John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory work, he is the owner of Flat 6, LLC, a tax entity with non-investment-related activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies using proprietary and third-party portfolios.

Thomas Harris is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Money Concepts Capital Corp since 2016. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Ryan Mcdaniel is a CFP® professional with 16 years of industry experience, currently serving at Money Concepts Capital Corp since 2017. He also has roles at E. M. Ford & Company and has previously worked with USA Financial Securities and Vineyard Financial. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs.

Gene Walter is a financial advisor with Money Concepts Capital Corp in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of advisory work, he serves as a truster for the Paul E. Davis Irrevocable Trust. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage and rebalance client accounts.

Russell Lytle is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he oversees business operations at Lytle & Sons, Inc., and is involved in commercial property management through LAS Investments Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, integrating fundamental and technical analysis with modern portfolio theory.

Seth Spitzke is a financial advisor with Money Concepts Capital Corp in Monticello, KY, holding a Series 66 designation and three years of industry experience. He is also the owner of Sethamy, Inc., a bookkeeping and tax preparation business, and works as a CPA at Advanced Financial Solutions Group, LLC. Money Concepts Advisory Service (MCAS) manages portfolios and provides financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio approaches, including proprietary retirement models and third-party sub-advisers, serving approximately 14,700 clients across its enterprise of 431 advisors.

Jennifer Hiegel is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 license and over 13 years of industry experience. She has been with Money Concepts since 2013 and is also owner of Jennifer Hiegel, CPA, PLLC, specializing in tax preparation and accounting. Hiegel serves on the board of Flags4Vets Inc., a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies across multiple portfolio programs and utilizes third-party managers and platforms for trading and reporting.

William Dye is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, all with Money Concepts since 2006. Outside of his advisory role, he is the owner of Cyrus Capital Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Wendell Ford is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 23 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he serves on the board of the Prichard Committee for Academic Excellence and the Greater Owensboro Chamber of Commerce, and he is involved with The Ford Center, a local charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including proprietary retirement portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

James Wright Jr. is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2001. He has 25 years of industry experience and also operates a CPA practice, James E Wright Jr CPA, PSC, since 1992. Outside of advising, he is involved in tax preparation and consulting through his CPA firm and serves as president of a personal holding company and a commercial property management entity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs that use model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis alongside modern portfolio theory.

Kelly Vessels is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts, Vessels worked at UBS Financial Services and PNC Bank. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Christopher Casconi is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and leads Team Casconi since 2023. Outside of financial advising, he is involved in web design through Internet Mosaics and participates in buying racehorses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aroh is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp in Louisville, KY. He has been with Money Concepts since 2017 and also worked at Western Kentucky University from 2014 to 2018. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Matthew Frey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. He also has ongoing roles with Equity Resources and QA3 Financial LLC, both since 2009. Outside of his advisory work, he owns and manages WMG Capital. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.

Christopher Puffer is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Money Concepts since 2006 and has held consulting and marketing roles with Rye Wright & Hiegel and Pinnacle Insurance & Financial Services. Puffer is also involved as an officer in Creative Capital Group, a separate investment-related business. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, managing approximately $3.33 billion across 14,700 clients. The firm employs a variety of portfolio management strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary account structures.

Jennifer Haddow is a CFP® with 27 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp in Louisville, KY since 1998. She holds the Series 66 designation and is also involved as an employee at Creative Capital Group, Corp., an investment adviser based in Louisville. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages roughly $3.33 billion across approximately 14,700 clients through a range of managed programs, employing a combination of model portfolios, IAR-designed portfolios, and third-party sub-advisers.

Brandon Lytle is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2007. He has 18 years of industry experience. Outside of his advisory role, Lytle is involved in leadership and support activities at Lytle & Sons, Inc., a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across multiple managed programs using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers.

Jerry Mayes is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Money Concepts Capital Corp since 2013. Outside of his advisory role, he owns Pillar Financial Group, an investment-related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs various managed programs and combines fundamental and technical analysis with modern portfolio theory to guide asset allocation and account rebalancing.

Rodger Mc Alister is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Money Concepts Capital Corp since 2005. Outside of his advisory role, he owns Ram Financial Company and Private Client Group, LLC. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages multiple programs and employs a mix of model portfolios, IAR-designed portfolios, and third-party sub-advisers to serve its clients.

John Kline is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 27 years of industry experience. He has been with Money Concepts Capital Corp since 1998 and also owns and operates Kline's Inc, a management services business. Outside of advising, he is involved in farming through Relax and Rekline Farms and manages several non-investment-related business ventures. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and portfolio strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers to serve approximately 14,700 clients.

Wyatt Finnell is a financial advisor with Money Concepts Capital Corp in Lexington, KY, holding a Series 66 designation and three years of industry experience. He also serves as an administrator and paraplanner at JQ Financial Solutions. Prior to his advisory roles, he worked at the University of Kentucky and Henry County High School. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a mix of model portfolios and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Philip Price is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding the Series 65 designation and six years of industry experience. He has worked at Money Concepts Advisory Services since 2025 and concurrently serves as a CPA tax preparer at Riney Hancock CPAs, a role he has held since 2015. Prior to his current advisory role, he spent ten years at RiverCities Asset Management LLC. Money Concepts Advisory Services provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation strategies and operates as an enterprise-scale adviser with a network of several hundred advisors.

Tac Milne is a CFP® with 42 years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp since 1985. He has also been affiliated with Dennis Doerr & Associates and The Doerr Greenwell Financial Group since 1983. Outside of his advisory work, Milne operates a sole proprietorship providing income tax preparation services during tax season. Money Concepts Advisory Service manages portfolios and offers financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Jennifer Troiano is a financial advisor with Money Concepts Capital Corp, holding a Series 66 designation and possessing 10 years of industry experience. She has worked at RAM Financial since 2015. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and employs model portfolios, IAR-designed portfolios, and third-party sub-advisers using fundamental and technical analysis alongside modern portfolio theory.

Ty Watts is a financial advisor at Money Concepts Capital Corp with 23 years of industry experience. He holds a Series 66 designation and has been with Money Concepts since 2008. Outside of his advisory role, Watts owns and operates an independent insurance agency specializing in commercial property and casualty insurance. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a broad client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining proprietary portfolios with third-party sub-advisers to serve approximately 14,700 clients.

John Casconi is a financial advisor at Money Concepts Capital Corp with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with the Casconi Group since 1998 and Money Concepts Capital Corp since 2009. Outside of his advisory work, he is involved in owning racehorses through Team Casconi and participates in a nonprofit organization called Pickleball 4 Others. Money Concepts Advisory Service (MCAS) serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations by providing portfolio management, financial planning, and consulting. The firm uses a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Anne Chamberlain is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and METLIFE Securities Inc. Outside of her advisory role, she is the owner of Chamberlain Divorce Advisors and serves as a business development representative for the tax planning firm Tax Strategy Pro. Money Concepts Capital Corp is an enterprise-scale investment advisory firm managing approximately $4.07 billion in client assets. The firm serves a diverse client base using model-driven and asset allocation approaches combined with discretionary and non-discretionary programs, also integrating third-party managers and service providers to support its platform.

Diane Evans is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at INVEST Financial Corp. for 22 years before joining her current firm in 2017. Evans is also the owner of Paducah Wealth Management, a marketing-related business she has managed since 2004. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients with around $3.33 billion in assets under management through a network of about 431 advisors.

Nikolas Kane is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 designations and has 29 years of industry experience. In addition to his advisory role, he serves as a baseball coach. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets through a network of several hundred advisors and uses model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Tyler Ratliff is a financial advisor with Money Concepts Capital Corp holding a Series 66 designation. He has experience at Creative Capital Group and Truist Financial Corporation, with a total of 0 years formally in the industry as an advisor. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a broad client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in assets using model-driven and asset-allocation approaches and offers both discretionary and non-discretionary portfolio programs.

Greg Moore is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds a Series 66 credential and has 10 years of industry experience, all of which has been with Money Concepts since 2016. Outside of his advisory role, he manages Flat 6, LLC, a non-investment-related tax entity. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base that includes individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs and utilizes third-party managers and platforms such as Envestnet for support.

Kevin Woodall is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of his advisory role, he is involved in consulting through KRW Consultants, LLC and serves as an officer at Creative Capital Group, Corp. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers to manage assets.

James King is a financial advisor with Money Concepts Capital Corp, holding a Series 66 license and four years of industry experience. He has worked at Watts Wealth Management since 2021. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs, and manages approximately $4.07 billion in client assets through a network of several hundred advisors.