Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.

David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.

Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.

Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

Marcelo Fuenzalida is the sole advisor at BBFN Wealth Management LLC in Lexington, KY. He holds a Series 65 designation and has 11 years of experience as an independent investor prior to founding the firm in 2024. BBFN Wealth Management LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm offers financial planning and investment management through separately managed accounts, using a blend of fundamental, technical, and cyclical analysis with a range of investment options tailored to client objectives.

Mohua Das is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at Crimson Oak Wealth Management, LLC in Lexington, KY. She has led the firm since 2014. Crimson Oak Wealth Management offers personalized financial planning and investment management to individuals, high-net-worth clients, non-profits, and business owners. The firm employs a long-term investment approach using diversified portfolios and provides services including portfolio management, written financial plans, and employer retirement plan consulting.

Warren Leet is a financial advisor at Blue Castle Wealth with a Series 65 designation and three years of industry experience. He previously worked for American Trust / Unified Trust Company for six years before joining Blue Castle Wealth, an independent advisory firm he has been with since 2022. Warren is also a partner in Leet Brothers Investments, LLC, a real estate investment and property management business, though he is currently inactive in day-to-day operations. Blue Castle Wealth serves individuals, charitable organizations, and businesses with discretionary wealth management and comprehensive financial planning. The firm uses a combination of fundamental, technical, cyclical, and charting analysis alongside modern portfolio theory to manage client portfolios on a discretionary basis tailored to client-specific policies and risk tolerances.

Mikhail Potapov is a CFA charterholder and principal advisor at Burl Investment Management, LLC with 18 years of industry experience. He previously worked at E. S. Barr & Company for 15 years and has served as a community volunteer. Outside of his advisory role, Mr. Potapov is active in nonprofit organizations related to land conservation and urban forestry, serving in leadership positions such as treasurer and president of local nonprofits. Burl Investment Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, and institutions. The firm employs an active, focused, long-term investment strategy emphasizing fundamental analysis and macroeconomic factors, managing portfolios with a concentrated equity sleeve and a capital preservation–oriented fixed-income sleeve.

Matthew Lutz is a CFP® and CFA® serving as the principal advisor at Tenet Portfolio Management since 2025. He has prior experience at Valvoline Inc. and Valvoline Global Operations, as well as founding Everstead CFO Services, LLC, where he provides financial consulting to businesses on a fractional basis. Tenet Portfolio Management serves institutional and pooled-asset clients, including endowments, foundations, corporations, trusts, non-profits, and family offices, while also offering private wealth and consulting services. The firm provides discretionary portfolio management and non-discretionary guidance, emphasizing asset allocation and a mix of passive and active strategies tailored to client needs.