PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.

William Buckman is a financial advisor at Dollars & Sense Financial Fitness with one year of industry experience. He holds a Series 65 designation and previously worked at Lord from 2004 to 2021 before a brief retirement. Dollars & Sense Financial Fitness serves individual clients, including high-net-worth individuals, by providing portfolio management, financial planning, and one-on-one financial coaching. The firm uses a long-term trading approach with cyclical and fundamental analysis, operates on a non-discretionary basis, and incorporates financial coaching methods such as the Dave Ramsey “7 baby steps” and a debt-snowball strategy.

Sabina Lewis is a CFP® professional with eight years of experience in financial advising. She is the sole advisor at Avant-Garde Wealth, LLC, where she has worked since 2020, with a brief tenure at Origin Financial in 2021. Outside of finance, she has experience in education with VIPKid HK, Ltd. and has been involved in various entrepreneurial ventures. Avant-Garde Wealth is an independent registered investment adviser providing ongoing and hourly financial planning, discretionary investment management, and educational seminars and webinars. The firm serves individuals, including high-income and high-net-worth clients, as well as business and nonprofit clients, using a long-term, academically informed investment approach focused on index mutual funds and ETFs.

Grant Patterson is a financial advisor at Journey Financial Management, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at Payroll Vault, South Central Bank, and Turning Point USA. He is also a licensed life insurance agent in Kentucky, offering life insurance options to clients. Journey Financial Management manages approximately $42.9 million for around 59 clients, providing financial planning, discretionary investment supervision, and SIMPLE IRA plan advisory services. The firm employs a passive, index-focused investment approach primarily using ETFs and mutual funds, with ongoing portfolio oversight and tax-aware implementation.

Richard Fontenot is a CFP® professional at Journey Financial Management, LLC with 17 years of industry experience. He has held ownership and consulting roles in multiple businesses, including Boxcar, LLC, a business consulting firm. Fontenot is also involved in RV rental through Charts on Wheels, LLC. Journey Financial Management serves individuals, high-net-worth clients, and business plan sponsors by providing financial planning, discretionary investment management, and SIMPLE IRA plan advisory services. The firm employs a passive, index-focused investment approach centered on ETFs and mutual funds, with ongoing portfolio oversight and tax-aware implementation.

Bradley Hinton is a financial advisor at Hinton Financial with six years of industry experience. He holds the Series 65 designation and has previously worked at AE Wealth Management and the Financial Planning Center. Hinton Financial operates as both an advisory firm and an affiliated insurance agency, with principals licensed to sell insurance. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by connecting clients with registered third-party managers. The firm focuses on matching clients to appropriate investment strategies and monitors third-party manager performance while handling client documentation and disclosures.

Derrick Palmer is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Edward Jones for nine years before joining Journey Financial Management, LLC, where he has been since 2023. Palmer is based in Bowling Green, KY, and is part of a four-advisor team. Journey Financial Management serves individuals, high-net-worth clients, and business plan sponsors by providing financial planning, discretionary investment management, and SIMPLE IRA plan advisory services. The firm employs a passive, index-focused investment approach using ETFs and mutual funds, supported by academic research and data aggregation tools to offer comprehensive advice and ongoing account oversight.

Andrew Head is a CFP® professional with 21 years of industry experience. He is a founding member of Journey Financial Management, LLC and also serves as an associate professor of finance and director of the Center for Financial Success at Western Kentucky University. In addition to his advisory role, he assists clients with the evaluation and purchase of insurance policies. Journey Financial Management, LLC manages approximately $42.9 million for around 59 clients, providing comprehensive and non-comprehensive financial planning, discretionary investment supervisory services, and SIMPLE IRA plan advisory. The firm employs a passive, index-focused investment approach using ETFs and mutual funds, with tailored Investment Policy Statements and ongoing discretionary oversight.

Christopher Lemily is a financial advisor at Hinton Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services, LLC for six years and operated The Lemily Group for 17 years. Outside of his advisory role, he serves as President of the South Warren High School Tennis Booster Club. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by matching clients with registered third-party managers. The firm focuses on client suitability and ongoing monitoring while operating as an affiliated insurance agency.

Jacob Mudd is a financial advisor at TAVCO Financial Advisory, Inc with three years of industry experience. He holds a Series 66 designation and has worked at The Tavenner Company and Thrivent Financial. In addition to his advisory role, he is an ordained Southern Baptist Minister and provides pulpit supply and evangelistic support to churches. TAVCO Financial Advisory, Inc serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and offering ERISA plan services. The firm primarily manages assets on a non-discretionary basis and uses fundamental analysis to guide investment recommendations.

Timothy Reagan is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding Series 63 and Series 65 licenses. He is part of a team of four advisors at the firm. Tony Walker Financial serves individual and high net worth clients, as well as corporations and other businesses, providing discretionary investment management, portfolio management, and integrated financial planning at no additional cost. The firm manages approximately $373.7 million in assets for around 1,828 clients, employing client-specific Investment Policy Statements and investment methods such as fundamental analysis and charting.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Mark Biggs is a financial advisor at Kinetic Investment Management, Inc. with four years of industry experience. He holds a Series 65 designation and has previously worked at Simplicity Wealth and Magnolia Wealth Management LLC. In addition to his advisory role, Biggs owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers life and health insurance products. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm provides portfolio management, financial planning, sub-advisory, and back-office services, applying a range of analytical methods with a primary focus on long-term trading.

Phillip Walker is a financial advisor at Tony Walker Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Walker Financial Services, Inc. since 1991. Outside of his advisory role, he serves as president of WorryFree, Inc., a media and marketing firm focused on marketing plans and training for the WorryFree Retirement Network. Tony Walker Financial provides investment management and integrated financial planning to individuals, including high-net-worth clients, and some businesses. The firm manages securities portfolios using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.

Heather Hughes is a Series 65-licensed financial advisor at Tony Walker Financial with eight years of industry experience. She has been with Walker Financial Services, Inc. since 2006. In addition to her advisory role, Hughes is an independent licensed insurance agent specializing in life insurance and annuities. Tony Walker Financial is a team firm serving individuals, including high-net-worth clients, and some businesses. The firm provides investment management and integrated financial planning, using a range of portfolio construction methods and offering insurance products alongside discretionary investment advice.

Carl Jurgens is a financial advisor with Tony Walker Financial in Louisville, KY, holding a Series 65 license and six years of industry experience. He has worked at WorryFree, Inc. and Walker Financial Services, Inc. since 2017 and previously at Dick's Sporting Goods from 2015 to 2017. Outside of his advisory role, he is involved in digital marketing for WorryFree, Inc., focusing on client campaigns and website management. Tony Walker Financial provides investment management and integrated financial planning primarily to individual and some business clients, including high-net-worth individuals. The firm uses fundamental analysis, charting, and long-term purchase strategies to manage portfolios and offers financial planning at no additional charge as part of its services.

Jackson Sowell is a financial advisor at Kinetic Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has prior experience at Simplicity Wealth and Biggs Financial Services, as well as eight years with Houchens Insurance Group. Outside of advising, he is involved in several real estate ventures as a partner or sole owner. Kinetic Investment Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets. The firm uses a combination of investment approaches with a primary long-term orientation and offers portfolio management, financial planning, sub-advisory, and educational services through a 20-advisor team.

Karissa Mclaren is a financial advisor at Oasis Wealth Planning Advisors with one year of industry experience. She holds the Series 66 designation and has previously worked at firms including Savvy, Osaic Wealth Inc, and Perspective 9 Wealth Advisors. Outside of her advisory role, she has experience as a referee with the US Soccer Referee Association. Oasis Wealth Planning Advisors is a fee-only firm serving individuals, high-net-worth clients, and families with integrated financial planning, discretionary portfolio management, and participant-directed retirement plan services. The firm employs a strategic asset allocation approach using both passive and active funds, tailored to clients’ tax situations, risk tolerance, and goals.

Jamale Carothers is a financial advisor at Kinetic Investment Management, Inc. with a Series 65 designation and three years of industry experience. He has been associated with Kinetic Investment Management since 2024 and also maintains roles at Simplicity Wealth and several real estate partnerships, including Carothers Real Estate and Podium Properties. Outside of advisory work, Carothers is involved in residential real estate through ownership and partnership interests. Kinetic Investment Management is a registered investment adviser serving individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $348 million in assets across about 1,250 client relationships, offering portfolio management, financial planning, sub-advisory, and back-office services with a primary long-term trading orientation that incorporates multiple analytical methods.

Wesley Walker is a Series 65 licensed advisor with Tony Walker Financial in Louisville, KY, bringing five years of industry experience. His prior roles include work at Thryv and Orangetheory Fitness. He is also an independent licensed insurance agent in Lexington, KY, holding life and health licenses. Tony Walker Financial serves individuals, including high-net-worth clients, and some businesses by providing investment management and integrated financial planning. The firm employs a discretionary investment approach using fundamental analysis, charting, and long-term purchase strategies, and offers insurance products alongside its advisory services.