFs, and also provides services to corporate and institutional plan sponsors, including ERISA fiduciary responsibilities.

Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.

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

Richard Terlau is a CFP®-certified financial advisor with 19 years of industry experience. He is the principal of Investment Answers in Louisville, KY, and has held leadership roles in related enterprises including Brookstone Financial, LLC and Investment Answers Media, Inc., where he oversees the development of educational financial content. Investment Answers provides discretionary and non-discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a combination of technical and fundamental analysis with long- and short-term trading strategies. The firm employs three model portfolios tailored to client goals and risk tolerance, conducting regular portfolio reviews and delivering monthly statements.

Charles Veeneman is the sole advisor at Best Investment Options, LLC in Louisville, KY, holding a Series 66 designation with 17 years of industry experience. Prior to founding his current firm in 2019, he spent 12 years with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He also serves as treasurer for the city of Northfield, KY, a position he has held since 2011, and operates two non-investment businesses: a CPA firm providing tax and audit services, and a bookkeeping services company. Best Investment Options, LLC manages discretionary investment portfolios for individual and trust clients, including high net worth individuals, using a tailored approach based on fundamental, technical, and economic analysis. The firm incorporates derivatives strategies such as equity puts and covered calls and maintains an affiliation with an accounting and tax practice under common ownership.

Jeffrey Geiser is a financial advisor at Lightpath Wealth & Tax Advisors in Prospect, KY, holding a Series 65 designation with five years of industry experience. He is also the manager and member of Hatchfly Consulting LLC, an operating company without current active services. Lightpath Wealth & Tax Advisors serves individuals, trusts, estates, charitable organizations, and business entities by offering financial planning and consulting, coordinating investment management through third-party sub-advisers, and providing tax preparation and insurance services. The firm does not engage in discretionary portfolio management but facilitates client relationships with selected sub-advisers who execute trades and provide reporting.