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.

Richard Phares is a Series 65-licensed financial advisor with seven years of industry experience. He is the sole advisor at Sapphire Fiduciary Advisors, LLC, an independent firm he joined in 2026 after previous roles at Cerity Partners, ARGI Investment Services, and Pallas Partners. Sapphire Fiduciary Advisors provides discretionary investment management to individuals, families, trusts, institutions, and other advisers, managing approximately $90 million in assets. The firm employs fundamental analysis focused on high-quality securities, using both equity and fixed-income research, and offers advisory, sub-advisory, and tri-party arrangements.

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.

Paula Mcconville is a financial advisor with MC Financial Services, Inc. in Louisville, KY, holding a Series 65 designation and 16 years of industry experience. She has been with MC Financial Services since 2009 and also serves as the Chief Financial Officer for GAAB Investments, LLC and related fast food franchise entities in Kentucky and Indiana. MC Financial Services, Inc. is a small registered investment adviser managing approximately $61 million across about 67 client relationships. The firm provides investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients, using a mix of risk-based asset allocation and tactical adjustments.

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

Emily Beilman is a Certified Financial Planner™ at Belle Trace Financial Planning with three years of industry experience. She has previously worked at Coats Financial Planning, Inc. and Plancorp, LLC. Belle Trace LLC is a state-registered, fee-only financial planning and investment management firm serving individuals, trusts, estates, and small businesses. The firm offers comprehensive financial planning alongside investment advice, using a long-term buy-and-hold approach with no-load mutual funds and passive ETFs, operating strictly on a fee-only basis.

Peter Gaughan is a financial advisor at Retirement Planning Solutions, LLC in Louisville, KY, holding Series 63 and 65 licenses with 43 years of industry experience. He previously worked at Raymond James and Silver Oak Securities. Outside of his advisory role, he is the owner and president of Peter J. Gaughan LLC, a separate business focused on managing administrative and budgeting tasks. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, including a dedicated division for amateur and professional athletes. The firm offers discretionary investment management, financial planning, and retirement advice, employing a primarily long-term investment approach that includes fundamental and technical analysis, option strategies, and tax-efficient asset management.

Anna Coats is a financial advisor at Coats Financial Planning in Louisville, KY, with 10 years of industry experience. She holds a Series 65 designation and has worked at Coats Financial Planning since 2014. She is also the owner and principal of Via Lata Consulting, a small supply chain operations and compliance firm. Additionally, Coats serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association. Coats Financial Planning provides comprehensive, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses, serving both high-net-worth and non-HNW households. The firm follows a long-term, buy-and-hold investment philosophy focused on asset allocation, primarily using passively managed index funds and ETFs, and charges a flat-fee retainer based on complexity rather than a percentage of assets.

Alan Nocito is a ChFC® with 22 years of industry experience, currently serving as President and owner of MC Financial Services, Inc. in Louisville, KY, where he has worked since 2002. He also provides tax preparation and filing services for individuals and small businesses during tax season. MC Financial Services, Inc. is a registered investment adviser with three advisors managing approximately $61 million across a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a structured financial planning process and manages portfolios through a combination of risk-based asset allocation and tactical adjustments, primarily on a non-discretionary basis.

Marlene Men is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Pillar Financial Advisors, LLC and has previously held roles at Mercer Global Advisors Inc., JPMorgan Chase, and Dennis L. Thomas, PLLC, among others. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies implemented with ETFs and mutual funds, managing client accounts on a discretionary basis under individualized Investment Policy Statements.

Noah Ellison is a CFP® professional with four years of industry experience, currently with Retirement Planning Solutions, LLC in Louisville, KY. He has previously worked at Silver Oak Securities, Inc. and has experience in both academic and financial sectors. Outside of his advisory role, he is licensed to recommend and write life insurance policies. Retirement Planning Solutions, LLC serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, with a dedicated division for amateur and professional athletes. The firm uses a primarily long-term investment approach combined with multiple analysis techniques and may engage in option strategies and external money managers, also offering services such as discretionary investment management and comprehensive financial planning.

John House is a financial advisor at Mackhouse Capital with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mackhouse, LLC since 2007. The firm provides investment and asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities on a fee-only basis. MackHouse Capital uses an asset-allocation approach focused on market efficiency and diversification, managing approximately $5.4 million across 13 discretionary accounts.

Christopher Ricketts is a Series 66-licensed financial advisor with 14 years of industry experience. He is currently with Ricketts Financial, LLC, where he has worked since 2020, and previously held roles at Raymond James & Associates and American Equity Investment Corp. Outside of his advisory work, he is a paid soccer coach at The West End School. Ricketts Financial serves individuals, trusts, estates, corporations, and qualified retirement plans, providing financial planning, investment and wealth management, and retirement plan consulting. The firm employs a tailored investment process led by an Equity Strategy Team and manages approximately $290.5 million in discretionary assets for around 114 clients.

Nicholas Whitmer is a CFP® professional with 12 years of industry experience, currently affiliated with DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Guidance Capital, Money Concepts Advisory Service, ARGI Financial Group, and Jefferson National Financial Corp. He is also a licensed insurance professional. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs a customized, primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis.

Stuart Coats is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Coats Financial Planning since 2000. Coats Financial Planning serves individuals, trusts, estates, and small businesses, working with both high-net-worth and non-HNW households. The firm offers comprehensive, fee-only financial planning and investment management, focusing on asset allocation and a long-term, buy-and-hold approach using primarily passively managed index funds and ETFs.

Donald Mercurio is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital from 2011 to 2017 and has been with Mercurio Wealth Advisors since 2000. Outside of advisory services, he is involved with Mercurio Insurance Services, an insurance agency affiliated with the firm. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm employs third-party tools to assess risk tolerance and consolidate reporting, offers estate and insurance-related advice, and coordinates with clients’ other advisors.

Jennifer Ringstaff is a financial advisor with Riverstone Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. She has been with Riverstone since 2012 and is also a partner at Louis T. Roth & Co., PLLC, where she dedicates significant time. Outside of her advisory roles, she serves as director of a bookkeeping service. Riverstone Asset Management provides discretionary portfolio management and wealth advisory services primarily to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm applies a Modern Portfolio Theory-based investment approach using diversified, low-turnover, asset-class exposures, primarily through no-load mutual funds and passive ETFs, and benefits from close coordination with its wholly owned accounting affiliate.

William Alsup is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with DMLO Wealth Planning, LLC and has prior experience at several firms including Private Client Services, LLC and Guidance Capital, Inc. Alsup is also a licensed insurance professional in a non-investment capacity. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is customized and primarily long-term, utilizing diversified mutual funds, ETFs, individual stocks and bonds, along with fundamental and technical analysis, and it maintains affiliations with related entities for sub-advisory services.

Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.

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.