Lew Newton is a financial advisor at American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with American Capital Management since 2012. Outside of his advisory role, he is involved in an entertainment business focused on magic and mime. American Capital Management serves a diverse client base, including individual investors, retirement plans, charitable institutions, and trusts. The firm offers discretionary portfolio management and tailored investment solutions, utilizing both in-house and third-party managed programs.

David Russell is an executive vice president at Atlas Brown with 43 years of industry experience. He has held positions at Private Client Services, LLC and has been with Atlas Brown since 2014. Outside of his advisory role, he operates Mo Chuisle Farm in Shelbyville, KY, and serves as treasurer for the One Seagrove homeowners' association in Santa Rosa Beach, FL. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various entities, managing approximately $567.5 million across 438 clients. The firm employs institutional techniques and offers a range of portfolio management and Family Office services tailored to client needs.

Ryan O’Connor is a CFP® with 16 years of industry experience, currently serving as an advisor at First Kentucky Securities Corporation since 2019. He has also been associated with First Credit Advisors since 2016. Outside of his advisory role, O’Connor is the president of the board of directors for the Willowgate Homeowners Association and has been approved as a FINRA arbitrator, pending completion of training. 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 offers tailored investment policies implemented through discretionary and non-discretionary accounts and operates a dual registration as both an investment adviser and broker-dealer, supporting a range of services including municipal advisory and institutional equity research.

Frank Barlow is a financial advisor at Barlow Wealth Partners, LLC, holding Series 63 and Series 65 credentials with 18 years of industry experience. Prior to his current role since 2023, he worked at Bank of America and Merrill for seven years each. He serves as a director on the board of Junior Achievement of Kentuckiana, a charitable organization focused on youth education. 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 creates customized portfolios emphasizing individual equity securities alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

Amy Jones is a CFP® and holds a Series 66 designation with 19 years of experience in the financial industry. She currently works at Barlow Wealth Partners, LLC, where she has been since 2023. Prior to this, she spent 14 years at Bank of America, NA, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated dating back to 2006. 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 and employs a proprietary fundamental research process overseen by an Investment Committee with chartered analysts.

Samuel Vonderheide is a financial advisor at Atlas Brown in Louisville, KY, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Client Services, LLC from 2015 to 2019. Outside of his advisory role, he supports fundraising efforts for the Louisville Zoo and works part-time in event merchandising. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and institutional clients. The firm manages approximately $567.5 million and offers portfolio management alongside Family Office services, employing institutional techniques and a multidisciplinary approach tailored to each client’s investment policy.

Christopher Mccrea is a CFP® with 16 years of industry experience, currently serving as an advisor at Legacy Financial Independent Advisors LLC. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Legacy Financial Independent Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines fundamental and technical analysis with internal due diligence, typically focusing on long-term holdings while maintaining flexibility to rebalance portfolios.

Brian Coxon is a financial advisor at Oxinas Partners Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including J.P. Morgan Securities, Waddell & Reed, and M. S. Howells & Co. Outside of advising, he is a part owner of a restaurant and a brewery in Louisville, KY. Oxinas Partners Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach using mutual funds, ETFs, and third-party managers, while also incorporating fundamental and technical analysis and the selective use of derivatives, leverage, and private investments where appropriate.

Ben Tompkins is a financial advisor at Cullinan Associates, Inc. with a Series 65 designation and three years of industry experience. Prior to joining Cullinan Associates, he worked at Baird for one year and was involved with Chillers Microcreamery for three years. Cullinan Associates provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm specializes in broadly diversified large-cap common stocks and systematic covered-call option writing as a core element of its investment approach.

Tyler Current is a Series 66-licensed advisor with First Kentucky Securities Corporation in Louisville, KY, where he has worked since 2012, accumulating 16 years of industry experience. He serves on the finance committee for House of Ruth, a nonprofit supporting people with HIV/AIDS, and is also involved with the finance committee at Big Springs Country Club. Additionally, he was approved as a FINRA Arbitrator in 2019. First Kentucky Securities Corporation offers 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 employs a mix of discretionary and non-discretionary account management, supported by its dual registration as both an investment adviser and broker-dealer, along with municipal advisory capabilities.

Randall Walker is a Series 65-licensed advisor with American Capital Management, Inc., where he has worked for nine years. He previously worked at Mercurio Wealth Advisors and Mercurio & Associates. Outside of his advisory role, Walker is also an independent insurance agent involved in annuity and life insurance sales. American Capital Management serves a diverse client base including individuals, retirement plans, and charitable institutions by providing discretionary portfolio management, financial planning, and access to third-party money managers. The firm customizes investment advice to client goals and offers multiple in-house and third-party managed program options.

Michael Casey is a CFA® charterholder with 12 years of industry experience. He has been with Cullinan Associates, Inc. since 2013. Cullinan Associates provides discretionary portfolio management to individuals, high-net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on broadly diversified large-cap common stocks combined with covered call option writing, managing all accounts on a fully discretionary basis.

Josiah Stowe is a financial advisor at RightOak Asset Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining RightOak, Stowe worked at Dominion Wealth Strategists and World Financial Group, and he served five years in the U.S. Army. He also spent time at The Southern Baptist Theological Seminary. RightOak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals with investment management, financial planning, retirement consulting, and estate-planning services. The firm emphasizes strategic asset allocation and long-term, value-oriented investing, utilizing proprietary models and third-party sub-advisors, and offers unique client engagement features such as educational events and online legal estate workflows.

Timothy Peoples is a financial advisor at American Capital Management, Inc. with 44 years of industry experience. He holds a Series 63 designation and has previously worked at American Equity Investment Corporation and Regulus Financial Group, LLC. Outside of advisory work, he serves as a board member of a nonprofit water utility company. American Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and financial planning tailored to client goals, utilizing a mix of mutual funds, ETFs, stocks, and bonds, along with both in-house and third-party managed programs.

Lisa Leisure is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and has been with PCG Wealth Advisors since 2021. Outside of her advisory role, she serves as a trustee in a fiduciary capacity. PCG Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost diversified funds and offers specialized retirement-plan fiduciary services.

Samuel Harvey is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Harvey Investment Company since 2000 and is also associated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1971. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios, using fundamental analysis and offering both long-term and short-term investment strategies.

Michael Horlander is a financial advisor with First Kentucky Securities Corporation in Louisville, KY. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at First Kentucky Securities since 2009 and Morgan Keegan & Company, Inc. since 2002. 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 implements them through discretionary and non-discretionary accounts, offering municipal advisory services, financial planning, and institutional equity research.

Christine Book is a financial advisor at Barlow Wealth Partners, LLC with 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Merrill for 23 years before joining Barlow Wealth Partners in 2023. 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, supported by a proprietary fundamental research process and oversight from an Investment Committee.

Bruce Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Kentucky Securities Corporation from 2005 to 2023 before joining Legacy Financial. Outside of his advisory role, he serves on the advisory committee of St Meinrad 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 retirement plans. The firm uses a partner-led team approach and combines fundamental and technical analysis to construct long-term portfolios across various asset classes.

Royden Cullinan is a financial advisor with Cullinan Associates, Inc. in Louisville, KY, holding 36 years of industry experience. He has been with Cullinan Associates since 1990. Cullinan Associates provides discretionary portfolio management to individuals, high-net-worth investors, pension and profit-sharing plans, trusts, charitable organizations, and corporate clients. The firm focuses on broadly diversified large-cap common stocks combined with covered call option writing, managing all accounts on a fully discretionary basis.