Advisors at this firm
Megan D
Series 65
Louisville, KY
Saling Wealth Advisors
Megan Dant is a Series 65–licensed financial advisor at Saling Wealth Advisors in Louisville, KY, with three years of industry experience. She previously worked at Hilliard Lyons Trust Co LLC for four years before joining her current firm. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using personalized Investor Profiles and predominantly mutual funds and ETFs in portfolio construction.
Kody W
Series 65
Louisville, KY
Saling Wealth Advisors
Kody Williams is a financial advisor at Saling Wealth Advisors in Louisville, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Saling Wealth Advisors, he worked at Vermillion Financial Advisors for one year and was a student from 2021 to 2025. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning and portfolio management, focusing on mutual funds and ETFs, and employs both qualitative and quantitative due diligence in constructing portfolios.
Eric S
CFP®, Series 66
Louisville, KY
Saling Wealth Advisors
Eric Saling is a CFP® with 17 years of experience in financial advising and has been with Saling Wealth Advisors since 2016. He holds the Series 66 designation and is based in Louisville, KY. Outside of his advisory role, Mr. Saling is a co-owner of GPK Enterprises LLC and serves as a limited partner in Red Ace Capital Management Opportunity Fund, LP, a merchant banking affiliate focused on direct real estate investments. Saling Wealth Advisors manages approximately $618 million in client assets, serving individuals, businesses, charitable organizations, trusts, and estates. The firm offers comprehensive financial planning, discretionary portfolio management, and consulting services, implementing portfolios primarily composed of mutual funds and ETFs based on a personalized Investor Profile.
Noah P
CFP®, Series 66
Louisville, KY
Saling Wealth Advisors
Noah Polk is a CFP® professional with ten years of industry experience, currently serving at Saling Wealth Advisors since 2022. His prior roles include positions at Facet Wealth, KPP Advisory Services, LPL Financial, Baird, and JJB Hilliard WL Lyons. He was also affiliated with the Kentucky Baptist Convention for seven years. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and primarily mutual funds and ETFs to implement client portfolios.
Tendai C
CFP®, Series 65
Louisville, KY
Saling Wealth Advisors
Tendai Charasika is a CFP® with five years of industry experience, currently serving as a financial advisor at Saling Wealth Advisors in Louisville, KY since 2020. Prior to joining Saling Wealth Advisors, Tendai worked at SuperFanU, Inc for six years. Outside of his advisory role, he serves on the University of Louisville College of Business Board of Advisors, acts as an Entrepreneur-in-Residence for the University of Louisville Office of Research and Innovation, and participates in several local advisory and philanthropic councils. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, focusing on personalized investment profiles primarily composed of mutual funds and ETFs.
Christian D
CFP®, Series 65
Louisville, KY
Saling Wealth Advisors
Christian Doyle is a CFP® with two years of industry experience, currently serving as an advisor at Saling Wealth Advisors. He previously worked at Millennium Advisory Services, Inc. and has a diverse background including roles at RW Baird, Door Dash, and Western Kentucky University. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, implementing portfolios primarily composed of mutual funds and ETFs based on personalized Investor Profiles.
Jason S
CFA®, Series 66
Louisville, KY
Saling Wealth Advisors
Jason Stuber is a CFA® charterholder with 24 years of industry experience and holds a Series 66 license. He has been with Saling Wealth Advisors in Louisville, KY since 2016. Saling Wealth Advisors serves individuals, businesses, charitable organizations, trusts, and estates, managing approximately $618 million in client assets. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, typically requiring a $1,000,000 account minimum.
Jeffrey G
CFP®, Series 63, Series 66
Louisville, KY
Saling Wealth Advisors
Jeffrey Gough is a Certified Financial Planner (CFP®) with 13 years of industry experience. He has been with Saling Wealth Advisors since 2018 and previously worked at Jjb Hilliard Wl Lyons LLC from 2014 to 2018. Saling Wealth Advisors manages approximately $618 million in client assets and serves individuals, businesses, charitable organizations, trusts, and estates. The firm provides comprehensive financial planning, discretionary portfolio management, and project-based consulting, using a personalized Investor Profile and primarily mutual funds and ETFs in its portfolios.
Amy S
CFP®, Series 66
Louisville, KY
Saling Wealth Advisors
Amy Stuber is a CFP® with 19 years of industry experience currently serving as an advisor at Saling Wealth Advisors in Louisville, KY. She has been with Saling Wealth Advisors since 2016 and previously worked at Hilliard Lyons from 2005 to 2016. Saling Wealth Advisors manages approximately $618 million in assets for individuals, businesses, charitable organizations, trusts, and estates. The firm offers comprehensive financial planning, discretionary portfolio management, and project-based consulting, employing a personalized Investor Profile process and primarily investing in mutual funds and ETFs.