Wyatt Callison is a CFP® professional with eight years of industry experience, currently serving at Guidance Capital, Inc. He has worked with multiple advisory firms, including DMLO Wealth Planning, LLC, and Private Client Services, LLC. His background also includes a period at Sherwin-Williams prior to entering the financial advisory field. 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 and financial planning, using diversified portfolios that include mutual funds, ETFs, stocks, and bonds, and may allocate assets to other managers while providing ongoing oversight and performance reporting.

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® professional with 16 years of experience in the financial services industry. He is currently with PCG Wealth Management and has previously worked at LPL Financial and Waddell & Reed, among others. Davis also operates a separate business entity for tax and investment purposes. 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 emphasizes a long-term, customized investment approach using diversified mutual funds and ETFs, with capabilities in retirement-plan fiduciary services that differentiate it from many peers.

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 at KPP Advisory Services LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at AIG Capital Services, Inc. and Sunamerica. Outside of advising, he is engaged in writing a book. KPP Advisory Services LLC offers 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 assets and employs a fiduciary standard, focusing on mutual fund and ETF asset-allocation portfolios supplemented by third-party managers and algorithm-based strategies.

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 three years of experience in financial advising, currently with KPP Advisory Services LLC in Louisville, KY. His background includes roles at Kentucky Planning Partners and LPL Financial LLC, as well as prior experience in the restaurant industry. 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 emphasizes asset allocation portfolios supported by third-party managers and algorithm-based strategies.

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 Eifler Sr. is a financial advisor with WealthTrust Asset Management, LLC, holding a Series 63 designation and bringing 49 years of industry experience. His prior work includes positions at TAMP Advisory Solutions, Jjb Hilliard Wl Lyons, and IC Advisory Services, Inc. He serves as an Investment Committee Member for St. Xavier High School, reviewing outside investment advisors. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering direct investment management and financial planning. The firm also provides asset-management and back-office services to other registered investment advisers, utilizing a strategy that combines quantitative screening with fundamental analysis.

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.

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.