Francis Medley

Lucas Fenwick is the principal advisor at Fenwick Financial in Bardstown, KY. He holds a Series 65 designation and has one year of experience in financial advising. Prior to founding Fenwick Financial, he was involved in various entrepreneurial ventures including operating a general contracting business and managing real estate rentals. Fenwick also conducts technical and behavioral analysis on OTC and small-cap securities for his personal investment activities. Fenwick Financial provides investment management and financial planning services to individual investors, charitable organizations, and corporate clients. The firm employs a mix of fundamental and technical analysis within discretionary portfolio management and offers strategies including income-focused and growth-oriented accounts. It also produces educational content and hosts seminars, managing approximately $1.5 million across a small client base while accepting a broad range of investment instruments.

Leland Lanway is a CFP® with 22 years of industry experience and serves as the sole advisor at Your Best Move, Inc. He has worked at Your Best Move, Inc. since 2009 and also instructs federal employee seminar presentations through All About CSRS FERS & TSP, providing educational products and training related to federal benefits. Your Best Move, Inc. is a fee-based registered investment adviser serving current, former, and retired federal employees and their families. The firm emphasizes passive, total-market investment strategies combined with investor behavior education and offers both hourly planning and asset-based management through third-party managers.

James Hoerter is a financial advisor at Federal Hill Capital Management with 17 years of industry experience. He holds the Series 66 designation and has been with Federal Hill Capital Management since 2012. Outside of advising, he is a 10% owner of Federal Hill Holdings, LLC, a real estate holding company based in Bardstown, KY. Federal Hill Capital Management is a small advisory firm serving individuals, trusts, pension plans, banks, and other entities with discretionary portfolio management and comprehensive financial planning. The firm employs a range of investment strategies, including the use of derivatives and leveraged ETFs, and also offers insurance advisory and product sales as part of its services.

Andrew Meredith is a Series 66 licensed financial advisor with 18 years of industry experience. He has been with Federal Hill Capital Management since 2009, serving as Chief Executive Officer and Investment Advisor. Outside of his advisory role, Meredith is involved in several non-investment businesses including handyman services and minority ownership in real estate and automobile service companies in Kentucky. Federal Hill Capital Management is a small advisory firm managing approximately $48 million in client assets for individuals, trusts, pension plans, banks, and other entities. The firm employs a range of investment strategies incorporating fundamental, technical, and charting analysis, and also provides insurance advisory and product sales.

Zachary Wooten is a CFP® and holds a Series 65 license with two years of industry experience. He is currently with Capital Markets IQ, LLC and has previously worked at Veracity Advisory, Wayfinder Wealth, Magnolia Wealth Management, and ARGI Financial. Outside of his advisory role, he is involved in fixed insurance sales and business valuations and provides consulting services related to tax planning, risk management, and estate planning with accounting firms and their clients. Capital Markets IQ provides investment advisory and related services to individuals, small businesses, plan sponsors, and international clients. The firm employs a combination of fundamental and technical analysis alongside proprietary strategies and offers a range of wealth management, financial planning, and alternative investment services.

Valerie Downs is a financial advisor at Magnate Advisory Services, LLC with 19 years of industry experience. She holds a Series 66 credential and has worked at Magnate Wealth Management and Silver Oak Securities since 2017. Downs also served on the Bardstown Board of Education from 2011 to 2021. Magnate Advisory Services, LLC serves individuals, businesses, charitable organizations, and retirement plans, offering comprehensive financial planning and portfolio management. The firm’s investment approach integrates fundamental, technical, and cyclical analysis with a focus on diversified, tax-aware, long-term strategies.