James Sullivan Jr.

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.

James Grise is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has been the sole advisor at Key Financial Advisors LLC since 2013. Outside of his advisory role, he is the managing member of a separate LLC that owns and manages personal rental property. Key Financial Advisors LLC provides fee-only financial planning and investment advisory services to individuals, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm follows a non-discretionary, long-term investment approach centered on fundamental analysis, Modern Portfolio Theory, diversified asset allocation, and low-cost index funds and ETFs, and offers services including pension consulting and public educational workshops.

Brian Greenwell is the principal advisor at Greenwell Capital Management, LLC, an independent firm based in Owensboro, KY. He holds Series 65 and Series 66 licenses and has 20 years of industry experience. Prior to founding his firm in 2017, he worked at The Oak Ridge Financial Services Group, Inc. from 2011 to 2016. Outside of advising, he is a licensed insurance agent and provides part-time support for a local commercial printing business. Greenwell Capital Management primarily manages portfolios for individual clients while also serving corporate entities and qualified retirement plans. The firm offers discretionary and non-discretionary asset management, including ERISA plan services, utilizing a blend of modern portfolio theory, fundamental, technical, and cyclical analysis. It provides both advisory and full discretionary plan management, including pension consulting and digital currency recommendations where appropriate.

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.