Samuel Vonderheide is a financial advisor at Atlas Brown in Louisville, KY, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Client Services, LLC from 2015 to 2019. Outside of his advisory role, he supports fundraising efforts for the Louisville Zoo and works part-time in event merchandising. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and institutional clients. The firm manages approximately $567.5 million and offers portfolio management alongside Family Office services, employing institutional techniques and a multidisciplinary approach tailored to each client’s investment policy.

Brian Coxon is a financial advisor at Oxinas Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. and M. S. Howells & Co. Outside of his advisory role, he is a part-owner of a restaurant and brewery. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, offering portfolio management and financial planning services. The firm employs a client-specific, generally long-term investment approach using a range of instruments including mutual funds, ETFs, individual securities, and derivatives.

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.

Josiah Stowe is a financial advisor at RightOak Asset Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining RightOak, Stowe worked at Dominion Wealth Strategists and World Financial Group, and he served five years in the U.S. Army. He also spent time at The Southern Baptist Theological Seminary. RightOak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals with investment management, financial planning, retirement consulting, and estate-planning services. The firm emphasizes strategic asset allocation and long-term, value-oriented investing, utilizing proprietary models and third-party sub-advisors, and offers unique client engagement features such as educational events and online legal estate workflows.

Timothy Peoples is a financial advisor at American Capital Management, Inc. with 44 years of industry experience. He holds a Series 63 designation and has previously worked at American Equity Investment Corporation and Regulus Financial Group, LLC. Outside of advisory work, he serves as a board member of a nonprofit water utility company. American Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and financial planning tailored to client goals, utilizing a mix of mutual funds, ETFs, stocks, and bonds, along with both in-house and third-party managed programs.

William Hancock III is a CFA® charterholder with 22 years of industry experience. He is currently with Atlas Brown, where he has worked since 2005, and previously worked at Purshe Kaplan Sterling Investments. Hancock serves on the board of the Filson Historical Society, a nonprofit organization in Louisville, Kentucky, where he is a member of the finance and personnel committees. 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.

William Green is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Oxinas Partners Wealth Management since 2018 and previously spent five years at Hilliard Lyons. Outside of his advisory role, Green is involved in various business activities, including ownership of a golf clothing and accessories company, a consulting and bookkeeping firm, and an invention company, as well as volunteering with a charitable organization where he manages investments. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific, generally long-term investment approach using mutual funds, ETFs, individual securities, and alternative instruments, managing approximately $345 million in assets across a team of six advisors.

Cullen Ebert is an investment advisor representative at Axiom Financial Strategies Group, LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Raymond James Financial and PNC Private Bank. Ebert is also a licensed insurance agent. Axiom Financial Strategies Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets through customized, tax-aware portfolios that combine diversified mutual funds, low-cost ETFs, and selective individual securities.

Dianne Williams Wildt is a financial advisor at American Capital Management, Inc. with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at American Capital Management since 2013, alongside prior roles at American Equity Investment Corp and Regulus Financial Group. Outside of her advisory practice, she serves as a volunteer treasurer for Louisville First SDA Church and is a board member responsible for grounds management at Eagle Creek. American Capital Management serves a broad range of individual clients, retirement plans, and institutions by offering discretionary portfolio management, financial planning, and access to third-party money managers. The firm tailors investment advice to client goals and manages portfolios that include mutual funds, ETFs, individual stocks, and bonds.

Jimmy Ray III is a financial advisor at FMSA with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Core Planning, Thrivent Financial, Fidelity Investments, and Bank of America. Outside of his advisory role, he serves as an independent agent with various outside fixed insurance appointments. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach.

Paul Caruso is a financial advisor at Oxinas Partners Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Waddell & Reed, Inc. Caruso is based in Jeffersonville, IN, and is part of a six-advisor team. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services with a client-specific, generally long-term investment approach.

Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.

David Betz is a financial advisor at American Capital Management, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Money Concepts Capital Corp and W&S Brokerage Services. Betz is also the owner of Silver Valley Financial Group, LLC, a non-investment related business. American Capital Management serves a diverse client base including high-net-worth individuals, retirement plans, and charitable institutions, offering discretionary portfolio management, financial planning, and third-party manager referrals. The firm typically manages portfolios with mutual funds, ETFs, stocks, and bonds, and provides ongoing performance monitoring and reviews.

Leah Driver is a financial advisor with Axiom Financial Strategies Group, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Axiom in 2021, she worked in tax management and consulting roles, including as Senior Tax Manager at Rodefer Moss & Company. She is also the owner of LMD Consulting, providing tax preparation and consulting services, and is a licensed insurance agent. Axiom Financial Strategies Group LLC offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and constructs customized, tax-aware portfolios using diversified mutual funds, ETFs, and selective individual securities.

Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.

Gloria Bommarrito is an Investment Advisor Representative with Axiom Financial Strategies Group, LLC and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. She is also dually registered as a Registered Representative with LionStreet Financial, LLC and provides insurance solutions through Spring Street Solutions, LLC. Axiom Financial Strategies Group LLC offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets through a team of seven advisors and employs a primarily long-term, tax-aware investment approach with diversified portfolios.

Thomas Lockmund is a financial advisor at Silver Oak Securities, Incorporated with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Silver Oak Securities since 2021, following tenures at Royal Alliance and National Planning Corporation. He is also president of Thomas G. Lockmund, LLC, which focuses on marketing and sales of fixed annuities and securities. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals and manages roughly $2.4 billion in discretionary assets. The firm offers a range of advisory programs with primarily discretionary, client-tailored investment management and operates as both a registered investment adviser and broker-dealer.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Incorporated in Louisville, KY. He holds a Series 66 designation and has 18 years of industry experience, including 13 years at SeaCrest Wealth Management, LLC prior to joining Silver Oak Securities in 2025. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

Richard Madden is a financial advisor at Silver Oak Securities, Incorporated with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Seacrest Wealth Management, LLC for 14 years. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm delivers investment advice mainly on a discretionary basis, offering portfolio management, financial planning, third-party manager referrals, and solutions for held-away retirement plan assets.

Austin Jamison is a financial advisor at Geneos Wealth Management, Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at Geneos Wealth Management and Wright Wealth Management since 2018. Outside of his advisory role, he is a notary public and an independent representative for fixed insurance sales. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, investment advisory, and brokerage services, employing a range of analytic approaches and investment strategies tailored to client needs.