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.

Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.

Stephen Gibson is a Series 66 licensed financial advisor with 12 years of industry experience. He currently serves as director, financial advisor, and chief compliance officer at DMLO Wealth Planning, LLC, and has worked at several firms including Money Concepts Capital Corp. and Jjb Hilliard Wl Lyons LLC. Gibson is involved in various nonprofit and philanthropic organizations, including serving as a board member for the Greater Louisville & LaGrange Baptist Health Foundation and participating in multiple local charitable foundations. 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 employs a customized, primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with oversight of affiliated sub-advisers and a structure partially owned by an accounting firm.

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.

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.

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 63, 65, and 66 licenses and has worked at firms including Morgan Stanley, Merrill, and Silver Leaf Capital. Outside of his advisory role, Sexton practices as a civil litigation attorney. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and their clients, offering model portfolio implementation, performance reporting, and administrative support. The firm employs a data-driven, tactical asset allocation strategy that incorporates proprietary software and algorithmic signals.

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.

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.

Seth Stewart is a financial advisor at Brookstone Financial with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Center Street Securities and PMB Capital Management. Outside of advisory work, he is involved in several business ventures including serving as president of Brookstone Development, LLC, which focuses on real estate development, and operating an athlete NIL agency. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations. The firm manages approximately $76.9 million in discretionary assets and offers services including asset management, financial planning, and retirement plan consulting, employing a range of analytical methods and utilizing sub-advisors and third-party managers.