Nicholas Whitmer is a CFP® with 12 years of industry experience, currently serving as an advisor at Guidance Capital, Inc. He has held positions at several firms including DMLO Wealth Planning, LLC, ARGI Financial Group, and Jefferson National Financial Corp. Whitmer is also a licensed insurance professional, dedicating a small portion of his time to that role. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services with a focus on customized, primarily long-term portfolios that utilize diversified mutual funds, ETFs, individual stocks, and bonds.

Donald Mercurio is a financial advisor with Mercurio Wealth Advisors in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Global Financial Private Capital from 2011 to 2017 and has been with Mercurio Wealth Advisors since 2000. Outside of advisory services, he is involved with Mercurio Insurance Services, an insurance agency affiliated with the firm. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions by providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm employs third-party tools to assess risk tolerance and consolidate reporting, offers estate and insurance-related advice, and coordinates with clients’ other advisors.

Jennifer Ringstaff is a financial advisor with Riverstone Asset Management, LLC, holding a Series 65 designation and 13 years of industry experience. She has been with Riverstone since 2012 and is also a partner at Louis T. Roth & Co., PLLC, where she dedicates significant time. Outside of her advisory roles, she serves as director of a bookkeeping service. Riverstone Asset Management provides discretionary portfolio management and wealth advisory services primarily to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm applies a Modern Portfolio Theory-based investment approach using diversified, low-turnover, asset-class exposures, primarily through no-load mutual funds and passive ETFs, and benefits from close coordination with its wholly owned accounting affiliate.

William Alsup is a CFP® and Series 65-licensed advisor with over three years of industry experience. He has worked at Guidance Capital, Inc. since 2022 and is currently associated with DMLO Wealth Planning, LLC and Private Client Services, LLC. Alsup is also a licensed insurance professional in a non-investment capacity. Guidance Capital, Inc. provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers customized, diversified portfolios using mutual funds, ETFs, stocks, and bonds, employing both fundamental and technical analysis while overseeing affiliated sub-advisers and related tax and estate-planning services.

Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.

Brian Ramsey is a CFP®, ChFC®, and Series 66 holder with 22 years of industry experience. He is currently with Family Wealth Planning Partners in Louisville, KY, where he has worked since 2022, and is also involved with FWPP Insurance LLC. Prior to this, he held roles at IFP Securities, LLC and Independent Financial Partners. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets. The firm offers personalized investment management, financial planning, and retirement-plan advisory services, with options for discretionary and non-discretionary account management.

Beau Handy is a financial advisor at Guidance Capital, Inc. in Louisville, KY, with 14 years of industry experience. He holds the CFP® and Series 66 credentials and has worked with firms including Money Concepts Advisory Service. Outside of his advisory roles, he serves on the executive board of the Heuser Hearing Institute and Learning Academy, which provides resources to deaf and hard-of-hearing patients, and is involved with nonprofit organizations such as Access Justice and The Handy Family Foundation. Guidance Capital provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary portfolio management and financial planning. The firm constructs customized, primarily long-term portfolios using diversified mutual funds, ETFs, individual stocks, and bonds, and may allocate client assets to other managers while performing ongoing oversight.

David Padgett is a financial advisor at Farnsley Advisors with six years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and its affiliated entities. Outside of advising, Padgett serves as a college basketball analyst for ESPN and is involved in local community activities, including serving on the board of St. Matthews Little League and coaching boys varsity basketball at North Oldham High School. Farnsley Advisors provides portfolio management and financial planning primarily to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm employs a multi-method investment approach and offers ongoing, typically discretionary, asset allocation and portfolio monitoring.

Anthony Christensen is a financial advisor at ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation with 26 years of industry experience. His prior roles include positions at Private Client Services and Purshe Kaplan Sterling Investments, alongside over two decades at Access Wealth Management, Inc. He serves as a board member for the Juvenile Diabetes Research Foundation and holds board roles with the Nick Lachey Foundation and the Wendy Novak Pediatric Diabetes Care Center. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management, private wealth services, retirement-plan consulting, and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a diverse investment approach including mutual funds, ETFs, equities, bonds, third-party managers, and alternative investments, and is notable for its affiliated real estate and private fund activities and use of option derivatives in portfolio management.

James Metzger is a financial advisor at Farnsley Advisors in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with C. Farnsley, LLC since 2017 and has involvement with Russata Stables dating from the same year. Prior to this, he worked at Fixe from 2015 to 2017. Farnsley Advisors provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm employs a variety of analytical methods and investment strategies, offering discretionary portfolio management and customized Investment Policy Statements.

Eric Johnson is a financial advisor at Riverstone Asset Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Riverstone since 2012. In addition to his advisory role, Johnson is a partner at Louis T. Roth & Co., PLLC and serves as director of a bookkeeping service outside of securities trading hours. Riverstone Asset Management provides discretionary portfolio management and wealth advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs a broadly diversified, low-turnover investment approach based on Modern Portfolio Theory and is wholly owned by an accounting firm, enabling coordinated advisory and tax/accounting services.

Michael Ellison is a financial advisor with Retirement Planning Solutions, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services, First Allied Securities, and Magnate Advisory Services. Outside of advising, he is involved in real estate as an owner, broker, and developer through MJE Enterprises LLC. Retirement Planning Solutions, LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with a fiduciary approach, constructing customized portfolios that combine fundamental, technical, and charting analyses.

Eric Douglas is a financial advisor with Family Wealth Planning Partners in Louisville, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. His prior work includes roles at Jefferson National Securities Corporation and Independent Financial Partners. He is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individuals, including high-net-worth clients, as well as institutional clients such as pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and access to third-party asset managers, employing a range of investment approaches and maintaining custodial relationships with Schwab and SEI.

Lawrence Carter is a financial advisor at Retirement Planning Solutions, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Purshe Kaplan Sterling Investments and Wells Fargo Advisors. Outside of his advisory role, he serves as an advisor to the board of a local condo association and provides notary services to personal clients. Retirement Planning Solutions, LLC offers wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm constructs customized portfolios using a combination of fundamental, technical, and charting analysis, and provides ongoing investment monitoring and review.

Spencer Graeter is a financial advisor at Graeter Wealth Advisors, LLC in Louisville, KY, with 16 years of industry experience. He holds the Series 66 designation and has been with Graeter Wealth Advisors since 2014. Graeter Wealth Advisors serves individuals, including high-net-worth clients, trusts, retirement plans, and business entities. The firm offers asset management, comprehensive portfolio management with financial planning, and pension consulting, focusing on asset allocation, regular rebalancing, and both fundamental and technical analysis.

Ethan Ransdell is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 65 designation. He has one year of experience at Guidance Capital and prior work experience across various industries including aviation support, equine association management, and retail. Guidance Capital provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management and financial planning with an investment approach that includes diversified portfolios using mutual funds, ETFs, stocks, and bonds, combined with both fundamental and technical analysis.

Anthony Roberts is a ChFC® with nine years of experience at Prosperity Asset Management, LLC and additional industry involvement dating back over 35 years through A. Roberts & Associates Inc. He has worked with FERS-TSP Strategies LLC since 2020 and previously with Gradient Advisors, LLC. Outside of his advisory role, he is an insurance agent and owner of A. Roberts & Associates Inc. in Louisville, KY. Prosperity Asset Management serves individuals, small businesses, and high-net-worth clients by providing portfolio management through third-party model portfolios, financial planning, and educational seminars. The firm operates primarily as a co-advisor to Gradient Investments, LLC and emphasizes documented client objectives and model-based investment strategies.

Gregory Curry is a CFA® and PFS™ with 28 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC since 1997. He is also a member of Currypowder Holdings LLC, a non-investment-related entity that owns the business location of Pillar Financial Advisors. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including a significant number of affluent and high-net-worth clients. The firm provides comprehensive wealth management services with a focus on long-term, largely passive investment strategies implemented through low-cost mutual funds and ETFs, emphasizing tax-aware asset location and minimizing portfolio turnover.

Ashley Schneider is a financial advisor at Mercurio Wealth Advisors with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2021 to 2024. Prior to her financial services career, she spent nine years with Kentucky Performing Arts. Mercurio Wealth Advisors serves individual clients, estates, retirement plans, foundations, and institutions, providing discretionary portfolio management, financial planning, and consulting services. The firm employs diversified portfolio allocations and uses third-party tools to assess client risk and consolidate reporting, while also offering estate and insurance-related advice.

Brady Jackson is a financial advisor at Shepherd Wealth Management in Louisville, KY, with 12 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab, Merrill, and Bank of America. Shepherd Wealth Management serves individual and high-net-worth clients by providing investment management, financial planning at no additional fee, and retirement plan consulting. The firm employs a primarily passive investment approach based on Modern Portfolio Theory, supplemented by fundamental and technical analysis, managing about $162 million in discretionary assets across a four-advisor team.