Gregory Curry is a CFA® and PFS™-designated financial advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC since 1997 and worked at Mercer Global Advisors Inc. beginning in 2026. Mr. Curry is also a member of Currypowder Holdings LLC, which owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients. The firm provides integrated wealth management with a focus on long-term, primarily passive investment strategies implemented through ETFs and mutual funds, and manages client accounts on a discretionary basis under individualized Investment Policy Statements.

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.

Brady Jackson is a financial advisor at Shepherd Wealth Management in Louisville, KY, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab, Merrill, and Bank of America. Shepherd Wealth Management serves individual and high-net-worth clients by providing investment management, financial planning at no additional fee, and retirement plan consulting. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, managing about $162 million in discretionary assets across a four-advisor team.

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.

Tom Walsh is a CFA® charterholder with 16 years of industry experience. He is currently with Pillar Financial Advisors, LLC and has also worked at Cashel Financial Advisors, LLC since 2009. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including both individual and high-net-worth clients. The firm focuses on long-term, primarily passive investment strategies using ETFs and mutual funds, combined with integrated wealth management and personalized Investment Policy Statements.

Max Lile is a financial advisor at AllStreet Capital LLC in Louisville, KY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with AllStreet Capital since 2016. Lile is also licensed as an insurance agent in Los Angeles, CA. AllStreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm specializes in comprehensive wrap-fee portfolio management, employing a mix of asset allocation, fundamental and technical analysis, and various trading strategies tailored to client objectives.

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.

Douglas Davis is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently with PCG Wealth Management, where he has worked since 2021, and previously held roles at LPL Financial and Waddell & Reed. Davis operates an independent advisory business through PCG Wealth Advisors, LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients with a team of 18 advisors. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, alongside other investment vehicles, and offers a range of discretionary and non-discretionary portfolio management and financial planning services.

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.

Derrick Vickery is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with LPL Financial since 2021 and previously spent ten years at Hospice of Lake Cumberland. Outside of his advisory role, he serves as the CFO of Roofing of Southern Kentucky. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation using mutual funds, ETFs, third-party managers, and algorithm-based models while operating under a fiduciary standard with annual reviews and ongoing monitoring.

Miles Moskwa is a CFP® professional with four years of industry experience, currently serving as an investment advisor at KPP Advisory Services LLC in Louisville, KY. His work history includes roles at LPL Financial and Kentucky Planning Partners. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, third-party managers, and model portfolios, offering both discretionary and non-discretionary services under a fiduciary standard.

Alesia Mullis is a financial advisor at Churchill Financial Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Churchill Financial entities since 1999. Mullis serves as President and Chief Compliance Officer at Churchill Financial Advisors, LLC. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and offers individualized wrap asset management accounts using a range of investment strategies including fundamental and technical analysis.

William Fowler IV is a financial advisor with Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Benchmark Advisory Services, Southeast Investments, and Commonwealth Financial Advisors. He is also the owner of The Benefits Firm, an insurance business specializing in health insurance products. Advantage Investment Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation, incorporating a proprietary quantitative optimization model, and offers specialized services such as ERISA Section 3(38) investment management and consulting for pooled employer-sponsored plans.

John Barr II is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Parthenon Capital Management, LLC since 1999 and has over four decades of experience at J.J.B. Hilliard, W.L. Lyons, Inc. Parthenon LLC primarily serves high-net-worth families, trusts, and family foundations, providing discretionary equity and fixed-income portfolio management. The firm emphasizes original in-house research, long-term ownership, and tailored portfolios, managing approximately $1.22 billion across more than 200 client relationships.

Thomas Eifler Sr. is a financial advisor with WealthTrust Asset Management, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His prior work includes positions at TAMP Advisory Solutions, Jjb Hilliard Wl Lyons, and IC Advisory Services, Inc. He serves as an Investment Committee Member for St. Xavier High School, reviewing outside investment advisors. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm also provides asset-management and back-office services to other registered investment advisers, utilizing a strategy that combines quantitative screening with fundamental analysis.

Leo Hanlein is a financial advisor at Alexander Investment Services Co. with 33 years of industry experience. He holds a Series 63 designation and has been with Alexander Investment Services since 1993. Hanlein serves as a board member of Freedom Lake Ministries, which operates a mentorship program for men transitioning to productive lives after incarceration. Alexander Investment Services provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm uses technical, fundamental, and cyclical analyses alongside long-term purchase strategies, primarily managing client assets on a non-discretionary basis.

Thomas Falkner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Legacy Financial Independent Advisors LLC, where he has worked since 2023, and previously worked at First Kentucky Securities Corporation and the University of Louisville. Outside of his advisory role, Falkner serves as a financial concepts coach at Southeast Christian Church and is president of Ad-Rack, Inc., a distribution services company. Legacy Financial Independent Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental and technical analysis, with oversight of unaffiliated independent managers while acting in a fiduciary capacity.

Cherri Lamkin is a financial advisor at Atlas Brown with nine years of industry experience. She holds a Series 65 designation and has been with Atlas Brown since 2016. Atlas Brown serves high-net-worth individuals and families as well as charitable organizations, retirement plans, trusts, estates, and corporations. The firm offers family wealth management and Family Office Services, employing a multi-asset investment approach that combines internal research and external managers to create customized strategies.

Jessica Bourassa is a CFP® professional with seven years at Reliant Wealth Planning and three years of prior experience at Western Kentucky University. She is based in Louisville, KY, and has three years of industry experience. Reliant Wealth Planning offers fee-based financial planning and discretionary wealth management primarily to individuals, including high-net-worth households. The firm manages approximately $595 million across 1,700 client relationships, using a multi-layer investment framework with Core templates, a tactical asset allocation strategy, and liquidity reserves, alongside ongoing management of certain outside investments.

Andy Loving is a CFP® professional with 26 years of industry experience, currently serving at Natural Investments in Louisville, KY. He has been with First Affirmative Financial Network, LLC since 1999. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and socially responsible investments, managing approximately $2.05 billion through a team of 24 advisors.