Paul Stropkay is a CFA® charterholder and financial advisor with 14 years of industry experience. He is the principal of Sapphire Fiduciary Advisors, LLC, an independent firm based in Louisville, KY, where he has worked since 2021. Stropkay serves on the boards of directors for Rockcastle Bancorp and Citizens Bank, providing oversight on bank policy, operations, and credit matters. He is also a general partner in a private real estate investment entity, Plowshares Capital, LLC. Sapphire Fiduciary Advisors is a registered investment adviser offering discretionary investment management and sub-advisory services to individuals, families, trusts, institutions, and other advisers. The firm manages approximately $59.7 million, focusing on high-quality securities through fundamental and quantitative analysis, actively managing portfolios under discretionary authority with periodic reviews.

Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.

Matthew Doyle is a financial advisor at Trimingham Financial, LLC, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company. Outside of his advisory role, he maintains a bookkeeping client and works as a warehouse associate for Amazon. Trimingham Financial serves individual clients by providing comprehensive financial planning and investment management, focusing on asset allocation primarily through exchange-traded funds. The firm employs both strategic and dynamic allocation techniques and generally requires clients to custody managed accounts with Interactive Brokers.

Jeb Jarrell is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Plentiful Wealth, LLC in Louisville, KY. His prior roles include positions at Render Capital, Ameriprise Financial Services, Commonwealth Financial Network, and Merrill Lynch. Outside of advising, he hosts a podcast focused on Kentucky history and culture and serves as treasurer and board member of a nonprofit providing housing services to the homeless. Plentiful Wealth serves individual clients, including high-net-worth households, and nonprofit organizations by offering investment management, comprehensive financial planning, outsourced Chief Investment Officer services, and pension/retirement plan consulting. The firm’s advisory process integrates fundamental security analysis with modern portfolio theory to tailor portfolios according to client objectives and risk tolerance, with specialized programs for nonprofits and no stated account minimum.

William Bowers is the sole advisor at Bowers Capital Management in Georgetown, IN, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Bowers Capital Management since 2002. Bowers Capital Management serves individual investors, trusts, estates, and charitable organizations by providing discretionary asset management, ongoing investment advice, and limited financial planning. The firm employs a rules-based investment process that combines quantitative multi-factor models with fundamental, technical, and charting analysis, supplemented by margin and options strategies, focusing on long-term, diversified asset allocation.

Anita Loy is a CFP® professional with 23 years of experience in financial advising. She is the sole advisor at Inspire Private Wealth Management in Louisville, KY, where she has worked since 2013. Prior to that, she spent 19 years with Money Concepts Capital Corp. Outside of her advisory work, she teaches and coaches adult education courses at various colleges and universities. Inspire Private Wealth Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and delivers both one-time financial planning and ongoing advisory services, with a notable focus on retirement plan and pension consulting for institutional clients.

Andrew Sloan is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. He has operated Bluegrass Financial Planning, LLC in Louisville, KY since 2013. Outside of his advisory role, he coaches field hockey part-time at the Christian Academy of Louisville. Bluegrass Financial Planning primarily serves individual clients, offering comprehensive financial planning, discretionary investment management, and tax planning and preparation services. The firm follows a fundamental, long-term buy-and-hold investment approach focused on asset allocation and low-cost index funds, managing approximately $56.2 million on a discretionary basis for about 73 clients.

Ross Wright is the sole advisor at Wrightpoint Wealth, holding a Series 65 credential with one year of experience in investment management. He has served with the United States Army Corps of Engineers since 2007 as a Risk Assessment Advisor and Senior Review Manager, leading risk assessments and managing engineering project teams. Wrightpoint Wealth is an investment manager specializing in discretionary management of pooled and institutional-style portfolios. The firm combines fundamental, quantitative, and Modern Portfolio Theory analyses to implement tailored strategies, utilizing proprietary models and third-party portfolios through the Altruist platform.

A. Leslie Hornback is a financial advisor at Stratos Wealth Partners, Ltd with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Horizon Wealth Management, LLC and LPL Financial. Hornback provides investment advisory services through multiple independent advisory firms. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Richard Terlau is a CFP® and holds a Series 65 license with 18 years of experience in the financial industry. He has been associated with Investment Answers since 2006 and is also involved with Brookstone Financial LLC and Investment Answers Media, Inc., where he contributes to financial education content. In addition to his advisory role, he is a licensed insurance agent and owner of Brookstone Financial, providing insurance services alongside investment advice. Investment Answers offers portfolio management services primarily to individual and high-net-worth clients, managing approximately $43.3 million across 257 client relationships. The firm employs three model portfolios—Conservative, Balanced, and Growth—tailored to clients’ goals, time horizons, and risk tolerance, using both charting and fundamental analysis alongside long- and short-term trading strategies.