Leo Hanlein is a financial advisor with Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation and over 32 years of industry experience. He has been with Alexander Investment Services Co. since 1993. Outside of his advisory role, he serves on the board of Freedom Lake Ministries, which operates a mentorship program for men transitioning from incarceration. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, charitable organizations, medical and dental practices, and small businesses. The firm offers both advisory and brokerage services, emphasizing personalized investment agreements and regular reviews tailored to client objectives and risk tolerance.

Thomas Falkner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Legacy Financial Independent Advisors LLC, where he has worked since 2023, and previously worked at First Kentucky Securities Corporation and the University of Louisville. Outside of his advisory role, Falkner serves as a financial concepts coach at Southeast Christian Church and is president of Ad-Rack, Inc., a distribution services company. Legacy Financial Independent Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental and technical analysis, with oversight of unaffiliated independent managers while acting in a fiduciary capacity.

Megan Dant is a Series 65–licensed financial advisor at Saling Wealth Advisors in Louisville, KY, with three years of industry experience. She previously worked at Hilliard Lyons Trust Co LLC for four years before joining her current firm. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using personalized Investor Profiles and predominantly mutual funds and ETFs in portfolio construction.

Donald Garton is a CFP® and ChFC® with 34 years of industry experience. He has been with Advantage Investment Management since 2005 and previously worked at Securities Service Network, Securities America, Inc., and Benchmark Investments, LLC. Outside of his advisory role, he serves on the Finance Committee of Highland Presbyterian Church. Advantage Investment Management provides investment management, financial planning, consulting, and retirement plan services to individuals, families, trusts, corporations, 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.

Cherri Lamkin is a financial advisor at Atlas Brown with nine years of industry experience. She holds a Series 65 designation and has been with Atlas Brown since 2016. Atlas Brown serves high-net-worth individuals and families as well as charitable organizations, retirement plans, trusts, estates, and corporations. The firm offers family wealth management and Family Office Services, employing a multi-asset investment approach that combines internal research and external managers to create customized strategies.

Jessica Bourassa is a CFP® professional with seven years at Reliant Wealth Planning and three years of prior experience at Western Kentucky University. She is based in Louisville, KY, and has three years of industry experience. Reliant Wealth Planning offers fee-based financial planning and discretionary wealth management primarily to individuals, including high-net-worth households. The firm manages approximately $595 million across 1,700 client relationships, using a multi-layer investment framework with Core templates, a tactical asset allocation strategy, and liquidity reserves, alongside ongoing management of certain outside investments.

James Kiper is a financial advisor at First Kentucky Securities Corporation with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2014. Outside of his advisory role, he is a part-time pilot with CREW Aviation LLC. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base including individual investors, pension plans, charitable organizations, corporations, and government entities. The firm offers tailored investment policies implemented through discretionary and non-discretionary accounts, combining in-house research and multiple program options.

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 at Barlow Wealth Partners, LLC with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Bank of America and Merrill Lynch. He serves as a board member and chair of the finance committee for West End School, a boarding school for middle school inner-city African American boys. Barlow Wealth Partners serves individuals, including high net worth clients, and entities such as family offices, trusts, and retirement plans. The firm employs a long-term, fundamental research approach with customized portfolio construction primarily using individual equities and fixed-income securities, and manages approximately $1.22 billion across its advisory team.

Laura Clark is a CFP® professional with 25 years of industry experience. She is a founding partner at Reliant Wealth Planning, LLC, where she has worked since 2017. Prior to that, she held roles at Comprehensive Asset Management and Servicing, Inc. and JJB Hilliard WL Lyons LLC. Outside of her advisory work, Clark serves as president of the PEO International Chapter E, a charity based in Louisville, KY. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering services such as cash flow and retirement planning, investment due diligence, and estate planning support. The firm uses a multi-layer investment framework combining core risk-based templates, a tactical allocation strategy, and a liquidity reserve, with periodic rebalancing and layer adjustments.

Justin Kepley is a CFA® charterholder affiliated with Axiom Financial Strategies Group, LLC, based in New Albany, IN. He has been with Axiom since 2025 and has prior experience in healthcare and investment-related roles, including serving as president of BLH Investments LLC, where he is involved in proprietary securities trading. Axiom Financial Strategies Group LLC provides wealth management, financial planning, and retirement plan advisory services to individuals, trusts, estates, and charitable institutions. The firm manages approximately $372.9 million in assets with a team of seven advisors and employs a primarily long-term, tax-aware investment approach using diversified funds, ETFs, individual securities, and independent managers.

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.

Gerald Wells is a financial advisor with Alexander Investment Services Co. in Louisville, KY, holding a Series 63 designation and 45 years of industry experience. He has been with Alexander Investment Services Co. since 1983. Outside of his advisory role, he serves as a shareholder and director in several non-securities-related businesses, including a Papa John's Pizza franchise and a golf club. Alexander Investment Services Company provides personalized investment advisory and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small professional businesses. The firm employs a combination of fundamental, technical, and model-driven analysis to construct and monitor portfolios and offers additional services including retirement plan administration and brokerage products through its broker-dealer arm.

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.