Matthew Pierce discovered his passion for investing during his junior year of college at Syracuse University and never looked back. While his degree in International Relations serves him well particularly with the seemingly rising influence of geopolitics in markets, his knowledge in the world of finance and economics has all come from rigorous self-study including completion of the CFA curriculum. Matthew, at his core, is a student of the markets and history. Matthew is a CFA® charterholder with over seventeen years experience in wealth management. Prior to starting Saecula Wealth he was the head of investments for two larger RIAs. He served as a Senior Portfolio Manager for Austin Wealth Management and the Director of Research and Trading for the Wealth Consulting Group. He began his career as a Relationship Manager for United Capital of Las Vegas.

Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.

David Dedman is a financial advisor with Pulse Wealth in Lexington, KY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience, including roles at Lexington Wealth Management, Cambridge Investment Research Advisors, Triad Advisors LLC, and Merrill. Pulse Wealth is an independent, single-advisor registered investment adviser managing approximately $50 million for individuals, high-net-worth clients, trusts, estates, and small businesses. The firm offers discretionary investment management and financial planning, using customized portfolios with ETFs and diversified mutual funds, combining fundamental and technical analysis in a primarily long-term investment approach.

Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

Marcelo Fuenzalida is the sole advisor at BBFN Wealth Management LLC in Lexington, KY. He holds a Series 65 designation and has 11 years of experience as an independent investor prior to founding the firm in 2024. BBFN Wealth Management LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm offers financial planning and investment management through separately managed accounts, using a blend of fundamental, technical, and cyclical analysis with a range of investment options tailored to client objectives.

Mikhail Potapov is a CFA charterholder and principal advisor at Burl Investment Management, LLC with 18 years of industry experience. He previously worked at E. S. Barr & Company for 15 years and has served as a community volunteer. Outside of his advisory role, Mr. Potapov is active in nonprofit organizations related to land conservation and urban forestry, serving in leadership positions such as treasurer and president of local nonprofits. Burl Investment Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, and institutions. The firm employs an active, focused, long-term investment strategy emphasizing fundamental analysis and macroeconomic factors, managing portfolios with a concentrated equity sleeve and a capital preservation–oriented fixed-income sleeve.

James Vermillion III is a Series 66-licensed financial advisor with nine years of industry experience. He is the principal of Vermillion Private Wealth, an independent firm he has led since 2020. Prior to founding his firm, Mr. Vermillion held positions at R.W. Baird, Renovus Property Group LLC, and Hilliard Lyons. Outside of advisory work, he is involved in entrepreneurial ventures including a candle company and a bourbon distribution business. Vermillion Private Wealth provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, corporations, and small businesses. The firm employs an active investment approach that integrates fundamental and technical analysis with strategic and tactical asset allocation, managing accounts on a discretionary basis and incorporating alternative investments and derivative strategies.

Timothy Brown is a financial advisor at Four Quarters Capital with seven years of industry experience. He holds a Series 65 designation and has previously worked at firms including Mutual of Omaha Investment Services and High Knoll Wealth Advisors. In addition to his advisory role, Brown is a licensed insurance agent, reviewing and recommending life and health insurance policies. Four Quarters Capital provides investment management and ongoing financial planning services to a range of clients including individuals, families, trusts, and charitable organizations. The firm employs long-term, asset allocation strategies based on modern portfolio theory and offers discretionary and non-discretionary account management.

Josh Ackerman is a CFP® and ChFC® with 15 years of experience in financial advising. He is the principal of Context Financial LLC, an independent firm he founded in 2006, and has served as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics since 2019. In addition to his advisory work, he holds a license as an independent insurance agent and occasionally offers related products to clients. Context Financial LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm emphasizes mutual funds, ETFs, annuities, and insurance-related products, employing a long-term investment approach guided by modern portfolio theory. Trades are mostly executed on a non-discretionary basis, requiring client approval.

Christopher Chamberlain is the sole advisor at Keepsake Management Inc. in Lexington, KY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Keepsake Management since 2000. Keepsake Management Inc. provides investment supervisory services and consulting to both non-high-net-worth and high-net-worth individuals, employing a range of strategies including long-term holdings, short-term trading, options, margin transactions, and short sales tailored to client objectives. The firm offers discretionary and non-discretionary account management as well as focused consulting engagements such as estate and retirement planning.

Dylan Jones is a financial advisor at Paragon Private Wealth Management LLC in Lexington, KY, holding a Series 66 license with two years of industry experience. His previous roles include positions at Raymond James & Associates, Morgan Stanley, and City National Bank of West Virginia. Outside of finance, he serves as a basketball coach at Lexington Catholic High School through the Roman Catholic Diocese of Lexington. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities by providing financial planning, investment management, and consulting services. The firm combines fundamental analysis with an asset-allocation approach based on Modern Portfolio Theory and offers ongoing account monitoring and ESG screening upon client request.

Brian Wood is a financial advisor at High Knoll Wealth Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has recently entered the industry, with prior work experience at Delaware North. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, businesses, foundations, and charitable organizations. The firm follows a fiduciary, long-term investment approach based on modern portfolio theory and asset allocation, and offers specialized services such as ERISA fiduciary retirement plan consulting and guidance on less-liquid or tax-complex investments.

Stephen Byars is a CFP® professional with six years of experience at Moneywatch Advisors, Inc. in Lexington, KY. Prior to joining Moneywatch Advisors in 2017, he worked at the University of Kentucky for 12 years. Moneywatch Advisors serves individuals, retirement plans, trusts, estates, and charitable organizations, focusing primarily on individual clients across multiple states. The firm emphasizes long-term portfolio management through fundamental analysis, income and growth asset allocation, and periodic rebalancing, offering comprehensive financial planning and ongoing portfolio management.

Buford Lankford II is a financial advisor at Russell Capital Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Comprehensive Asset Management & Servicing, Inc. for eight years. Lankford serves as Treasurer on the board of the Central Kentucky Planned Giving Council. Russell Capital Management provides discretionary investment advisory services to individuals, retirement plan participants, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach, offering model portfolios that incorporate ETFs and alternative mutual funds, with investment decisions supported by fundamental, technical, quantitative, and qualitative analysis.

Bruce Hanks is a financial advisor with Wealth Management of Kentucky, Inc. in Lexington, KY. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 23 years with his current firm. In addition to his advisory role, he is a licensed insurance agent involved in estate planning. Wealth Management of Kentucky, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and small businesses. The firm utilizes various analytical methods and investment strategies, including options and structured products, and manages approximately $42.9 million in client assets.

Keith Day is a financial advisor at Russell Capital Management, LLC in Lexington, KY, holding a Series 65 credential with five years of industry experience. He has been with Russell Capital Management, a firm established in 1995, throughout his career. Russell Capital Management provides discretionary investment advisory services to individuals, retirement plan participants, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach for its model portfolios, utilizing ETFs and alternative mutual funds aimed at delivering diversified and low-correlation exposures.

Catherine Salsman is a CFP® with 27 years of experience in the financial services industry. She is currently with Paragon Private Wealth Management LLC and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with an investment-related business with a partner in Lexington, KY. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm employs a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios to client risk tolerance and objectives.

Jonathan Pliszka is a financial advisor at High Knoll Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morningstar Inc. before joining High Knoll. In addition to his advisory role, he serves as a lecturer and faculty advisor at the University of Kentucky, teaching finance courses and supporting student investment activities. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, endowments, and charitable organizations. The firm employs a fiduciary, long-term approach based on modern portfolio theory and asset allocation, and offers specialized retirement plan consulting and the ability to review private real estate and other complex investments.

Emily Johns is a financial advisor at Paragon Private Wealth Management LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and the University of Kentucky. Johns has been with Paragon since 2021. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities with financial planning, consulting, investment management, and wealth management services. The firm employs a combination of fundamental analysis and asset-allocation approaches based on Modern Portfolio Theory and incorporates ESG screening for clients who request it.