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.

Zachary Wheeler is an advisor at LFG Wealth Partners, LLC in Louisville, KY, with three years of industry experience. He holds the Series 63 and Series 65 designations and has prior experience at firms including Merrill and Winebrenner Capital Management. LFG Wealth Partners advises individuals and retirement plan sponsors, providing personalized portfolio management through model portfolios, discretionary direct-asset management, and ERISA plan services. The firm employs a mix of fundamental, technical, and cyclical analysis with strategies such as direct indexing, options trading, and strategic asset allocation.

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.

Brent Gorter is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Silver Oak Securities since 2011 and with Magnate Wealth Management, LLC since 2016. Outside of his advisory roles, he is involved in managing insurance agencies offering non-variable insurance products. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm offers individualized portfolio management and a unified managed account program, delivering investment advice primarily on a discretionary basis tailored to clients’ objectives and risk tolerances.

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.

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. with eight years of industry experience. He holds a Series 66 designation and has previously worked at Strategic Wealth Investment Group, Strategic Wealth Designers, Ameriprise Financial Services, and WestPoint Financial Group. Before entering financial services, he spent six years at Wagoner's Painting. J. Hagan Capital serves individuals, high-net-worth clients, trusts, and estates with portfolio management, financial and tax planning, and access to alternative investments including private placements and non-traded REITs. The firm integrates tax and estate planning into investment decisions through in-house professionals and utilizes both third-party managers and model portfolios with a long-term investment approach.