Virginia Geddes

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.

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.

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® professional with four years of industry experience, currently advising at Retirement Planning Solutions, LLC. He has previously worked at Silver Oak Securities, Inc., and held academic positions at Indiana State University and Purdue University. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a dedicated division for amateur and professional athletes. The firm offers discretionary investment management, comprehensive financial planning, and retirement account advice, employing a primarily long-term investment approach supplemented by technical and fundamental analysis, option strategies, and third-party managers.

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.