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.

Brian Breidenbach is the sole advisor at Breidenbach Capital Consulting, LLC in Charlestown, Indiana. He holds the CFA® designation and Series 66 license, with 24 years of industry experience. He has led Breidenbach Capital Consulting since 2003. Breidenbach Capital Consulting provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers wealth management, financial planning, portfolio management, and institutional consulting, including pension plan education and expert-witness assignments, implementing portfolios primarily through mutual funds and ETFs.

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.

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 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.

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.

Garry Collins is a financial advisor at Whitestone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management, Amazon, Inc., and Provident Retirement and Financial Services, Inc., where he also serves as President. Through Provident Retirement and Financial Services, he offers insurance products including fixed annuities and life insurance as a licensed insurance agent. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management with a blend of tactical and strategic approaches, utilizing equities, mutual funds, ETFs, and fixed-income securities, and operates model portfolios alongside customized investment solutions.

David Karem is a Series 65-licensed advisor at Blend Wealth in Louisville, KY, with one year of industry experience. Prior to joining Blend Wealth, he worked at Legato Financial Group, Inc. and spent five years at Dean Dorton Allen Ford, PLLC. He is also a senior tax accountant at Blend Wealth Accounting LLC, an affiliated firm providing tax and accounting services. Blend Wealth serves individual and family clients, including high-net-worth and business-owner households, as well as employer-sponsored retirement plans. The firm uses a passive, Modern Portfolio Theory–based investment approach with diversified portfolios primarily composed of index mutual funds and ETFs, offering integrated wealth management and retirement plan consulting on a discretionary basis.

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.

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.

Debrah Nocito is a Series 65 licensed advisor with MC Financial Services, Inc. in Louisville, KY, where she has worked since 2013. She has four years of industry experience and is also a licensed life and health insurance agent. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million for individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a structured financial planning process and a combination of risk-based asset allocation and tactical adjustments, primarily managing assets on a non-discretionary basis.

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.

Richard Phares is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at Sapphire Fiduciary Advisors, LLC, an independent firm he joined in 2026 after previous roles at Cerity Partners, ARGI Investment Services, and Pallas Partners. Sapphire Fiduciary Advisors provides discretionary investment management to individuals, families, trusts, institutions, and other advisers, managing approximately $90 million in assets. The firm employs fundamental analysis focused on high-quality securities, using both equity and fixed-income research, and offers advisory, sub-advisory, and tri-party arrangements.

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.

Paula Mcconville is a financial advisor with MC Financial Services, Inc. in Louisville, KY, holding a Series 65 designation and 16 years of industry experience. She has been with MC Financial Services since 2009 and also serves as the Chief Financial Officer for GAAB Investments, LLC and related fast food franchise entities in Kentucky and Indiana. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million across about 67 client relationships. The firm provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of risk-based asset allocation and tactical adjustments.