Kyle Roy is a financial advisor with ROI Financial Planning based in Crestwood, KY, holding Series 63 and Series 65 licenses and over 21 years of industry experience. His prior work includes roles at LPL Financial, KPP Advisory Services, AIG Capital Services, and SunAmerica. Outside of advising, he is engaged in writing a book. ROI Financial Group offers financial planning and both discretionary and non-discretionary investment management to individuals, high net worth clients, family offices, trusts, estates, private foundations, and qualified retirement plans. The firm emphasizes tailored advice based on fundamental analysis and a generally long-term strategy while maintaining flexibility for shorter-term trades across a broad investment universe.

Derrick Vickery is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 65 and Series 63 credentials and five years of industry experience. He has worked with LPL Financial since 2021 and previously spent ten years at Hospice of Lake Cumberland. Outside of his advisory role, he serves as the CFO of Roofing of Southern Kentucky. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm emphasizes asset allocation using mutual funds, ETFs, third-party managers, and algorithm-based models while operating under a fiduciary standard with annual reviews and ongoing monitoring.

Miles Moskwa is a CFP® professional with four years of industry experience, currently serving as an investment advisor at KPP Advisory Services LLC in Louisville, KY. His work history includes roles at LPL Financial and Kentucky Planning Partners. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm’s investment approach focuses on asset allocation using mutual funds, ETFs, third-party managers, and model portfolios, offering both discretionary and non-discretionary services under a fiduciary standard.

Alesia Mullis is a financial advisor at Churchill Financial Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Churchill Financial entities since 1999. Mullis serves as President and Chief Compliance Officer at Churchill Financial Advisors, LLC. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and offers individualized wrap asset management accounts using a range of investment strategies including fundamental and technical analysis.

William Fowler IV is a financial advisor with Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses and having 28 years of industry experience. His prior roles include positions at Benchmark Advisory Services, Southeast Investments, and Commonwealth Financial Advisors. He is also the owner of The Benefits Firm, an insurance business specializing in health insurance products. Advantage Investment Management provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation, incorporating a proprietary quantitative optimization model, and offers specialized services such as ERISA Section 3(38) investment management and consulting for pooled employer-sponsored plans.

John Barr II is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Parthenon Capital Management, LLC since 1999 and has over four decades of experience at J.J.B. Hilliard, W.L. Lyons, Inc. Parthenon LLC primarily serves high-net-worth families, trusts, and family foundations, providing discretionary equity and fixed-income portfolio management. The firm emphasizes original in-house research, long-term ownership, and tailored portfolios, managing approximately $1.22 billion across more than 200 client relationships.

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.

Megan Dant is a Series 65–licensed financial advisor at Saling Wealth Advisors in Louisville, KY, with three years of industry experience. She previously worked at Hilliard Lyons Trust Co LLC for four years before joining her current firm. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using personalized Investor Profiles and predominantly mutual funds and ETFs in portfolio construction.

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.

Jessica Bourassa is a CFP® professional with seven years at Reliant Wealth Planning and three years of prior experience at Western Kentucky University. She is based in Louisville, KY, and has three years of industry experience. Reliant Wealth Planning offers fee-based financial planning and discretionary wealth management primarily to individuals, including high-net-worth households. The firm manages approximately $595 million across 1,700 client relationships, using a multi-layer investment framework with Core templates, a tactical asset allocation strategy, and liquidity reserves, alongside ongoing management of certain outside investments.

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.

Erin Guilfoil is a financial advisor at Bookends Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Bookends Financial Planning, Erin worked at Dow Chemical for 18 years. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple analytical approaches in its investment advice and offers discretionary portfolio management, written financial plans, and access to various managed account programs.

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.

Laura Clark is a CFP® professional with 25 years of industry experience. She is a founding partner at Reliant Wealth Planning, LLC, where she has worked since 2017. Prior to that, she held roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL Lyons LLC. Outside of her advisory work, Clark serves as president of the PEO International Chapter E, a charity based in Louisville, KY. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering services such as cash flow and retirement planning, investment due diligence, and estate planning support. The firm uses a multi-layer investment framework combining core risk-based templates, a tactical allocation strategy, and a liquidity reserve, with periodic rebalancing and layer adjustments.

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.

Gerald Wells is a Series 63 licensed financial advisor with Alexander Investment Services Co. in Louisville, KY, bringing 45 years of industry experience. He has been with Alexander Investment Services Co. since 1983. Outside of his advisory role, he serves as a shareholder and director of a Papa John's Pizza franchise and is involved in health insurance and golf course operations as a director and shareholder, respectively. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm employs technical, fundamental, and cyclical analysis alongside long-term purchase strategies, managing most client assets on a non-discretionary basis.

William Allen is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has experience working with LPL Financial LLC and Meridian Wealth Management, alongside roles outside the financial industry including construction. Allen was a full-time student athlete during his college years. KPP Advisory Services LLC provides personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-based strategies.

Evan Coartney is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Churchill Financial Advisors, LLC, where he has worked since 2022, and previously spent four years at MCM CPA's & Advisors. Coartney also serves as Vice President of Accounting and Administration at Churchill Financial Advisors. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary investment approach incorporating fundamental and technical analysis across a broad range of securities and operates exclusively as a wrap fee sponsor.