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.

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.

Andrew Baird is a financial advisor with GWN Securities Inc. in Bardstown, KY, holding a Series 66 designation and eight years of industry experience. He has been with GWN Securities since 2017 and also serves as president of Baird Appraisals Inc., where he provides residential and agricultural real estate appraisals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs that include both traditional asset-allocation and legacy market-timing strategies.

Jill Reiter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and has worked previously at ARGI Financial Group, Stiles, Carter and Associates, Armag, and Blandford and McCubbins. Outside of her advisory role, she coaches youth soccer for the South Nelson Youth Soccer Association. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Codey O'daniel is a financial advisor at GWN Securities Inc. with Series 66 credentials and one year of industry experience. Prior to his current role, he worked in manufacturing at Accurite Machine and Manufacturing and AV Gauge and Fixtures. Outside of advising, he co-owns an Airbnb camper rental property with his wife. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individuals and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy market-timing and momentum strategies.

Charles Curtsinger is a financial advisor with Truist Advisory Services in Springfield, KY, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at Truist Bank and KT Black Services. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions combining model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist entities.

Francis Medley is a financial advisor at PNC Wealth Management with 9 years of industry experience. He holds Series 63 and 66 licenses and has worked at firms including JPMorgan and U.S. Bancorp Investments. PNC Wealth Management offers retail brokerage and advisory services primarily through model-based programs, including an invitation-only digital discretionary model account for employees, which uses algorithm-driven risk assessments and invests via approved model strategies with mutual funds and ETFs.

Patrick Portman is a CFP® professional with 10 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partner enterprise. He has worked with United Planners since 2020 and has held roles at Gwn Securities Inc and Thoroughbred Asset Management. Portman is also CEO of Portman Wealth Management and works as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers a range of portfolio management and brokerage solutions through its network of 477 independent Investment Advisor Representatives.

Micah Dixon is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and serves as a secretary and board member of the Master Registered Financial Consultant organization. Outside of his advisory role, Dixon owns and operates Hidden Meadow Farm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory programs, supported by a large advisor network and multiple platform offerings.

Elizabeth Wheatley is a financial advisor at Cetera with 27 years of industry experience. She holds the PFS™ and Series 63 designations and has worked with firms including Avantax Advisory Services and Avantax Investment Services. Outside of her advisory role, she is the owner and treasurer of Talbott Tavern, Inc., where she manages financial operations and serves as a shareholder. Cetera Investment Advisers serves a broad range of clients, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

Susan Rapier is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. Her career includes 32 years at Professional Bank Services and a year at Forvis Capital Advisors, LLC prior to joining Edward Jones. She is a part owner of Pluribus Holdings, Inc., a bank consulting firm that is in the process of being liquidated. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and services, supported by a large network of financial advisors and branch offices nationwide.

Travis Kuntz is a financial advisor with Edward Jones in Bardstown, KY, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Dustin Looper is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial, BMO Harris Financial Advisors, and Abound Credit Union. Before entering the financial sector, he worked for Guitar Center Stores, Inc. for eight years. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Jennifer Newton is a financial advisor at Edward Jones with 17 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Thomas Rogers is a financial advisor at Edward Jones in Bardstown, KY, holding Series 65 and Series 66 licenses with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at ARGI Financial Group and has experience in construction and retail. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 15 years before joining LPL Financial in 2023. Outside of his advisory role, Anderson is a business owner involved in timber management and participates in USDA conservation activities in Bloomfield, KY. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Brandon Taylor is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2018. Prior to that, he was employed by Marriott and Eastern Kentucky University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Sarah Thomas is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2020. Prior to her current role, she was employed at St. Joseph School from 2017 to 2020. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Noah Royal is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations. He has been in the industry since 2025, with prior experience at Cerity Partners and roles in education and entrepreneurship. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a notable focus on advisory roles rather than discretionary asset management.

Nathaniel Jordan is a financial advisor at Edward Jones in Bardstown, KY, holding CFP® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Sean Anderson is a financial advisor with Edward Jones in Bardstown, KY, holding a Series 66 designation. He has been with Edward Jones since 2025 and previously worked for the US Department of Transportation and Elizabethtown Community College. Outside of his advisory role, Sean coaches swim at Bethlehem High School on a part-time basis during the swim season. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the country.

Robert Smotherman is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 66 licenses. Outside of his advisory work, he owns and maintains a commercial rental property in Bardstown, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of advisors and branch offices.

Terry Royal is a CFP® professional with 26 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and operates Royal Wealth and Retirement in Bardstown, KY. Prior to joining Raymond James in 2025, he spent over two decades with Edward Jones. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing detailed risk profiling and asset allocation analysis to develop personalized strategies.

Sarah Hite is a financial advisor at Edward Jones in Bardstown, KY, holding Series 63 and Series 66 credentials with 20 years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with Hite Enterprises, a real estate business, and is a beneficiary of an estate in Bardstown. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Zachary Mattingly is a financial advisor at Edward Jones in Bardstown, KY, holding the Series 66 designation. He joined Edward Jones in 2025 after spending 12 years at J.B. Hunt Transport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and access to affiliated mutual funds, operating under a fiduciary standard.