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.

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.

Megan Dant is a Series 65–licensed financial advisor at Saling Wealth Advisors in Louisville, KY, with three years of industry experience. She previously worked at Hilliard Lyons Trust Co LLC for four years before joining her current firm. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using personalized Investor Profiles and predominantly mutual funds and ETFs in portfolio construction.

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.

Laura Clark is a CFP® professional with 25 years of industry experience. She is a founding partner at Reliant Wealth Planning, LLC, where she has worked since 2017. Prior to that, she held roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL Lyons LLC. Outside of her advisory work, Clark serves as president of the PEO International Chapter E, a charity based in Louisville, KY. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering services such as cash flow and retirement planning, investment due diligence, and estate planning support. The firm uses a multi-layer investment framework combining core risk-based templates, a tactical allocation strategy, and a liquidity reserve, with periodic rebalancing and layer adjustments.

Gerald Wells is a Series 63 licensed financial advisor with Alexander Investment Services Co. in Louisville, KY, bringing 45 years of industry experience. He has been with Alexander Investment Services Co. since 1983. Outside of his advisory role, he serves as a shareholder and director of a Papa John's Pizza franchise and is involved in health insurance and golf course operations as a director and shareholder, respectively. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical analysis alongside long-term purchase strategies, managing most client assets on a non-discretionary basis.

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.

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.

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 Doninger is a CFP® and Series 65-licensed financial advisor with 10 years of industry experience. He has been with The Gleason Group, Inc. since 2022 and previously worked at Centerline Wealth Advisors, LLC for seven years. The Gleason Group, Inc. provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, typically using diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon, managing nearly $1 billion in assets with a small team.

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.

Kody Williams is a financial advisor at Saling Wealth Advisors in Louisville, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Saling Wealth Advisors in 2025, he worked at Vermillion Financial Advisors in 2024. Saling Wealth Advisors manages approximately $618 million in client assets for individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and portfolios primarily composed of mutual funds and ETFs.

Luke Lyle is a financial advisor with Winebrenner Capital Management LLC in Louisville, KY. He holds the Series 65 designation and has one year of industry experience. Prior to joining Winebrenner Capital Management, he worked at Forth Technologies, Truist Advisory Services, Stock Yards Bank & Trust, and Spectrum Financial Alliance. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, fund management for private pooled vehicles, and access to third-party money managers, using a bottom-up, fundamental investment process focused on identifying undervalued opportunities.