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.

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.

Donna Barnhill is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions with MSI Financial Group, Transamerica Financial Advisors, and One Life America, where she also engages in Medicare product sales. She is the owner of Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

Ema Wilburn III is a financial advisor at Level Four Advisory Services with 23 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Dupree Financial Group. Outside of his advisory work, he participates in professional trapshooting events. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $5.32 billion across 115 advisors and a diverse client base. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing tailored strategies supported by internal and external investment committees and multiple wrap programs.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Travis Christian is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, following five years at Fifth Third Bank and nine years at Joseph A Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

John Hill is a Series 66-licensed financial advisor with 16 years of industry experience. He has been with Principal Financial Services since 2016 and also maintains a role at Principal Life Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Ian Hamilton is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Statewide Mortgage, and various sports and university organizations. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Shelby Hurst is an advisor with FIFTH THIRD SECURITIES, Inc. based in Georgetown, KY. She holds Series 63 and Series 65 credentials and has been with FIFTH THIRD SECURITIES since 2025. Prior to this, she worked at Fifth Third Bank and has experience in retail and education sectors. FIFTH THIRD SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, and institutional entities through both advisory and brokerage services. The firm offers various investment programs on the Passageway Managed Account Platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

Daniel Cummins is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. His prior work includes roles at WesBanco Bank and GuardLogic Security. He currently resides in Georgetown, KY. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates.

Anthony Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Raymond James Financial Services Advisors Inc. for 14 years and held roles at Central Bank and Trust and Co. and Central Investment Center, Inc. He serves as Vice President at Central Bank and Trust and Co., a position concurrent with his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on both discretionary and non-discretionary strategies supported by research and operational tools.

Robert Davis is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Ameriprise Financial Services, Inc. and Investment Professionals, Inc. In addition to his advisory role, he serves as Vice President at Stock Yards Investment Services, providing financial services to bank customers. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored financial planning and investment consulting using analytical tools and supports both advisory programs and institutional consulting through a large advisor network.

Mark Trachsel is a financial advisor with Edward Jones in Cynthiana, KY, holding Series 63 and Series 66 licenses and over 30 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1995. Outside of his advisory role, he is involved in breeding Thoroughbred horses through Trachsel Farms LLC. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lenora Trachsel is a CFP®-designated financial advisor with Edward Jones, where she has worked since 1988, totaling 38 years of industry experience. Based in Georgetown, KY, her background includes ownership and involvement in thoroughbred breeding and racing through Trachsel Farm, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and offices.

Eric Bentley is a financial advisor with Edward Jones in Georgetown, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Bentley is involved in agricultural businesses through Bentley Family Holdings LLC and Sycamore Spring Farm, and he participates in nonprofit work as a small group facilitator with Compass Ministries. He also serves as an advisory member supporting planned giving at Asbury University in Wilmore, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branches.

Clayton Millen is a financial advisor at Fisher Investments with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Allstate Financial Advisors, and Edward Jones. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and manages risk through tax-aware strategies and defensive tactics.

Katherine Larlee is a financial advisor with Ameriprise in Georgetown, KY, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she is a member of KALAS LLC, which manages business expenses related to her practice. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Madison Fogle is a financial advisor at Edward Jones in Cynthiana, KY, holding a Series 66 designation. Madison joined Edward Jones in 2025 and has prior experience in healthcare and academia, including roles at Kentucky Clinic, Eastern State Hospital, Norton Healthcare, and Bellarmine University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Fogle is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was involved with Our Ladys Rosary Makers for 11 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 financial advisors and $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.