James Grise

Christina O'Bryan is a CFP® with 14 years of industry experience and has been with Beacon Asset Management in Owensboro, KY since 2000. She serves on the board of the Daviess County Water District and holds leadership roles with nonprofit rural water organizations. Additionally, she owns American Tax Service LLC, a tax preparation and bookkeeping firm. Beacon Asset Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm offers comprehensive financial planning, portfolio management, and pension consulting, combining fundamental analysis and tailored asset allocation with a buy-and-hold strategy. Its service model includes affiliated tax and bookkeeping services and pension-plan fiduciary roles, distinguishing it from many peers.

Michael Mather is a financial advisor with Trust Alliance Wealth Partners LLC in Owensboro, KY. He holds Series 65 and Series 66 registrations and has three years of industry experience. He is also the managing member of Pylorus Asset Management LLC, a separate investment-related business. Trust Alliance Wealth Partners LLC provides discretionary investment management services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a model-driven investment approach using ETFs and mutual funds, supported by a proprietary Nasdaq DW ranking system and technical analysis.

Gregory Moore is a CFP® with 27 years of industry experience and serves as the sole advisor at Rivercities Asset Management, LLC in Owensboro, KY. He has been with Rivercities since 1998 and is also a shareholder and vice president of Riney Hancock & Co., PSC, a public accounting firm that provides administrative support to Rivercities. Additionally, he is a partner in Rivercities Insurance Services, LLC, an insurance agency. Rivercities Asset Management provides investment advisory services to individual investors, pension and profit-sharing plans, and business clients, offering portfolio management and pension consulting. The firm’s approach incorporates Modern Portfolio Theory and fundamental analysis, utilizing a variety of investment vehicles and option strategies, and maintains a close affiliation with Riney Hancock CPAs PSC, integrating accounting and advisory services.

Nolan Clark is a CFP® professional with three years of experience in financial advising. He is currently with Leading Edge Financial Planning LLC and previously worked at Baird and Align Wealth Management. Clark has also been involved with the Western Kentucky University Alumni Association and YMCA. Leading Edge Financial Planning LLC serves individuals, trusts, estates, and businesses by providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $360 million in client assets and emphasizes strategic asset allocation and diversification using low-cost mutual funds and ETFs.

Rohnn Sanderson is a financial advisor with Advisory Services Network, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He also owns Econ-Logic, an economic consulting business focused on regional economic impact studies, and teaches economics at Brescia University, Kentucky Wesleyan College, and Owensboro Community and Technical College. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and investment consulting using a variety of strategies and investment vehicles tailored to client objectives.

Jonathan Frisch is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2016. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs, employing a variety of investment strategies and coordinating custody and reporting through multiple custodians.