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.

Dianne Williams Wildt is a financial advisor at American Capital Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Capital Management since 2013, alongside prior roles at American Equity Investment Corp and Regulus Financial Group. Outside of her advisory practice, she serves as a volunteer treasurer for Louisville First SDA Church and is a board member responsible for grounds management at Eagle Creek. American Capital Management serves a broad range of individual clients, retirement plans, and institutions by offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm tailors investment advice to client goals and manages portfolios that include mutual funds, ETFs, individual stocks, and bonds.

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.

Kelsey Doren is a Certified Financial Planner® at Barlow Wealth Partners, LLC with three years of experience in the financial industry. Prior to joining the firm in 2023, Doren spent several years working in the Kentucky Court of Justice and the Department of Public Advocacy. 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 offers discretionary and non-discretionary investment management and financial planning, typically constructing customized portfolios focused on individual equities with some fixed income and options, guided by a proprietary research process overseen by an Investment Committee.

Aaron Downs is a Series 65-licensed advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, with two years of industry experience. Prior to joining Teeple Wealth Management, LLC, he worked at Dynacraft for ten years. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients, offering asset management, financial planning, ERISA 3(21) plan advisory, and tax preparation services. The firm’s investment approach emphasizes goal-focused, diversified multi-asset portfolios with strategic allocation and regular rebalancing, complemented by integrated tax and accounting services.

Jeffrey Gough is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Saling Wealth Advisors since 2018. He previously worked at J.J.B. Hilliard, W.L. Lyons, LLC from 2008 to 2010 and again from 2014 to 2018. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, utilizing portfolios largely composed of mutual funds and ETFs with a focus on qualitative and quantitative research.

David Betz is a financial advisor at American Capital Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Money Concepts Capital Corp and W&S Brokerage Services. Betz is also the owner of Silver Valley Financial Group, LLC, a non-investment related business. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and charitable institutions, offering discretionary portfolio management, financial planning, and third-party manager referrals. The firm typically manages portfolios with mutual funds, ETFs, stocks, and bonds, and provides ongoing performance monitoring and reviews.

Maria Koerner is a Series 65 licensed financial advisor with Natural Investments in Louisville, KY, where she has worked since 2023. She has two years of industry experience and previously spent ten years with Catholic Charities of Louisville. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion with a team of 24 advisors, using a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.

Leah Driver is a financial advisor at Axiom Financial Strategies Group, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience as a senior tax manager at Rodefer Moss & Company and roles in tax preparation and consulting through her own firm, LMD Consulting. Driver is also a licensed insurance agent. 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 builds customized, goal-oriented portfolios using both active and passive strategies and sponsors a wrap fee program that consolidates transaction costs into a single asset-based fee.

Zachery Price is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various firms including Investment Distributors Inc and Protective Life Insurance Company. Outside of his advisory role, he is involved with Southeast Christian Church. Teeple Snyder Newsome Wealth & Tax Management advises individuals, pension and profit-sharing plans, and business entities, offering asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes a goal-focused investment process and manages a significant amount of assets on a non-discretionary basis while providing affiliated accounting and tax services.

Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.