John Cunningham is a native Louisvillian and a sixth-generation Kentuckian. He believes a successful client partnership is built upon two key principles: putting clients’ interest first and providing exceptional personal service. He has built his reputation as a trusted advisor by serving his clients with integrity and honesty and becoming their primary resource for family finances. His process focuses on creating lasting income streams for their clients to facilitate their desired lifestyle and creating the discipline and time horizon necessary for risk assets to perform. Three distinct categories John emphasizes with clients are cash management, wealth management, and family legacy planning. He strives to meet the complex, ever-changing, and often unique, needs of families with wealth. Throughout his career, John has demonstrated a strong commitment to both community and the arts. He serves on the board of the Louisville Orchestra, Assumption High School Investment Committee, is an Elder at Second Presbyterian Church, and is an active member of the Rotary Club of Louisville and the Financial Planning Association.

Matthew Doyle is a financial advisor at Trimingham Financial with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial provides financial planning and investment management services primarily to individual clients. The firm focuses on asset allocation using exchange-traded funds and offers both discretionary and non-discretionary management.

Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.

A. Leslie Hornback is a financial advisor with Horizon Wealth Management, LLC in New Albany, IN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Hornback has been with Horizon Wealth Management since 2016 and also maintains roles with Stratos Wealth Partners, Ltd. and LPL Financial. Horizon Wealth Management serves high-net-worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, and foundations, focusing on financial planning and qualified plan consulting. The firm emphasizes a fundamental analysis and long-term buy approach across various investment products and is noted for its pension and qualified plan consulting services.

Richard Terlau is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been associated with Investment Answers since 2006 and is also involved with Brookstone Financial LLC and Investment Answers Media, Inc., where he contributes to financial education content. In addition to his advisory role, he is a licensed insurance agent and owner of Brookstone Financial, providing insurance services alongside investment advice. Investment Answers offers portfolio management services primarily to individual and high-net-worth clients, managing approximately $43.3 million across 257 client relationships. The firm employs three model portfolios—Conservative, Balanced, and Growth—tailored to clients’ goals, time horizons, and risk tolerance, using both charting and fundamental analysis alongside long- and short-term trading strategies.

Charles Veeneman is the sole advisor at Best Investment Options, LLC in Louisville, KY, holding a Series 66 designation with 17 years of industry experience. Prior to founding his current firm in 2019, he spent 12 years with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He also serves as treasurer for the city of Northfield, KY, a position he has held since 2011, and operates two non-investment businesses: a CPA firm providing tax and audit services, and a bookkeeping services company. Best Investment Options, LLC manages discretionary investment portfolios for individual and trust clients, including high net worth individuals, using a tailored approach based on fundamental, technical, and economic analysis. The firm incorporates derivatives strategies such as equity puts and covered calls and maintains an affiliation with an accounting and tax practice under common ownership.

Jeffrey Geiser is a financial advisor at Lightpath Wealth & Tax Advisors in Prospect, KY, holding a Series 65 designation with five years of industry experience. He is also the manager and member of Hatchfly Consulting LLC, an operating company without current active services. Lightpath Wealth & Tax Advisors serves individuals, trusts, estates, charitable organizations, and business entities by offering financial planning and consulting, coordinating investment management through third-party sub-advisers, and providing tax preparation and insurance services. The firm does not engage in discretionary portfolio management but facilitates client relationships with selected sub-advisers who execute trades and provide reporting.

Bradley Mattix is the sole advisor at Mattix Wealth Management LLC, an independent advisory firm based in Jeffersonville, IN. He holds a Series 65 designation and has 11 years of industry experience, including running his own sole proprietorship since 2016. Mattix Wealth Management serves individual and small-business clients through written financial planning and provides client education via newsletters and public workshops. The firm does not manage assets directly but refers clients to a preferred third-party money manager for ongoing portfolio management, while remaining involved in explaining strategies and assisting with implementation.

Mark Hoffman is a Series 65-registered financial advisor with Lanier Asset Management, LLC, based in Louisville, KY. He has over 17 years of experience with Lanier Asset Management and one year with Bleakley Financial Group, LLC dba OnePoint BFG Wealth Partners. Lanier Asset Management serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers financial planning, consulting, and investment management using an open-architecture approach that integrates traditional securities with alternative assets, and is notable for managing private pooled real estate funds focused on assisted-living properties.

I came to the States from Cameroon at eight years old. What shaped me early was watching my mom run her own business while raising our family, and that gave me my first real appreciation for entrepreneurship. I spent several years at JPMorgan Chase and PNC Bank, working alongside high-net-worth clients and foundations and learning how large institutions operate from the inside. I wanted to bring that same insight directly to my own clients. What draws me to this work, more than anything, is that I love helping people. My motto in life is to give more than you take. I focus on first-generation high earners, professionals, and business owners because I am one. I know what it's like to be the first in my family to build wealth, and to carry the pressure of being the one who "made it" while still supporting family members financially. I also know what it's like to juggle a career, a growing family, and financial decisions no one prepared you for. I help clients navigate all of that without judgment, because I've lived it. I studied finance and computer information systems at the University of Louisville, graduating summa cum laude. Outside of client work, I'm an avid runner and fitness enthusiast, training for marathons and Ironman triathlons. I'm based in Jeffersonville, Indiana, across the river from Louisville, Kentucky, where I live with my beautiful wife.

Jeffrey Adkins is the principal of JLA Capital, LLC, an independent advisory firm. He holds Series 63 and Series 65 licenses and has 32 years of industry experience, including 15 years at L.M. Kohn & Company before founding his current firm. JLA Capital provides portfolio management and investment planning services to individual clients, including high-net-worth households. The firm employs a variety of analytical methods and trading strategies, including complex options and both short- and long-term approaches, while maintaining a relatively small client base and conducting regular portfolio reviews.

Zachary Clark is a CFP® and Series 65 credentialed financial advisor with 14 years of industry experience. He operates Clark Financial Planning, an independent, solo advisory firm based in Louisville, KY. Clark has eight years of prior experience with Coats Financial Planning, Inc. He serves as an unpaid board member, Treasurer, and head of the Finance Committee for Couple to Couple League International, Inc. Clark Financial Planning provides personalized, fee-only financial planning and investment management services to individuals, trusts, estates, and small businesses. The firm employs a long-term, buy-and-hold strategy with diversified portfolios using no-load mutual funds and passive index ETFs, and engages clients through retainer and fixed-fee arrangements rather than traditional asset-based fees.

Brian Breidenbach is the sole advisor at Breidenbach Capital Consulting, LLC in Charlestown, Indiana. He holds the CFA® designation and Series 66 license, with 24 years of industry experience. He has led Breidenbach Capital Consulting since 2003. Breidenbach Capital Consulting provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers wealth management, financial planning, portfolio management, and institutional consulting, including pension plan education and expert-witness assignments, implementing portfolios primarily through mutual funds and ETFs.

Christopher Vaughn is a financial advisor with Family Wealth Planning Partners in Louisville, KY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior experience includes roles at FWPP Insurance LLC, IFP Securities, LLC, Independent Financial Partners, Thrivent Financial, and Foresters Financial. Vaughn is also involved with FWPP Insurance LLC, an affiliated insurance agency licensed in Kentucky. Family Wealth Planning Partners serves individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and businesses. The firm offers portfolio management, financial planning, pension plan advisory, and third-party asset manager referrals, employing a mix of fundamental, technical, quantitative, and tactical investment approaches.

Ethan Adams is a financial advisor at Brookstone Financial with eight years of industry experience. He holds a Series 65 credential and has worked at firms including New Genesis Wealth Management LLC and USFeds LLC. Outside of his advisory role, Adams owns a small remodeling company, New Genesis Custom Builders LLC. Brookstone Financial is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and charitable organizations, managing approximately $76.9 million in discretionary assets. The firm offers discretionary asset management, financial planning, and retirement plan services, tailoring portfolios to clients’ goals using a mix of analytical methods and often utilizing sub-advisors or third-party managers.

Margaret Pape is a Certified Financial Planner® with eight years of industry experience. She is currently with BLVD Private Wealth, LLC and has prior experience at JP Morgan Securities, LLC and JP Morgan Chase Bank. BLVD Private Wealth, LLC provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, including high-net-worth clients, as well as corporations and plan sponsors. The firm uses a tailored investment approach based on client profiles and combines fundamental analysis, modern portfolio theory, and technical analysis across various account types and investment vehicles.

Philip Steele is a financial advisor at Demeter Tactical Investments Corp. He holds a Series 65 designation and has been in the industry since 2024. Prior to joining Demeter Tactical, he worked at Churchill Downs Incorporated for eight years and Republic Bank for one year. Demeter Tactical Investments Corp. acts as a third-party discretionary money manager for independent registered investment advisers and their clients, offering tactical asset-allocation strategies driven by proprietary software and algorithmic signals. The firm also manages pooled private funds and provides model portfolio implementation and performance reporting through a third-party technology platform.

Garry Collins is a financial advisor at Whitestone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at Brookstone Capital Management, Amazon, Inc., and Provident Retirement and Financial Services, Inc., where he also serves as President. Through Provident Retirement and Financial Services, he offers insurance products including fixed annuities and life insurance as a licensed insurance agent. Whitestone Capital Management provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business clients. The firm offers discretionary portfolio management with a blend of tactical and strategic approaches, utilizing equities, mutual funds, ETFs, and fixed-income securities, and operates model portfolios alongside customized investment solutions.

Chris Brady is a financial advisor with BLVD Private Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Meridian Wealth Management LLC and JP Morgan Securities LLC. Outside of his advisory work, he is an independent insurance agent and serves as a non-compensated consultant for a retail tobacconist. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations. The firm tailors portfolios based on detailed investor profiles and employs a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading focus.

Jeffrey Sexton is a financial advisor at Demeter Tactical Investments Corp. with 24 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. Prior to joining Demeter Tactical Investments Corp. in 2024, he worked at Pirata PSC and held investment roles at SLC Fund Management, Silver Leaf Capital, and Silver Leaf Partners. Outside of his advisory work, Sexton is an attorney specializing in civil litigation case management. Demeter Tactical Investments Corp. serves as a third-party discretionary money manager for independent RIAs and their clients, managing pooled private funds through a data-driven, algorithmic asset-allocation approach that emphasizes tactical rebalancing of mutual funds, equities, ETFs, and options strategies.