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Paul S

CFA®, Series 63, Series 66

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Paul Stropkay is a financial advisor at Sapphire Fiduciary Advisors, LLC with 15 years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Stropkay serves as a director on the boards of Rockcastle Bancorp and Citizens Bank, where he participates in strategic decision-making and monitors financial operations. Sapphire Fiduciary Advisors provides discretionary investment management services to individuals, families, trusts, institutional clients, and other advisers. The firm employs fundamental analysis focusing on high-quality securities and manages roughly $90 million in discretionary assets through advisory and sub-advisory arrangements.

Active portfolio management Tax-loss harvesting
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Richard P

Series 65

Louisville, KY

Sapphire Fiduciary Advisors, LLC

Richard Phares is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at Sapphire Fiduciary Advisors, LLC, an independent firm he joined in 2026 after previous roles at Cerity Partners, ARGI Investment Services, and Pallas Partners. Sapphire Fiduciary Advisors provides discretionary investment management to individuals, families, trusts, institutions, and other advisers, managing approximately $90 million in assets. The firm employs fundamental analysis focused on high-quality securities, using both equity and fixed-income research, and offers advisory, sub-advisory, and tri-party arrangements.

Active portfolio management Tax-loss harvesting
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