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John S
Series 63, Series 65
Fisherville, KY
Alexander Investment Services Co.
John Stillwagon is a financial advisor at Alexander Investment Services Co. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advisory and financial planning services to individuals, including high net worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm primarily manages clients’ portfolios on a non-discretionary basis, using technical, fundamental, and cyclical analysis alongside long-term purchase strategies tailored to client objectives, risk tolerance, and time horizon.
Christian D
CFP®, Series 65
Louisville, KY
Saling Wealth Advisors
Christian Doyle is a CFP® with two years of industry experience, currently serving as an advisor at Saling Wealth Advisors. He previously worked at Millennium Advisory Services, Inc. and has a diverse background including roles at RW Baird, Door Dash, and Western Kentucky University. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, implementing portfolios primarily composed of mutual funds and ETFs based on personalized Investor Profiles.
Royden C
Louisville, KY
Cullinan Associates, Inc.
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 B
Series 63, Series 65
Louisville, KY
Cullinan Associates, Inc.
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 G
Series 65
Louisville, KY
Legacy Financial Independent Advisors LLC
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.
Klein S
Series 65
Louisville, KY
Guidance Capital, Inc.
Klein Stubbs is a financial advisor at Guidance Capital, Inc. with one year of industry experience. He holds a Series 65 designation and has previous experience working at Conviva Care Solutions, LLC and Humana, Inc. Stubbs is also the managing member and owner of an inactive CPA firm licensed in Kentucky. Guidance Capital provides investment advisory and related services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, using diversified portfolios and both fundamental and technical analysis.
Thomas W
Series 63, Series 66
Louisville, KY
KPP Advisory Services LLC
Thomas Wright is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at LPL Financial LLC since 2012 and has been with KPP Advisory Services LLC since 2017. KPP Advisory Services LLC offers personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The multi-advisor firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on asset-allocation portfolios utilizing mutual funds, ETFs, third-party managers, and algorithm-based strategies.
Matthew C
CFA®, Series 63
Louisville, KY
Parthenon LLC
Matthew Carper is a CFA® charterholder with three years of industry experience. He has been with Parthenon LLC since 2014 and also maintains a role at SG Cowen Securities. Parthenon LLC serves families, trusts, family foundations, and related entities, offering discretionary equity and fixed-income portfolio management. The firm manages approximately $1.22 billion across about 219 client relationships, focusing on high-net-worth households and employing original in-house research to guide long-term, tailored investment strategies.
Ava N
CFP®, Series 65
Prospect, KY
The Gleason Group, Inc.
Ava Nivens is a CFP® with eight years of industry experience, currently serving as an advisor at The Gleason Group, Inc. since 2019. Prior to that, she worked at Stegner Investment Associates, Inc. for four years. The Gleason Group provides wealth management, financial planning, and portfolio management services to individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to clients’ risk tolerance and time horizon.
Jacob Z
CFP®, CFA®, Series 63, Series 65
Louisville, KY
Churchill Financial Advisors, LLC
Jacob Zollman is a CFP® and CFA® with 15 years of experience in the financial industry. He is currently Vice President of Investments and Operations at Churchill Financial Advisors, LLC, where he has worked since 2010. The firm provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Churchill Financial Advisors offers individualized wrap asset management accounts using a range of strategies and employs both fundamental and technical analysis to construct and rebalance portfolios.
Aaron S
Series 63, Series 65
Louisville, KY
KPP Advisory Services LLC
Aaron Stonecipher is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and having two years of industry experience. He co-founded C6 Music, a concert company, and serves as the elected Clerk-Treasurer and Town Council Member for Clarksville, Indiana, where he is also chairman of the Economic Redevelopment Committee. 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 firm manages approximately $874 million in client assets and offers discretionary and non-discretionary portfolio management with an emphasis on mutual funds, ETFs, third-party managers, and algorithm-based strategies.
Nicholas A
CFP®
Louisville, KY
Reliant Wealth Planning, LLC
Nicholas Alcorn is a CFP® professional with three years of industry experience, currently serving at Reliant Wealth Planning, LLC in Louisville, KY. His prior work includes roles at Panera Bread, Red Lobster, and EF: 6 Holdings, LLC. Reliant Wealth Planning serves individual clients with fee-based financial planning and discretionary wealth management, offering standalone plans and integrated wrap-fee asset management. The firm uses a multi-layer investment framework combining risk-based templates, a tactical allocation strategy, and a liquidity reserve, with services that include cash flow and retirement planning, portfolio construction, and estate planning support.
Joshua J
Series 65
Louisville, KY
Harvey Investment Company, LLC
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 K
Series 63, Series 65
Louisville, KY
J. Hagan Capital, Inc.
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.
Caitlin G
CFP®
Louisville, KY
Reliant Wealth Planning, LLC
Caitlin Gatewood is a CFP® professional with five years of experience at Reliant Wealth Planning, LLC in Louisville, KY. Prior to joining Reliant, she held various roles including multiple positions at Western Kentucky University and at companies such as Target, Humana, and Kindred Healthcare. Reliant Wealth Planning is a six-advisor team that provides fee-based financial planning and discretionary wealth management primarily to individual clients, including high-net-worth households. The firm uses a multi-layer investment framework and offers services ranging from standalone financial plans to comprehensive wealth management.
Michael M
Series 66
Anhorage, KY
Public Advisors LLC
Michael Matzner is a financial advisor with Public Advisors LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ally Invest Advisors and Securities Service Network, Inc. Outside of advising, he sells items on eBay and GOAT, including clothing and sneakers. Public Advisors LLC serves mainly individual retail clients through discretionary portfolio management delivered exclusively online via its software-driven platform, offering specialized accounts such as Treasury ladders, Direct Index Accounts, and AI-generated custom indexes. The firm emphasizes automated portfolio management and digital client interactions.
David B
Series 63, Series 65
Louisville, KY
KPP Advisory Services LLC
David Bugg is a financial advisor with KPP Advisory Services LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with KPP Advisory Services since 2017 and has worked at LPL Financial LLC since 2015. KPP Advisory Services LLC provides personalized financial planning, investment management, and comprehensive wealth management services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and offers both discretionary and non-discretionary portfolio management with an emphasis on asset allocation, fundamental analysis, and ongoing performance reporting.
Christopher M
Series 66
Louisville, KY
Barlow Wealth Partners, LLC
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 P
Series 66
Louisville, KY
PCG Wealth Management
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.
Jason S
CFA®, Series 66
Louisville, KY
Saling Wealth Advisors
Jason Stuber is a CFA® charterholder with 25 years of experience in the financial industry. He has worked at Saling Wealth Advisors since 2016 and previously held roles at J.J.B. Hilliard, W.L. Lyons, LLC and J.P. Morgan Securities. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm offers financial planning, discretionary portfolio management, and consulting services, emphasizing personalized Investor Profiles and primarily investing in mutual funds and ETFs.
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1,174 advisors near
40023
within the area shown on the map
Out of 400,000+ nationwide