Charles Reader

Edward Nelson is a ChFC® credentialed financial advisor with 18 years of industry experience. He has worked at Clear Trace, LLC since 2007 and previously spent 11 years with Zeiders Enterprises, Inc. His background includes management consulting and information technology. Clear Trace, LLC offers personal financial planning, investment management, and education services to individuals, families, trusts, estates, and certain business entities. The firm employs strategic asset allocation and fundamental analysis to build diversified portfolios, utilizing model portfolios, automated tax-loss harvesting, and discretionary account management.

We could use this space to talk all about how great we are. But the decision you are making is not about us, it's about you. I'd rather tell you why we do what we do and why our clients work with us: https://www.carriagehouseplanning.com/about-chp

Richard Walker is a financial advisor at Robert M. Walker & Associates with 26 years of industry experience. He holds a Series 65 designation and has been with the firm since 1998. Robert M. Walker & Associates provides discretionary investment supervisory services to individuals, trusts, estates, and pension and profit-sharing plans, using a combination of fundamental and technical analysis to tailor portfolios. The firm manages a relatively small client base and incorporates both traditional and newer asset classes, including digital assets and securities related to artificial intelligence, in accordance with client risk profiles.

William Alsup is a CFP® and holds a Series 65 license, with three years of industry experience. He is currently with Guidance Capital, Inc. and has previously worked at Private Client Services, LLC and several other firms. Alsup is also a licensed insurance professional in a non-investment capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $384 million in discretionary assets using a primarily long-term investment approach that incorporates both fundamental and technical analysis.

Gregory Ludwig is a financial advisor at Guidance Capital, Inc. in Louisville, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Private Client Services, LLC, Money Concepts Advisory Service, and Shared Medical Services. He is also a licensed insurance professional in a non-advisory capacity. Guidance Capital provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans, managing approximately $384 million in discretionary assets. The firm employs a long-term investment approach using fundamental and technical analysis, with portfolio construction that includes mutual funds, ETFs, individual securities, and allocations to other managers.

Erin Guilfoil is a financial advisor at Bookends Financial Planning with a Series 65 designation and one year of industry experience. Prior to joining Bookends Financial Planning, Erin worked at Dow Chemical for 18 years. Bookends Financial Planning serves individual, retirement plan, and corporate clients, managing approximately $288 million for around 500 clients through a six-person advisory team. The firm combines multiple analytical approaches in its investment advice and offers discretionary portfolio management, written financial plans, and access to various managed account programs.