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® with 26 years of industry experience. He is based in Louisville, KY, and has worked with First Affirmative Financial Network, LLC for 13 years prior to his current role at Natural Investments. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, institutions, and charitable entities. The firm manages approximately $2.05 billion through a team of 24 advisors and emphasizes asset-class diversification and a long-term investment approach using socially responsible funds and community investment instruments.

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 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.

Vincent Hyman is a financial advisor at American Capital Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at American Capital Management since 2007 and Regulus Financial Group since 2023. Outside of advising, he is a member of GPS Management LLC, a company that develops and markets automatic vehicle location equipment. American Capital Management serves individual clients, retirement plans, and charitable institutions with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs tailored investment strategies using mutual funds, ETFs, stocks, and bonds, and offers both in-house and external managed program options.

Michael Cole is a financial advisor with Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Benchmark Investments and Fidelity Investment, as well as positions outside the financial industry such as with Jefferson County Public Schools and the University of Louisville. Advantage Investment Management provides discretionary and non-discretionary investment management, financial planning, and consulting services to a diverse client base including individuals, high-net-worth clients, families, and institutions. The firm employs a combination of strategic and tactical asset allocation along with a proprietary quantitative optimization model for portfolio construction.

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 in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Citigroup Global Markets, and UBS Financial Services. Outside of advising, he is involved in several entrepreneurial and non-investment ventures including ownership of Next Chapter Institute, LLC, which focuses on resilience and adaptability training, and serves as Certificate Director in Family Business Management and Advising at the University of Louisville. Axiom Financial Strategies Group provides wealth management, 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 blending active and passive investments, employs discretionary portfolio management, and is noted for its wrap fee program and educational offerings.

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 at First Kentucky Securities Corporation in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. Before joining First Kentucky Securities Corporation in 2017, he worked for two years at Exterior Designs Landscape. Outside of his advisory role, he owns and operates CECCO, LLC, a handyman service. First Kentucky Securities Corporation serves a broad client base, including individual investors, pension plans, charitable organizations, and government entities, offering a range of services from portfolio management to municipal advisory. The firm combines discretionary and non-discretionary account management, supports municipal underwriting, and produces sector-focused institutional equity research.

Ronald Denman is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Capital Management since 2007. Prior to that, he was with American Equity Investment Corporation for 27 years. His other business activities include involvement with fixed and variable insurance and annuity products. American Capital Management serves a diverse client base including individuals, high-net-worth households, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to multiple third-party money managers, using investment strategies tailored to each client’s goals.

Ashley Koed is a financial advisor at 3EDGE Asset Management, LP with 17 years of industry experience. She holds a Series 65 designation and previously worked at Rinet Company, LLC and Windhaven Investment Management, Inc. Ashley has been with 3EDGE since 2016. 3EDGE Asset Management is a discretionary investment manager serving separately managed account clients, acting as a sub-advisor to other advisers, and managing registered ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process that integrates quantitative research with investment committee judgment and stress testing.

Gary Bouch is a financial advisor at Oxinas Partners Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. and M.S. Howells & Co. Outside of advisory work, he is involved with CaskX, a venture investing in bourbon whiskey, and manages two holding companies related to office property and tax purposes. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm employs a client-specific, long-term investment approach using mutual funds, ETFs, individual securities, and more active instruments such as options and derivatives.

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.