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.

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.

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.

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.

Donald Mercurio is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital from 2011 to 2017 and has been with Mercurio Wealth Advisors since 2000. Outside of advisory services, he is involved with Mercurio Insurance Services, an insurance agency affiliated with the firm. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm employs third-party tools to assess risk tolerance and consolidate reporting, offers estate and insurance-related advice, and coordinates with clients’ other advisors.

William Alsup is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with DMLO Wealth Planning, LLC and has prior experience at several firms including Private Client Services, LLC and Guidance Capital, Inc. Alsup is also a licensed insurance professional in a non-investment capacity. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is customized and primarily long-term, utilizing diversified mutual funds, ETFs, individual stocks and bonds, along with fundamental and technical analysis, and it maintains affiliations with related entities for sub-advisory services.

Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.

Brian Ramsey is a CFP®, ChFC®, and Series 66 holder with 22 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022, and is also involved with FWPP Insurance LLC. Prior to this, he held roles at IFP Securities, LLC and Independent Financial Partners. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, with options for discretionary and non-discretionary account management.

Beau Handy is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor and director at DMLO Wealth Planning, LLC. He has held roles at multiple affiliated firms including Private Client Services, Guidance Capital, and Dynamic Market Advantage. Outside of advisory work, Handy is involved in community and nonprofit activities, serving on the executive board of the Heuser Hearing Institute and Learning Academy, as well as acting as executive director and chairman of The Handy Family Foundation and a board member of Access Justice. DMLO Wealth Planning provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach using diversified mutual funds, ETFs, individual securities, and may include outside managers with oversight, supported by ownership ties to an accounting firm and affiliated advisory entities.

Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.

Ashley Schneider is a financial advisor at Mercurio Wealth Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2021 to 2024. Prior to her financial services career, she spent nine years with Kentucky Performing Arts. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions, providing discretionary portfolio management, financial planning, and consulting services. The firm employs diversified portfolio allocations and uses third-party tools to assess client risk and consolidate reporting, while also offering estate and insurance-related advice.

Timothy Logsdon is a financial advisor at BLVD Private Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC. Outside of advising, he is a licensed insurance agent. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals and corporations. The firm manages both custodial and held-away workplace accounts, employing fundamental and technical analysis along with modern portfolio theory and a long-term trading approach.

Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with four years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Centerline Wealth Advisors in 2025, he worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs an asset-allocation investment approach based on Modern Portfolio Theory and offers specialized services such as the Biz2Beach® exit planning program.

Aaron Mc Andrew is a financial advisor at Family Wealth Planning Partners with 10 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets across more than a thousand accounts. The firm offers personalized investment management, comprehensive financial planning, and retirement-plan advisory services, utilizing both advisor-managed separate accounts and firm-managed model portfolios with options for discretionary or non-discretionary implementation.

Wyatt Callison is a CFP® with eight years of industry experience, currently serving as the sole advisor at DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Private Client Services, Guidance Capital, and Money Concepts Advisory Service. He is also involved with Guidance Capital, Inc., an RIA based in Louisville. DMLO Wealth Planning provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using diversified funds, individual securities, and both fundamental and technical analysis, and it may allocate client assets to other managers, including affiliated sub-advisers.

Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.

Vicki Marchand is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial since 2009. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management alongside written financial plans and periodic reviews.

Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.