Colin Cady is a financial advisor with First Kentucky Securities Corporation in Louisville, KY, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at First Kentucky Securities since 2017 and previously spent two years with Exterior Designs Landscape. Outside of advisory work, he owns and operates CECCO, LLC, a handyman service. First Kentucky Securities Corporation serves a diverse client base including individuals, pension plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and in-house research, combining investment adviser and broker-dealer registrations with municipal and insurance licenses to provide a broad range of services.

Ronald Denman is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Capital Management since 2007. Prior to that, he was with American Equity Investment Corporation for 27 years. His other business activities include involvement with fixed and variable insurance and annuity products. American Capital Management serves a diverse client base including individuals, high-net-worth households, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to multiple third-party money managers, using investment strategies tailored to each client’s goals.

Ashley Koed is a financial advisor at 3Edge Asset Management, LP with 16 years of industry experience. She holds the Series 65 designation and has been with 3Edge Asset Management since 2016. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, providing sub-advisory services, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing to implement tactical exposures.

Gary Bouch is a financial advisor at Oxinas Partners Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. and M.S. Howells & Co. Outside of advisory work, he is involved with CaskX, a venture investing in bourbon whiskey, and manages two holding companies related to office property and tax purposes. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm employs a client-specific, long-term investment approach using mutual funds, ETFs, individual securities, and more active instruments such as options and derivatives.

Sawyer Lillard is a financial advisor at Axiom Financial Strategies Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Axiom, he worked at Jefferson Bank for four years and briefly at Jefferson City Parks and Recreation. Axiom Financial Strategies Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, tax-aware portfolios using a combination of active and passive strategies and emphasizes both long-term investment approaches and documented client-imposed restrictions.

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 in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2016 to 2023. Outside of his advisory work, he serves as a director for Junior Achievement of Kentuckiana, a nonprofit organization focused on youth education and fundraising. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and small businesses. The firm employs a long-term, research-driven investment approach centered on customized portfolios of individual equities and fixed income, managed by a committee that uses both top-down and bottom-up analysis.

Amy Jones is a CFP® professional with 18 years of industry experience. She has worked at Merrill Lynch and Bank of America before joining Barlow Wealth Partners, LLC, where she has been since 2023. Amy holds the Series 66 designation and is based in Louisville, KY. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and retirement plans. The firm employs a long-term, research-driven investment approach with customized portfolios primarily composed of individual equity and fixed-income securities, managed by an Investment Committee.

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® and holds a Series 66 license with 15 years of experience in the financial industry. He has worked at Legacy Financial Independent Advisors LLC since 2023 and previously spent 13 years at First Kentucky Securities Corp. 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 employs a partner-led team approach and uses both fundamental and technical analysis to construct long-term portfolios while serving individual investors and institutional plan sponsors.

Brian Coxon is a financial advisor at Oxinas Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. and M. S. Howells & Co. Outside of his advisory role, he is a part-owner of a restaurant and brewery. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, offering portfolio management and financial planning services. The firm employs a client-specific, generally long-term investment approach using a range of instruments including mutual funds, ETFs, individual securities, and derivatives.

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.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Before entering financial services, he spent six years at Wagoner's Painting. J. Hagan Capital serves individuals, high-net-worth clients, trusts, and estates with portfolio management, financial and tax planning, and access to alternative investments including private placements and non-traded REITs. The firm integrates tax and estate planning into investment decisions through in-house professionals and utilizes both third-party managers and model portfolios with a long-term investment approach.

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.