Louisville, KY Townepark Circle Office

John Pallo is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory work, he is the owner of Flat 6, LLC, a tax entity with non-investment-related activities. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in assets through a network of several hundred advisors and employs model-driven, asset-allocation strategies using proprietary and third-party portfolios.

Thomas Harris is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Money Concepts Capital Corp since 2016. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Ryan Mcdaniel is a CFP® professional with 16 years of industry experience, currently serving at Money Concepts Capital Corp since 2017. He also has roles at E. M. Ford & Company and has previously worked with USA Financial Securities and Vineyard Financial. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm manages approximately $4.07 billion in client assets and employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs.

Gene Walter is a financial advisor with Money Concepts Capital Corp in La Grange, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Money Concepts Capital Corp since 2007. Outside of advisory work, he serves as a truster for the Paul E. Davis Irrevocable Trust. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and uses fundamental and technical analysis alongside modern portfolio theory to manage and rebalance client accounts.

Russell Lytle is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has been with Money Concepts Capital Corp since 2003. Outside of his advisory role, he oversees business operations at Lytle & Sons, Inc., and is involved in commercial property management through LAS Investments Inc. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio strategies, integrating fundamental and technical analysis with modern portfolio theory.

Seth Spitzke is a financial advisor with Money Concepts Capital Corp in Monticello, KY, holding a Series 66 designation and three years of industry experience. He is also the owner of Sethamy, Inc., a bookkeeping and tax preparation business, and works as a CPA at Advanced Financial Solutions Group, LLC. Money Concepts Advisory Service (MCAS) manages portfolios and provides financial planning and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and portfolio approaches, including proprietary retirement models and third-party sub-advisers, serving approximately 14,700 clients across its enterprise of 431 advisors.

Jennifer Hiegel is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 license and over 13 years of industry experience. She has been with Money Concepts since 2013 and is also owner of Jennifer Hiegel, CPA, PLLC, specializing in tax preparation and accounting. Hiegel serves on the board of Flags4Vets Inc., a nonprofit organization. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, and corporations. The firm employs model-driven and asset-allocation strategies across multiple portfolio programs and utilizes third-party managers and platforms for trading and reporting.

William Dye is a financial advisor with Money Concepts Capital Corp in Louisville, KY. He holds Series 63 and Series 65 credentials and has 20 years of industry experience, all with Money Concepts since 2006. Outside of his advisory role, he is the owner of Cyrus Capital Management. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets.

Wendell Ford is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 credential and 23 years of industry experience. He has been with Money Concepts Capital Corp since 2002. Outside of his advisory role, he serves on the board of the Prichard Committee for Academic Excellence and the Greater Owensboro Chamber of Commerce, and he is involved with The Ford Center, a local charity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, including proprietary retirement portfolios and third-party sub-advisers, serving approximately 14,700 clients with about $3.33 billion in assets under management.

James Wright Jr. is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Louisville, KY, where he has worked since 2001. He has 25 years of industry experience and also operates a CPA practice, James E Wright Jr CPA, PSC, since 1992. Outside of advising, he is involved in tax preparation and consulting through his CPA firm and serves as president of a personal holding company and a commercial property management entity. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs that use model portfolios, IAR-designed portfolios, and third-party sub-advisers, applying both fundamental and technical analysis alongside modern portfolio theory.

Kelly Vessels is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and nine years of industry experience. Prior to joining Money Concepts, Vessels worked at UBS Financial Services and PNC Bank. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets, utilizing model-driven and asset-allocation approaches with both discretionary and non-discretionary programs.

Christopher Casconi is a financial advisor with Money Concepts Capital Corp in Louisville, KY, holding a Series 66 designation and 18 years of industry experience. He has been with Money Concepts Capital Corp since 2013 and leads Team Casconi since 2023. Outside of financial advising, he is involved in web design through Internet Mosaics and participates in buying racehorses. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aroh is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Money Concepts Capital Corp in Louisville, KY. He has been with Money Concepts since 2017 and also worked at Western Kentucky University from 2014 to 2018. Outside of his advisory role, he is involved with Creative Capital Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs and employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Jonathan Wooten is a financial advisor at Money Concepts Capital Corp with 31 years of industry experience. He has been with Money Concepts since 1996 and holds a Series 63 designation. Outside of his advisory role, he serves as president of J. Wooten + Assoc., a drafting and computer consulting business, and is involved with the West KY Fellowship of Christian Athletes and the West Union Baptist Association in leadership roles. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage client assets.

Matthew Frey is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Money Concepts Capital Corp since 2011. He also has ongoing roles with Equity Resources and QA3 Financial LLC, both since 2009. Outside of his advisory work, he owns and manages WMG Capital. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a range of managed programs and portfolio strategies, combining fundamental and technical analysis with modern portfolio theory.