Erin Guilfoil

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.

Charles Veeneman is the sole advisor at Best Investment Options, LLC in Louisville, KY, holding a Series 66 designation with 17 years of industry experience. Prior to founding his current firm in 2019, he spent 12 years with Cambridge Investment Research, Inc. and Cambridge Investment Research Advisors, Inc. He also serves as treasurer for the city of Northfield, KY, a position he has held since 2011, and operates two non-investment businesses: a CPA firm providing tax and audit services, and a bookkeeping services company. Best Investment Options, LLC manages discretionary investment portfolios for individual and trust clients, including high net worth individuals, using a tailored approach based on fundamental, technical, and economic analysis. The firm incorporates derivatives strategies such as equity puts and covered calls and maintains an affiliation with an accounting and tax practice under common ownership.

Gary Grimes is a financial advisor at Bloom Financial LLC with nine years of industry experience. He holds a Series 66 designation and has a background that includes ten years at Money Concepts Advisory Services and a long tenure with the U.S. Department of Justice’s Office of the U.S. Trustee. In addition to his advisory role, he operates a tax and accounting services business under Tax Resolutions Services, LLC. Bloom Financial LLC is a registered investment adviser offering discretionary and non-discretionary asset management along with financial planning and consulting services. The firm’s investment approach incorporates asset allocation, mutual fund and ETF analysis, and Modern Portfolio Theory, utilizing both third-party sub-advisors and model strategies.

Kevin Roberts is a financial advisor at Lifetime Wealth Design LLC in Louisville, KY, holding CFP® and Series 66 credentials with 16 years of industry experience. He has been associated with Lifetime Wealth Design since 2009 and owns Roberts CPA Group and Corales & Roberts CPA Group. Roberts serves as a board member of Transcend Credit Union and owns and operates a Scooter’s Coffee franchise through Abundant Heritage LLC. Lifetime Wealth Design provides financial planning, portfolio management, and ongoing monitoring services to individuals, high-net-worth clients, corporations, and other entities. The firm emphasizes tailored asset allocation with discretionary portfolio management and regular account reviews, leveraging affiliations with CPA firms and offering insurance products.

Charles Reader is a CFP® and holds a Series 65 license with 10 years of experience in financial planning and investment management. He is currently the sole advisor at Illuminate Wealth Management, having previously worked at Different By Design Financial Planning and several other firms. Illuminate Wealth Management serves individuals, families, and small businesses, offering discretionary portfolio management, financial planning, and tailored services such as a virtual family office and virtual CFO engagements. The firm emphasizes fundamental analysis, diversified portfolios, and coordination with external specialists to provide comprehensive wealth management solutions.

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.