Gregory Curry is a CFA® and PFS™-designated financial advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC since 1997 and worked at Mercer Global Advisors Inc. beginning in 2026. Mr. Curry is also a member of Currypowder Holdings LLC, which owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients. The firm provides integrated wealth management with a focus on long-term, primarily passive investment strategies implemented through ETFs and mutual funds, and manages client accounts on a discretionary basis under individualized Investment Policy Statements.

Ashley Schneider is a financial advisor at Mercurio Wealth Advisors with five years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for three years. Prior to her advisory career, she spent nine years with Kentucky Performing Arts. Mercurio Wealth Advisors serves individuals, estates, retirement plans, foundations, and institutions, providing discretionary portfolio management, financial planning, and limited-scope consulting. The firm implements investment decisions on a discretionary basis and utilizes third-party tools to align portfolios with client risk tolerance.

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 with Family Wealth Planning Partners in Louisville, KY, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles with Shepherd Financial Investment Advisory, Capital Analysts, Lincoln Investment, and Parkland Securities. Outside of advising, 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 entities, managing approximately $317 million in assets. The firm offers personalized investment management, modular financial planning, and retirement-plan advisory services, utilizing both advisor-managed accounts and firm-managed model portfolios.

Thomas Walsh is a CFA® charterholder with 17 years of industry experience. He has worked at Mercer Global Advisors Inc., Pillar Financial Advisors, LLC, and Cashel Financial Advisors, LLC. Walsh is currently based in Louisville, KY. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies using ETFs and mutual funds, managing client accounts on a discretionary basis with individualized Investment Policy Statements.

Brad Hellman is a CFP® professional with eight years of industry experience, currently serving at ACCESS Wealth Management, LLC. He has been with the ACCESS Wealth Management organization since 2015. ACCESS Wealth Management primarily serves individual and high-net-worth clients with tailored portfolio management and private wealth services, employing a range of investment vehicles including mutual funds, ETFs, equities, bonds, and alternative investments. The firm is also known for its affiliated real estate and private fund activities and offers a distinctive Hedged Equity Strategy utilizing options as a tax-efficient hedge.

Gregory Ludwig is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Private Client Services, LLC, Money Concepts Advisory Service, and Shared Medical Services. He is also a licensed insurance professional in a non-advisory capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $384 million in discretionary assets. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolio construction that includes mutual funds, ETFs, individual securities, and allocations to other managers.

Wyatt Callison is a CFP® and holds a Series 66 license with eight years of industry experience. He is affiliated with Guidance Capital, Inc. and has previously worked at Money Concepts Advisory Service and Sherwin-Williams. He is also associated with DMLO Wealth Planning, LLC. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, constructing customized long-term portfolios using diversified mutual funds, ETFs, stocks, and bonds with both fundamental and technical analysis.

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.

Max Lile is a financial advisor at AllStreet Capital LLC in Louisville, KY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with AllStreet Capital since 2016. Lile is also licensed as an insurance agent in Los Angeles, CA. AllStreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm specializes in comprehensive wrap-fee portfolio management, employing a mix of asset allocation, fundamental and technical analysis, and various trading strategies tailored to client objectives.

Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.

Douglas Davis is a CFP® and holds a Series 66 license, with 17 years of experience in the financial services industry. He is currently with PCG Wealth Management, where he has worked since 2021, and previously held roles at LPL Financial and Waddell & Reed. Davis operates an independent advisory business through PCG Wealth Advisors, LLC. PCG Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $931 million for about 1,800 clients with a team of 18 advisors. The firm focuses on customized, primarily long-term portfolios using low-cost mutual funds and ETFs, alongside other investment vehicles, and offers a range of discretionary and non-discretionary portfolio management and financial planning services.

Vicki Marchand is a Series 66-licensed financial advisor with 24 years of industry experience. She has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial since 2009. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management alongside written financial plans and periodic reviews.

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 63 and Series 65 licenses and having five years of industry experience. He previously worked at Hospice of Lake Cumberland for ten years before joining LPL Financial and KPP Advisory Services in 2021. Outside of advising, he serves as 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, small businesses, and retirement plans. The firm operates under a fiduciary standard and employs an asset allocation approach using mutual funds, ETFs, third-party managers, and algorithm-based models, offering tailored services from single- to comprehensive wealth management.

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.