Kristoffer Arnold is a CFP® with 25 years of experience in financial advising, currently serving at Van Leeuwen Retirement & Investment Services since 2017. He has also been affiliated with LPL Financial, LLC since 2001. Outside of his advisory work, he is involved with Elevate Land and Realty Group in North Carolina. Van Leeuwen Retirement and Investment Services provides financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using an open-architecture Strategic Wealth Management approach with diversified asset allocation and portfolio management tailored to client objectives.

Joseph Kelsch is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been with E. S. Barr & Company since 2014. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm follows a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically managing customized portfolios with individual equities and fixed-income securities.

Christopher Edney is a financial advisor at Spectrum Financial Alliance, Ltd., L.L.C. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Spectrum Financial Alliance, he worked in healthcare and business analysis roles, including positions at UK Healthcare and the Kentucky Medical Services Foundation. Edney also owns Sigma Squared LLC, where he develops automation tools and provides CFO and business analysis services. Spectrum Financial Alliance delivers individualized financial planning and discretionary asset management for a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm utilizes a combination of fundamental, technical, and cyclical analysis to implement strategies ranging from long-term holdings to option writing, managing approximately $813 million in discretionary assets.

Marc Cobane is a financial advisor at Alpha Financial Partners LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. and UBS Financial Services Inc. Outside of his advisory role, he spends a portion of his time involved in insurance sales. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and designs client strategies based on specific investment goals, time horizons, and risk tolerances, utilizing a broad range of investment instruments.

Morgan Murray is a CFP® with five years of industry experience, currently serving at ABRI LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has experience with nonprofit and educational organizations including Heart of Kentucky United Way and Campbellsville University. Murray holds a license to sell life and health insurance in Kentucky and Florida. ABRI LLC serves individual and high-net-worth households, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of individualized and strategic asset allocation approaches supported by proprietary model portfolios and discretionary trading authority.

David Cunningham is a financial advisor at Southland Equity Partners, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at FSC Securities Corporation for 13 years before joining Southland Equity Partners in 2020. Cunningham provides operational support in connection with Cornerstone Wealth Management, a DBA related to Castillo and Associates, LLC. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, third-party portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to build customized portfolios and manages nearly $900 million in discretionary assets.

Ryan Gray is a financial advisor with Asio Capital LLC in Lexington, KY, holding Series 63 and Series 65 licenses and accumulating seven years of industry experience. He has been with Asio Capital since 2018 and also has a concurrent role at Community Trust and Investment Co. since 2016. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and custom asset-allocation ranges, with an Investment Committee overseeing the approved security universe quarterly.

James Smith is a CFP® professional with 26 years of experience in the financial services industry. He has been with Pierce Financial Planning Inc since 1997. Outside of his advisory work, he is involved with Glenn Ford Fitness Center in Lexington, KY, where he serves as a morning staff person. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, focusing on portfolio management for non-high-net-worth clients. The firm employs a strategic asset allocation approach using actively managed mutual funds and global diversification, and it is closely affiliated with an accounting practice that offers tax preparation and related services.

Daniel Wrenne is a CFP® with 19 years of industry experience and has been with Wrenne Financial Planning LLC since 2014. He holds the Series 66 designation and is the owner of Finance for Physicians, LLC, a podcast focused on financial planning. Additionally, he serves as Board Treasurer for the Commonwealth Center for Fathers & Families, a nonprofit organization in Lexington, KY. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for around 400 clients, including individual, high-net-worth, corporate, and business clients. The firm follows a primarily passive investment approach with diversified portfolios of index mutual funds and ETFs, offering comprehensive financial planning and discretionary portfolio management.

Mark Vanleeuwen is a financial advisor with Van Leeuwen Retirement & Investment Services in Richmond, KY. He holds a Series 63 designation and has 42 years of industry experience, including 28 years with LPL Financial. He has been with Van Leeuwen Retirement & Investment Services since 2017. Van Leeuwen Retirement and Investment Services provides comprehensive financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using a Strategic Wealth Management approach with discretionary portfolio management and tailored asset allocation.

Ruth Webb is a financial advisor at First Kentucky Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2012. Outside of her advisory role, she provides legal services including contract review, wills, probate, and deeds, and is actively involved in community organizations such as the University of Kentucky Women & Philanthropy, Presbyterian Child Welfare agency, Buckhorn Children & Family Services, 2nd Presbyterian Church, and the Harrodsburg Tree Board. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and government entities. The firm offers a range of services including portfolio management, financial planning, municipal advisory, and securities research, implementing customized investment policies through discretionary and non-discretionary accounts and third-party manager programs.

Logan Johnson is a CFP® and Series 65-registered advisor with ABRI LLC, based in Lexington, KY, with three years of industry experience. He previously worked at MiddleGround Capital and Toyota Motor Manufacturing Kentucky. Outside of advising, he is involved in accounting and finance operations for a roofing company. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs strategic asset allocation and proprietary model portfolios with a focus on integrating financial planning and providing a range of specialty services.

Camden Miracle is a CFP® and Series 65 professional at Spectrum Financial Alliance, Ltd., L.L.C. with three years of industry experience. Prior to joining Spectrum Financial Alliance, he worked at the University of Kentucky and Bethlehem High School. Spectrum Financial Alliance is a small advisory team managing over $800 million in assets for individual clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and cyclical analysis, offering services that include discretionary asset management, financial planning, and estate and trust planning under fixed-fee arrangements.

Gregory Turcotte is a CFP® with 16 years of industry experience, currently serving as an investment advisor representative at Alpha Financial Partners LLC and a registered representative at Purshe Kaplan Sterling Investments, Inc. He previously worked at UBS Financial Services from 2015 to 2020. Turcotte is involved in several nonprofit organizations, including serving on the boards of the Gilbert Bunnell Foundation and Refuge for Women, as well as holding the position of President-Elect on the Transylvania University Pioneer Club Advisory Council. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program, constructing client strategies based on individual goals, time horizons, and risk tolerance, utilizing a broad range of investment instruments.

John Thompson is a financial advisor at Invest Inc. in Lexington, KY, holding a Series 63 designation with 30 years of industry experience. He has been with Invest Inc. since 1996. Outside of his advisory role, Thompson is president of two accounting-related businesses, Thompson Financial Group, Inc. and MBWF, Inc., focusing on tax and bookkeeping services. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individuals and business entities, managing approximately $158.7 million across about 208 client accounts. The firm emphasizes portfolio management for non-high-net-worth clients, integrating tax, trust, and estate advice, and employs a strategic asset allocation approach with active management and global diversification.

Jake Keys is a financial advisor at E. S. Barr & Company with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Appalaches Capital, LLC, Point 72 Asset Management, L.P., and Aristides Capital LLC. Prior to his advisory career, he was involved in full-time education for several years. E. S. Barr & Company provides discretionary investment management services to individuals, trusts, retirement plans, foundations, and business entities. The firm employs a research-driven fundamental value approach, focusing on publicly traded companies with market capitalizations above $400 million and favoring shorter-duration, liquid fixed-income instruments.

Jordan Short is a CFP® with eight years of industry experience, currently serving as an advisor at FWG Investments, LLC and Family Wealth Group, LLC since 2021. Prior to that, he worked at Investments & Financial Planning, LLC from 2017 to 2021 and was employed at Centre College from 2013 to 2017. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies overseen by professionals and executed by sub-advisers. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning, and supports clients through ongoing portfolio monitoring and educational seminars.

Edward Lockett is a financial advisor at FWG Investments, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Thrivent Financial and Edward Jones. In addition to his advisory role, he serves as an elected State Representative for Kentucky’s 39th District. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven, discretionary investment strategies and offers services covering investment planning, retirement, insurance, tax, education, and real estate planning.

Sydney Millay is a financial advisor at FWG Investments, LLC in Lexington, KY, holding a Series 65 designation with three years of industry experience. Prior to joining FWG Investments, Sydney worked at Orange Theory Fitness and Northwestern Mutual. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies and sub-advisory arrangements to manage portfolios through growth and dividend-income approaches. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning.

Erin Serrate is a financial advisor with Asio Capital, LLC in Lexington, KY, holding Series 65 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Asio Capital in 2018, she worked at Community Trust & Investment Co. for six years. Outside of advisory work, she is a minority owner of DV8 Kitchen, a restaurant in Lexington, and serves as a board member of Lexington Catholic High School. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets for about 280 client relationships. The firm offers individualized portfolio management for both non-high-net-worth and high-net-worth individuals, as well as discretionary retirement plan services, employing a fundamental analysis-based investment process overseen by an Investment Committee.