Andy Loving is a CFP® professional with 26 years of industry experience, currently serving at Natural Investments in Louisville, KY. He has been with First Affirmative Financial Network, LLC since 1999. Natural Investments is a values-focused advisory firm serving individual clients, including high-net-worth households, as well as institutions and charitable entities. The firm emphasizes asset-class diversification and socially responsible investments, managing approximately $2.05 billion through a team of 24 advisors.

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.

Justin Kepley is a CFA® charterholder with one year of experience at Axiom Financial Strategies Group, LLC. He also serves as president of BLH Investments LLC, a proprietary trading firm. Prior to his current roles, he held positions in healthcare companies including Kindred Healthcare, Adaptive Nursing and Healthcare Services, and Help at Home, Inc. Axiom Financial Strategies Group provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm constructs customized portfolios with a long-term focus, combining active and passive strategies, and is notable for its wrap fee program and educational seminars.

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.

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.

William Ralston is a CFP® professional with 23 years of industry experience, currently affiliated with KPP Advisory Services LLC since 2017 and LPL Financial LLC since 2012. He provides investment advisory services through KPP Advisory Services, an independent registered investment advisor. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management 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 primarily focused on mutual funds and ETFs, incorporating third-party managers and algorithm-based strategies.

Mary Jennings is a Certified Financial Planner® with 37 years of industry experience. She has been with First Kentucky Securities Corporation since 2015. Outside of her advisory role, she participates in Impact 100 Louisville, a nonprofit fundraising group. First Kentucky Securities Corporation serves a diverse client base including individuals, pension plans, charitable organizations, and government entities. The firm offers a range of advisory services, including portfolio management, financial planning, municipal advisory, and institutional equity research.

Jacob Geoghegan is a CFP® with one year of industry experience, currently affiliated with KPP Advisory Services LLC. He has previously worked at LPL Financial and Kentucky Planning Partners. Geoghegan provides administrative support to KPP Advisory Services LLC. KPP Advisory Services LLC offers financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a fiduciary approach with an emphasis on asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based model solutions, delivering tailored services from investment management to comprehensive wealth planning.

Martin Walthers is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at KPP Advisory Services since 2017 and has prior experience with LPL Financial, FH Clarkson Financial Services, and Robert H. Clarkson Financial Services. KPP Advisory Services LLC provides financial planning, investment management, and wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets, focusing on mutual fund and ETF portfolios supplemented by third-party managers and algorithm-based strategies, and operates under a fiduciary standard.

Scott Muss is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Waddell & Reed, Inc. for 22 years and LPL Financial for eight years. He provides investment advisory services through PCG Wealth Advisors, LLC, operating under the Limestone Wealth Management name. 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 employs a long-term, customized investment approach using low-cost, diversified mutual funds and ETFs, with flexibility to include other securities, and has a notable focus on retirement-plan fiduciary services.

Michael Ramser is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, holding Series 63 and Series 65 licenses with five years of industry experience. His background includes roles at Nationwide Investment Services Corporation, Jurs Montgomery Brokerage, and US Bank. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios that include equities, fixed income, alternative investments, and model managers, supported by an in-house CPA and estate-planning attorney.

Jonathan Coartney is a financial advisor at Churchill Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Verisys Corporation, Clare & Berry, the Kentucky Department of Revenue, and the University of Louisville Louis D. Brandeis School of Law. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides individualized portfolio management through a wrap fee program and employs a combination of fundamental and technical analysis across various asset classes while actively monitoring and rebalancing portfolios.

Tony Coffey is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has worked with Parthenon Capital Management since 1998 and has been affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1994. Parthenon LLC primarily serves families, trusts, family foundations, and related entities, managing discretionary equity and fixed-income portfolios. The firm emphasizes original, in-house research and long-term investment strategies, typically working with high-net-worth clients.

Michael Robinson is a financial advisor at Atlas Brown with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Atlas Brown Investment Advisors since 2008. Prior to that, he was involved with Cypress Alts LLC and Cypress Holdings LLC for ten years. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.

Vincent Hyman is a financial advisor at American Capital Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at American Capital Management since 2007 and Regulus Financial Group since 2023. Outside of advising, he is a member of GPS Management LLC, a company that develops and markets automatic vehicle location equipment. American Capital Management serves individual clients, retirement plans, and charitable institutions with discretionary portfolio management, financial planning, and access to third-party money managers. The firm employs tailored investment strategies using mutual funds, ETFs, stocks, and bonds, and offers both in-house and external managed program options.

Michael Cole is a financial advisor at Advantage Investment Management in Louisville, KY, holding Series 63 and Series 65 licenses with two years of industry experience. His prior work includes roles at Benchmark Investments and Fidelity Investment. Advantage Investment Management provides investment management, financial planning, consulting, and retirement-plan advisory services to a diverse client base, including individuals, families, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset allocation with quantitative portfolio optimization and offers services such as retirement-plan investment models and ERISA Section 3(38) investment management.

Austin Hill is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at LPL Financial, Fund Evaluation Group, Raymond James & Associates, and Jefferson National Securities Corporation. Outside of his advisory work, he is involved with King of the Hill LLC, a real estate rental business. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management for individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and employs a fiduciary approach with portfolios focused on mutual funds and ETFs, supplemented by third-party managers and algorithm-based strategies.

Benjamin Hopper is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, Kentucky Planning Partners, and Western Kentucky University. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base ranging from individuals to charitable organizations. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based models, operating under a fiduciary standard with tailored wealth management solutions.