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.

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 prior roles include positions at Jurs Montgomery Brokerage and Nationwide Investment Services Corporation. J. Hagan Capital provides investment advisory and planning services primarily to individual and high-net-worth clients, as well as trusts and estates. The firm offers customized portfolio management and financial planning, utilizing a range of investment strategies including traditional and alternative assets, with ongoing monitoring and discretionary trading when authorized.

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.

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.