Benjamin Hopper is a financial advisor with KPP Advisory Services LLC and holds a Series 66 designation. He has seven years of industry experience, including prior roles at LPL Financial, Kentucky Planning Partners, and Western Kentucky University. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to a diverse client base ranging from individuals to charitable organizations. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and algorithm-based models, operating under a fiduciary standard with tailored wealth management solutions.

Kody Williams is a financial advisor at Saling Wealth Advisors in Louisville, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Saling Wealth Advisors, he worked at Vermillion Financial Advisors for one year and was a student from 2021 to 2025. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning and portfolio management, focusing on mutual funds and ETFs, and employs both qualitative and quantitative due diligence in constructing portfolios.

Luke Lyle is a financial advisor with Winebrenner Capital Management LLC in Louisville, KY. He holds the Series 65 designation and has one year of industry experience. Prior to joining Winebrenner Capital Management, he worked at Forth Technologies, Truist Advisory Services, Stock Yards Bank & Trust, and Spectrum Financial Alliance. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management, fund management for private pooled vehicles, and access to third-party money managers, using a bottom-up, fundamental investment process focused on identifying undervalued opportunities.

Matthew Wagner is a financial advisor with Oxinas Partners Wealth Management in Louisville, KY, holding a Series 66 designation and 16 years of industry experience. He has worked at M.S. Howells & Co. and Oxinas Partners since 2018 and previously spent nine years at Waddell & Reed, Inc. Outside of his advisory role, Wagner is involved in insurance sales and owns a thoroughbred syndicate. 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, using a client-specific, generally long-term investment approach that includes mutual funds, ETFs, individual securities, and alternative strategies.

Eric Poole is a CFP® professional with 11 years of industry experience, currently serving as an advisor at KPP Advisory Services LLC since 2017. He also has a background with LPL Financial LLC, where he has worked since 2013. Outside of his advisory roles, Poole is involved in providing long-term care insurance planning through LTCI Partners. KPP Advisory Services LLC is a multi-advisor firm offering financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF asset allocation, supplemented by third-party managers and algorithm-based strategies.

Travis Jaggers is a financial advisor at Oxinas Partners Wealth Management in Louisville, KY, holding a Series 66 designation with 27 years of industry experience. He previously worked at Raymond James & Associates for 12 years before joining Oxinas Partners and affiliated firms in 2026. Oxinas Partners Wealth Management serves individuals, high-net-worth clients, trusts, estates, small businesses, charitable organizations, and retirement plans, offering portfolio management and financial planning services. The firm employs a primarily long-term investment approach using mutual funds, ETFs, third-party managers, and may incorporate derivatives and margin borrowing where appropriate.

David Scott is a financial advisor with Axiom Financial Strategies Group, LLC in New Albany, IN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC before joining Axiom and Spring Street Solutions, LLC in 2020. Outside of his advisory role, Scott owns multiple companies involved in intellectual property development, consulting, and athletic training device innovation, and he serves as a faculty member and certificate director at the University of Louisville and the Family Firm Institute Global Education Network. Axiom Financial Strategies Group LLC provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, family entities, and charitable institutions. The firm manages approximately $372.9 million in assets through customized, tax-aware portfolios combining mutual funds, ETFs, and selective individual securities, with a primarily long-term investment approach and additional ERISA fiduciary retirement plan services.

Joel Koerner is a financial advisor at Natural Investments in Louisville, KY, holding a Series 65 designation with eight years of industry experience. He has been with Natural Investments since 2015. 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 manages approximately $2.05 billion through a team of 24 advisors, emphasizing asset-class diversification and long-term investment strategies consistent with Modern Portfolio Theory, primarily using socially responsible funds and community investment instruments.

Colin Cady is a financial advisor with First Kentucky Securities Corporation in Louisville, KY, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at First Kentucky Securities since 2017 and previously spent two years with Exterior Designs Landscape. Outside of advisory work, he owns and operates CECCO, LLC, a handyman service. First Kentucky Securities Corporation serves a diverse client base including individuals, pension plans, charitable organizations, corporations, insurance companies, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and in-house research, combining investment adviser and broker-dealer registrations with municipal and insurance licenses to provide a broad range of services.

Rebekah Ellis is a financial advisor at Winebrenner Capital Management LLC with eight years of industry experience. She holds a Series 65 designation and has been with Winebrenner Capital Management in various capacities since 2013. Prior to her advisory role, she worked at the University of Louisville from 2012 to 2016. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, and serves as general partner and adviser to multiple pooled Delaware limited-partnership funds. The firm employs a bottom-up, fundamental investment approach focused on securities trading below estimated intrinsic value and manages approximately $243 million in discretionary assets.

Michael McCulloch is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding a Series 66 designation and 14 years of industry experience. He has worked at KPP Advisory Services since 2017 and LPL Financial since 2014. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, third-party managers, and algorithm-based strategies.

Ashley Koed is a financial advisor at 3Edge Asset Management, LP with 16 years of industry experience. She holds the Series 65 designation and has been with 3Edge Asset Management since 2016. 3Edge Asset Management is a discretionary investment manager serving separately managed account clients, providing sub-advisory services, and managing ETFs and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation approach that combines quantitative research with investment committee judgment and uses ETFs, derivatives, and borrowing to implement tactical exposures.

Krista Thompson is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with five years of industry experience. She has been with Winebrenner Capital Management since 2015. Winebrenner Capital Management manages approximately $260 million in discretionary assets for individuals, businesses, trusts, estates, and charitable organizations, while also serving as general partner and adviser to four private pooled funds. The firm employs a bottom-up, fundamental investment process focused on financial statement analysis and intrinsic value to identify undervalued opportunities across various fund objectives.

Gary Bouch is a financial advisor at Oxinas Partners Wealth Management with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Waddell & Reed, Inc. and M.S. Howells & Co. Outside of advisory work, he is involved with CaskX, a venture investing in bourbon whiskey, and manages two holding companies related to office property and tax purposes. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, managing approximately $345 million in client assets. The firm employs a client-specific, long-term investment approach using mutual funds, ETFs, individual securities, and more active instruments such as options and derivatives.

Sawyer Lillard is a financial advisor at Axiom Financial Strategies Group, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Axiom, he worked at Jefferson Bank for four years and briefly at Jefferson City Parks and Recreation. Axiom Financial Strategies Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing wealth management, discretionary investment management, financial planning, and retirement plan advisory services. The firm builds customized, tax-aware portfolios using a combination of active and passive strategies and emphasizes both long-term investment approaches and documented client-imposed restrictions.

Kimberly Newsome is a financial advisor at Teeple Snyder Newsome Wealth & Tax Management in Louisville, KY, holding a Series 65 designation with four years of industry experience. She has previously worked at Unbridled Capital LLC / Koa Management Company for ten years and is the owner of FITCOUNT LLC, a non-investment-related business. Teeple Snyder Newsome Wealth & Tax Management serves individuals, pension and profit-sharing plans, and business clients with asset management, financial planning, ERISA plan advisory, and tax preparation services. The firm employs a goal-focused investment process centered on diversified, multi-asset portfolios and integrates accounting and tax services alongside its Schwab Institutional Intelligent Portfolios “Liftoff” program.

David Russell is an executive vice president at Atlas Brown with 43 years of industry experience. He has held positions at Private Client Services, LLC and has been with Atlas Brown since 2014. Outside of his advisory role, he operates Mo Chuisle Farm in Shelbyville, KY, and serves as treasurer for the One Seagrove homeowners' association in Santa Rosa Beach, FL. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and various entities, managing approximately $567.5 million across 438 clients. The firm employs institutional techniques and offers a range of portfolio management and Family Office services tailored to client needs.

John Denham is a financial advisor at Magnate Advisory Services, LLC in Louisville, KY, holding Series 63 and Series 66 licenses with 10 years of industry experience. He has worked at Magnate Wealth Management LLC since 2019 and previously at Silver Oak Securities, Inc., Kentucky DFI Division of Securities, and Jjb Hilliard Wl Lyons. Outside of advisory work, he is involved with Sterling Wealth Advisors, LLC, a business focusing on contract management. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans with broad financial planning and portfolio management services. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and supports a large client base through standardized processes and educational seminars.

David Porter is a CFP® with 45 years of industry experience, currently serving at KPP Advisory Services LLC since 2017. His prior work includes roles at Wells Fargo Advisors from 2009 to 2017. He is also involved with the Money411 website as a side business. KPP Advisory Services LLC provides financial planning, investment management, wealth management, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes asset allocation through mutual funds, ETFs, third-party managers, and model portfolios, operating under a fiduciary standard with annual reviews and ongoing monitoring.

Todd Lowe is a CFP®, CFA® with 27 years of industry experience. He has been with Parthenon LLC in Louisville, KY since 1998. Parthenon LLC primarily serves high-net-worth families, trusts, and family foundations, offering discretionary equity and fixed-income portfolio management. The firm emphasizes original in-house research, long-term ownership strategies, and tailored portfolios, managing approximately $1.22 billion across 219 client relationships.