Todd Meador is a CFP® professional with 13 years of industry experience, operating through his independent firm, T.K.M. Financial Services, LLC, in Louisville, KY. He previously worked at Sterling Financial Group, Ltd. and Fifth Third Securities, Inc. Meador hosts and facilitates a finance-focused podcast and radio show called "A Nickel and a Plan," which is owned by his firm. T.K.M. Financial Services, LLC provides fee-based comprehensive financial planning and discretionary portfolio management to individuals, business owners, and charitable organizations. The firm emphasizes asset allocation and fundamental analysis with long-term holdings and offers ongoing management through periodic reviews, focusing on tailored strategies that include selective options use.

Jeffrey Adkins is the principal of JLA Capital, LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 15 years at L.M. Kohn & Company before founding his current firm. JLA Capital provides portfolio management and investment planning services to individual clients, including high-net-worth households. The firm employs a variety of analytical methods and trading strategies, including complex options and both short- and long-term approaches, while maintaining a relatively small client base and conducting regular portfolio reviews.

Kevin Roberts is a CFP® professional with 17 years of industry experience. He is the owner and sole advisor at Lifetime Wealth Design LLC and also holds ownership and leadership roles in accounting firms, including Roberts CPA Group and Corales & Roberts CPAs PSC. Roberts serves on the board of Transcend Credit Union and owns a Scooter's Coffee franchise. Lifetime Wealth Design LLC provides financial planning, retirement plan review, and discretionary portfolio management to individuals, corporations, and other entities. The firm focuses on asset allocation and tailored portfolio construction, offering both one-time and ongoing financial planning services.

Conner Cloyd is the sole advisor at Cloyd Capital in Louisville, KY, holding a Series 65 credential with one year of industry experience. Prior to founding his independent advisory firm, he worked as a senior project engineer at Vogt Power International while transitioning into financial advising part-time. His engineering background includes managing large capital projects and coordinating team efforts. Cloyd Capital serves individual clients, including high-net-worth households, providing comprehensive financial planning and discretionary investment management. The firm emphasizes passive, low-cost, tax-efficient mutual funds and ETFs tailored to client objectives and risk tolerance, and incorporates detailed retirement planning with Monte Carlo simulations.

David McManus is a financial advisor at Highland Capital Advisors, LLC in Louisville, KY, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Highland Capital Advisors since 2011, following prior roles at McManus & Associates, Inc. and Osaic FS, Inc. In addition to advisory work, he offers insurance planning and sales of fixed insurance products. Highland Capital Advisors serves individuals, families, retirement plans, trusts, corporations, municipalities, and non-profit organizations with discretionary portfolio management, retirement-plan design and fiduciary investment management, and stand-alone financial planning. The firm employs a multi-strategy investment approach integrating strategic asset allocation with tactical, alternative, and principal-protected strategies, managing portfolios that include equities, bonds, REITs, and ETFs.

Brandon Moody is a financial advisor with Thompson Investment Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. Before joining Thompson Investment Advisors in 2021, he worked for Aquila Distributors, LLC for six years. Thompson Investment Advisors serves individual and institutional clients, including retirement accounts, pension plans, trusts, and charitable organizations. The firm manages approximately $57 million in assets, employing a mix of technical and fundamental analysis to guide investment decisions and offering both discretionary and non-discretionary portfolio management.

Zachary Clark is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He operates Clark Financial Planning, an independent, solo advisory firm based in Louisville, KY. Clark has eight years of prior experience with Coats Financial Planning, Inc. He serves as an unpaid board member, Treasurer, and head of the Finance Committee for Couple to Couple League International, Inc. Clark Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a long-term, buy-and-hold strategy with diversified portfolios using no-load mutual funds and passive index ETFs, and engages clients through retainer and fixed-fee arrangements rather than traditional asset-based fees.

Jay Conner is a financial advisor at Arena Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at firms including Meritrust Wealth Management, Kestra Financial, Mwm Advisory, and Capital Asset Management. Arena Wealth Advisors provides discretionary asset management, comprehensive financial planning, and retirement-plan consulting to individual households, charitable organizations, and corporate clients. The firm uses both quantitative and qualitative analysis to create customized investment programs and has a notable focus on pension consulting and ERISA 3(21) fiduciary services.

Christopher Vaughn is a financial advisor at Family Wealth Planning Partners in Louisville, KY, with 12 years of industry experience. He holds Series 63 and Series 65 designations. Vaughn has worked with several firms including Thrivent Financial and IFP Securities, LLC. He is also involved with FWPP Insurance LLC, an insurance business licensed in Kentucky. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations with approximately $317 million in assets under management. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, emphasizing documented suitability and compliance with regulatory guidance.

Troy Bolton is a financial advisor at Mercurio Wealth Advisors in Louisville, KY, holding a Series 65 designation with 12 years of industry experience. His career includes roles at Mercurio Wealth Management and Global Financial Private Capital, LLC. He is also licensed through Mercurio Insurance Services to sell insurance products. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and consulting. The firm offers ongoing investment supervision and utilizes third-party tools to assess risk tolerance and consolidate reporting while integrating estate and insurance advice into its planning services.

Drew Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 21 years of industry experience and a Series 66 designation. He has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, trusts, retirement plans, and business entities with asset management, comprehensive portfolio management, and pension consulting. The firm focuses on asset allocation with regular rebalancing, using both fundamental and technical analysis, and manages portfolios primarily with exchange-traded funds and mutual funds.

Paul Stropkay is a financial advisor at Sapphire Fiduciary Advisors, LLC with 15 years of industry experience. He holds the CFA® designation and Series 63 and 66 licenses. Stropkay serves as a director on the boards of Rockcastle Bancorp and Citizens Bank, where he participates in strategic decision-making and monitors financial operations. Sapphire Fiduciary Advisors provides discretionary investment management services to individuals, families, trusts, institutional clients, and other advisers. The firm employs fundamental analysis focusing on high-quality securities and manages roughly $90 million in discretionary assets through advisory and sub-advisory arrangements.

Stephen Gibson is a financial advisor at Guidance Capital, Inc. based in Louisville, KY, with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Money Concepts Capital Corp. and Jjb Hilliard Wl Lyons LLC. Outside of his advisory role, Gibson serves on the board of the Greater Louisville & LaGrange Baptist Health Foundation and is a silent partner in a local bar and restaurant. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, employing both fundamental and technical analysis and oversight of affiliated managers.

Andrew Arnold is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centerline Wealth Advisors since 2015 and previously worked at Purshe Kaplan Sterling Investments. Outside of his advisory role, Arnold is involved as a partner and consultant in Reach Alert LLC, a communication technology startup, and serves on the board of Opal's Dream Foundation, a charitable organization. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs an asset-allocation investment process based on Modern Portfolio Theory, utilizing ETFs, mutual funds, bonds, independent managers, and third-party trading platforms.

Steven Aldridge is a financial advisor at Canopus Wealth Management in Louisville, KY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Sterling Financial Group, Ltd from 2012 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 in-house with discretionary authority and integrating tax planning and compliance services for certain clients.

Ethan Adams is a financial advisor at Brookstone Financial with eight years of industry experience. He holds a Series 65 credential and has worked at firms including New Genesis Wealth Management LLC and USFeds LLC. Outside of his advisory role, Adams owns a small remodeling company, New Genesis Custom Builders LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations, managing approximately $76.9 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan services, tailoring portfolios to clients’ goals using a mix of analytical methods and often utilizing sub-advisors or third-party managers.

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.