Matthew Carper is a CFA® charterholder with three years of industry experience. He has been with Parthenon LLC since 2014 and also maintains a role at SG Cowen Securities. Parthenon LLC serves families, trusts, family foundations, and related entities, offering discretionary equity and fixed-income portfolio management. The firm manages approximately $1.22 billion across about 219 client relationships, focusing on high-net-worth households and employing original in-house research to guide long-term, tailored investment strategies.

Jacob Zollman is a CFP® and CFA® with 15 years of experience in the financial industry. He is currently Vice President of Investments and Operations at Churchill Financial Advisors, LLC, where he has worked since 2010. The firm provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Churchill Financial Advisors offers individualized wrap asset management accounts using a range of strategies and employs both fundamental and technical analysis to construct and rebalance portfolios.

Aaron Stonecipher is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having two years of industry experience. He co-founded C6 Music, a concert company, and serves as the elected Clerk-Treasurer and Town Council Member for Clarksville, Indiana, where he is also chairman of the Economic Redevelopment Committee. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers discretionary and non-discretionary portfolio management with an emphasis on mutual funds, ETFs, third-party managers, and algorithm-based strategies.

Nicholas Alcorn is a CFP® professional with three years of industry experience, currently serving at Reliant Wealth Planning, LLC in Louisville, KY. His prior work includes roles at Panera Bread, Red Lobster, and EF: 6 Holdings, LLC. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering standalone plans and integrated wrap-fee asset management. The firm uses a multi-layer investment framework combining risk-based templates, a tactical allocation strategy, and a liquidity reserve, with services that include cash flow and retirement planning, portfolio construction, and estate planning support.

Joshua Jevne is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 65 designation with 15 years of industry experience. He has been with Harvey Investment Company since 2010. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis with both long- and short-term equity and balanced portfolio management, overseeing approximately $941.5 million in regulatory assets.

Mathew Koole is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual from 2014 to 2019. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate planning professionals.

Caitlin Gatewood is a CFP® professional with five years of experience at Reliant Wealth Planning, LLC in Louisville, KY. Prior to joining Reliant, she held various roles including multiple positions at Western Kentucky University and at companies such as Target, Humana, and Kindred Healthcare. Reliant Wealth Planning is a six-advisor team that provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households. The firm uses a multi-layer investment framework and offers services ranging from standalone financial plans to comprehensive wealth management.

Michael Matzner is a financial advisor with Public Advisors LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ally Invest Advisors and Securities Service Network, Inc. Outside of advising, he sells items on eBay and GOAT, including clothing and sneakers. Public Advisors LLC serves mainly individual retail clients through discretionary portfolio management delivered exclusively online via its software-driven platform, offering specialized accounts such as Treasury ladders, Direct Index Accounts, and AI-generated custom indexes. The firm emphasizes automated portfolio management and digital client interactions.

David Bugg is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with KPP Advisory Services since 2017 and has worked at LPL Financial LLC since 2015. KPP Advisory Services LLC provides personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management with an emphasis on asset allocation, fundamental analysis, and ongoing performance reporting.

William Green is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Oxinas Partners Wealth Management since 2018 and previously spent five years at Hilliard Lyons. Outside of his advisory role, Green is involved in various business activities, including ownership of a golf clothing and accessories company, a consulting and bookkeeping firm, and an invention company, as well as volunteering with a charitable organization where he manages investments. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific, generally long-term investment approach using mutual funds, ETFs, individual securities, and alternative instruments, managing approximately $345 million in assets across a team of six advisors.

Christopher Mcintosh is a financial advisor at Barlow Wealth Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years before joining Barlow Wealth Partners in 2023. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

Michael Petrosky is a financial advisor with PCG Wealth Management in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and various insurance agencies. Outside of advisory work, he is involved with Petrosky Apartments LLC, a business he has operated since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, while also providing specialized retirement-plan fiduciary services.

Cullen Ebert is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and two years of industry experience. He previously worked at Raymond James Financial and PNC Private Bank. In addition to his advisory role, Mr. Ebert is a licensed insurance agent involved in insurance sales and implementation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm offers customized, goal-oriented portfolios with a long-term focus using a blend of active and passive strategies, alongside retirement-plan oversight and participant education.

Jason Stuber is a CFA® charterholder with 25 years of experience in the financial industry. He has worked at Saling Wealth Advisors since 2016 and previously held roles at J.J.B. Hilliard, W.L. Lyons, LLC and J.P. Morgan Securities. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm offers financial planning, discretionary portfolio management, and consulting services, emphasizing personalized Investor Profiles and primarily investing in mutual funds and ETFs.

Michael Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY. He holds a Series 66 designation and has 10 years of industry experience, all with Alexander Investment Services Co. since 2016. 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 employs technical, fundamental, and cyclical analysis alongside long-term purchase strategies, primarily managing client assets on a non-discretionary basis.

Andrew Cusick is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he operates Veritas Financial Solutions LLC, providing insurance products through multiple insurance companies. KPP Advisory Services LLC offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a fiduciary standard and emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based model solutions, delivering customized services that range from investment management to comprehensive wealth management.

Jimmy Ray III is a financial advisor at FMSA with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Core Planning, Thrivent Financial, Fidelity Investments, and Bank of America. Outside of his advisory role, he serves as an independent agent with various outside fixed insurance appointments. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach.

Paul Caruso is a financial advisor at Oxinas Partners Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Waddell & Reed, Inc. Caruso is based in Jeffersonville, IN, and is part of a six-advisor team. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services with a client-specific, generally long-term investment approach.

Bruce Corwin is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with First Kentucky Securities Corporation, where he has worked since 2020, following prior roles at Ross, Sinclaire & Associates, LLC and Raymond James & Associates. Outside of his advisory work, he founded Bourbon Brotherhood, a monthly bourbon tasting group, and co-chairs Bourbon Mixer, a charity fundraising event. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management and municipal advisory services, supported by its dual registration as both an investment adviser and broker-dealer.

Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.