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.

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.

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.

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.

Michael Ellison is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services, First Allied Securities, and Magnate Advisory Services. Outside of advising, he is involved in real estate as an owner, broker, and developer through MJE Enterprises LLC. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a fiduciary approach, constructing customized portfolios that combine fundamental, technical, and charting analyses.

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.

Lawrence Carter is a financial advisor at Retirement Planning Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as an advisor to the board of a local condo association and provides notary services to personal clients. Retirement Planning Solutions, LLC offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, and provides ongoing investment monitoring and review.

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.