Zachary Frantz is a financial advisor with Magnate Advisory Services, LLC in Louisville, KY, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Northwestern Mutual and Silver Oak Securities. Magnate Advisory Services works with individuals, businesses, charitable organizations, and retirement plans, offering broad-based financial planning and ongoing portfolio management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis within a Modern Portfolio Theory framework, emphasizing diversified, tax-aware allocations and long-term strategies.

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.

Tabitha Tiefermann is a CFP® professional with four years of industry experience, currently serving at Coats Financial Planning in Louisville, KY. Her work history includes positions at Coats Financial Planning, Belle Trace Financial Planning, E/Financial Alliance, and Western Kentucky University Center for Financial Success. Coats Financial Planning is a fee-only firm serving individuals, trusts, estates, and small businesses, including high-net-worth households. The firm uses a retainer model based on client complexity and emphasizes a long-term, buy-and-hold investment strategy with core holdings in no-load mutual funds and passive index ETFs.

James Nicholson is a CFP® and holds a Series 66 license with 18 years of industry experience. He is affiliated with Magnate Advisory Services, LLC in Louisville, KY, and has worked at several related firms since 2008, including Nicholson Financial, LLC. Outside of advising, he serves as Vice Chairman of the Board for Uspiritus, a child welfare nonprofit organization. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm employs a diversified, tax-aware investment approach grounded in Modern Portfolio Theory and manages a notably high client load through standardized processes and custodial support.

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.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Emily Beilman is a CFP® at Coats Financial Planning in Louisville, KY, with three years of industry experience. Her career includes roles at Belle Trace Financial Planning and Plancorp, LLC. Coats Financial Planning provides fee-only financial planning and investment management to individuals, trusts, estates, and small businesses, using a retainer fee model and emphasizing asset allocation with a long-term, buy-and-hold investment approach.

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.

Michael Horlander is a financial advisor with First Kentucky Securities Corporation in Louisville, KY. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including roles at First Kentucky Securities since 2009 and Morgan Keegan & Company, Inc. since 2002. 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 develops individualized investment policies and implements them through discretionary and non-discretionary accounts, offering municipal advisory services, financial planning, and institutional equity research.

Christine Book is a financial advisor at Barlow Wealth Partners, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 23 years. Barlow Wealth Partners serves individuals, including high net worth clients, and various entities such as family offices, trusts, and retirement plans. The firm emphasizes a long-term investment approach based on fundamental research and customized portfolio construction, with decisions made by an Investment Committee using both top-down and bottom-up analysis.

Anna Coats is a financial advisor with Coats Financial Planning in Louisville, KY, holding a Series 65 designation and 10 years of industry experience. She has worked at Coats Financial Planning since 2014 and is also the owner and principal of Via Lata, LLC, a small supply chain operations and compliance consulting firm. Additionally, she serves on the board of directors for the Valencia Villas at Landis Lakes Homeowners Association in an unpaid capacity. Coats Financial Planning is a fee-only firm that provides financial planning and investment management to individuals, trusts, estates, and small businesses. The firm emphasizes a long-term, buy-and-hold investment approach with an asset allocation focus and serves both typical individual clients and high-net-worth households.

Tendai Charasika is a CFP® with five years of industry experience, currently serving as a financial advisor at Saling Wealth Advisors in Louisville, KY since 2020. Prior to joining Saling Wealth Advisors, Tendai worked at SuperFanU, Inc for six years. Outside of his advisory role, he serves on the University of Louisville College of Business Board of Advisors, acts as an Entrepreneur-in-Residence for the University of Louisville Office of Research and Innovation, and participates in several local advisory and philanthropic councils. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, focusing on personalized investment profiles primarily composed of mutual funds and ETFs.

Bruce Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Kentucky Securities Corporation from 2005 to 2023 before joining Legacy Financial. Outside of his advisory role, he serves on the advisory committee of St Meinrad and is involved in horse ownership. 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 uses a partner-led team approach and combines fundamental and technical analysis to construct long-term portfolios across various asset classes.

John Stillwagon is a financial advisor with Alexander Investment Services Co. in Fisherville, KY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Alexander Investment Services Co. since 2012. Alexander Investment Services Company provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, medical and dental practices, and small businesses. The firm combines registered broker-dealer activity and municipal-securities capabilities alongside its advisory business, emphasizing personalized investment advisory agreements and client-driven allocation decisions.

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 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 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 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.