Leo Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has been with Alexander Investment Services Co. since 1993. Outside of his advisory role, he serves on the board of Freedom Lake Ministries, which operates a mentorship program for men transitioning from incarceration. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular reviews tailored to client objectives and risk tolerance.

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 at Barlow Wealth Partners, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill Lynch. He serves as a board member and chair of the finance committee for West End School, a boarding school for middle school inner-city African American boys. Barlow Wealth Partners serves individuals, including high net worth clients, and entities such as family offices, trusts, and retirement plans. The firm employs a long-term, fundamental research approach with customized portfolio construction primarily using individual equities and fixed-income securities, and manages approximately $1.22 billion across its advisory team.

Justin Kepley is a CFA® charterholder affiliated with Axiom Financial Strategies Group, LLC, based in New Albany, IN. He has been with Axiom since 2025 and has prior experience in healthcare and investment-related roles, including serving as president of BLH Investments LLC, where he is involved in proprietary securities trading. Axiom Financial Strategies Group LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and employs a primarily long-term, tax-aware investment approach using diversified funds, ETFs, individual securities, and independent managers.

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 prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.

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 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 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. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before joining Axiom and Spring Street Solutions, LLC in 2020. Outside of his advisory role, Scott owns multiple companies involved in intellectual property development, consulting, and athletic training device innovation, and he serves as a faculty member and certificate director at the University of Louisville and the Family Firm Institute Global Education Network. Axiom Financial Strategies Group LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as 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 combining mutual funds, ETFs, and selective individual securities, with a primarily long-term investment approach and additional ERISA fiduciary retirement plan services.

Joel Koerner is a financial advisor at Natural Investments in Louisville, KY, holding a Series 65 designation with eight 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 manages approximately $2.05 billion through a team of 24 advisors, emphasizing asset-class diversification and long-term investment strategies consistent with Modern Portfolio Theory, primarily using socially responsible funds and community investment instruments.