Matthew Carper is a CFA® charterholder with three years of industry experience. He has been with Parthenon LLC since 2014 and also maintains a role at SG Cowen Securities. Parthenon LLC serves families, trusts, family foundations, and related entities, offering discretionary equity and fixed-income portfolio management. The firm manages approximately $1.22 billion across about 219 client relationships, focusing on high-net-worth households and employing original in-house research to guide long-term, tailored investment strategies.

Jacob Zollman is a CFP® and CFA® with 15 years of experience in the financial industry. He is currently Vice President of Investments and Operations at Churchill Financial Advisors, LLC, where he has worked since 2010. The firm provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Churchill Financial Advisors offers individualized wrap asset management accounts using a range of strategies and employs both fundamental and technical analysis to construct and rebalance portfolios.

Aaron Stonecipher is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having two years of industry experience. He co-founded C6 Music, a concert company, and serves as the elected Clerk-Treasurer and Town Council Member for Clarksville, Indiana, where he is also chairman of the Economic Redevelopment Committee. 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 discretionary and non-discretionary portfolio management with an emphasis on mutual funds, ETFs, third-party managers, and algorithm-based strategies.

Mathew Koole is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual from 2014 to 2019. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate planning professionals.

David Bugg is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with KPP Advisory Services since 2017 and has worked at LPL Financial LLC since 2015. 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 offers both discretionary and non-discretionary portfolio management with an emphasis on asset allocation, fundamental analysis, and ongoing performance reporting.

Michael Petrosky is a financial advisor with PCG Wealth Management in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and various insurance agencies. Outside of advisory work, he is involved with Petrosky Apartments LLC, a business he has operated since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, while also providing specialized retirement-plan fiduciary services.

Andrew Cusick is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at LPL Financial, Park Avenue Securities, and Guardian Life Insurance Company. Outside of his advisory work, he operates Veritas Financial Solutions LLC, providing insurance products through multiple insurance companies. KPP Advisory Services LLC offers financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a fiduciary standard and emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based model solutions, delivering customized services that range from investment management to comprehensive wealth management.

Jimmy Ray III is a financial advisor at FMSA with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Core Planning, Thrivent Financial, Fidelity Investments, and Bank of America. Outside of his advisory role, he serves as an independent agent with various outside fixed insurance appointments. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach.

Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.

Maria Koerner is a Series 65 licensed financial advisor with Natural Investments in Louisville, KY, where she has worked since 2023. She has two years of industry experience and previously spent ten years with Catholic Charities of Louisville. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion with a team of 24 advisors, using a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.

Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.

Sheree Bollinger is a financial advisor at Legacy Financial Independent Advisors LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Kentucky Securities Corp. for 18 years. Outside of her advisory role, she serves as Treasurer and Board Member for Green Hill Therapy and is a partner in a horse syndicate called Social Circle Stables LLC. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs both fundamental and technical analysis to construct long-term portfolios and manages approximately $450 million across about 700 client relationships.

Austin Schneller is a financial advisor at KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and LPL Financial. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting for a range of clients including individuals, trusts, charities, and small businesses. The firm emphasizes diversified asset allocation using mutual funds, ETFs, third-party managers, and model portfolios, operating under a fiduciary standard with tailored service options.

Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC in Louisville, KY, holding Series 63 and Series 65 credentials with 15 years of industry experience. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Outside of his advisory role, he is a minority shareholder in Shady Rays and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs a partner-led team approach and utilizes fundamental and technical analysis to construct long-term portfolios.

Jonathan Hicks is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Madison Avenue Securities, LLC and various J. Hagan entities. Outside of his advisory role, he is the founder of Auctus Tactical Inc., which consults on trading strategies for private equity and hedge funds, and serves as Chief Marketing Officer of Demter Tactical Investments Corp, a firm operating tactical and quantitative investment strategies. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios combining traditional and alternative investments and employs fundamental, quantitative, and technical analysis, supported by coordinated reporting and oversight through qualified custodians.

Angela Zachman is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at KPP Advisory Services since 2017 and has been affiliated with LPL Financial since 2014. KPP Advisory Services LLC offers personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in assets and emphasizes fiduciary standards, asset allocation portfolios, and a combination of discretionary and non-discretionary management approaches.

Justin Ferguson is a CFA® charterholder with 19 years of industry experience. He is currently Chief Investment Officer at Churchill Financial Advisors, LLC and previously worked at Cullinan Associates, Inc. Outside of his professional role, he serves in volunteer leadership positions for youth sports committees at St. Mary’s of the Knobs School. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, and other entities. The firm employs a discretionary investment approach combining fundamental and technical analysis, offering individualized portfolio management through a wrap fee program.

Nicholas Pfeiffer is a financial advisor with Silver Oak Securities, Inc. in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SeaCrest Wealth Management, LLC, J.J.B. Hilliard, W.L. Lyons, LLC, and UBS Financial Services. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs and primarily delivers discretionary investment management tailored to client objectives and risk tolerances.

Preston Hall is a financial advisor at WesBanco Securities, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at MWA Financial Services Inc. and Modern Woodmen of America, among others. WesBanco Securities, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to third-party managed portfolios, emphasizing tailored investment strategies based on client objectives, risk tolerance, and time horizon.

Richard Madden is a financial advisor at Silver Oak Securities, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and SeaCrest Wealth Management. Madden operates out of Louisville, KY. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a team of approximately 101 financial professionals. The firm offers a variety of advisory programs that focus on discretionary, customized investment management aligned with client objectives and risk tolerances.