DMLO Wealth Planning, LLC

Stephen Gibson is a Series 66 licensed financial advisor with 12 years of industry experience. He currently serves as director, financial advisor, and chief compliance officer at DMLO Wealth Planning, LLC, and has worked at several firms including Money Concepts Capital Corp. and Jjb Hilliard Wl Lyons LLC. Gibson is involved in various nonprofit and philanthropic organizations, including serving as a board member for the Greater Louisville & LaGrange Baptist Health Foundation and participating in multiple local charitable foundations. DMLO Wealth Planning provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, with oversight of affiliated sub-advisers and a structure partially owned by an accounting firm.

Christopher Ward is a Series 65 licensed financial advisor with DMLO Wealth Planning, LLC, based in Louisville, KY. He has three years of industry experience and has worked at DMLO Wealth Management since 2021. Additionally, Ward serves as President and CEO of the CPA firm Deming, Malone, Livesay & Ostroff, P.S.C., where he provides management, tax planning, and business advisory services. DMLO Wealth Planning offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, businesses, and employee retirement plans. The firm constructs diversified portfolios primarily with mutual funds, ETFs, equities, and bonds, employing both internal due diligence and sub-advisors.

Nicholas Whitmer is a CFP® with 12 years of industry experience, currently serving as the sole advisor at DMLO Wealth Planning, LLC in Louisville, KY. His previous roles include positions at Guidance Capital, Inc., Money Concepts Advisory Service, ARGI Financial Group, and Jefferson National Financial Corp. He is also a licensed insurance professional outside of his advisory work. DMLO Wealth Planning provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis.

William Alsup is a CFP® professional with three years of industry experience currently affiliated with DMLO Wealth Planning, LLC in Louisville, KY. His prior experience includes roles at Private Client Services, Guidance Capital, Inc., and several other financial and non-financial organizations. Alsup is also a licensed insurance professional outside of his advisory work. DMLO Wealth Planning provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis.

Beau Handy is a CFP®-credentialed financial advisor with 14 years of industry experience, currently practicing at DMLO Wealth Planning, LLC in Louisville, KY. He has prior experience with Money Concepts Advisory Service and is involved in multiple related entities including Dynamic Market Advantage and Guidance Capital. Outside of financial services, Handy serves on the executive board of the Heuser Hearing Institute and Learning Academy, a medical and educational resource for deaf and hard-of-hearing patients, and he is executive director and chairman of The Handy Family Foundation, which supports charitable initiatives in education, healthcare, and disaster relief. DMLO Wealth Planning provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term, customized investment approach using diversified mutual funds, ETFs, individual stocks and bonds, and both fundamental and technical analysis, with additional oversight of affiliated sub-advisers.