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.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.

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.

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.

Eugene Stone II is a CFA® charterholder with seven years of industry experience, currently serving as Chief Investment Officer at The Glenview Trust Company. He has worked at Almanack Investment Partners, LLC since 2020 and previously held roles at Avalon Advisors, LLC and PNC Bank. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and state or municipal entities. The firm employs a model-driven, risk-conscious approach using diversified portfolios and offers a range of strategies including long and short funds, options overlays, and digital asset allocations, while also managing adviser-led pooled vehicles and affiliated private funds.

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.

Michael Garton is a financial advisor at Advantage Investment Management with five years of industry experience. He holds a Series 65 designation and previously worked at Benchmark Advisory Services and served as a legislative aide for the Louisville Metro Council. He is currently Treasurer and Chief Financial Officer of the Louisville Young Democrats and Treasurer of the nonprofit Louisville Grows. Advantage Investment Management provides investment management, financial planning, and consulting services to a range of clients including individuals, families, retirement plans, and charitable organizations. The firm uses a combination of strategic and tactical asset allocation and incorporates a proprietary quantitative optimization model in portfolio construction.

Richard Thieneman III is a financial advisor at The Gleason Group, Inc. with a Series 65 designation. He has prior work experience at Turning Point Brands, Premier Packaging, Humana, and United Parcel Service. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, typically implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Marcia Lewis is a CFP® professional with 25 years of experience in financial services. She is currently with Avantax Planning Partners, Inc. and has held roles at Blue & Co., LLC and CSSC Brokerage Services, Inc. She is a Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses, utilizing model-based style allocation strategies and discretionary portfolio management within a larger corporate group structure.

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.

Bradley Fisher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC and D. Scott Neal, Inc. Outside of his advisory role, no additional business activities were noted. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

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.

Savannah Forleo is a financial advisor at Lanark Financial, Inc. based in Louisville, KY. She holds CFP® and ChFC® designations, as well as the Series 66 license, and has nine years of industry experience. Her prior work experience includes positions at L.M. Kohn & Company, PNC Investments LLC, Bank of America, Merrill, Morgan Stanley, and TIAA. Lanark Financial, Inc. provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of advisory programs and managed-account platforms with discretionary and non-discretionary management options.

Zachary Bennett is a financial advisor at Silver Oak Securities, Incorporated with one year of industry experience. He holds a Series 66 designation and has been involved with Link Crude Resources, LLC, a commodities brokerage focusing on physical crude oil and futures contracts, since 2020. Bennett also serves in the US Army. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management, a unified managed account program utilizing outside strategists, financial planning, and solutions for held-away retirement plan assets.

William Clark is a financial advisor with MCF Advisors, LLC in Louisville, KY, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, pension consulting, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach emphasizing risk management and offers a range of investment options alongside in-house legal and tax resources.

John Mcglynn is a financial advisor at NBC Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for L.M. Kohn & Company for 14 years before joining NBC Securities in 2025. Lanark Financial, Inc., associated with his firm, provides investment advisory services, financial planning, and portfolio management to individuals, ERISA-qualified accounts, trusts and estates, businesses, and institutional clients. The firm operates as both an SEC-registered investment adviser and a broker-dealer, offering multiple fee-based advisory programs and managed-account platforms that combine discretionary manager selection, model portfolios, and overlay management.