John York is a Series 65-registered financial advisor with ProActive Advisors, LLC, based in Lexington, KY, where he has worked for six years. His prior experience includes roles at Just Do It Too Charters and the University of Kentucky. Outside of his advisory work, he assists with managing family-owned real estate. ProActive Advisors provides fiduciary financial planning and investment management for individuals, families, private trusts, small-business owners, retirement plans, and companies. The firm employs a proprietary "360Portfolios" methodology featuring actively managed, tactical asset allocation with a focus on risk-adjusted returns, and integrates software and artificial intelligence to support client objectives and market analysis.

Lawrence York is a financial advisor with ProActive Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with ProActive Advisors since 2008. Outside of his advisory role, Mr. York owns interest in multiple limited liability companies, including those involved in business consulting, financial management, and investment-related activities such as a substance abuse treatment clinic and land acquisition companies. ProActive Advisors serves individuals, families, trusts, small-business owners, retirement plans, and companies, managing approximately $56.8 million across fewer than 100 clients. The firm employs a proprietary "360Portfolios" methodology combining top-down market analysis with bottom-up security selection, utilizing active management and tactical asset allocation strategies.