Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

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Patrick Lach is a CFP® and CFA® credentialed financial advisor with 14 years of industry experience. He is the sole advisor at Lach Financial in Louisville, KY. In addition to his advisory work, Lach serves as an Associate Professor of Finance at Indiana University Southeast and contributes to The Wall Street Journal. He also provides consulting related to textbook material and legal expert witness engagements. Lach Financial offers financial planning and portfolio management primarily for individual investors and trusts through ongoing discretionary planning and hourly consulting. The firm employs a long-term, passive buy-and-hold investment strategy based on academic research, utilizing no-load mutual funds and ETFs, including those from Dimensional Fund Advisors.

Ben Allison is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC in Louisville, Kentucky. He has been with Pillar Financial Advisors since 2013. Outside of his advisory role, Mr. Allison is a member of Currypowder Holdings LLC, an entity that owns the firm's business location. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios, primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

Marlene Men is a financial advisor at Pillar Financial Advisors, LLC in Louisville, KY, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at JPMorgan Chase and Dennis L. Thomas, PLLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

Jennifer Ringstaff is a financial advisor with Riverstone Asset Management, LLC in Louisville, KY, holding a Series 65 designation and 13 years of industry experience. She has been with Riverstone since 2012 and is also a partner at Louis T. Roth & Co., PLLC, where she devotes significant time. Additionally, she serves as director of a bookkeeping service outside of securities trading hours. Riverstone Asset Management provides discretionary portfolio management to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based, buy-and-hold investment approach utilizing diversified allocations through passively managed funds and ETFs, with a distinctive integrated advisory and accounting support model due to its affiliation with an accounting firm.

Eric Johnson is a financial advisor at Riverstone Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Riverstone since 2012. Johnson is also a partner at Louis T. Roth & Co., PLLC, where he dedicates a significant portion of his time. Outside of advisory work, he serves as director of a bookkeeping service. Riverstone Asset Management provides discretionary portfolio management to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, utilizing diversified allocations primarily through passive mutual funds and ETFs, and integrates advisory services with accounting and tax support through its affiliation with an accounting firm.

Gregory Curry is a CFA® and PFS™ credentialed advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC in Louisville, KY since 1997. Outside of his advisory role, Mr. Curry is a member of Currypowder Holdings LLC, which owns the business location of Pillar Financial Advisors. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, managing approximately $314 million in discretionary assets. The firm focuses on long-term, passive, and broadly diversified portfolios, integrating wealth planning with portfolio management and serving both high-net-worth and non‑HNW clients.

Tom Walsh is a CFA charterholder with 16 years of industry experience. He is currently with Pillar Financial Advisors, LLC and has previously worked at Cashel Financial Advisors, LLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

Douglas Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PCG Wealth Management and has previously worked at LPL Financial and Waddell & Reed, among others. Davis also operates a separate business entity for tax and investment purposes. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, with capabilities in retirement-plan fiduciary services that differentiate it from many peers.

Kamal Kabra is a financial advisor at Retirement Planning Solutions, LLC with two years of industry experience. He holds a Series 65 designation and concurrently works as an IT Operations Manager at Humana, a role he has held since 2000. Kamal is also involved in insurance services through World Financial Group Insurance Agency, LLC, dedicating a small portion of his time to this activity. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolio construction with a fiduciary approach and includes a specialized division serving amateur and professional athletes.

Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.

Joel Koerner is a financial advisor at Natural Investments in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with Natural Investments since 2015. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors, emphasizing asset-class diversification and long-term investment strategies consistent with Modern Portfolio Theory, primarily using socially responsible funds and community investment instruments.

Lisa Leisure is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and has been with PCG Wealth Advisors since 2021. Outside of her advisory role, she serves as a trustee in a fiduciary capacity. PCG Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost diversified funds and offers specialized retirement-plan fiduciary services.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

John Hutchins is a financial advisor with Retirement Planning Solutions, LLC in Louisville, KY, holding a Series 66 credential and 16 years of industry experience. He has worked at several firms, including LPL Financial LLC and First Allied Securities, LLC. Outside of his advisory work, Hutchins is involved in coaching lacrosse at the high school level. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary, constructing customized portfolios using fundamental, technical, and charting analysis with flexibility for shorter-term trading.

Peter Gaughan is a financial advisor with Retirement Planning Solutions, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has previously worked at Raymond James and Silver Oak Securities. Outside of his advisory role, he owns and manages Peter J. Gaughan LLC, a business focused on administrative and budgeting support. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a division serving amateur and professional athletes. The firm operates as a fiduciary, offering customized portfolios using fundamental, technical, and charting analysis with ongoing monitoring and internal due diligence.

John Stillwagon is a financial advisor with Alexander Investment Services Co. in Fisherville, KY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activity and municipal-securities capabilities alongside its advisory business, emphasizing personalized investment advisory agreements and client-driven allocation decisions.

Noah Ellison is a CFP® with three years of industry experience, currently with Retirement Planning Solutions, LLC in Louisville, KY. He has worked at Silver Oak Securities, Inc. since 2023 and has a background that includes roles at Indiana State University and Purdue University. Outside of his advisory role, he is also a licensed life insurance agent, recommending and writing life insurance policies. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a specialized division for amateur and professional athletes. The firm operates as a fiduciary, offering customized portfolios that blend fundamental, technical, and charting analysis with flexibility for shorter-term trading as needed.