Edward Nelson IV is a ChFC® credentialed financial advisor with 19 years of industry experience. He is the managing member of Clear Trace, LLC, where he has worked since 2007, and previously worked at Zeiders Enterprises, Inc. for 11 years. Clear Trace serves individuals, families, trusts, estates, and related business entities with financial planning, investment management, and education services. The firm focuses on strategic asset allocation using fundamental analysis and employs a range of investment vehicles, including mutual funds, ETFs, individual securities, and leveraged products, while integrating technology platforms and third-party subscription tools to support client portfolios.

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Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.

Stephen Gibson is a financial advisor at Guidance Capital, Inc. based in Louisville, KY, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Money Concepts Capital Corp. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, Gibson serves on the board of the Greater Louisville & LaGrange Baptist Health Foundation and is a silent partner in a local bar and restaurant. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing both fundamental and technical analysis and oversight of affiliated managers.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

Anna Coats is a financial advisor at Coats Financial Planning in Louisville, KY, with 10 years of industry experience. She holds a Series 65 designation and has worked at Coats Financial Planning since 2014. She is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance firm. Additionally, Coats serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning provides comprehensive, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW households. The firm follows a long-term, buy-and-hold investment philosophy focused on asset allocation, primarily using passively managed index funds and ETFs, and charges a flat-fee retainer based on complexity rather than a percentage of assets.

Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using diversified portfolios and both fundamental and technical analysis.

Nicholas Whitmer is a CFP® with 12 years of industry experience, currently serving at Guidance Capital, Inc. in Louisville, KY. His prior roles include positions at DMLO Wealth Planning, ARGI Financial Group, and Jefferson National Financial Corp. He is also a licensed insurance professional. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with ongoing monitoring and reporting.

Stuart Coats is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Coats Financial Planning since 2000. Coats Financial Planning serves individuals, trusts, estates, and small businesses, working with both high-net-worth and non-HNW households. The firm offers comprehensive, fee-only financial planning and investment management, focusing on asset allocation and a long-term, buy-and-hold approach using primarily passively managed index funds and ETFs.

William Alsup is a CFP® with four years of industry experience, currently advising at Guidance Capital, Inc. in Louisville, KY. His background includes roles at DMLO Wealth Planning, LLC, Private Client Services, LLC, and several other firms. He is also a licensed insurance professional in a non-investment capacity. Guidance Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary portfolio management and financial planning, using customized, primarily long-term portfolios and a combination of fundamental and technical analysis. The firm also offers oversight of affiliated sub-advisers and provides performance reporting without performance-based fees.

Beau Handy is a CFP®-certified financial advisor with 14 years of industry experience, currently serving at Guidance Capital, Inc. in Louisville, KY. His prior experience includes tenures at Money Concepts Advisory Service and Money Concepts Capital Corp. He serves on the executive board of the Heuser Hearing Institute and Learning Academy and is executive director of The Handy Family Foundation, focusing on charitable initiatives in education, healthcare, and disaster relief. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using diversified mutual funds, ETFs, individual stocks, and bonds, and conducts ongoing oversight of affiliated managers and advisers.

Ethan Ransdell is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 65 designation. He has one year of experience at Guidance Capital and prior work experience across various industries including aviation support, equine association management, and retail. Guidance Capital provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with an investment approach that includes diversified portfolios using mutual funds, ETFs, stocks, and bonds, combined with both fundamental and technical analysis.

Gregory Ludwig is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Private Client Services, LLC, Money Concepts Advisory Service, and Shared Medical Services. He is also a licensed insurance professional in a non-advisory capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $384 million in discretionary assets. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolio construction that includes mutual funds, ETFs, individual securities, and allocations to other managers.

Wyatt Callison is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Guidance Capital, Inc. and has previously worked at Money Concepts Advisory Service and Sherwin-Williams. He is also associated with DMLO Wealth Planning, LLC. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, constructing customized long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds with both fundamental and technical analysis.

Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.

Erin Guilfoil is a financial advisor at Bookends Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Bookends Financial Planning, Erin worked at Dow Chemical for 18 years. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple analytical approaches in its investment advice and offers discretionary portfolio management, written financial plans, and access to various managed account programs.

Christopher Ward is a Series 65 licensed financial advisor with DMLO Wealth Planning, LLC, based in Louisville, KY. He has three years of industry experience and has worked at DMLO Wealth Management since 2021. Additionally, Ward serves as President and CEO of the CPA firm Deming, Malone, Livesay & Ostroff, P.S.C., where he provides management, tax planning, and business advisory services. DMLO Wealth Planning offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and employee retirement plans. The firm constructs diversified portfolios primarily with mutual funds, ETFs, equities, and bonds, employing both internal due diligence and sub-advisors.

John Stillwagon is a financial advisor at Alexander Investment Services Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages clients’ portfolios on a non-discretionary basis, using technical, fundamental, and cyclical analysis alongside long-term purchase strategies tailored to client objectives, risk tolerance, and time horizon.

John Frymire is a CFP® professional with 28 years of industry experience. He has been with Alexander Investment Services Co. since 2009 and previously worked at Morgan Stanley from 1999 to 2009. Frymire is a minority shareholder in a small real estate investment company unrelated to securities. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily offers non-discretionary portfolio management and retirement plan consulting, using technical, fundamental, and cyclical analysis tailored to clients’ objectives and risk tolerance.

John Cogswell is a financial advisor at Silver Oak Securities, Inc. with 24 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities since 2021, following 13 years at Portfolio Resources Group, Inc. and five years at Financial West Group. Outside of his advisory role, he is involved in small business consulting through Chancery Financial Advisors and holds a minority ownership in Gaudium LLC, a company that sells hats and shirts. Silver Oak Securities, Inc. serves a broad client base including individuals, pension plans, corporations, and trusts through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs with a primarily discretionary, customized investment approach aligned with client objectives and risk tolerances.