Jamie Little

Harvey Little is a CFP® with 15 years of industry experience, currently serving as the sole advisor at WH Wealth Management LLC since 2021. He previously operated Harvey R Little Jr Financial Services for 15 years and maintains a licensed insurance producer role with Harvey R Little Jr Insurance Services. Outside of financial advising, he is involved in residential and commercial real estate management through several related entities. WH Wealth Management LLC provides investment advisory services and financial planning to individuals, families, and small business owners. The firm employs a blend of fundamental and technical analysis, focusing on mutual funds, low-cost index funds, and ETFs, with account management tailored to clients’ time horizons, net worth, and risk tolerance.

Matthew Lutz is a CFP® and CFA® serving as the principal advisor at Tenet Portfolio Management since 2025. He has prior experience at Valvoline Inc. and Valvoline Global Operations, as well as founding Everstead CFO Services, LLC, where he provides financial consulting to businesses on a fractional basis. Tenet Portfolio Management serves institutional and pooled-asset clients, including endowments, foundations, corporations, trusts, non-profits, and family offices, while also offering private wealth and consulting services. The firm provides discretionary portfolio management and non-discretionary guidance, emphasizing asset allocation and a mix of passive and active strategies tailored to client needs.

John Charalambakis is a financial advisor at BlackSummit Financial Group, Inc. in Nicholasville, KY, holding a Series 65 license with 14 years of industry experience. He has been with BlackSummit since 2010 and serves as an adjunct professor of economics at the University of Kentucky’s Patterson School of Diplomacy and International Commerce. Outside of advising, he is involved in business consulting and investment holding through several private entities and oversees a business research software company. BlackSummit Financial Group serves individuals, trusts, estates, retirement plans, and corporate clients, offering asset management, financial planning, pension consulting, and third-party money manager referrals. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management, with a notable focus on client education, published research, and performance-based compensation arrangements for certain investors.

Kristoffer Arnold is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Van Leeuwen Retirement & Investment Services since 2017. He has a long tenure with LPL Financial, LLC, dating back to 2001. Outside of his advisory role, he is involved with Elevate Land and Realty Group in a part-time capacity. Van Leeuwen Retirement and Investment Services is an independent, SEC-registered wealth management firm that provides investment management and comprehensive financial planning primarily for individual clients, including high-net-worth individuals and business owners. The firm focuses on retirement-centered strategies and manages portfolios on a discretionary basis through a variety of advisory programs and a Strategic Wealth Management overlay.

Daniel Prevett is a financial advisor at Stirlingshire Investments with five years of industry experience and holds a Series 65 designation. He previously worked at Capstone Wealth Advisors, Midway University, and Brewton-Parker College. Outside of advisory work, Prevett owns Parallel, LLC, which provides agricultural services including spraying and seeding. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models available on the Advyzon AIM marketplace.

Mark Vanleeuwen is a financial advisor with Van Leeuwen Retirement & Investment Services in Richmond, KY, holding a Series 63 designation and over 40 years of industry experience. He has been with Van Leeuwen Retirement & Investment Services since 2017 and has also maintained a long-term affiliation with LPL Financial since 1998. Van Leeuwen Retirement and Investment Services is an independent, SEC-registered wealth management firm serving primarily individual clients, including high-net-worth individuals and business owners. The firm focuses on retirement-centered financial planning and discretionary portfolio management, utilizing a range of investment options and LPL Financial–sponsored advisory programs.