William Cecil Bowers Jr.

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Mark Thompson is the sole advisor at MARK Investment Advisors in Louisville, KY, with 15 years of industry experience. He previously operated Thompson Investment Advisors for 35 years before establishing his current firm. Outside of advisory work, he is a minority owner of Whitecloud Technologies, LLC, a company involved in medical spine device inventions and marketing. MARK Investment Advisors provides investment counsel and portfolio management services to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines technical chart analysis, mathematical measures, and fundamental review to guide investment decisions and may adjust cash allocations to preserve capital during market declines.

Matthew Doyle is a financial advisor at Trimingham Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial provides financial planning and investment management services primarily to individual clients. The firm focuses on asset allocation using exchange-traded funds and offers both discretionary and non-discretionary management.

Jeb Jarrell is a CFP® credentialed financial advisor with 10 years of industry experience. He is the sole advisor at Plentiful Wealth, LLC in Louisville, KY, and has previously worked at Ameriprise Financial Services, Render Capital, Merrill, and Commonwealth Financial Network. Outside of his advisory work, he hosts "Two Glasses of Bourbon," a podcast about Kentucky history and culture, and serves as Treasurer and Board Member of St. John Center, a nonprofit providing housing services to the homeless. Plentiful Wealth is a boutique registered investment adviser serving individuals, high-net-worth clients, nonprofits, and employer/business clients. The firm offers comprehensive financial planning, discretionary portfolio management, and specialized outsourced CIO services for nonprofit endowments, combining fundamental analysis with modern portfolio theory to manage client portfolios.

Ross Wright is the sole advisor at Wrightpoint Wealth, holding a Series 65 credential with one year of experience in investment management. He has served with the United States Army Corps of Engineers since 2007 as a Risk Assessment Advisor and Senior Review Manager, leading risk assessments and managing engineering project teams. Wrightpoint Wealth is an investment manager specializing in discretionary management of pooled and institutional-style portfolios. The firm combines fundamental, quantitative, and Modern Portfolio Theory analyses to implement tailored strategies, utilizing proprietary models and third-party portfolios through the Altruist platform.

A. Leslie Hornback is a financial advisor with Horizon Wealth Management, LLC in New Albany, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Hornback has been with Horizon Wealth Management since 2016 and also maintains roles with Stratos Wealth Partners, Ltd. and LPL Financial. Horizon Wealth Management serves high-net-worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and foundations, focusing on financial planning and qualified plan consulting. The firm emphasizes a fundamental analysis and long-term buy approach across various investment products and is noted for its pension and qualified plan consulting services.