Royden Cullinan is a financial advisor with Cullinan Associates, Inc. in Louisville, KY, holding 36 years of industry experience. He has been with Cullinan Associates since 1990. 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.

Eric Bielefeld is a financial advisor at Cullinan Associates, Inc. in Louisville, KY, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cullinan Associates since 2010. Outside of his advisory role, he serves as an unpaid board member of Lock Doctor, LLC, a locksmith company. 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 stocks combined with covered call option writing and manages accounts on a fully discretionary basis.

Zachary Gutermuth is a financial advisor with Legacy Financial Independent Advisors LLC in Louisville, KY. He holds a Series 65 designation and has been with Legacy Financial since 2025. Prior to joining the firm, he held various roles in industries including athletics and retail. Outside of financial advising, he works as a graphic designer for the IU Southeast Athletic Department. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm uses a combination of fundamental and technical analysis to construct long-term portfolios and manages approximately $450.6 million across about 700 client relationships.

William Hancock III is a CFA® charterholder with 22 years of industry experience. He is currently with Atlas Brown, where he has worked since 2005, and previously worked at Purshe Kaplan Sterling Investments. Hancock serves on the board of the Filson Historical Society, a nonprofit organization in Louisville, Kentucky, where he is a member of the finance and personnel committees. 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.

Joshua Jevne is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding a Series 65 designation with 15 years of industry experience. He has been with Harvey Investment Company since 2010. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm emphasizes fundamental analysis with both long- and short-term equity and balanced portfolio management, overseeing approximately $941.5 million in regulatory assets.

Mathew Koole is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual from 2014 to 2019. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios using a range of investment strategies and collaborates with in-house tax and estate planning professionals.

William Green is a Series 66-licensed financial advisor with 19 years of industry experience. He has worked at Oxinas Partners Wealth Management since 2018 and previously spent five years at Hilliard Lyons. Outside of his advisory role, Green is involved in various business activities, including ownership of a golf clothing and accessories company, a consulting and bookkeeping firm, and an invention company, as well as volunteering with a charitable organization where he manages investments. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a client-specific, generally long-term investment approach using mutual funds, ETFs, individual securities, and alternative instruments, managing approximately $345 million in assets across a team of six advisors.

Christopher Mcintosh is a financial advisor at Barlow Wealth Partners, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 16 years before joining Barlow Wealth Partners in 2023. 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 alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

Michael Petrosky is a financial advisor with PCG Wealth Management in Louisville, KY, holding a Series 66 designation and 19 years of industry experience. His career includes roles at LPL Financial, Waddell & Reed, and various insurance agencies. Outside of advisory work, he is involved with Petrosky Apartments LLC, a business he has operated since 2015. PCG Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans by offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a primarily long-term, customized investment approach using diversified mutual funds and ETFs, while also providing specialized retirement-plan fiduciary services.

Cullen Ebert is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding a Series 66 designation and two years of industry experience. He previously worked at Raymond James Financial and PNC Private Bank. In addition to his advisory role, Mr. Ebert is a licensed insurance agent involved in insurance sales and implementation. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm offers customized, goal-oriented portfolios with a long-term focus using a blend of active and passive strategies, alongside retirement-plan oversight and participant education.

Jimmy Ray III is a financial advisor at FMSA with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equitable Advisors, Core Planning, Thrivent Financial, Fidelity Investments, and Bank of America. Outside of his advisory role, he serves as an independent agent with various outside fixed insurance appointments. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, as well as corporate pension and profit-sharing plans, municipalities, and trust programs. The firm provides discretionary portfolio management and comprehensive financial planning using a fundamental, research-driven investment approach.

Paul Caruso is a financial advisor at Oxinas Partners Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Edward Jones and Waddell & Reed, Inc. Caruso is based in Jeffersonville, IN, and is part of a six-advisor team. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan advisory services with a client-specific, generally long-term investment approach.

Bruce Corwin is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with First Kentucky Securities Corporation, where he has worked since 2020, following prior roles at Ross, Sinclaire & Associates, LLC and Raymond James & Associates. Outside of his advisory work, he founded Bourbon Brotherhood, a monthly bourbon tasting group, and co-chairs Bourbon Mixer, a charity fundraising event. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individuals, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management and municipal advisory services, supported by its dual registration as both an investment adviser and broker-dealer.

Bradley Glotzbach is a financial advisor at Atlas Brown with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown since 2009. Outside of his advisory work, he serves as a fitness instructor at YMCA Louisville. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various institutions, managing approximately $567.5 million across 438 clients. The firm employs institutional investment techniques and offers a range of Family Office services, including financial planning and trust coordination.

Kelsey Doren is a Certified Financial Planner® at Barlow Wealth Partners, LLC with three years of experience in the financial industry. Prior to joining the firm in 2023, Doren spent several years working in the Kentucky Court of Justice and the Department of Public Advocacy. 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 offers discretionary and non-discretionary investment management and financial planning, typically constructing customized portfolios focused on individual equities with some fixed income and options, guided by a proprietary research process overseen by an Investment Committee.

Maria Koerner is a Series 65 licensed financial advisor with Natural Investments in Louisville, KY, where she has worked since 2023. She has two years of industry experience and previously spent ten years with Catholic Charities of Louisville. Natural Investments is a values-focused advisory firm serving individual clients, institutions, and charitable entities. The firm manages approximately $2.05 billion with a team of 24 advisors, using a long-term, diversified investment approach centered on socially responsible funds and community investment instruments.

Leah Driver is a financial advisor at Axiom Financial Strategies Group, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience as a senior tax manager at Rodefer Moss & Company and roles in tax preparation and consulting through her own firm, LMD Consulting. Driver is also a licensed insurance agent. Axiom Financial Strategies Group provides wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm builds customized, goal-oriented portfolios using both active and passive strategies and sponsors a wrap fee program that consolidates transaction costs into a single asset-based fee.

Timothy Corley is a financial advisor at Atlas Brown with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Atlas Brown Investment Advisors Inc. since 2004. Outside of his advisory role, he is the owner of Zoeva Properties, LLC, a real estate management business. Atlas Brown provides wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages over $567 million and offers portfolio management along with Family Office services, utilizing institutional investment techniques and a fiduciary custodian platform.

Sheree Bollinger is a financial advisor at Legacy Financial Independent Advisors LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Kentucky Securities Corp. for 18 years. Outside of her advisory role, she serves as Treasurer and Board Member for Green Hill Therapy and is a partner in a horse syndicate called Social Circle Stables LLC. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs both fundamental and technical analysis to construct long-term portfolios and manages approximately $450 million across about 700 client relationships.

Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC in Louisville, KY, holding Series 63 and Series 65 credentials with 15 years of industry experience. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Outside of his advisory role, he is a minority shareholder in Shady Rays and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs a partner-led team approach and utilizes fundamental and technical analysis to construct long-term portfolios.