Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. 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, using diversified portfolios and both fundamental and technical analysis.

Nicholas Alcorn is a CFP® professional with three years of industry experience, currently serving at Reliant Wealth Planning, LLC in Louisville, KY. His prior work includes roles at Panera Bread, Red Lobster, and EF: 6 Holdings, LLC. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering standalone plans and integrated wrap-fee asset management. The firm uses a multi-layer investment framework combining risk-based templates, a tactical allocation strategy, and a liquidity reserve, with services that include cash flow and retirement planning, portfolio construction, and estate planning support.

Caitlin Gatewood is a CFP® professional with five years of experience at Reliant Wealth Planning, LLC in Louisville, KY. Prior to joining Reliant, she held various roles including multiple positions at Western Kentucky University and at companies such as Target, Humana, and Kindred Healthcare. Reliant Wealth Planning is a six-advisor team that provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households. The firm uses a multi-layer investment framework and offers services ranging from standalone financial plans to comprehensive wealth management.

Ethan Ransdell is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 65 designation. He has one year of experience at Guidance Capital and prior work experience across various industries including aviation support, equine association management, and retail. Guidance Capital provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with an investment approach that includes diversified portfolios using mutual funds, ETFs, stocks, and bonds, combined with both fundamental and technical analysis.

Shaun Chelf is a CFP® with 25 years of industry experience, currently serving as a founding partner and owner at Reliant Wealth Planning, LLC since 2017. His prior experience includes roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL LLC. Outside of financial advising, he is a founding partner and owner of a commercial building in Louisville, KY. Reliant Wealth Planning is a team-based firm that serves individual clients with fee-based financial planning and discretionary wealth management. The firm employs a multi-layer portfolio framework combining risk-based core templates, tactical asset allocation, and liquidity reserves, and coordinates services including estate planning support and investment due diligence.

Gregory Ludwig is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Private Client Services, LLC, Money Concepts Advisory Service, and Shared Medical Services. He is also a licensed insurance professional in a non-advisory capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $384 million in discretionary assets. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolio construction that includes mutual funds, ETFs, individual securities, and allocations to other managers.

Wyatt Callison is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Guidance Capital, Inc. and has previously worked at Money Concepts Advisory Service and Sherwin-Williams. He is also associated with DMLO Wealth Planning, LLC. 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, constructing customized long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds with both fundamental and technical analysis.

Lucas Adams is a CFP® affiliated with Reliant Wealth Planning, LLC in Louisville, KY, with six years of industry experience including roles at Glenview Trust Company and Boys & Girls Clubs of Kentuckiana. He has been with Reliant Wealth Planning since 2022, where he is part of a six-advisor team. Reliant Wealth Planning provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households, managing approximately $595 million across about 1,700 client relationships. The firm uses a multi-layer portfolio framework with dynamic asset allocation and offers services ranging from standalone financial plans to comprehensive wealth management.

Dean Weerstra is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at LPL Financial and Ameriprise Financial Services. He has business interests related to tax and investment services through Weerstra and Associates LLC. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm utilizes a strategic asset allocation approach combined with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Marcia Lewis is a financial advisor with Cetera Planning Partners in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Avantax Planning Partners, CSSC Brokerage Services, and CSSC Investment Advisory Services prior to joining her current firm. Lewis also serves as Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Additionally, she is a member-owner and advisor at Green Street Capital, LLC, offering wealth management services to diverse clients. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm utilizes a diversified allocation investment process based on mutual funds and ETFs, complemented by tax planning, bookkeeping, payroll support, and estate-planning services through third-party providers.

Graven Monsour is a financial advisor at Cerity Partners LLC in Louisville, KY, holding a Series 65 credential with less than one year of industry experience. Prior to joining Cerity Partners, he worked at First Watch and has a background that includes roles at the University of Tennessee Knoxville and local schools. Cerity Partners provides customized wealth management services to a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory work, he is the owner of Flat 6, LLC, a tax entity with non-investment-related activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies using proprietary and third-party portfolios.

Jason Waters is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked at ARGI Investment Services, LLC and ARGI Financial Group from 2006 to 2023. Waters serves on the Elizabethtown Community College Foundation Board and participates in the Baptist Health System Campaign Cabinet. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Patrick Mc Guire is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at ARGI Investment Service LLC, Farris CPA's, and Hamilton, Thomas & Company. Cerity Partners is an SEC-registered investment adviser serving a broad client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Sarah Zoeller is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with one year of industry experience. She has worked at several firms including Rivel, Cyberreason, Vistra Corp, Esperion, Louisville Metro, and Yum Brands prior to joining Cerity Partners. Cerity Partners provides wealth management and related services to a wide range of clients including individuals, families, trusts, estates, business entities, and institutional investors. The firm’s approach combines tailored asset allocation and manager selection with proprietary quantitative screening alongside third-party managers and individual securities.

Abigail Miles is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and has previous experience at ARGI Investment Services, LLC and Purestone Loan Services. Abigail’s background also includes roles in educational institutions such as Western Kentucky University and Mercy Academy. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, estates, business entities, and institutional investors. The firm employs a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Thomas Harris is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior roles include positions at FIFTH THIRD SECURITIES, Inc. and PNC Wealth Management. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs that incorporate third-party managers and platforms like Envestnet.

Emily Butler is a financial advisor with Cerity Partners LLC, holding a Series 65 credential and currently based in Louisville, KY. She has one year of industry experience, with prior roles at Witten Financial Services, FSA Management Group, Sumitomo Corporation, and Western Kentucky University. Cerity Partners provides customized wealth management services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement consulting, tax planning, insurance placement, and access to alternative and private-market investments, utilizing tailored asset allocation and a mix of proprietary and third-party strategies.

Colin Wheeler is a CFP® and Series 65 credentialed advisor at Cerity Partners LLC with 12 years of industry experience. He previously worked at ARGI Investment Services for seven years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing supported by proprietary quantitative screens alongside third-party managers and individual securities.

Ryan Mcdaniel is a CFP® professional with 16 years of industry experience, currently serving at Money Concepts Capital Corp since 2017. He also has roles at E. M. Ford & Company and has previously worked with USA Financial Securities and Vineyard Financial. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs.