Joel Koerner is a Series 65-licensed financial advisor with nine 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 emphasizes asset-class diversification and socially responsible investing within a long-term framework, managing approximately $2.05 billion through a team of 24 advisors.

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.

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 a Series 65 designation and has worked at 3EDGE since 2016, following prior roles at Rinet Company, LLC and Windhaven Investment Management, Inc. 3EDGE Asset Management is a discretionary investment manager that serves separately managed account clients, acts as a sub-advisor to other investment advisers, and manages registered exchange-traded funds and collective investment trusts. The firm employs a top-down, globally diversified multi-asset allocation process combining quantitative research with investment committee judgment and ongoing stress testing.

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 with Axiom Financial Strategies Group, LLC in New Albany, IN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Axiom and Integrity Alliance, LLC, he worked at Jefferson Bank for four years and also has experience with Jefferson City Parks and Recreation. Axiom Financial Strategies Group offers wealth management, investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and plan sponsors. The firm employs a blend of active and passive investment strategies with a long-term focus and is known for its wrap fee program and participant education in retirement planning.

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.

Frank Barlow is a financial advisor at Barlow Wealth Partners, LLC, holding Series 63 and Series 65 credentials with 18 years of industry experience. Prior to his current role since 2023, he worked at Bank of America and Merrill for seven years each. He serves as a director on the board of Junior Achievement of Kentuckiana, a charitable organization focused on youth education. 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 creates customized portfolios emphasizing individual equity securities alongside fixed income and selective options, using a proprietary research process overseen by an Investment Committee.

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® 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.