Tammi Dauby is a financial advisor at Brookstone Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations. Her prior roles include positions at LaSalle St Investment Advisors, INVEST Financial Corp., and L&N Federal Credit Union. 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 variety of analytical methods and sub-advisors to tailor portfolios to client goals.

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.

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.

Anthony Roberts is a ChFC® with nine years of experience at Prosperity Asset Management, LLC and additional industry involvement dating back over 35 years through A. Roberts & Associates Inc. He has worked with FERS-TSP Strategies LLC since 2020 and previously with Gradient Advisors, LLC. Outside of his advisory role, he is an insurance agent and owner of A. Roberts & Associates Inc. in Louisville, KY. Prosperity Asset Management serves individuals, small businesses, and high-net-worth clients by providing portfolio management through third-party model portfolios, financial planning, and educational seminars. The firm operates primarily as a co-advisor to Gradient Investments, LLC and emphasizes documented client objectives and model-based investment strategies.

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.

Aaron Mc Andrew is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles with Shepherd Financial Investment Advisory, Capital Analysts, Lincoln Investment, and Parkland Securities. Outside of advising, 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 entities, managing approximately $317 million in assets. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, utilizing both advisor-managed accounts and firm-managed model portfolios.

Jermetria White is a financial advisor with Brookstone Financial, holding a Series 65 designation and five years of industry experience. Her prior work includes roles at 62 Sales and Volunteers of America Mid-States. In addition to her advisory role, she is involved with Roots of Love since 2026. Brookstone Financial serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses multiple analytical methods and both long- and short-term strategies while offering educational seminars and referring clients to third-party managers.

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.

Donald Garton is a CFP® and ChFC® with 34 years of industry experience. He has been with Advantage Investment Management since 2005 and previously worked at Securities Service Network, Securities America, Inc., and Benchmark Investments, LLC. Outside of his advisory role, he serves on the Finance Committee of Highland Presbyterian Church. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, families, trusts, corporations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Lisa Heffley is a ChFC® credentialed advisor at Advantage Investment Management with 32 years of industry experience. She has worked at Benchmark Investments, Securities America, and Securities Service Network before joining Advantage Investment Management, where she has been since 2013. Outside of her advisory role, she serves on the Board of Trustees and Investment Committee of a religious organization in Louisville, KY. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to a diverse client base including individuals, families, estates, trusts, corporations, charitable foundations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Justin Kepley is a CFA® charterholder with one year of experience in the financial industry. He is currently with Axiom Financial Strategies Group, LLC and has previously held roles at Spring Street Solutions and BLH Investments LLC, where he served as President and was engaged in proprietary securities trading. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm combines active and passive strategies to create customized portfolios and offers retirement-plan oversight and participant education.

Vincent Hyman is a financial advisor at American Capital Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at American Capital Management since 2007 and Regulus Financial Group since 2023. Outside of advising, he is a member of GPS Management LLC, a company that develops and markets automatic vehicle location equipment. American Capital Management serves individual clients, retirement plans, and charitable institutions with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs tailored investment strategies using mutual funds, ETFs, stocks, and bonds, and offers both in-house and external managed program options.

Michael Cole is a financial advisor at Advantage Investment Management with Series 63 and Series 65 credentials and two years of industry experience. He has held roles at Benchmark Investments, Fidelity Investment, and Enterprise Rent-a-Car. Advantage Investment Management provides discretionary and non-discretionary investment management, financial planning, consulting, and retirement-plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation, employs a proprietary quantitative optimization model, and offers specialized retirement-plan investment services.

Benjamin Doninger is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 65 license with 11 years of industry experience. He has worked at The Gleason Group, Inc. since 2022 and previously spent seven years at Centerline Wealth Advisors, LLC. The Gleason Group is a registered investment adviser team serving individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a goal-based, long-term buy-and-hold strategy using diversified allocations and fundamental analysis, tailoring advisories to clients’ risk tolerance, time horizon, and liquidity needs.

David Scott Jr. is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of advising, he is involved in several entrepreneurial and non-investment ventures including ownership of Next Chapter Institute, LLC, which focuses on resilience and adaptability training, and serves as Certificate Director in Family Business Management and Advising at the University of Louisville. Axiom Financial Strategies Group provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm constructs customized, goal-oriented portfolios blending active and passive investments, employs discretionary portfolio management, and is noted for its wrap fee program and educational offerings.

Ronald Denman is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Capital Management since 2007. Prior to that, he was with American Equity Investment Corporation for 27 years. His other business activities include involvement with fixed and variable insurance and annuity products. American Capital Management serves a diverse client base including individuals, high-net-worth households, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to multiple third-party money managers, using investment strategies tailored to each client’s goals.

Sawyer Lillard is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Axiom and Integrity Alliance, LLC, he worked at Jefferson Bank for four years and spent one year with Jefferson City Parks and Recreation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm constructs customized, goal-oriented portfolios with a long-term focus, blending active and passive strategies, and offers retirement-plan oversight and participant education as part of its advisory services.

Lew Newton is a financial advisor at American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with American Capital Management since 2012. Outside of his advisory role, he is involved in an entertainment business focused on magic and mime. American Capital Management serves a diverse client base, including individual investors, retirement plans, charitable institutions, and trusts. The firm offers discretionary portfolio management and tailored investment solutions, utilizing both in-house and third-party managed programs.

Randall Walker is a Series 65-licensed advisor with American Capital Management, Inc., where he has worked for nine years. He previously worked at Mercurio Wealth Advisors and Mercurio & Associates. Outside of his advisory role, Walker is also an independent insurance agent involved in annuity and life insurance sales. American Capital Management serves a diverse client base including individuals, retirement plans, and charitable institutions by providing discretionary portfolio management, financial planning, and access to third-party money managers. The firm customizes investment advice to client goals and offers multiple in-house and third-party managed program options.

Lindsay Manietta is a financial advisor at The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation with nine years of industry experience. She has been with The Gleason Group since 2016, working as part of a six-advisor team. The Gleason Group serves individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations by providing comprehensive wealth management, financial life planning, and retirement plan consulting. The firm employs a goal-based, long-term buy-and-hold investment approach focused on fundamental analysis and diversified allocations tailored to each client's risk tolerance and objectives.