Sawyer Lillard is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Axiom and Integrity Alliance, LLC, he worked at Jefferson Bank for four years and spent one year with Jefferson City Parks and Recreation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm constructs customized, goal-oriented portfolios with a long-term focus, blending active and passive strategies, and offers retirement-plan oversight and participant education as part of its advisory services.

Lew Newton is a financial advisor at American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with American Capital Management since 2012. Outside of his advisory role, he is involved in an entertainment business focused on magic and mime. American Capital Management serves a diverse client base, including individual investors, retirement plans, charitable institutions, and trusts. The firm offers discretionary portfolio management and tailored investment solutions, utilizing both in-house and third-party managed programs.

David Russell is an executive vice president at Atlas Brown with 43 years of industry experience. He has held positions at Private Client Services, LLC and has been with Atlas Brown since 2014. Outside of his advisory role, he operates Mo Chuisle Farm in Shelbyville, KY, and serves as treasurer for the One Seagrove homeowners' association in Santa Rosa Beach, FL. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various entities, managing approximately $567.5 million across 438 clients. The firm employs institutional techniques and offers a range of portfolio management and Family Office services tailored to client needs.

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 a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and two years of industry experience. He previously worked at Raymond James Financial and PNC Private Bank. In addition to his advisory role, Mr. Ebert is a licensed insurance agent involved in insurance sales and implementation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm offers customized, goal-oriented portfolios with a long-term focus using a blend of active and passive strategies, alongside retirement-plan oversight and participant education.

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 at Axiom Financial Strategies Group, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience as a senior tax manager at Rodefer Moss & Company and roles in tax preparation and consulting through her own firm, LMD Consulting. Driver is also a licensed insurance agent. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm builds customized, goal-oriented portfolios using both active and passive strategies and sponsors a wrap fee program that consolidates transaction costs into a single asset-based fee.

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.

Brady Jackson is a financial advisor at Shepherd Wealth Management in Louisville, KY, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Charles Schwab, TD Ameritrade, Scottrade, and PNC Investments. Shepherd Wealth Management is a fee-only advisory team serving individuals and high-net-worth clients, managing approximately $162 million in discretionary assets. The firm emphasizes a primarily passive investment approach using index funds and ETFs, supplemented by various analytical techniques, and offers ongoing financial planning and retirement consulting.

Gloria Bommarrito is a financial advisor with Axiom Financial Strategies Group, LLC, holding a Series 66 designation and 26 years of industry experience. She has held roles at Integrity Alliance, Lion Street Advisors, Spring Street Solutions, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Citigroup Global Markets. She is dually registered as an Investment Advisor Representative and Registered Representative and is involved in providing insurance solutions through Spring Street Solutions. Axiom Financial Strategies Group offers wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm constructs customized portfolios with a long-term focus, combining active and passive strategies, and provides retirement-plan oversight and participant education.