Charles Farnsley is a CFP® credentialed financial advisor with 22 years of industry experience, currently practicing with Farnsley Advisors in Louisville, KY. His prior roles include six years at Levinson and Associates and three years at Southeast Investments, N.C. Inc. Outside of advisory work, he is involved with Anubu, LLC, a real estate business in which he holds membership. Farnsley Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans, employing a blend of analytical methods and offering discretionary portfolio management alongside one-time financial planning engagements.

Karen Parroco is a PFS™ credentialed advisor with 15 years of industry experience. She is affiliated with Canopus Wealth Management and has worked at C Wealth Management LLC since 2017, with prior experience at Sterling Financial Group from 2010 to 2017. In addition to her advisory role, she is a licensed accountant and occasionally provides accounting advice to clients. Canopus Wealth Management offers portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable foundations, and 401(k) plans. The firm focuses on equity and fixed-income investments with an emphasis on long-term planning, tax efficiency, and diversified portfolios managed in-house.

Margaret Pape is a Certified Financial Planner® with eight years of industry experience. She is currently with BLVD Private Wealth, LLC and has prior experience at JP Morgan Securities, LLC and JP Morgan Chase Bank. BLVD Private Wealth, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporations and plan sponsors. The firm uses a tailored investment approach based on client profiles and combines fundamental analysis, modern portfolio theory, and technical analysis across various account types and investment vehicles.

Philip Steele is a financial advisor at Demeter Tactical Investments Corp. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Demeter Tactical, he worked at Churchill Downs Incorporated for eight years and Republic Bank for one year. Demeter Tactical Investments Corp. acts as a third-party discretionary money manager for independent registered investment advisers and their clients, offering tactical asset-allocation strategies driven by proprietary software and algorithmic signals. The firm also manages pooled private funds and provides model portfolio implementation and performance reporting through a third-party technology platform.

Ben Allison Jr. is a CFA® charterholder with 13 years of industry experience, currently with Pillar Financial Advisors, LLC in Louisville, KY. He has been with Pillar Financial Advisors since 2013 and previously worked at Mercer Global Advisors Inc. Mr. Allison is also a member of Currypowder Holdings LLC, a non-investment entity that owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, offering integrated wealth management that includes portfolio management and wealth planning. The firm emphasizes long-term, primarily passive investment strategies using ETFs and mutual funds, with an approach focused on asset allocation and tax-efficient asset location.

Christopher Ward is a Series 65 licensed financial advisor with DMLO Wealth Planning, LLC, based in Louisville, KY. He has three years of industry experience and has worked at DMLO Wealth Management since 2021. Additionally, Ward serves as President and CEO of the CPA firm Deming, Malone, Livesay & Ostroff, P.S.C., where he provides management, tax planning, and business advisory services. DMLO Wealth Planning offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and employee retirement plans. The firm constructs diversified portfolios primarily with mutual funds, ETFs, equities, and bonds, employing both internal due diligence and sub-advisors.

Stephen Collins is a CFA® charterholder with 11 years of industry experience. He is a financial advisor at Canopus Wealth Management in Louisville, KY, where he has worked since 2017. Prior to that, he was with Sterling Financial Group, Ltd. from 2015 to 2017. Canopus Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, charitable foundations, and 401(k) plans. The firm emphasizes a long-term, cost- and tax-aware investment approach, managing assets primarily on a discretionary basis with in-house oversight.

Chris Brady is a financial advisor with BLVD Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Meridian Wealth Management LLC and JP Morgan Securities LLC. Outside of his advisory work, he is an independent insurance agent and serves as a non-compensated consultant for a retail tobacconist. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations. The firm tailors portfolios based on detailed investor profiles and employs a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading focus.

Jeffrey Sexton is a financial advisor at Demeter Tactical Investments Corp. with 24 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Demeter Tactical Investments Corp. in 2024, he worked at Pirata PSC and held investment roles at SLC Fund Management, Silver Leaf Capital, and Silver Leaf Partners. Outside of his advisory work, Sexton is an attorney specializing in civil litigation case management. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and their clients, managing pooled private funds through a data-driven, algorithmic asset-allocation approach that emphasizes tactical rebalancing of mutual funds, equities, ETFs, and options strategies.

Don Graeter is a financial advisor with Graeter Wealth Advisors, LLC in Louisville, KY. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. Since 2014, he has been with Graeter Wealth Advisors. In addition to his advisory role, Mr. Graeter teaches as a professor during the spring semester at Bellarmine University. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on continuous account supervision and uses a disciplined investment process centered on asset allocation, regular rebalancing, and both fundamental and technical analysis.

Tabitha Tiefermann is a CFP® with four years of industry experience, currently with Belle Trace Financial Planning in Louisville, KY. She previously worked at Coats Financial Planning, Inc. and E/Financial Alliance. Belle Trace LLC is a fee-only financial planning and investment management firm serving individuals, trusts, estates, and small businesses. The firm offers comprehensive financial planning alongside portfolio management using a long-term buy-and-hold approach focused on no-load mutual funds and passive ETFs, operating on a fixed-fee retainer basis.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

Emily Beilman is a Certified Financial Planner™ at Belle Trace Financial Planning with three years of industry experience. She has previously worked at Coats Financial Planning, Inc. and Plancorp, LLC. Belle Trace LLC is a state-registered, fee-only financial planning and investment management firm serving individuals, trusts, estates, and small businesses. The firm offers comprehensive financial planning alongside investment advice, using a long-term buy-and-hold approach with no-load mutual funds and passive ETFs, operating strictly on a fee-only basis.

Peter Gaughan is a financial advisor at Retirement Planning Solutions, LLC in Louisville, KY, holding Series 63 and 65 licenses with 43 years of industry experience. He previously worked at Raymond James and Silver Oak Securities. Outside of his advisory role, he is the owner and president of Peter J. Gaughan LLC, a separate business focused on managing administrative and budgeting tasks. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a dedicated division for amateur and professional athletes. The firm offers discretionary investment management, financial planning, and retirement advice, employing a primarily long-term investment approach that includes fundamental and technical analysis, option strategies, and tax-efficient asset management.

Anna Coats is a financial advisor at Coats Financial Planning in Louisville, KY, with 10 years of industry experience. She holds a Series 65 designation and has worked at Coats Financial Planning since 2014. She is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance firm. Additionally, Coats serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning provides comprehensive, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW households. The firm follows a long-term, buy-and-hold investment philosophy focused on asset allocation, primarily using passively managed index funds and ETFs, and charges a flat-fee retainer based on complexity rather than a percentage of assets.

Marlene Men is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Pillar Financial Advisors, LLC and has previously held roles at Mercer Global Advisors Inc., JPMorgan Chase, and Dennis L. Thomas, PLLC, among others. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies implemented with ETFs and mutual funds, managing client accounts on a discretionary basis under individualized Investment Policy Statements.

Noah Ellison is a CFP® professional with four years of industry experience, currently with Retirement Planning Solutions, LLC in Louisville, KY. He has previously worked at Silver Oak Securities, Inc. and has experience in both academic and financial sectors. Outside of his advisory role, he is licensed to recommend and write life insurance policies. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a dedicated division for amateur and professional athletes. The firm uses a primarily long-term investment approach combined with multiple analysis techniques and may engage in option strategies and external money managers, also offering services such as discretionary investment management and comprehensive financial planning.

Christopher Ricketts is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Ricketts Financial, LLC, where he has worked since 2020, and previously held roles at Raymond James & Associates and American Equity Investment Corp. Outside of his advisory work, he is a paid soccer coach at The West End School. Ricketts Financial serves individuals, trusts, estates, corporations, and qualified retirement plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs a tailored investment process led by an Equity Strategy Team and manages approximately $290.5 million in discretionary assets for around 114 clients.

Nicholas Whitmer is a CFP® professional with 12 years of industry experience, currently affiliated with DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Guidance Capital, Money Concepts Advisory Service, ARGI Financial Group, and Jefferson National Financial Corp. He is also a licensed insurance professional. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a customized, primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis.

Stuart Coats is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Coats Financial Planning since 2000. Coats Financial Planning serves individuals, trusts, estates, and small businesses, working with both high-net-worth and non-HNW households. The firm offers comprehensive, fee-only financial planning and investment management, focusing on asset allocation and a long-term, buy-and-hold approach using primarily passively managed index funds and ETFs.