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 CFP® affiliated with Barlow Wealth Partners, LLC in Louisville, KY, with three years of industry experience. Prior to joining Barlow Wealth Partners in 2023, Doren worked for several years at the Kentucky Court of Justice and the Department of Public Advocacy. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and retirement plans. The firm employs a long-term, fundamental research approach to investment management, focusing on customized portfolios of individual equity and fixed-income securities.

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 financial advisor at Saling Wealth Advisors in Louisville, KY, with 14 years of industry experience. He holds the CFP® designation, as well as Series 66 and Series 63 licenses. Prior to joining Saling Wealth Advisors in 2018, he worked at JJB Hilliard W.L. Lyons LLC for four years. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and an investment approach focused primarily on mutual funds and ETFs.

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 with Axiom Financial Strategies Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Axiom in 2021, she worked in tax management and consulting roles, including as Senior Tax Manager at Rodefer Moss & Company. She is also the owner of LMD Consulting, providing tax preparation and consulting services, and is a licensed insurance agent. Axiom Financial Strategies Group LLC offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and constructs customized, tax-aware portfolios using diversified mutual funds, ETFs, and selective individual securities.

Zachery Price is a financial advisor with Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY. He holds Series 65 and Series 63 licenses and has three years of industry experience. His prior work includes roles at Investment Distributors Inc, Protective Life Insurance Company, and Southeast Christian Church. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business entities with asset management, financial planning, ERISA plan services, and tax preparation. The firm emphasizes goal-focused portfolio management with a combination of discretionary and primarily non-discretionary services, supported by affiliated accounting and tax offerings.

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.

Sheree Bollinger is a financial advisor at Legacy Financial Independent Advisors LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Kentucky Securities Corp. for 18 years. Outside of her advisory role, she serves as Treasurer and Board Member for Green Hill Therapy and is a partner in a horse syndicate called Social Circle Stables LLC. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs both fundamental and technical analysis to construct long-term portfolios and manages approximately $450 million across about 700 client relationships.

Austin Schneller is a financial advisor at KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting for a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified asset allocation using mutual funds, ETFs, third-party managers, and model portfolios, operating under a fiduciary standard with tailored service options.

Earl Winebrenner III is a financial advisor at Winebrenner Capital Management LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Winebrenner Capital Management since 2010. Outside of his advisory role, he manages multiple non-investment real estate and commercial property entities, as well as a restaurant in Louisville, KY. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm follows a bottom-up, fundamental investment process and serves as general partner and adviser to private pooled vehicles focused on income, total return, real estate, and qualified opportunity zone investments.

Amy Stuber is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Saling Wealth Advisors since 2016. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a combination of qualitative and quantitative research to guide investment decisions.

Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC in Louisville, KY, holding Series 63 and Series 65 credentials with 15 years of industry experience. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Outside of his advisory role, he is a minority shareholder in Shady Rays and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs a partner-led team approach and utilizes fundamental and technical analysis to construct long-term portfolios.

Samuel Noble is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 66 designation and with 13 years of industry experience. He has been with Harvey Investment Company since 2013. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios and utilizes fundamental analysis in its investment process, managing approximately $941.5 million in regulatory assets.

John Frymire is a CFP®-certified financial advisor with 27 years of industry experience. He has been with Alexander Investment Services Co. since 2009. Outside of his advisory role, he is a minority shareholder in a small real estate investment company. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm integrates registered broker-dealer activities and municipal-securities capabilities with its advisory services, managing approximately $579 million in assets across about 1,300 clients.

Jonathan Hicks is a financial advisor with J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with J. Hagan Capital since 2018 and previously held roles at several related entities from 2013 to 2018. Outside of his advisory work, he is the founder of Auctus Tactical Inc., providing consulting services to private equity and hedge fund companies, and serves as Chief Marketing Officer for Demter Tactical Investments Corp, which operates tactical and quantitative investment strategies. J. Hagan Capital provides investment advisory and planning services primarily to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio management and financial planning, incorporating a range of traditional and alternative investments, and employs a combination of fundamental, quantitative, and technical analysis in its investment approach.

Shaun Chelf is a CFP® with 25 years of industry experience, currently serving as a founding partner and owner at Reliant Wealth Planning, LLC since 2017. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL LLC. Outside of financial advising, he is a founding partner and owner of a commercial building in Louisville, KY. Reliant Wealth Planning is a team-based firm that serves individual clients with fee-based financial planning and discretionary wealth management. The firm employs a multi-layer portfolio framework combining risk-based core templates, tactical asset allocation, and liquidity reserves, and coordinates services including estate planning support and investment due diligence.