David Padgett is a financial advisor at Farnsley Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities. Outside of advising, Padgett serves as a college basketball analyst for ESPN and is involved in local community activities, including serving on the board of St. Matthews Little League and coaching boys varsity basketball at North Oldham High School. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs a multi-method investment approach and offers ongoing, typically discretionary, asset allocation and portfolio monitoring.

Anthony Christensen is a financial advisor at ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Private Client Services and Purshe Kaplan Sterling Investments, alongside over two decades at Access Wealth Management, Inc. He serves as a board member for the Juvenile Diabetes Research Foundation and holds board roles with the Nick Lachey Foundation and the Wendy Novak Pediatric Diabetes Care Center. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management, private wealth services, retirement-plan consulting, and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a diverse investment approach including mutual funds, ETFs, equities, bonds, third-party managers, and alternative investments, and is notable for its affiliated real estate and private fund activities and use of option derivatives in portfolio management.

James Metzger is a financial advisor at Farnsley Advisors in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with C. Farnsley, LLC since 2017 and has involvement with Russata Stables dating from the same year. Prior to this, he worked at Fixe from 2015 to 2017. Farnsley Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a variety of analytical methods and investment strategies, offering discretionary portfolio management and customized Investment Policy Statements.

Eric Johnson is a financial advisor at Riverstone Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Riverstone since 2012. In addition to his advisory role, Johnson is a partner at Louis T. Roth & Co., PLLC and serves as director of a bookkeeping service outside of securities trading hours. Riverstone Asset Management provides discretionary portfolio management and wealth advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a broadly diversified, low-turnover investment approach based on Modern Portfolio Theory and is wholly owned by an accounting firm, enabling coordinated advisory and tax/accounting services.

Spencer Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, comprehensive portfolio management with financial planning, and pension consulting, focusing on asset allocation, regular rebalancing, and both fundamental and technical analysis.

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.

Gregory Curry is a CFA® and PFS™ with 28 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC since 1997. He is also a member of Currypowder Holdings LLC, a non-investment-related entity that owns the business location of Pillar Financial Advisors. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including a significant number of affluent and high-net-worth clients. The firm provides comprehensive wealth management services with a focus on long-term, largely passive investment strategies implemented through low-cost mutual funds and ETFs, emphasizing tax-aware asset location and minimizing portfolio turnover.

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.

Caitlin Rose is a financial advisor with ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has worked at ACCESS Wealth Management, Inc. since 2009 and has prior experience with Purshe Kaplan Sterling Investments and Private Client Services. In addition to her advisory role, she is involved with ACCESS Family Office Services, providing bookkeeping, bill payment, and tax services. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, offering retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm uses a diverse investment approach, including mutual funds, ETFs, individual equities and bonds, third-party managers, alternative investments, and option-based strategies.

Tom Walsh is a CFA® charterholder with 16 years of experience in the financial advisory industry. He currently works at Pillar Financial Advisors, LLC and has been with Cashel Financial Advisors, LLC since 2009. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, with a focus on affluent and high-net-worth clients. The firm provides comprehensive wealth management services that include portfolio management, retirement advice, and coordinated financial planning, emphasizing long-term, largely passive investment strategies using low-cost mutual funds and ETFs.

Brad Hellman is a CFP® with seven years of industry experience. He has been with ACCESS Wealth Management, LLC since 2026 and has been associated with the firm’s predecessor, Access Wealth Management, Inc., since 2015. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, including retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a mix of mutual funds, ETFs, equities, bonds, and alternative investments, managing portfolios on both discretionary and non-discretionary bases, and offers a Hedged Equity Strategy using options as a tax-efficient hedge.

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.

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.

Douglas Davis is a CFP® professional with 16 years of experience in the financial services industry. He is currently with PCG Wealth Management and has previously worked at LPL Financial and Waddell & Reed, among others. Davis also operates a separate business entity for tax and investment purposes. 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 emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, with capabilities in retirement-plan fiduciary services that differentiate it from many peers.

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.

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 with Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has been with Alexander Investment Services Co. since 1993. Outside of his advisory role, he serves on the board of Freedom Lake Ministries, which operates a mentorship program for men transitioning from incarceration. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular reviews tailored to client objectives and risk tolerance.

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.

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.

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.