Centerline Wealth Advisors, LLC

Andrew Arnold is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centerline since 2015. Outside of his advisory role, he is a partner in a technology startup focused on communication platforms and serves on the board of a charitable foundation. Centerline Wealth Advisors provides wealth management, financial planning, retirement-plan consulting, and exit-planning services to individuals, high-net-worth clients, and employer plan sponsors. The firm employs an asset-allocation strategy based on Modern Portfolio Theory and utilizes mutual funds, ETFs, bonds, independent managers, and third-party platforms for portfolio management.

Matthew Hunt is a financial advisor with Centerline Wealth Advisors, LLC in Louisville, KY, holding a Series 66 designation and 23 years of industry experience. He has worked at Centerline Wealth Advisors since 2015 and previously at Purshe Kaplan Sterling Investments from 2015 to 2024. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on an asset-allocation process based on Modern Portfolio Theory, utilizing a range of investment vehicles and third-party managers with ongoing monitoring and rebalancing.

Jack Wilson is a financial advisor at Centerline Wealth Advisors, LLC in Louisville, KY, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at New York Life and New York Life Securities LLC from 2021 to 2025. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, offering wealth management, financial planning, retirement-plan consulting, and a specialized exit-planning service. The firm’s investment approach utilizes asset allocation based on Modern Portfolio Theory, incorporating mutual funds, ETFs, individual securities, bonds, and independent managers with ongoing monitoring and rebalancing.

Jeffrey Wood is a CFP® with four years of industry experience, currently serving at Centerline Wealth Advisors, LLC. His prior roles include positions at Yellow Cardinal Advisory Group, State Farm Insurance, and AmeriSave Mortgage Corporation. Centerline Wealth Advisors serves individual and high-net-worth clients as well as employer plan sponsors, providing wealth management, financial planning, retirement-plan consulting, and exit-planning services. The firm employs an asset-allocation approach based on Modern Portfolio Theory and utilizes a range of investment vehicles, including mutual funds, ETFs, bonds, and third-party managers.