Churchill Financial Advisors, LLC

Alesia Mullis is a financial advisor at Churchill Financial Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Churchill Financial entities since 1999. Mullis serves as President and Chief Compliance Officer at Churchill Financial Advisors, LLC. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and offers individualized wrap asset management accounts using a range of investment strategies including fundamental and technical analysis.

Evan Coartney is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Churchill Financial Advisors, LLC, where he has worked since 2022, and previously spent four years at MCM CPA's & Advisors. Coartney also serves as Vice President of Accounting and Administration at Churchill Financial Advisors. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a discretionary investment approach incorporating fundamental and technical analysis across a broad range of securities and operates exclusively as a wrap fee sponsor.

Jonathan Coartney is a financial advisor at Churchill Financial Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Verisys Corporation, Clare & Berry, the Kentucky Department of Revenue, and the University of Louisville Louis D. Brandeis School of Law. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm provides individualized portfolio management through a wrap fee program and employs a combination of fundamental and technical analysis across various asset classes while actively monitoring and rebalancing portfolios.

Jacob Zollman is a CFP® and CFA® with 15 years of experience in the financial industry. He is currently Vice President of Investments and Operations at Churchill Financial Advisors, LLC, where he has worked since 2010. The firm provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Churchill Financial Advisors offers individualized wrap asset management accounts using a range of strategies and employs both fundamental and technical analysis to construct and rebalance portfolios.

Justin Ferguson is a CFA® charterholder with 19 years of industry experience. He is currently Chief Investment Officer at Churchill Financial Advisors, LLC, where he has worked since 2024, and previously spent nine years at Cullinan Associates, Inc. Outside of his advisory role, Ferguson volunteers as chair of the St. Mary’s of the Knobs Youth Basketball League Committee and serves on the school's Athletic Committee. Churchill Financial Advisors, LLC is a team-based registered investment adviser managing approximately $523 million in discretionary assets for individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers individualized portfolio management through a wrap fee program, employing a mix of fundamental and technical analysis with a variety of investment instruments, and maintains continuous portfolio monitoring and rebalancing to align with client goals.