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.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Justin Ferguson is a CFA® charterholder with 19 years of industry experience. He is currently Chief Investment Officer at Churchill Financial Advisors, LLC and previously worked at Cullinan Associates, Inc. Outside of his professional role, he serves in volunteer leadership positions for youth sports committees at St. Mary’s of the Knobs School. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a discretionary investment approach combining fundamental and technical analysis, offering individualized portfolio management through a wrap fee program.

Mary Herrmann is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, with 11 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Harvey Investment Company since 2000. 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, employing fundamental analysis and offering specialized products such as the Harvey Focus Portfolios.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which markets and sells fixed annuities and securities. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SeaCrest Wealth Management, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, and UBS Financial Services. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and primarily delivers discretionary investment management tailored to client objectives and risk tolerances.

Richard Madden is a financial advisor at Silver Oak Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and SeaCrest Wealth Management. Madden operates out of Louisville, KY. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a team of approximately 101 financial professionals. The firm offers a variety of advisory programs that focus on discretionary, customized investment management aligned with client objectives and risk tolerances.

Paul Burke is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Private Client Services in 2022, he worked at Merck & Co., Inc. from 2010 to 2019 in various capacities. He is also the owner of Burke Financial Advisors, a financial advising business. Private Client Services is an SEC-registered, multi-team advisory firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and other businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and manages over $1 billion in client assets.

Kristina Ping is a financial advisor with Foundations Investment Advisors LLC in Louisville, KY, holding a Series 65 designation and three years of industry experience. She has worked at Foundations Investment Advisors since 2022 and previously spent eleven years at Transamerica/Monumental Life. She is also the owner and CEO of Powerful Legacy Insurance, where she offers insurance plans to clients. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, while employing third-party sub-advisers and custodians.

Todd Oberhausen is a financial advisor with Private Client Services, LLC, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Robert W. Baird & Co. Incorporated and JJB Hilliard W.L. Lyons LLC. He has been with Private Client Services since 2019. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.

Bradley Fisher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC and D. Scott Neal, Inc. Outside of his advisory role, no additional business activities were noted. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.

Marilyn Wainwright is a financial advisor with Stonex Advisors Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. She has been with Stonex Advisors since 2016 and affiliated with StoneX Securities Inc. since 2009. In addition to her role at Stonex, she is a partner at Wainwright Laventis, where she provides independent financial advisory services. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm uses a combination of advisor-managed portfolios, proprietary models, and third-party managers to implement investment strategies.

Savannah Forleo is a CFP® and ChFC® with nine years of industry experience. She currently works at Lanark Financial, Inc. and has held positions at L.M. Kohn & Company, PNC Investments, Bank of America, Merrill, Morgan Stanley, TIAA, and Morgan Stanley Private Bank. Lanark Financial delivers investment management and financial planning services to individuals, retirement plans, trusts, foundations, municipalities, and institutional clients. The firm manages approximately $1.78 billion in client assets across multiple advisor teams and offers program-based accounts through various platforms.

Harold Wainwright III is a financial advisor with StoneX Advisors Inc. in Louisville, KY, holding a Series 66 designation and 17 years of industry experience. He has been with StoneX Advisors since 2016 and StoneX Securities since 2009. Outside of his advisor role, he is a partner at Wainwright Laventis LLC, where he works in an advisory capacity offering financial advice. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA consulting. The firm offers a range of investment solutions through advisor-managed portfolios, proprietary models, and third-party money managers.

Kevin Leet is a financial advisor at Ausdal Financial Partners, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ausdal Financial Partners since 2014. Outside of his advisory role, he serves as a director of the Legacy Volleyball Club in Louisville, KY. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm provides a range of investment strategies using mutual funds, ETFs, equities, fixed income, alternative products, and model portfolios, with services delivered on both discretionary and non-discretionary bases.