Paul Stropkay is a CFA® charterholder and financial advisor with 14 years of industry experience. He is the principal of Sapphire Fiduciary Advisors, LLC, an independent firm based in Louisville, KY, where he has worked since 2021. Stropkay serves on the boards of directors for Rockcastle Bancorp and Citizens Bank, providing oversight on bank policy, operations, and credit matters. He is also a general partner in a private real estate investment entity, Plowshares Capital, LLC. Sapphire Fiduciary Advisors is a registered investment adviser offering discretionary investment management and sub-advisory services to individuals, families, trusts, institutions, and other advisers. The firm manages approximately $59.7 million, focusing on high-quality securities through fundamental and quantitative analysis, actively managing portfolios under discretionary authority with periodic reviews.

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Matthew Doyle is a financial advisor at Trimingham Financial, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial serves individual clients by providing comprehensive financial planning and investment management, focusing on asset allocation primarily through exchange-traded funds. The firm employs both strategic and dynamic allocation techniques and generally requires clients to custody managed accounts with Interactive Brokers.

Jeb Jarrell is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Plentiful Wealth, LLC in Louisville, KY. His prior roles include positions at Render Capital, Ameriprise Financial Services, Commonwealth Financial Network, and Merrill Lynch. Outside of advising, he hosts a podcast focused on Kentucky history and culture and serves as treasurer and board member of a nonprofit providing housing services to the homeless. Plentiful Wealth serves individual clients, including high-net-worth households, and nonprofit organizations by offering investment management, comprehensive financial planning, outsourced Chief Investment Officer services, and pension/retirement plan consulting. The firm’s advisory process integrates fundamental security analysis with modern portfolio theory to tailor portfolios according to client objectives and risk tolerance, with specialized programs for nonprofits and no stated account minimum.

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Ross Wright is the sole advisor at Wrightpoint Wealth, holding a Series 65 credential with one year of experience in investment management. He has served with the United States Army Corps of Engineers since 2007 as a Risk Assessment Advisor and Senior Review Manager, leading risk assessments and managing engineering project teams. Wrightpoint Wealth is an investment manager specializing in discretionary management of pooled and institutional-style portfolios. The firm combines fundamental, quantitative, and Modern Portfolio Theory analyses to implement tailored strategies, utilizing proprietary models and third-party portfolios through the Altruist platform.

A. Leslie Hornback is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Horizon Wealth Management, LLC and LPL Financial. Hornback provides investment advisory services through multiple independent advisory firms. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Kinson Wealth Group helps business owners, families and individuals live boldly with their wealth, have impact that matters and leave a lasting legacy. We guide clients through financial planning processes that align their values and purpose with their financial resources. What we do: - We help clients DISCOVER and communicate what's most important to them - We help clients evaluate their current situation, then DETERMINE the best alternatives and strategies for achieving their financial goals - We help guide and DIRECT clients along their journey of pursuing their goals

Bradley Mattix is the sole advisor at Mattix Wealth Management LLC, an independent firm based in Jeffersonville, IN. He holds a Series 65 designation and has over 10 years of industry experience. Prior to founding his own firm, he worked at Senior Financial Services for 21 years. Mattix Wealth Management serves individual and small-business clients primarily through written financial planning and client education via newsletters and public workshops. The firm does not manage assets directly but refers clients to a preferred third-party money manager for ongoing portfolio supervision.

Michael Dahlem is the sole advisor and owner of Market Cycle Investments LLC, holding a Series 65 designation with two years of industry experience. He previously managed Dahlem-Hollenbach Ventures L.L.C., a business focused on real estate investments, where he co-founded and serves as co-manager. Prior to his advisory career, he was involved in property management and retired for a period before founding his current firm. Market Cycle Investments LLC is a single-manager investment adviser providing discretionary management of sector-focused ETF portfolios and customized equity portfolios for institutional and qualified clients. The firm utilizes a strategy based on historical, macroeconomic, technical, and sector analysis to adjust allocations according to market risk, aiming to capture market cycles through rotation between long and inverse or leveraged instruments.

Conner Cloyd is the sole advisor at Cloyd Capital in Louisville, KY, holding a Series 65 license and beginning his advisory career in 2025. He works full-time as a senior project engineer at Vogt Power International and is starting his registered investment advisory practice part-time with plans to transition to full time. His prior work includes roles in engineering and project management at several firms and four years at the University of Kentucky. Cloyd Capital serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management with a focus on passive, low-cost, tax-efficient mutual funds and ETFs. The firm emphasizes personalized planning, ongoing reviews, and retirement strategies supported by detailed projections and Monte Carlo simulations.

David McManus is a financial advisor at Highland Capital Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Highland Capital Advisors since 2011, previously operating McManus & Associates, Inc. from 2005 to 2019. In addition to advisory services, he offers insurance planning and the sale of fixed insurance products. Highland Capital Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, families, retirement plans, businesses, municipalities, nonprofits, and trusts. The firm provides discretionary and non-discretionary portfolio management and comprehensive financial planning, emphasizing a client-centered, values-based process with multi-strategy investment approaches and institutional platform access.

Brandon Moody is a financial advisor at Thompson Investment Advisors in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aquila Distributors, LLC for six years before joining Thompson Investment Advisors in 2021. Thompson Investment Advisors provides investment counsel and portfolio management to individuals and entities such as trusts, estates, charitable organizations, and corporations, primarily serving non-high-net-worth clients. The firm’s investment approach combines technical analysis with fundamental and cyclical factors and manages portfolios mainly on a discretionary basis with a focus on capital preservation during market declines.

Jay Conner is a financial advisor at Arena Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Meritrust Wealth Management, Kestra Financial, Mwm Advisory, and Capital Asset Management. Arena Wealth Advisors provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individual households, charitable organizations, and corporate clients. The firm uses both quantitative and qualitative analysis to create customized investment programs and has a notable focus on pension consulting and ERISA 3(21) fiduciary services.

Ethan Adams is a financial advisor at Brookstone Financial with eight years of industry experience. He holds a Series 65 credential and has worked at firms including New Genesis Wealth Management LLC and USFeds LLC. Outside of his advisory role, Adams owns a small remodeling company, New Genesis Custom Builders LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations, managing approximately $76.9 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan services, tailoring portfolios to clients’ goals using a mix of analytical methods and often utilizing sub-advisors or third-party managers.

Garry Collins is a financial advisor at Whitestone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management, Amazon, Inc., and Provident Retirement and Financial Services, Inc., where he also serves as President. Through Provident Retirement and Financial Services, he offers insurance products including fixed annuities and life insurance as a licensed insurance agent. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management with a blend of tactical and strategic approaches, utilizing equities, mutual funds, ETFs, and fixed-income securities, and operates model portfolios alongside customized investment solutions.

Debrah Nocito is a Series 65 licensed advisor with MC Financial Services, Inc. in Louisville, KY, where she has worked since 2013. She has four years of industry experience and is also a licensed life and health insurance agent. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million for individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a structured financial planning process and a combination of risk-based asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

Paula Mcconville is a financial advisor with MC Financial Services, Inc. in Louisville, KY, holding a Series 65 designation and 16 years of industry experience. She has been with MC Financial Services since 2009 and also serves as the Chief Financial Officer for GAAB Investments, LLC and related fast food franchise entities in Kentucky and Indiana. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million across about 67 client relationships. The firm provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of risk-based asset allocation and tactical adjustments.

Seth Stewart is a financial advisor at Brookstone Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Center Street Securities and PMB Capital Management. Outside of advisory work, he is involved in several business ventures including serving as president of Brookstone Development, LLC, which focuses on real estate development, and operating an athlete NIL agency. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and utilizing sub-advisors and third-party managers.

Tammi Dauby is a financial advisor at Brookstone Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at LaSalle St Investment Advisors, INVEST Financial Corp., and L&N Federal Credit Union. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a variety of analytical methods and sub-advisors to tailor portfolios to client goals.