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Ben A

CFA®, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Ben Allison Jr. is a CFA® charterholder with 13 years of industry experience, currently with Pillar Financial Advisors, LLC in Louisville, KY. He has been with Pillar Financial Advisors since 2013 and previously worked at Mercer Global Advisors Inc. Mr. Allison is also a member of Currypowder Holdings LLC, a non-investment entity that owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, offering integrated wealth management that includes portfolio management and wealth planning. The firm emphasizes long-term, primarily passive investment strategies using ETFs and mutual funds, with an approach focused on asset allocation and tax-efficient asset location.

General retirement planning General tax planning Debt management Cash flow / budgeting Wealth management
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Marlene M

CFP®, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Marlene Men is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Pillar Financial Advisors, LLC and has previously held roles at Mercer Global Advisors Inc., JPMorgan Chase, and Dennis L. Thomas, PLLC, among others. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies implemented with ETFs and mutual funds, managing client accounts on a discretionary basis under individualized Investment Policy Statements.

General retirement planning General tax planning Debt management Cash flow / budgeting Wealth management
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Gregory C

CFA®, PFS™, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Gregory Curry is a CFA® and PFS™-designated financial advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC since 1997 and worked at Mercer Global Advisors Inc. beginning in 2026. Mr. Curry is also a member of Currypowder Holdings LLC, which owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients. The firm provides integrated wealth management with a focus on long-term, primarily passive investment strategies implemented through ETFs and mutual funds, and manages client accounts on a discretionary basis under individualized Investment Policy Statements.

General retirement planning General tax planning Debt management Cash flow / budgeting Wealth management
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Thomas W

CFA®

Louisville, KY

Pillar Financial Advisors, LLC

Thomas Walsh is a CFA® charterholder with 17 years of industry experience. He has worked at Mercer Global Advisors Inc., Pillar Financial Advisors, LLC, and Cashel Financial Advisors, LLC. Walsh is currently based in Louisville, KY. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies using ETFs and mutual funds, managing client accounts on a discretionary basis with individualized Investment Policy Statements.

General retirement planning General tax planning Debt management Cash flow / budgeting Wealth management
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