Steven Naiser is a financial advisor at Bartlett & Co. Wealth Management LLC with 19 years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Bartlett in 2023, he worked at Regent Investment Management LLC for ten years. Outside of his advisory role, he serves on the finance committee of Dreams With Wings, Inc., a nonprofit organization based in Louisville, KY. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, offering discretionary wealth management, comprehensive financial planning, and institutional fixed-income management. The firm emphasizes diversified asset allocation and relative-value analysis, utilizing mutual funds, ETFs, and third-party platforms to implement investment strategies.

Cole Roberts is a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. He holds the CFA® designation and Series 63 license and has been in the industry since 2025. Prior to joining Bartlett, he worked at Venture First, LLC and Goldman Sachs & Co. LLC. Outside of his advisory role, he serves as Vice President of Finance on the board of the Steven Vanover Foundation and is the head coach of the boys basketball program for the Oldham County School District. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and institutional clients, offering discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value fixed income strategies, while leveraging third-party platforms and its affiliation with Focus Financial Partners to provide a range of investment and insurance solutions.

Kailyn Neat is a CFP® with seven years of industry experience, currently serving as a financial advisor at Bartlett & Co. Wealth Management LLC in Louisville, KY. She has worked at Bartlett since 2017 and previously was with FIDELITY Brokerage Services LLC from 2015 to 2017. Bartlett & Co. Wealth Management serves high-net-worth individuals, families, and a variety of institutional clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes diversified asset allocation and relative-value analysis for fixed income while offering access to external managers and private fund recommendations.

Kayla Deyer is a CFP® and ChFC® credentialed advisor with 11 years of industry experience. She is currently with Bartlett & Co. Wealth Management LLC and previously worked at Sanctuary Wealth, Bank of America, N.A., and Merrill. She serves as a board member for Bringing Justice Home, a nonprofit that provides healthy groceries to neighbors in need in the Louisville community. Bartlett & Co. Wealth Management serves high-net-worth individuals and families, foundations, endowments, and institutional clients, offering discretionary wealth management, financial planning, and consulting. The firm emphasizes a diversified, client-specific investment approach with a relative-value fixed income philosophy and access to affiliated solutions through the Focus Financial Partners network.