Thomas Falkner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Legacy Financial Independent Advisors LLC, where he has worked since 2023, and previously worked at First Kentucky Securities Corporation and the University of Louisville. Outside of his advisory role, Falkner serves as a financial concepts coach at Southeast Christian Church and is president of Ad-Rack, Inc., a distribution services company. Legacy Financial Independent Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental and technical analysis, with oversight of unaffiliated independent managers while acting in a fiduciary capacity.

Donald Garton is a CFP® and ChFC® with 34 years of industry experience. He has been with Advantage Investment Management since 2005 and previously worked at Securities Service Network, Securities America, Inc., and Benchmark Investments, LLC. Outside of his advisory role, he serves on the Finance Committee of Highland Presbyterian Church. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, families, trusts, corporations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Cherri Lamkin is a financial advisor at Atlas Brown with nine years of industry experience. She holds a Series 65 designation and has been with Atlas Brown since 2016. Atlas Brown serves high-net-worth individuals and families as well as charitable organizations, retirement plans, trusts, estates, and corporations. The firm offers family wealth management and Family Office Services, employing a multi-asset investment approach that combines internal research and external managers to create customized strategies.

James Kiper is a financial advisor at First Kentucky Securities Corporation with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2014. Outside of his advisory role, he is a part-time pilot with CREW Aviation LLC. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base including individual investors, pension plans, charitable organizations, corporations, and government entities. The firm offers tailored investment policies implemented through discretionary and non-discretionary accounts, combining in-house research and multiple program options.

Andy Loving is a CFP® professional with 26 years of industry experience, currently serving at Natural Investments in Louisville, KY. He has been with First Affirmative Financial Network, LLC since 1999. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and socially responsible investments, managing approximately $2.05 billion through a team of 24 advisors.

Lisa Heffley is a ChFC® credentialed advisor at Advantage Investment Management with 32 years of industry experience. She has worked at Benchmark Investments, Securities America, and Securities Service Network before joining Advantage Investment Management, where she has been since 2013. Outside of her advisory role, she serves on the Board of Trustees and Investment Committee of a religious organization in Louisville, KY. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to a diverse client base including individuals, families, estates, trusts, corporations, charitable foundations, and plan sponsors. The firm combines strategic and tactical asset allocation with long-term value investing and quantitative optimization, supporting both ongoing portfolio management and standalone financial planning engagements.

Barry Barlow is a financial advisor with Barlow Wealth Partners, LLC in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He previously worked at Merrill and Bank of America, N.A., spanning a combined total of 37 years. Outside of his advisory role, he serves as a board member and chair of the finance committee for West End School, a charitable organization for middle school inner-city African American boys. Barlow Wealth Partners is an SEC-registered advisory firm managing approximately $1.35 billion for individuals, family offices, trusts, foundations, small businesses, and retirement plans. The firm constructs customized portfolios emphasizing individual equity securities with a proprietary fundamental research process and offers services including investment management, financial planning, ERISA plan services, and estate-document preparation.

Justin Kepley is a CFA® charterholder with one year of experience in the financial industry. He is currently with Axiom Financial Strategies Group, LLC and has previously held roles at Spring Street Solutions and BLH Investments LLC, where he served as President and was engaged in proprietary securities trading. 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 combines active and passive strategies to create customized portfolios and offers retirement-plan oversight and participant education.

Kevin Oconnor is a financial advisor at First Kentucky Securities Corporation with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with First Kentucky Securities since 2014. He also owns stock in First Kentucky Securities. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers both discretionary and non-discretionary account management, supported by dual registration as an investment adviser and broker-dealer, as well as municipal advisory and insurance agency licensure.

Mary Jennings is a Certified Financial Planner® with 37 years of industry experience. She has been with First Kentucky Securities Corporation since 2015. Outside of her advisory role, she participates in Impact 100 Louisville, a nonprofit fundraising group. First Kentucky Securities Corporation serves a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm offers a range of advisory services, including portfolio management, financial planning, municipal advisory, and institutional equity research.

Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.

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.

Michael Robinson is a financial advisor at Atlas Brown with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Brown Investment Advisors since 2008. Prior to that, he was involved with Cypress Alts LLC and Cypress Holdings LLC for ten years. 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.

Michael Cole is a financial advisor at Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Benchmark Investments and Fidelity Investment. Advantage Investment Management provides investment management, financial planning, consulting, and retirement-plan advisory services to a diverse client base, including individuals, families, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation with quantitative portfolio optimization and offers services such as retirement-plan investment models and ERISA Section 3(38) investment management.

Matthew Wagner is a financial advisor with Oxinas Partners Wealth Management in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at M.S. Howells & Co. and Oxinas Partners since 2018 and previously spent nine years at Waddell & Reed, Inc. Outside of his advisory role, Wagner is involved in insurance sales and owns a thoroughbred syndicate. 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, using a client-specific, generally long-term investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

Travis Jaggers is a financial advisor at Oxinas Partners Wealth Management in Louisville, KY, holding a Series 66 designation with 27 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Oxinas Partners and affiliated firms in 2026. Oxinas Partners Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term investment approach using mutual funds, ETFs, third-party managers, and may incorporate derivatives and margin borrowing where appropriate.

David Scott Jr. is a financial advisor with Axiom Financial Strategies Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His background includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory work, he is involved in several entrepreneurial ventures related to intellectual property development and consulting, and he serves as a faculty member teaching family business management and advising at the University of Louisville. Axiom Financial Strategies Group provides wealth management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm specializes in customized, goal-oriented portfolios using a blend of active and passive strategies, and offers retirement-plan oversight and participant education alongside discretionary portfolio management.

Joel Koerner is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Natural Investments since 2015. Natural Investments is a values-focused advisory firm serving individual clients—including high-net-worth households—as well as institutions and charitable entities. The firm emphasizes asset-class diversification and socially responsible investing within a long-term framework, managing approximately $2.05 billion through a team of 24 advisors.

Colin Cady is a financial advisor with First Kentucky Securities Corporation in Louisville, KY, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at First Kentucky Securities since 2017 and previously spent two years with Exterior Designs Landscape. Outside of advisory work, he owns and operates CECCO, LLC, a handyman service. First Kentucky Securities Corporation serves a diverse client base including individuals, pension plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and in-house research, combining investment adviser and broker-dealer registrations with municipal and insurance licenses to provide a broad range of services.

Ashley Koed is a financial advisor at 3EDGE Asset Management, LP with 16 years of industry experience. She holds a Series 65 designation and has worked at 3EDGE since 2016, following prior roles at Rinet Company, LLC and Windhaven Investment Management, Inc. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, acts as a sub-advisor to other investment advisers, and manages registered exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process combining quantitative research with investment committee judgment and ongoing stress testing.