Keith Batchelor

Stephen Du Barry is a CFA® charterholder with 20 years of experience at Stewardship Partners Investment Counsel, Inc. He has been with the firm since 2006. Outside of his advisory role, he operates duBarry Fine Books, an occasional online book sales business. Stewardship Partners Investment Counsel, Inc. manages approximately $73.2 million for high-net-worth individuals and institutional clients, offering discretionary and non-discretionary portfolio management and consulting. The firm follows a long-term, growth-and-quality investment philosophy with Biblically Responsible Investing screening and employs a range of strategies including concentrated micro-cap positions and systematic quantitative approaches.

Jacob Mudd is a financial advisor at TAVCO Financial Advisory, Inc with three years of industry experience. He holds a Series 66 designation and has worked at The Tavenner Company and Thrivent Financial. In addition to his advisory role, he is an ordained Southern Baptist Minister and provides pulpit supply and evangelistic support to churches. TAVCO Financial Advisory, Inc serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and offering ERISA plan services. The firm primarily manages assets on a non-discretionary basis and uses fundamental analysis to guide investment recommendations.

Trevor Coe is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Kestra Advisory and Kestra Investment Services and also serves as a director for the Kelly Russell Scholarship Fund. Coe manages a self-storage business through his own LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a variety of managed account platforms. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within a comprehensive supervisory framework.

Javier Canales Bullock is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. He has worked at Kestra Investment Services since 2021 and previously held roles in various organizations including Big Lots and Western Kentucky University. Outside of advising, he is involved with insurance-related business activities supporting advisors and owns a rental property. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from large institutional investors to individual plans.

Ryan Fischer is a financial advisor with Raymond James Financial in Lewisburg, KY, holding a Series 66 designation and two years of industry experience. He has worked at Fischer Wealth Management and Edgewater Family Wealth and has experience outside the financial industry, including roles at Costco Wholesale and the University of Central Florida. Fischer is also involved with Fischer Wealth Management as an associate. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and governmental entities. The firm offers financial planning and non-discretionary investment consulting through various advisory programs, emphasizing client collaboration and tailored financial recommendations supported by firm research and external managers.

Ellen Boortz is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019, previously working at Carpenter Company from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.