Churchill Financial Advisors, LLC

Alesia Mullis is a financial advisor at Churchill Financial Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Churchill Financial entities since 1999. Mullis serves as President and Chief Compliance Officer at Churchill Financial Advisors, LLC. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and offers individualized wrap asset management accounts using a range of investment strategies including fundamental and technical analysis.

Evan Coartney is a CFP® and Series 66-registered advisor with three years of industry experience. He is currently with Churchill Financial Advisors, LLC and previously worked at MCM CPA's & Advisors. Coartney also serves as Vice President of Accounting and Administration at Churchill Financial Advisors, where he oversees accounting and operations. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and offers wrap asset management accounts utilizing both fundamental and technical analysis across a range of investment strategies.

Jonathan Coartney is a financial advisor at Churchill Financial Advisors, LLC in Louisville, KY, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Verisys Corporation and the University of Louisville Louis D. Brandeis School of Law. He also serves as Vice President of Risk and Compliance at Churchill Financial Advisors. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and employs both fundamental and technical analysis across a range of investment strategies, including the use of derivatives in separately managed accounts.

Jacob Zollman is a CFP® and CFA® with 15 years of experience in the financial industry. He is currently Vice President of Investments and Operations at Churchill Financial Advisors, LLC, where he has worked since 2010. The firm provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. Churchill Financial Advisors offers individualized wrap asset management accounts using a range of strategies and employs both fundamental and technical analysis to construct and rebalance portfolios.

Justin Ferguson is a CFA® charterholder with 18 years of industry experience. He is currently Chief Investment Officer at Churchill Financial Advisors, LLC, where he has worked since 2025. Prior to that, he spent nine years at Cullinan Associates, Inc. Outside of his advisory role, Ferguson volunteers with youth sports organizations, serving as chair of the St. Mary's of the Knobs Youth Basketball League Committee and as a member of the school's Athletic Committee. Churchill Financial Advisors, LLC provides investment advice and discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm manages approximately $243.8 million in discretionary assets and employs both fundamental and technical analysis across a range of investment strategies, including the use of derivatives in separately managed accounts.