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.

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.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2006 and has a longstanding career with New York Life Insurance Company and affiliated entities dating back to 1993. Ridings is active in community and historical organizations, serving as president of the Battle of Richmond Association and holding board positions related to Civil War history and regional development, as well as serving as the 2024 president of the Kentucky State NAIFA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios, managing over $25 billion in regulatory assets as of the end of 2024.

Dawn Thompson is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Armed Forces Bank and in various roles at Fifth Third Bank. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Mark Spinosa is a CFP® and Series 66 registered advisor with Valic Financial Advisors, based in Richmond, KY, bringing 16 years of industry experience. He has been with Valic Financial Advisors since 2010 and also holds a role at Agia. Outside of his advisory work, Spinosa is involved as a passive investor in various real estate ventures, including real estate syndications and investment LLCs. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, along with corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models to construct client portfolios.

Ethan Taylor is a financial advisor with LPL Financial based in Richmond, KY. He holds Series 63 and Series 65 licenses and has been in the industry since 2025. Prior to joining LPL Financial, he has experience working at Cerity Partners and Roberts Insurance and Investments. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings.

Justin Priode is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Roberts is a financial advisor with LPL Financial in Lexington, KY, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Roberts is also involved with Roberts Insurance and Investments, a non-variable insurance business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product offerings such as insurance and annuities.