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.

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.

William Allen is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has experience working with LPL Financial LLC and Meridian Wealth Management, alongside roles outside the financial industry including construction. Allen was a full-time student athlete during his college years. KPP Advisory Services LLC provides personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-based strategies.

Evan Coartney is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Churchill Financial Advisors, LLC, where he has worked since 2022, and previously spent four years at MCM CPA's & Advisors. Coartney also serves as Vice President of Accounting and Administration at Churchill Financial Advisors. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary investment approach incorporating fundamental and technical analysis across a broad range of securities and operates exclusively as a wrap fee sponsor.

William Ralston is a CFP® professional with 23 years of industry experience, currently affiliated with KPP Advisory Services LLC since 2017 and LPL Financial LLC since 2012. He provides investment advisory services through KPP Advisory Services, an independent registered investment advisor. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and emphasizes asset-allocation portfolios primarily focused on mutual funds and ETFs, incorporating third-party managers and algorithm-based strategies.

Jacob Geoghegan is a CFP® with one year of industry experience, currently affiliated with KPP Advisory Services LLC. He has previously worked at LPL Financial and Kentucky Planning Partners. Geoghegan provides administrative support to KPP Advisory Services LLC. KPP Advisory Services LLC offers financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a fiduciary approach with an emphasis on asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based model solutions, delivering tailored services from investment management to comprehensive wealth planning.

Martin Walthers is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at KPP Advisory Services since 2017 and has prior experience with LPL Financial, FH Clarkson Financial Services, and Robert H. Clarkson Financial Services. KPP Advisory Services LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets, focusing on mutual fund and ETF portfolios supplemented by third-party managers and algorithm-based strategies, and operates under a fiduciary standard.

Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.

Michael Ramser is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Nationwide Investment Services Corporation, Jurs Montgomery Brokerage, and US Bank. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios that include equities, fixed income, alternative investments, and model managers, supported by an in-house CPA and estate-planning attorney.

Jonathan Coartney is a financial advisor at Churchill Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Verisys Corporation, Clare & Berry, the Kentucky Department of Revenue, and the University of Louisville Louis D. Brandeis School of Law. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides individualized portfolio management through a wrap fee program and employs a combination of fundamental and technical analysis across various asset classes while actively monitoring and rebalancing portfolios.

Tony Coffey is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has worked with Parthenon Capital Management since 1998 and has been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Parthenon LLC primarily serves families, trusts, family foundations, and related entities, managing discretionary equity and fixed-income portfolios. The firm emphasizes original, in-house research and long-term investment strategies, typically working with high-net-worth clients.

Michael Robinson is a financial advisor at Atlas Brown with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Brown Investment Advisors since 2008. Prior to that, he was involved with Cypress Alts LLC and Cypress Holdings LLC for ten years. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.

Austin Hill is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Fund Evaluation Group, Raymond James & Associates, and Jefferson National Securities Corporation. Outside of his advisory work, he is involved with King of the Hill LLC, a real estate rental business. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management for individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and employs a fiduciary approach with portfolios focused on mutual funds and ETFs, supplemented by third-party managers and algorithm-based strategies.

Benjamin Hopper is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, Kentucky Planning Partners, and Western Kentucky University. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base ranging from individuals to charitable organizations. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based models, operating under a fiduciary standard with tailored wealth management solutions.

Eric Poole is a CFP® professional with 11 years of industry experience, currently serving as an advisor at KPP Advisory Services LLC since 2017. He also has a background with LPL Financial LLC, where he has worked since 2013. Outside of his advisory roles, Poole is involved in providing long-term care insurance planning through LTCI Partners. KPP Advisory Services LLC is a multi-advisor firm offering financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF asset allocation, supplemented by third-party managers and algorithm-based strategies.

Joel Koerner is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Natural Investments since 2015. 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 investing within a long-term framework, managing approximately $2.05 billion through a team of 24 advisors.