PJ Gibbs, CFP®, is the founder of Trella Wealth, a fee-only financial planning firm that provides comprehensive financial planning and investment management for families, pre-retirees, and retirees. With over six years of experience at a regional Registered Investment Advisor, PJ established Trella Wealth to offer a client-centered approach focusing on personalized, flexible, and actionable strategies. As a Certified Financial Planner™, PJ emphasizes clear and transparent communication, ensuring his clients are well-informed and confident in their financial decisions. He offers services like retirement planning, tax-efficient strategies, and investment management, always prioritizing clients' unique goals. Trella Wealth operates on a fee-only basis, meaning it does not earn commissions from selling products, ensuring that PJ's advice is always in the best interest of his clients. The firm's approach involves creating tailored financial plans that adapt to life's changes, with regular reviews to ensure clients stay on track toward their financial goals. PJ works closely with clients to help them prepare for retirement, manage their investments, and develop strategies for preserving and growing their wealth. When not helping clients simplify their financial lives, you can find PJ spending time with his wonderful wife and four kids, traveling, or looking for his golf ball.

William Buckman is a financial advisor at Dollars & Sense Financial Fitness with one year of industry experience. He holds a Series 65 designation and previously worked at Lord from 2004 to 2021 before a brief retirement. Dollars & Sense Financial Fitness serves individual clients, including high-net-worth individuals, by providing portfolio management, financial planning, and one-on-one financial coaching. The firm uses a long-term trading approach with cyclical and fundamental analysis, operates on a non-discretionary basis, and incorporates financial coaching methods such as the Dave Ramsey “7 baby steps” and a debt-snowball strategy.

Sabina Lewis is a CFP® with eight years of industry experience, currently serving as the sole advisor at Avant-Garde Wealth. Her work history includes roles at Origin Financial, Journey Financial Management, and several entrepreneurial and instructional positions outside finance. Avant-Garde Wealth is an independent firm that provides financial planning, investment management, and financial education to individuals, businesses, and non-profit organizations. The firm employs a long-term, research-based investment approach focused on index mutual funds and ETFs, offering customized Investment Policy Statements and discretionary management with regular reviews.

John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® professional with ten years of industry experience, currently serving at Lockshield Partners, Inc. since 2017. He has prior experience with LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory role, he tutors English to Chinese children aged 6 to 13 and is involved in tax preparation and bookkeeping through a local accounting firm. Lockshield Partners, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on fee-based, non-commission investment strategies that blend long- and short-term approaches with options and margin. The firm supports a large client base through a four-person team and manages approximately $291 million on a non-discretionary basis.

Jeremiah Harston is a financial advisor with Lockshield Partners, Inc. in Glasgow, KY, holding the Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Lockshield Partners since 2015 and also operates a small duck hunting club in Arkansas through Wildcat Duck Club, LLC. Lockshield Partners serves individual and high-net-worth clients, providing comprehensive portfolio management, financial planning, and consulting through a fee-based, asset-under-management model. The firm employs fundamental analysis with a combination of long- and short-term strategies, including options and margin, and manages a relatively large number of client relationships per advisor.

Bradley Hinton is a financial advisor at Hinton Financial in Bowling Green, KY, with seven years of industry experience. He holds the Series 65 designation and has worked at AE Wealth Management and the Financial Planning Center prior to his current role. Outside of advisory services, he is a licensed insurance agent involved in insurance sales and services. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by matching clients with registered third-party managers. The firm serves as a liaison, handling documentation, disclosures, and ongoing monitoring without directly managing client assets.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory role, Klein is an author of investment-related content. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it maintains an ownership affiliation with an accounting firm.

Christopher Lemily is a financial advisor at Hinton Financial with seven years of industry experience. He previously worked at Ameriprise for six years and led The Lemily Group for 17 years. Outside of his advisory role, he serves as President of the South Warren High School Tennis Booster Club. Hinton Financial provides advisory services to individuals, trusts, estates, charitable organizations, and business entities by placing clients with registered third‑party managers and acting as a liaison for ongoing monitoring and support. The firm focuses on matching clients to third-party manager strategies based on their financial situation and goals while disclosing its insurance activities and fee arrangements.

Zack Payne is a CFP® and holds a Series 65 license with three years of industry experience. He currently works at Leading Edge Financial Planning LLC, where he has been an advisor since 2026. Prior to this, he worked at Cerity Partners, LLC, ARGI Investments Services, LLC, and has experience from non-financial roles, including two years at Que Buenos and four years at Western Kentucky University. Leading Edge Financial Planning LLC serves individuals, high net worth clients, trusts, estates, and businesses by providing wealth management, discretionary portfolio management, and financial planning services. The firm focuses on strategic asset allocation, diversification, and a long-term investment approach using primarily low-cost mutual funds and ETFs.

Karissa Mclaren is a financial advisor at Oasis Wealth Planning Advisors with a Series 66 designation and two years of industry experience. Prior to joining Oasis, she was associated with several firms including Savvy, Osaic Wealth Inc, and Perspective 9 Wealth Advisors. Outside of financial advising, she worked as a US Soccer Referee. Oasis Wealth Planning Advisors is a fee-only firm that offers integrated wealth planning and investment advisory services to individuals, high-net-worth clients, families, and participant-directed retirement plans. The firm uses a client-centered approach incorporating tax, cash flow, and risk factors and implements asset allocations with a mix of passive and actively managed no-load mutual funds and ETFs.

Amanda Leger is a financial advisor at Cheviot Value Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Cheviot, she held roles at Christian Assembly and Calcasieu Eagles. Cheviot Value Management provides discretionary investment management and advisory services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm employs a value-oriented investment approach with fundamental analysis and diversification, offering additional services such as financial planning, budget coaching, and access to an insurer-consultation platform.

Luke Brown is a financial advisor at Kinetic Investment Management, Inc. in Bowling Green, KY, holding a Series 65 designation with one year of industry experience. Prior to his current role, he worked with Biggs Financial Services and spent four years with the Pittsburgh Pirates. He also prepares and files individual tax returns for the IRS on a commission basis. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities, managing approximately $348 million in assets across 1,250 client relationships with a team of 20 advisors. The firm offers portfolio management, financial planning, sub-advisory, and back-office services, using a mix of analytical methods with a primary long-term trading orientation.

Mark Biggs is a financial advisor with Kinetic Investment Management, Inc. He holds a Series 65 credential and has four years of industry experience. Prior to joining Kinetic, he worked at Simplicity Wealth and Magnolia Wealth Management LLC. Outside of his advisory role, he owns and operates Biggs Financial Services, LLC, a firm that prepares tax returns and offers insurance services. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a long-term, discretionary investment approach using various analytical methods and offers exposure to a broad range of asset types including real estate and non-traded real estate investments.

Christopher Jones is a financial advisor at Silver Oak Securities, Inc. in Bowling Green, KY, holding Series 63 and Series 65 licenses and bringing five years of industry experience. He has worked with Vision Asset Management LLC and Vision401K alongside his role at Silver Oak Securities. Jones is also a managing partner and insurance agent at Vision Financial LLC, where he provides additional insurance services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs combining discretionary management tailored to client objectives with operational features like ongoing model monitoring and an automatic investment process.

Bradley Wheeler is a financial advisor with Level Four Advisory Services holding a Series 66 license and seven years of industry experience. His prior roles include positions at LPL Financial and Level Four Financial, LLC. Outside of his advisory work, he serves as a pastor and volunteers on multiple nonprofit boards focused on community support and education. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion, serving individuals, corporations, retirement plans, and municipal entities. The firm offers financial planning, asset management, and fiduciary services, implementing client mandates through model portfolios and a range of affiliated and unaffiliated sub-advisors.

Douglas Vowell is a financial advisor with First Advisors National, LLC, holding a Series 65 designation and 11 years of industry experience. He has been an independent insurance agent since 2006. Vowell operates his insurance business in Hendersonville, TN alongside his advisory role. First Advisors National manages discretionary assets for individual and high-net-worth clients, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach focuses on selecting and monitoring third-party managers, supplemented by fundamental analysis for individual securities.

Maxito Isenhower is a Series 66-licensed financial advisor at Aegis Capital Corp. with 16 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for eight years. Outside of his advisory role, Isenhower is the President and Creator of Hope One Inc., a nonprofit organization where he leads quarterly meetings and organizes an annual mission trip. Aegis Capital Corp. provides investment advisory and brokerage services to individual investors, retirement and benefit plans, trusts, estates, and corporate clients. The firm offers both discretionary and non-discretionary account options and access to managed account programs through RBC and AXOS platforms.

Emily Jones is a Series 66-licensed financial advisor at Level Four Advisory Services with three years of industry experience. She previously worked at Studle Financial Services and held various positions in retail and food service prior to entering financial advising. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios, wrap platforms, and both affiliated and unaffiliated sub-advisors.

Jackson Sowell is a financial advisor at Kinetic Investment Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked with firms including Simplicity Wealth and Biggs Financial Services. Outside of his advisory role, he is involved in several real estate partnerships and owns an independent real estate business. Kinetic Investment Management serves individuals, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and sub-advisory services. The firm employs a primarily long-term trading approach across diverse asset types and operates multiple offices while providing administrative support to other RIAs.