Richard Shu is a financial advisor with Remington Wealth Management LLC in Louisville, KY, holding a Series 66 designation and 24 years of industry experience. He has been with Remington Wealth Management since 2008, operating as a solo advisor. Remington Wealth Management LLC is an independent, single-advisor registered investment adviser serving individual clients. The firm primarily provides non-discretionary portfolio management and conducts periodic account reviews using specific methods of analysis.

Kevin Carrico is a CFA® charterholder with 12 years of experience in the financial industry. He is the sole advisor at Springhouse Financial, LLC, an independent firm based in Louisville, KY. Outside of his advisory role, Mr. Carrico manages Maurice Carrico Farm, LLC, where he oversees leasing farm property for agricultural use. Springhouse Financial provides portfolio management and financial planning services to individual clients, managing approximately $17 million in assets across 21 client relationships. The firm maintains a small client base with a focused approach to account management.