Amy Jones is a CFP® and holds a Series 66 designation with 19 years of experience in the financial industry. She currently works at Barlow Wealth Partners, LLC, where she has been since 2023. Prior to this, she spent 14 years at Bank of America, NA, and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated dating back to 2006. 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 and employs a proprietary fundamental research process overseen by an Investment Committee with chartered analysts.

Samuel Vonderheide is a financial advisor at Atlas Brown in Louisville, KY, with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Client Services, LLC from 2015 to 2019. Outside of his advisory role, he supports fundraising efforts for the Louisville Zoo and works part-time in event merchandising. Atlas Brown provides family wealth management and investment advisory services to individuals, families, and institutional clients. The firm manages approximately $567.5 million and offers portfolio management alongside Family Office services, employing institutional techniques and a multidisciplinary approach tailored to each client’s investment policy.

Thomas Corea is a financial advisor with Parthenon LLC in Louisville, KY, holding a Series 63 designation and 27 years of industry experience. He has been with Parthenon Capital Management LLC and Parthenon LLC since 1998 and is also affiliated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1987. Parthenon LLC serves families, trusts, family foundations, and related entities, managing approximately $1.22 billion primarily in discretionary equity and fixed-income portfolios. The firm emphasizes original, in-house research, long-term ownership strategies, and tailored portfolio management for high-net-worth clients.

Christopher Mccrea is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. He has worked at Legacy Financial Independent Advisors LLC since 2023 and previously spent 13 years at First Kentucky Securities Corp. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a partner-led team approach and uses both fundamental and technical analysis to construct long-term portfolios while serving individual investors and institutional plan sponsors.

Brian Coxon is a financial advisor at Oxinas Partners Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Waddell & Reed, Inc. and M. S. Howells & Co. Outside of his advisory role, he is a part-owner of a restaurant and brewery. Oxinas Partners Wealth Management serves individuals, trusts, estates, small businesses, charitable organizations, and retirement plans, offering portfolio management and financial planning services. The firm employs a client-specific, generally long-term investment approach using a range of instruments including mutual funds, ETFs, individual securities, and derivatives.

Ben Tompkins is a financial advisor at Cullinan Associates, Inc. with a Series 65 designation and three years of industry experience. Prior to joining Cullinan Associates, he worked at Baird for one year and was involved with Chillers Microcreamery for three years. Cullinan Associates provides discretionary investment management to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm specializes in broadly diversified large-cap common stocks and systematic covered-call option writing as a core element of its investment approach.

Peyton Hazelrig is a financial advisor at Winebrenner Capital Management LLC with one year of industry experience. He holds the Series 65 designation. Prior to joining Winebrenner Capital Management, he worked at SCA Health, Arlington Partners, LLC, Northern Trust, and Freddie Mac among other roles. 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, following a bottom-up, fundamental investment process focused on financial statement analysis and intrinsic value.

Tyler Current is a Series 66-licensed advisor with First Kentucky Securities Corporation in Louisville, KY, where he has worked since 2012, accumulating 16 years of industry experience. He serves on the finance committee for House of Ruth, a nonprofit supporting people with HIV/AIDS, and is also involved with the finance committee at Big Springs Country Club. Additionally, he was approved as a FINRA Arbitrator in 2019. First Kentucky Securities Corporation offers 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 employs a mix of discretionary and non-discretionary account management, supported by its dual registration as both an investment adviser and broker-dealer, along with municipal advisory capabilities.

Sara Porter is a financial advisor at KPP Advisory Services LLC with five years of industry experience. She holds a Series 66 designation and has prior experience at LPL Financial, First Savings Bank, and McCann Erickson. Porter provides administrative support to KPP Advisory Services LLC in addition to her advisory role. KPP Advisory Services LLC offers personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting 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 an investment approach focused on mutual funds, ETFs, and a combination of third-party managers and algorithm-based strategies.

Kenneth O'Neil is a financial advisor with KPP Advisory Services LLC, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial LLC since 2006 and joined KPP Advisory Services in 2017. Outside of his advisory role, he operates a water sports business called Fly with Ken. KPP Advisory Services LLC provides 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, offering both discretionary and non-discretionary portfolio management with a focus on mutual funds, ETFs, and supplemental third-party strategies.

Randall Walker is a Series 65-licensed advisor with American Capital Management, Inc., where he has worked for nine years. He previously worked at Mercurio Wealth Advisors and Mercurio & Associates. Outside of his advisory role, Walker is also an independent insurance agent involved in annuity and life insurance sales. American Capital Management serves a diverse client base including individuals, retirement plans, and charitable institutions by providing discretionary portfolio management, financial planning, and access to third-party money managers. The firm customizes investment advice to client goals and offers multiple in-house and third-party managed program options.

Robert Davenport is a CFP® professional with 36 years of industry experience. He is currently with KPP Advisory Services LLC and has also worked with LPL Financial for over 20 years. Outside of his advisory roles, he is involved in fixed insurance cases in collaboration with colleagues at KPP Advisory Services. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to a diverse client base including individuals, trusts, estates, charitable organizations, and small businesses. The firm employs an asset-allocation approach focused on mutual funds and ETFs, supplemented by third-party managers and algorithm-based strategies, operating under a fiduciary standard.

Martin Winebrenner is a financial advisor at Winebrenner Capital Management LLC in Louisville, KY, holding a Series 65 designation with four years of industry experience. His work history includes multiple periods at Winebrenner Capital Management LLC and a role as a leasing consultant at The Dinnerstein Companies in Santa Monica, CA. Winebrenner Capital Management provides discretionary portfolio management for individuals, businesses, trusts, estates, and charitable organizations, as well as serving as general partner and adviser to several pooled Delaware limited-partnership funds. The firm employs a primarily bottom-up, fundamental investment approach focused on securities trading below intrinsic value and manages both individual accounts and pooled investment vehicles.

Cameron Wisley is a financial advisor at J. Hagan Capital, Inc. in Louisville, KY with eight years of industry experience. He holds the Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Prior to his financial career, he spent six years working at Wagoner's Painting. J. Hagan Capital provides investment management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios that incorporate traditional and alternative investments, employing fundamental, quantitative, and technical analysis, with ongoing supervision and collaboration from in-house specialists including a CPA and estate-planning attorney.

Michael Casey is a CFA® charterholder with 12 years of industry experience. He has been with Cullinan Associates, Inc. since 2013. 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.

Josiah Stowe is a financial advisor at RightOak Asset Management, LLC with one year of industry experience. He holds a Series 65 designation. Prior to joining RightOak, Stowe worked at Dominion Wealth Strategists and World Financial Group, and he served five years in the U.S. Army. He also spent time at The Southern Baptist Theological Seminary. RightOak Asset Management is an SEC-registered advisory firm serving retirement plans, corporations, families, and individuals with investment management, financial planning, retirement consulting, and estate-planning services. The firm emphasizes strategic asset allocation and long-term, value-oriented investing, utilizing proprietary models and third-party sub-advisors, and offers unique client engagement features such as educational events and online legal estate workflows.

Bradley Barnett is a CFP® professional with 48 years of experience in the financial services industry. He has been with KPP Advisory Services LLC since 2017 and also maintains a longstanding affiliation with LPL Financial dating back to 2010. Outside of his advisory work, Barnett has worked as a driver for ride-sharing services Uber and Lyft in Louisville, KY. KPP Advisory Services LLC is a multi-advisor firm offering personalized 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 portfolios typically focused on mutual funds, ETFs, and a combination of third-party managers and algorithm-based strategies.

Timothy Peoples is a financial advisor at American Capital Management, Inc. with 44 years of industry experience. He holds a Series 63 designation and has previously worked at American Equity Investment Corporation and Regulus Financial Group, LLC. Outside of advisory work, he serves as a board member of a nonprofit water utility company. American Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and financial planning tailored to client goals, utilizing a mix of mutual funds, ETFs, stocks, and bonds, along with both in-house and third-party managed programs.

Lisa Leisure is a financial advisor with PCG Wealth Management in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 19 years and has been with PCG Wealth Advisors since 2021. Outside of her advisory role, she serves as a trustee in a fiduciary capacity. PCG Wealth Management provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans. The firm employs a primarily long-term, customized investment approach using low-cost diversified funds and offers specialized retirement-plan fiduciary services.

Samuel Harvey is a financial advisor at Harvey Investment Company, LLC in Louisville, KY, holding Series 63 and Series 66 designations with 25 years of industry experience. He has been with Harvey Investment Company since 2000 and is also associated with J.J.B. Hilliard, W.L. Lyons, Inc. since 1971. Harvey Investment Company provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm focuses on discretionary portfolio management of equity and balanced portfolios, using fundamental analysis and offering both long-term and short-term investment strategies.