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® with eight years of industry experience, currently serving as the sole advisor at Avant-Garde Wealth. Her work history includes roles at Origin Financial, Journey Financial Management, and several entrepreneurial and instructional positions outside finance. Avant-Garde Wealth is an independent firm that provides financial planning, investment management, and financial education to individuals, businesses, and non-profit organizations. The firm employs a long-term, research-based investment approach focused on index mutual funds and ETFs, offering customized Investment Policy Statements and discretionary management with regular reviews.

Grant Patterson is a financial advisor at Journey Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at South Central Bank and Payroll Vault. Patterson is also a licensed life insurance agent in Kentucky, offering life insurance options to clients. Journey Financial Management provides advisory services to individuals, business-sponsored retirement plans, and other entities. The firm focuses on passive, cost-aware investment strategies using index mutual funds and ETFs, tailoring allocations to client goals, life stage, and risk tolerance while serving about 77 clients with a four-advisor team.

Richard Fontenot is a CFP® with 18 years of experience in financial advising at Journey Financial Management, LLC. He has managed or owned several businesses, including Boxcar, LLC and Banana Stand Ventures, LLC. Outside of advisory work, he is involved in business consulting, insurance sales, and RV rental operations. Journey Financial Management serves individuals, business-sponsored retirement plans, and other entities, offering financial planning, discretionary investment management, and specialized services such as SIMPLE IRA advisory and donor-advised fund portfolio management. The firm focuses on passive, cost-aware investment strategies tailored to clients' goals and risk profiles.

Bradley Hinton is a financial advisor at Hinton Financial in Bowling Green, KY, with seven years of industry experience. He holds the Series 65 designation and has worked at AE Wealth Management and the Financial Planning Center prior to his current role. Outside of advisory services, he is a licensed insurance agent involved in insurance sales and services. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by matching clients with registered third-party managers. The firm serves as a liaison, handling documentation, disclosures, and ongoing monitoring without directly managing client assets.

Derrick Palmer is a Certified Financial Planner® (CFP®) with 12 years of industry experience. He has worked at Edward Jones for nine years before joining Journey Financial Management, LLC, where he has been an advisor since 2023. Journey Financial Management, LLC provides advisory services to individuals, including high-net-worth clients, business-sponsored retirement plans, and other entities. The firm employs a primarily passive, cost-aware investment approach using index mutual funds and ETFs, tailoring portfolios to client goals and risk tolerance while serving approximately 77 clients with $57.9 million in discretionary assets under management.

Andrew Head is a CFP® and Series 66-registered financial advisor with 22 years of industry experience. He has been with Journey Financial Management, LLC since 2010 and serves as an associate professor of finance at Western Kentucky University, where he also directs the Center for Financial Success, a financial literacy outreach initiative. In addition to his advisory work, he is a licensed insurance agent assisting clients with insurance evaluations. Journey Financial Management provides advisory services to individuals, including high-net-worth clients, business-sponsored retirement plans, and other entities. The firm emphasizes passive, cost-aware portfolio management focused on client goals, life stage, risk tolerance, and serves about 77 clients with a four-advisor team managing approximately $57.9 million in discretionary assets.

Christopher Lemily is a financial advisor at Hinton Financial with seven years of industry experience. He previously worked at Ameriprise for six years and led 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 placing clients with registered third‑party managers and acting as a liaison for ongoing monitoring and support. The firm focuses on matching clients to third-party manager strategies based on their financial situation and goals while disclosing its insurance activities and fee arrangements.

Timothy Reagan is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding Series 65 and Series 63 licenses and having three years of industry experience. His prior work includes roles at Avantax Investment Services, Commonwealth Tax Professionals, and US Bank. Tony Walker Financial offers discretionary investment management and financial planning to individuals, high-net-worth clients, and participants using Personal Choice Retirement Accounts. The firm combines securities-based portfolios with insurance products and emphasizes long-term investment strategies guided by documented client goals and risk tolerances.

Phillip Walker is a financial advisor at Tony Walker Financial with 16 years of industry experience. He holds Series 63 and Series 65 registrations and has been involved with Walker Financial Services, Inc. since 1991. Outside of financial advising, Walker serves as president of WorryFree, Inc., a media and marketing firm focusing on marketing strategies and training for the WorryFree Retirement Network. Tony Walker Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and participants using Personal Choice Retirement Accounts. The firm integrates insurance products with securities-based portfolios and employs fundamental and charting analysis with a long-term investment approach.

Heather Hughes is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and eight years of industry experience. She has been associated with Walker Financial Services, Inc. since 2006. In addition to her advisory work, she is an independent licensed insurance agent specializing in life insurance and annuities. Tony Walker Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm integrates insurance products with securities-based portfolios and uses fundamental and charting analysis to guide investment decisions.

Carl Jurgens is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and six years of industry experience. He has worked with WorryFree, Inc., a media and marketing firm, since 2017, where he focuses on marketing efforts including research, copywriting, and email campaign management. Prior to his advisory role, he spent two years at Dick's Sporting Goods. Tony Walker Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm combines securities portfolios with insurance products and uses fundamental and charting analysis to guide long-term investment decisions, managing a notably high client load across its five advisors.

Zack Payne is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Leading Edge Financial Planning LLC, where he has been an advisor since 2026. Prior to this, he worked at Cerity Partners, LLC, ARGI Investments Services, LLC, and has experience from non-financial roles, including two years at Que Buenos and four years at Western Kentucky University. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, discretionary portfolio management, and financial planning services. The firm focuses on strategic asset allocation, diversification, and a long-term investment approach using primarily low-cost mutual funds and ETFs.

Karissa Mclaren is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and two years of industry experience. Prior to joining Oasis, she was associated with several firms including Savvy, Osaic Wealth Inc, and Perspective 9 Wealth Advisors. Outside of financial advising, she worked as a US Soccer Referee. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm uses a client-centered approach incorporating tax, cash flow, and risk factors and implements asset allocations with a mix of passive and actively managed no-load mutual funds and ETFs.

Amanda Leger is a financial advisor at Cheviot Value Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cheviot, she held roles at Christian Assembly and Calcasieu Eagles. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Wesley Walker is a financial advisor with Tony Walker Financial in Bowling Green, KY, holding a Series 65 designation and six years of industry experience. He has worked at Walker Financial Services, Inc. since 2020 and previously held positions at Thryv, Orangetheory Fitness, and Nuhealth. In addition to his advisory role, he is an independent licensed insurance agent in Lexington, KY. Tony Walker Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and Personal Choice Retirement Account participants. The firm integrates insurance products with securities-based portfolios and manages client accounts using a documented Investment Policy Statement and a long-term purchase orientation.

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 with Kinetic Investment Management, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining Kinetic, he worked at Simplicity Wealth and Magnolia Wealth Management LLC. Outside of his advisory role, he owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers insurance services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, discretionary investment approach using various analytical methods and offers exposure to a broad range of asset types including real estate and non-traded real estate investments.

Christopher Jones is a financial advisor at Silver Oak Securities, Inc. in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with Vision Asset Management LLC and Vision401K alongside his role at Silver Oak Securities. Jones is also a managing partner and insurance agent at Vision Financial LLC, where he provides additional insurance services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs combining discretionary management tailored to client objectives with operational features like ongoing model monitoring and an automatic investment process.