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.

Lindsay Manietta is a financial advisor at The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation with nine years of industry experience. She has been with The Gleason Group since 2016, working as part of a six-advisor team. The Gleason Group serves individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations by providing comprehensive wealth management, financial life planning, and retirement plan consulting. The firm employs a goal-based, long-term buy-and-hold investment approach focused on fundamental analysis and diversified allocations tailored to each client's risk tolerance and objectives.

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.

Timothy Peoples is a financial advisor at American Capital Management, Inc. with 44 years of industry experience. He holds a Series 63 designation and has previously worked at American Equity Investment Corporation and Regulus Financial Group, LLC. Outside of advisory work, he serves as a board member of a nonprofit water utility company. American Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, and charitable institutions. The firm offers discretionary portfolio management and financial planning tailored to client goals, utilizing a mix of mutual funds, ETFs, stocks, and bonds, along with both in-house and third-party managed programs.

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.

Andrea Gleason is a financial advisor with The Gleason Group, Inc. in Prospect, KY, holding a Series 65 designation and bringing 10 years of industry experience. She has been with The Gleason Group since 2015, working within a team of five advisors. The Gleason Group provides wealth management, financial planning, and portfolio management services to a diverse client base including individuals, families, businesses, trusts, estates, charitable organizations, and retirement plans. The firm focuses on goal-based planning and fundamental analysis, implementing diversified, long-term investment strategies tailored to clients' risk tolerance and time horizons.

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.

Gavin Gleason is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with The Gleason Group, Inc. since 2015 and serves as trustee for the Jean M Gleason Family Trust. 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 employs goal-based planning and fundamental analysis, implementing diversified, long-term buy-and-hold strategies tailored to client risk tolerance and time horizon.

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 32 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Merrill for 23 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, supported by a proprietary fundamental research process and oversight from an Investment Committee.

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.

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.

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.

William Hancock III is a CFA® charterholder with 22 years of industry experience. He is currently with Atlas Brown, where he has worked since 2005, and previously worked at Purshe Kaplan Sterling Investments. Hancock serves on the board of the Filson Historical Society, a nonprofit organization in Louisville, Kentucky, where he is a member of the finance and personnel committees. Atlas Brown provides family wealth management and investment advisory services to individuals, families, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $567.5 million for about 438 clients, offering discretionary and limited non-discretionary portfolio management alongside Family Office services such as financial planning and trust coordination.