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 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.

Eugene Stone II is a CFA® charterholder with seven years of industry experience, currently serving as Chief Investment Officer at The Glenview Trust Company. He has worked at Almanack Investment Partners, LLC since 2020 and previously held roles at Avalon Advisors, LLC and PNC Bank. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and state or municipal entities. The firm employs a model-driven, risk-conscious approach using diversified portfolios and offers a range of strategies including long and short funds, options overlays, and digital asset allocations, while also managing adviser-led pooled vehicles and affiliated private funds.

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.

Jonathan Hicks is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Madison Avenue Securities, LLC and various J. Hagan entities. Outside of his advisory role, he is the founder of Auctus Tactical Inc., which consults on trading strategies for private equity and hedge funds, and serves as Chief Marketing Officer of Demter Tactical Investments Corp, a firm operating tactical and quantitative investment strategies. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios combining traditional and alternative investments and employs fundamental, quantitative, and technical analysis, supported by coordinated reporting and oversight through qualified custodians.

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.

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.

Gloria Bommarrito is a financial advisor with Axiom Financial Strategies Group, LLC, holding a Series 66 designation and 26 years of industry experience. She has held roles at Integrity Alliance, Lion Street Advisors, Spring Street Solutions, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. She is dually registered as an Investment Advisor Representative and Registered Representative and is involved in providing insurance solutions through Spring Street Solutions. Axiom Financial Strategies Group offers 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 constructs customized portfolios with a long-term focus, combining active and passive strategies, and provides retirement-plan oversight and participant education.

Angela Zachman is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at KPP Advisory Services since 2017 and has been affiliated with LPL Financial since 2014. KPP Advisory Services LLC offers personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in assets and emphasizes fiduciary standards, asset allocation portfolios, and a combination of discretionary and non-discretionary management approaches.

Jack Moss Jr. is a financial advisor at First Kentucky Securities Corporation with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2005. Moss serves as a board member of the Morton Center and is co-trustee of the Betty Gibbs Trust. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management and advisory services, supported by its dual registration as an investment adviser and broker-dealer as well as its municipal advisory and insurance agency licenses.

Lucas Adams is a CFP® affiliated with Reliant Wealth Planning, LLC in Louisville, KY, with six years of industry experience including roles at Glenview Trust Company and Boys & Girls Clubs of Kentuckiana. He has been with Reliant Wealth Planning since 2022, where he is part of a six-advisor team. Reliant Wealth Planning provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households, managing approximately $595 million across about 1,700 client relationships. The firm uses a multi-layer portfolio framework with dynamic asset allocation and offers services ranging from standalone financial plans to comprehensive wealth management.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and previously worked at Benchmark Advisory Services and served as a legislative aide for the Louisville Metro Council. He is currently Treasurer and Chief Financial Officer of the Louisville Young Democrats and Treasurer of the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, and consulting services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and incorporates a proprietary quantitative optimization model in portfolio construction.

Thomas Wilson is a financial advisor at Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation with 41 years of industry experience. He has been with Alexander Investment Services Co. since 1987. Wilson serves as a trustee for the Francis Masser Charitable Trust, which was established to provide ongoing support for specific charities. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical investment analysis with primarily non-discretionary portfolio management tailored to clients’ objectives and risk tolerance.