Brent Gorter is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Silver Oak Securities since 2011 and with Magnate Wealth Management, LLC since 2016. Outside of his advisory roles, he is involved in managing insurance agencies offering non-variable insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management and a unified managed account program, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

Sara Porter is a financial advisor at KPP Advisory Services LLC with five years of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial, First Savings Bank, and McCann Erickson. Porter provides administrative support to KPP Advisory Services LLC in addition to her advisory role. KPP Advisory Services LLC offers 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 employs a fiduciary standard with an investment approach focused on mutual funds, ETFs, and a combination of third-party managers and algorithm-based strategies.

Kenneth O'Neil is a financial advisor with KPP Advisory Services LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2006 and joined KPP Advisory Services in 2017. Outside of his advisory role, he operates a water sports business called Fly with Ken. KPP Advisory Services LLC provides 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, offering both discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, and supplemental third-party strategies.

Robert Davenport is a CFP® professional with 36 years of industry experience. He is currently with KPP Advisory Services LLC and has also worked with LPL Financial for over 20 years. Outside of his advisory roles, he is involved in fixed insurance cases in collaboration with colleagues at KPP Advisory Services. KPP Advisory Services LLC provides 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 employs an asset-allocation approach focused on mutual funds and ETFs, supplemented by third-party managers and algorithm-based strategies, operating under a fiduciary standard.

Martin Winebrenner is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with four years of industry experience. His work history includes multiple periods at Winebrenner Capital Management LLC and a role as a leasing consultant at The Dinnerstein Companies in Santa Monica, CA. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to several pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach focused on securities trading below intrinsic value and manages both individual accounts and pooled investment vehicles.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY with eight years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Prior to his financial career, he spent six years working at Wagoner's Painting. 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 incorporate traditional and alternative investments, employing fundamental, quantitative, and technical analysis, with ongoing supervision and collaboration from in-house specialists including a CPA and estate-planning attorney.

Zachary Frantz is a financial advisor with Magnate Advisory Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual and Silver Oak Securities. Magnate Advisory Services works with individuals, businesses, charitable organizations, and retirement plans, offering broad-based financial planning and ongoing portfolio management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, emphasizing diversified, tax-aware allocations and long-term strategies.

Lindsay Manietta is a financial advisor at The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation with nine years of industry experience. She has been with The Gleason Group since 2016, working as part of a six-advisor team. The Gleason Group serves individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations by providing comprehensive wealth management, financial life planning, and retirement plan consulting. The firm employs a goal-based, long-term buy-and-hold investment approach focused on fundamental analysis and diversified allocations tailored to each client's risk tolerance and objectives.

Bradley Barnett is a CFP® professional with 48 years of experience in the financial services industry. He has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Barnett has worked as a driver for ride-sharing services Uber and Lyft in Louisville, KY. KPP Advisory Services LLC is a multi-advisor firm offering personalized financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets and employs a fiduciary standard with portfolios typically focused on mutual funds, ETFs, and a combination of third-party managers and algorithm-based strategies.

James Nicholson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is affiliated with Magnate Advisory Services, LLC in Louisville, KY, and has worked at several related firms since 2008, including Nicholson Financial, LLC. Outside of advising, he serves as Vice Chairman of the Board for Uspiritus, a child welfare nonprofit organization. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and manages a notably high client load through standardized processes and custodial support.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

Tendai Charasika is a CFP® with five years of industry experience, currently serving as a financial advisor at Saling Wealth Advisors in Louisville, KY since 2020. Prior to joining Saling Wealth Advisors, Tendai worked at SuperFanU, Inc for six years. Outside of his advisory role, he serves on the University of Louisville College of Business Board of Advisors, acts as an Entrepreneur-in-Residence for the University of Louisville Office of Research and Innovation, and participates in several local advisory and philanthropic councils. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, focusing on personalized investment profiles primarily composed of mutual funds and ETFs.

John Stillwagon is a financial advisor at Alexander Investment Services Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages clients’ portfolios on a non-discretionary basis, using technical, fundamental, and cyclical analysis alongside long-term purchase strategies tailored to client objectives, risk tolerance, and time horizon.

Christian Doyle is a CFP® with two years of industry experience, currently serving as an advisor at Saling Wealth Advisors. He previously worked at Millennium Advisory Services, Inc. and has a diverse background including roles at RW Baird, Door Dash, and Western Kentucky University. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, implementing portfolios primarily composed of mutual funds and ETFs based on personalized Investor Profiles.

Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. 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, using diversified portfolios and both fundamental and technical analysis.

Thomas Wright is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial LLC since 2012 and has been with KPP Advisory Services LLC since 2017. 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 multi-advisor firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on asset-allocation portfolios utilizing mutual funds, ETFs, third-party managers, and algorithm-based strategies.

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.

Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.

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.