I came to the States from Cameroon at eight years old. What shaped me early was watching my mom run her own business while raising our family, and that gave me my first real appreciation for entrepreneurship. I spent several years at JPMorgan Chase and PNC Bank, working alongside high-net-worth clients and foundations and learning how large institutions operate from the inside. I wanted to bring that same insight directly to my own clients. What draws me to this work, more than anything, is that I love helping people. My motto in life is to give more than you take. I focus on first-generation high earners, professionals, and business owners because I am one. I know what it's like to be the first in my family to build wealth, and to carry the pressure of being the one who "made it" while still supporting family members financially. I also know what it's like to juggle a career, a growing family, and financial decisions no one prepared you for. I help clients navigate all of that without judgment, because I've lived it. I studied finance and computer information systems at the University of Louisville, graduating summa cum laude. Outside of client work, I'm an avid runner and fitness enthusiast, training for marathons and Ironman triathlons. I'm based in Jeffersonville, Indiana, across the river from Louisville, Kentucky, where I live with my beautiful wife.

Todd Meador is a CFP® professional with 13 years of experience in financial advisory. He has been with T.K.M. Financial Services, LLC since 2017 and previously worked at Sterling Financial Group, Ltd. Todd is the host of the finance-focused podcast and radio show "A Nickel and a Plan" operated by his firm. He also owns related business entities including TKM Publishing, LLC and TKM Realty, LLC. T.K.M. Financial Services, LLC is an independent firm providing fee-based financial planning and discretionary portfolio management to individuals, business owners, and charitable organizations. The firm emphasizes asset allocation and fundamental analysis, focusing on long-term holdings with selective use of options, and manages approximately $28.3 million in client assets.

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 16 years of industry experience. He is the principal advisor at Lifetime Wealth Design LLC and has prior experience with Prosperity Capital Advisors, LLC. Roberts serves as a board member of Transcend Credit Union and owns a Scooter's Coffee franchise in Louisville, KY. Lifetime Wealth Design LLC serves individuals, corporations, and other entities with financial planning, retirement plan review, and discretionary portfolio management. The firm focuses on asset allocation and individualized portfolio construction, offering both one-time plans and ongoing monitoring through a solo advisory practice.

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 with Highland Capital Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Highland Capital Advisors since 2011 and previously operated McManus & Associates, Inc. from 2005 to 2019. Outside of advisory work, he offers insurance planning and the sale of fixed insurance products, including life insurance and annuities. Highland Capital Advisors serves individuals, families, retirement plans, trusts, corporations, municipalities, and non-profits with discretionary portfolio management, retirement-plan design, fiduciary investment management, and stand-alone financial planning. The firm utilizes a multi-strategy investment approach incorporating strategic asset allocation, tactical strategies, and various analytical methods, managing portfolios that include equities, bonds, REITs, and factor ETFs.

Brandon Moody is a financial advisor at Thompson Investment Advisors in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Aquila Distributors, LLC for six years before joining Thompson Investment Advisors in 2021. Thompson Investment Advisors provides investment counsel and portfolio management to individuals and entities such as trusts, estates, charitable organizations, and corporations, primarily serving non-high-net-worth clients. The firm’s investment approach combines technical analysis with fundamental and cyclical factors and manages portfolios mainly on a discretionary basis with a focus on capital preservation during market declines.

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 with Family Wealth Planning Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at FWPP Insurance LLC, IFP Securities, LLC, Independent Financial Partners, Thrivent Financial, and Foresters Financial. Vaughn is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, employing a mix of fundamental, technical, quantitative, and tactical investment approaches.

Troy Bolton is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding a Series 65 credential and bringing 11 years of industry experience. He has worked with Mercurio Wealth Advisors since 2013, including a previous role at Mercurio Wealth Management from 2017 to 2022, and with Global Financial Private Capital, LLC from 2014 to 2017. In addition to his advisory work, Bolton is licensed through Mercurio Insurance Services to sell insurance products. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions, offering discretionary portfolio management, financial planning, and limited-scope consulting. The firm implements investment decisions on a discretionary basis and integrates estate and insurance-related 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 CFA® charterholder and financial advisor with 14 years of industry experience. He is the principal of Sapphire Fiduciary Advisors, LLC in Louisville, KY, where he has worked since 2021. Stropkay also serves as a director on the boards of Rockcastle Bancorp and Citizens Bank, providing oversight on banking operations and strategy. Sapphire Fiduciary Advisors offers discretionary investment management to individuals, families, trusts, institutions, and other advisers, managing approximately $90 million in assets. The firm’s investment approach centers on fundamental analysis and the identification of discrepancies between market price and intrinsic value across equities and fixed income, with a client base that includes beneficial owners and institutional mandates.

Stephen Gibson is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 credential with 12 years of industry experience. His prior work includes roles at Money Concepts Capital Corp., JJB Hilliard W.L. Lyons LLC, and DMLO Wealth Planning, LLC. He is a board member of the Greater Louisville & LaGrange Baptist Health Foundation and a silent partner in a local bar and restaurant holding company. 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, utilizing customized, primarily long-term portfolios with diversified mutual funds, ETFs, individual stocks, and bonds.

Andrew Arnold is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerline since 2015. Outside of his advisory role, he is a partner in a technology startup focused on communication platforms and serves on the board of a charitable foundation. Centerline Wealth Advisors provides wealth management, financial planning, retirement-plan consulting, and exit-planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, bonds, independent managers, and third-party platforms for portfolio management.

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 14 years of industry experience. She is currently with Canopus Wealth Management and has previously worked at Sterling Financial Group. Outside of her advisory role, she is also a licensed accountant and occasionally offers related advice or products to clients. 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 using primarily low-cost, tax-efficient funds and individual investment-grade bonds, managing assets in-house on a discretionary basis.

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.