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Andrew A
Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Andrew Arnold is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centerline Wealth Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Arnold is involved as a partner and consultant in Reach Alert LLC, a communication technology startup, and serves on the board of Opal's Dream Foundation, a charitable organization. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs an asset-allocation investment process based on Modern Portfolio Theory, utilizing ETFs, mutual funds, bonds, independent managers, and third-party trading platforms.
Matthew H
Series 66
Louisville, KY
Centerline Wealth Advisors, LLC
Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.
Jack W
CFP®, Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with four years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Centerline Wealth Advisors in 2025, he worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs an asset-allocation investment approach based on Modern Portfolio Theory and offers specialized services such as the Biz2Beach® exit planning program.
Jeffrey W
CFP®, Series 63, Series 65
Louisville, KY
Centerline Wealth Advisors, LLC
Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.
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