Aaron Mc Andrew is a financial advisor at Family Wealth Planning Partners with 10 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets across more than a thousand accounts. The firm offers personalized investment management, comprehensive financial planning, and retirement-plan advisory services, utilizing both advisor-managed separate accounts and firm-managed model portfolios with options for discretionary or non-discretionary implementation.

Wyatt Callison is a CFP® with eight years of industry experience, currently serving as the sole advisor at DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Private Client Services, Guidance Capital, and Money Concepts Advisory Service. He is also involved with Guidance Capital, Inc., an RIA based in Louisville. DMLO Wealth Planning provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using diversified funds, individual securities, and both fundamental and technical analysis, and it may allocate client assets to other managers, including affiliated sub-advisers.

Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.

Vicki Marchand is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial since 2009. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management alongside written financial plans and periodic reviews.

Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.

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.

Erin Guilfoil is a financial advisor at Bookends Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Bookends Financial Planning, Erin worked at Dow Chemical for 18 years. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple analytical approaches in its investment advice and offers discretionary portfolio management, written financial plans, and access to various managed account programs.

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.

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.