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.

Christopher Madel is a CFA® charterholder and holds a Series 63 license with six years of industry experience. He has been with Chadds Ford Wealth Partners, LLC since 2019 and previously worked at Wilmington Trust Company from 1998 to 2017. Between 2017 and 2019, he was retired. Chadds Ford Wealth Partners is an employee-owned firm serving high-net-worth individuals, families, trusts, foundations, and operating businesses. The firm offers comprehensive wealth management and advisory services, employing customized investment strategies that include equities, fixed income, and alternatives, while incorporating ESG preferences through independent research providers.

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.

Charles White is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Creative Financial Designs since 2008 and currently serves as a consultant-CPA at White and Company PSC. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a variety of investment strategies, including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

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.