Ronald Denman is a financial advisor at American Capital Management, Inc. with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at American Capital Management since 2007. Prior to that, he was with American Equity Investment Corporation for 27 years. His other business activities include involvement with fixed and variable insurance and annuity products. American Capital Management serves a diverse client base including individuals, high-net-worth households, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to multiple third-party money managers, using investment strategies tailored to each client’s goals.

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.

Lew Newton is a financial advisor at American Capital Management, Inc. in New Albany, IN, holding a Series 63 designation and bringing 32 years of industry experience. He has been with American Capital Management since 2012. Outside of his advisory role, he is involved in an entertainment business focused on magic and mime. American Capital Management serves a diverse client base, including individual investors, retirement plans, charitable institutions, and trusts. The firm offers discretionary portfolio management and tailored investment solutions, utilizing both in-house and third-party managed programs.

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.

Ryan O’Connor is a CFP® with 16 years of industry experience, currently serving as an advisor at First Kentucky Securities Corporation since 2019. He has also been associated with First Credit Advisors since 2016. Outside of his advisory role, O’Connor is the president of the board of directors for the Willowgate Homeowners Association and has been approved as a FINRA arbitrator, pending completion of training. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers tailored investment policies implemented through discretionary and non-discretionary accounts and operates a dual registration as both an investment adviser and broker-dealer, supporting a range of services including municipal advisory and institutional equity research.

Eric Saling is a CFP® with 18 years of industry experience and has been with Saling Wealth Advisors in Louisville, KY since 2016. He is a co-owner of GPK Enterprises LLC, where he is involved in business administration, and he is a limited partner in Red Ace Capital Management Opportunity Fund, LP, a merchant banking affiliate investing in real estate assets. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, utilizing personalized Investor Profiles and portfolios primarily composed of mutual funds and ETFs.

Christopher Ward is a Series 65 licensed financial advisor with DMLO Wealth Planning, LLC, based in Louisville, KY. He has three years of industry experience and has worked at DMLO Wealth Management since 2021. Additionally, Ward serves as President and CEO of the CPA firm Deming, Malone, Livesay & Ostroff, P.S.C., where he provides management, tax planning, and business advisory services. DMLO Wealth Planning offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and employee retirement plans. The firm constructs diversified portfolios primarily with mutual funds, ETFs, equities, and bonds, employing both internal due diligence and sub-advisors.

Frank Barlow is a financial advisor at Barlow Wealth Partners, LLC in Louisville, KY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bank of America and Merrill from 2016 to 2023. Outside of his advisory work, he serves as a director for Junior Achievement of Kentuckiana, a nonprofit organization focused on youth education and fundraising. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and small businesses. The firm employs a long-term, research-driven investment approach centered on customized portfolios of individual equities and fixed income, managed by a committee that uses both top-down and bottom-up analysis.

Noah Polk is a CFP® professional with ten years of industry experience, currently serving at Saling Wealth Advisors since 2022. His prior roles include positions at Facet Wealth, KPP Advisory Services, LPL Financial, Baird, and JJB Hilliard WL Lyons. He was also affiliated with the Kentucky Baptist Convention for seven years. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and primarily mutual funds and ETFs to implement client portfolios.

Amy Jones is a CFP® professional with 18 years of industry experience. She has worked at Merrill Lynch and Bank of America before joining Barlow Wealth Partners, LLC, where she has been since 2023. Amy holds the Series 66 designation and is based in Louisville, KY. Barlow Wealth Partners serves individuals, including high net worth clients, as well as entities such as family offices, trusts, and retirement plans. The firm employs a long-term, research-driven investment approach with customized portfolios primarily composed of individual equity and fixed-income securities, managed by an Investment Committee.

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.