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.

William Alsup is a CFP® and Series 65-licensed advisor with three years of industry experience. He is currently with DMLO Wealth Planning, LLC and has prior experience at several firms including Private Client Services, LLC and Guidance Capital, Inc. Alsup is also a licensed insurance professional in a non-investment capacity. DMLO Wealth Planning serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm’s approach is customized and primarily long-term, utilizing diversified mutual funds, ETFs, individual stocks and bonds, along with fundamental and technical analysis, and it maintains affiliations with related entities for sub-advisory 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 CFP® professional with 14 years of industry experience, currently serving as a financial advisor and director at DMLO Wealth Planning, LLC. He has held roles at multiple affiliated firms including Private Client Services, Guidance Capital, and Dynamic Market Advantage. Outside of advisory work, Handy is involved in community and nonprofit activities, serving on the executive board of the Heuser Hearing Institute and Learning Academy, as well as acting as executive director and chairman of The Handy Family Foundation and a board member of Access Justice. DMLO Wealth Planning provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a customized, long-term investment approach using diversified mutual funds, ETFs, individual securities, and may include outside managers with oversight, supported by ownership ties to an accounting firm and affiliated advisory entities.

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 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.

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.

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.

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.

Timothy Logsdon is a financial advisor at BLVD Private Wealth, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC. Outside of advising, he is a licensed insurance agent. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals and corporations. The firm manages both custodial and held-away workplace accounts, employing fundamental and technical analysis along with modern portfolio theory and a long-term trading approach.

Caitlin Rose is a financial advisor with ACCESS Wealth Management, LLC in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. She has worked at ACCESS Wealth Management, Inc. since 2009 and has prior experience with Purshe Kaplan Sterling Investments and Private Client Services. In addition to her advisory role, she is involved with ACCESS Family Office Services, providing bookkeeping, bill payment, and tax services. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, offering retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm uses a diverse investment approach, including mutual funds, ETFs, individual equities and bonds, third-party managers, alternative investments, and option-based strategies.

Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with four years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Centerline Wealth Advisors in 2025, he worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, corporations, and other entities. The firm employs an asset-allocation investment approach based on Modern Portfolio Theory and offers specialized services such as the Biz2Beach® exit planning program.

Aaron Mc Andrew is a financial advisor at Family Wealth Planning Partners with 10 years of industry experience. He holds the Series 66 designation and has worked with several firms, including Capital Analysts and Lincoln Investment. Outside of his advisory role, he serves as Vice President and Head Coach of the Louisville Track Club, a youth track and field organization. Family Wealth Planning Partners is an SEC-registered advisory firm serving individuals, trusts, retirement plans, and other organizations, managing approximately $317 million in assets across more than a thousand accounts. The firm offers personalized investment management, comprehensive financial planning, and retirement-plan advisory services, utilizing both advisor-managed separate accounts and firm-managed model portfolios with options for discretionary or non-discretionary implementation.

Brad Hellman is a CFP® with seven years of industry experience. He has been with ACCESS Wealth Management, LLC since 2026 and has been associated with the firm’s predecessor, Access Wealth Management, Inc., since 2015. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, including retirement-plan consulting and non-discretionary advice on private fund investments and 401(k) accounts. The firm employs a mix of mutual funds, ETFs, equities, bonds, and alternative investments, managing portfolios on both discretionary and non-discretionary bases, and offers a Hedged Equity Strategy using options as a tax-efficient hedge.

Wyatt Callison is a CFP® with eight years of industry experience, currently serving as the sole advisor at DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Private Client Services, Guidance Capital, and Money Concepts Advisory Service. He is also involved with Guidance Capital, Inc., an RIA based in Louisville. DMLO Wealth Planning provides financial planning, discretionary investment management, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using diversified funds, individual securities, and both fundamental and technical analysis, and it may allocate client assets to other managers, including affiliated sub-advisers.

Jermetria White is a financial advisor with Brookstone Financial, holding a Series 65 designation and five years of industry experience. Her prior work includes roles at 62 Sales and Volunteers of America Mid-States. In addition to her advisory role, she is involved with Roots of Love since 2026. Brookstone Financial serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charities by providing discretionary asset management, financial planning, and retirement-plan advisory services. The firm uses multiple analytical methods and both long- and short-term strategies while offering educational seminars and referring clients to third-party managers.