Lucas Fenwick is the founder and sole advisor at Fenwick Financial, holding a Series 65 credential with two years of experience in the financial industry. He has additional business interests including founding Fenwick Forest, a company that provides long-term and short-term rental properties. Fenwick Financial offers investment management and financial planning services to individual investors, charitable organizations, corporate clients, and some high-net-worth individuals. The firm employs both fundamental and technical analysis under written Investment Policy Statements, managing portfolios with strategies ranging from income-focused accounts to growth-oriented options, and offers educational content, publications, and seminars.

Leland Lanway is a CFP® professional with 22 years of industry experience based in Bardstown, KY. He is the principal of Your Best Move, Inc., which he has led since 2009. In addition to his advisory work, Lanway provides federal employee seminar presentations and educational products through his separate business focused on federal benefits and decision-making training. Your Best Move, Inc. primarily serves federal employees and their families, as well as private-sector clients, offering non-discretionary financial planning through modular engagements and coordination with third-party managers. The firm emphasizes retirement income sustainability, risk management, and uses a co-advisor model without in-house portfolio management.

James Hoerter is a financial advisor at Federal Hill Capital Management with 17 years of industry experience. He holds the Series 66 designation and has been with Federal Hill Capital Management since 2012. Outside of advising, he is a 10% owner of Federal Hill Holdings, LLC, a real estate holding company based in Bardstown, KY. Federal Hill Capital Management is a small advisory firm serving individuals, trusts, pension plans, banks, and other entities with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including the use of derivatives and leveraged ETFs, and also offers insurance advisory and product sales as part of its services.

Andrew Meredith is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Federal Hill Capital Management since 2009, serving as Chief Executive Officer and Investment Advisor. Outside of his advisory role, Meredith is involved in several non-investment businesses including handyman services and minority ownership in real estate and automobile service companies in Kentucky. Federal Hill Capital Management is a small advisory firm managing approximately $48 million in client assets for individuals, trusts, pension plans, banks, and other entities. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and also provides insurance advisory and product sales.

Valerie Downs is a financial advisor with Magnate Advisory Services, LLC, holding a Series 66 designation and 20 years of industry experience. She has worked at Magnate Wealth Management and Silver Oak Securities since 2017 and served on the Bardstown Board of Education from 2011 to 2021. Magnate Advisory Services serves individuals, businesses, charitable organizations, and retirement plans with financial planning, portfolio management, and educational workshops. The firm uses a Modern Portfolio Theory-based approach focused on diversified, tax-efficient, and lower-cost holdings with a long-term buy-and-hold strategy and periodic rebalancing.

Andrew Baird is a Series 66-credentialed financial advisor with nine years of industry experience, currently with GWN Securities Inc. since 2017. He also serves as president of Baird Appraisals Inc., a real estate appraisal business specializing in residential and some agricultural properties. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a blend of discretionary portfolio management and model-based allocations, including legacy tactical strategies such as market-timing and momentum approaches.

Jill Reiter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at ARGI Financial Group, Stiles, Carter and Associates, and Armag. Outside of her advisory role, she serves as a youth coach for the South Nelson Youth Soccer Association. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection through proprietary quantitative screens and offers a range of services including portfolio management, financial planning, and access to alternative and private-market investments.

Codey O'daniel is a financial advisor at GWN Securities Inc. with Series 66 credentials and one year of industry experience. Prior to his current role, he worked in manufacturing at Accurite Machine and Manufacturing and AV Gauge and Fixtures. Outside of advising, he co-owns an Airbnb camper rental property with his wife. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing and momentum strategies.

Charles Curtsinger is a financial advisor at Truist Advisory Services with five years of industry experience. He holds the Series 66 designation and previously worked at KT Black Services for seventeen years before joining Truist Bank and its affiliated entities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Francis Medley is a financial advisor at PNC Wealth Management with nine years of industry experience. His prior roles include positions at JPMorgan and U.S. Bancorp Investments. He holds the Series 63 and Series 66 designations. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering for employees that uses algorithmic risk assessment to recommend investment strategies implemented via mutual funds and ETFs.

Patrick Portman is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partner enterprise. He has worked with United Planners since 2020 and has held roles at Gwn Securities Inc and Thoroughbred Asset Management. Portman is also CEO of Portman Wealth Management and works as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers a range of portfolio management and brokerage solutions through its network of 477 independent Investment Advisor Representatives.

Micah Dixon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with Transamerica Financial Advisors since 2017 and serves as a secretary and board member of the Master Registered Financial Consultant organization. In addition to his advisory work, he owns and manages Hidden Meadow Farm in Kentucky. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Elizabeth Wheatley is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials, and has 28 years of industry experience. Her career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as ownership and management positions such as Treasurer at Talbott Tavern, Inc. She is also involved in tax preparation and bookkeeping through her sole proprietorship, Nicole Kelley Wheatley, CPA, PFS, and participates in financial oversight for Bethlehem High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Susan Rapier is a financial advisor at Edward Jones with 35 years of industry experience. She holds the Series 66 and Series 63 designations. Prior to joining Edward Jones in 2023, she spent over three decades at Professional Bank Services and one year at Forvis Capital Advisors, LLC. She is a part owner of Pluribus Holdings, Inc., a bank consulting firm that is being fully liquidated in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Travis Kuntz is a financial advisor with Edward Jones in Bardstown, KY, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Dustin Looper is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, BMO Harris Financial Advisors, and Abound Credit Union. Prior to his advisory career, he spent eight years with Guitar Center Stores, Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm supports a large network of advisors and manages over $256 billion in assets.

Jennifer Newton is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Rogers is a financial advisor at Edward Jones in Bardstown, KY, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at ARGI Financial Group and has experience in construction and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Anderson is a financial advisor with LPL Financial who holds a Series 66 designation and has 17 years of experience in the industry. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2023. Outside of his advisory role, he is a business owner involved in timber management and participates in USDA conservation activities in Bloomfield, Kentucky. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from both internal and third-party sources.

Brandon Taylor is a financial advisor at Edward Jones in Springfield, KY, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Marriott for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products, supporting approximately $1.01 trillion in assets under management through a large nationwide network of advisors and branch offices.

Sarah Thomas is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, she was employed at St. Joseph School from 2017 to 2020. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Noah Royal is a financial advisor at Raymond James Financial with Series 65 and Series 63 credentials. He has been in the industry for under one year, having previously worked at Cerity Partners and Western Kentucky University. Outside of finance, he was involved with The Bugs Ear from 2022 to 2025. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with institutional consulting and portfolio management.

Nathaniel Jordan is a financial advisor at Edward Jones in Bardstown, KY, holding CFP® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Sean Anderson is a financial advisor with Edward Jones in Bardstown, KY, holding a Series 66 designation. He has been with Edward Jones since 2025 and previously worked for the US Department of Transportation and Elizabethtown Community College. Outside of his advisory role, Sean coaches swim at Bethlehem High School on a part-time basis during the swim season. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Robert Smotherman is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and maintains a commercial rental property in Bardstown, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Terry Royal is a CFP® with 26 years of industry experience, currently serving as an advisor at Raymond James Financial. He previously worked at Edward Jones for 26 years before joining Raymond James in 2025. Royal also runs Royal Wealth and Retirement, a separate business entity based in Bardstown, KY. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Sarah Hite is a financial advisor at Edward Jones in Bardstown, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Hite Enterprises, a real estate business, and is a beneficiary of an estate in Bardstown. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Zachary Mattingly is a financial advisor at Edward Jones in Bardstown, KY, holding the Series 66 designation. He joined Edward Jones in 2025 after spending 12 years at J.B. Hunt Transport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, operating under a fiduciary standard.