Joule Financial, LLC

Robert Bunting is a financial advisor at Joule Financial, LLC in Lexington, KY, holding a Series 65 license with one year of industry experience. His prior work includes roles at EMB Mortgage Group and Bluestone Title. Joule Financial advises individuals, trusts, high-net-worth clients, and small businesses with discretionary portfolio management and financial planning, employing defined asset-allocation models and a combination of technical and fundamental analysis across various strategies.

Daniel Czulno is a CFP® and holds a Series 65 license with 12 years of industry experience. He has worked at Joule Financial, LLC since 2022 and previously spent 13 years at Tatro Capital LLC. Joule Financial advises individuals, trusts, high-net-worth clients, and small businesses, offering discretionary portfolio management and financial planning, including a no-fee basic planning option called the Power Plan. The firm uses defined asset-allocation models and a combination of charting, technical, and fundamental analysis across various investment strategies.

Andrew Durant is a financial advisor at Joule Financial, LLC in Lexington, KY, holding a Series 65 designation. He has experience working at Storage Asset Management and the University of Kentucky, as well as in the education sector for ten years. Durant joined Joule Financial in 2025 as part of a six-advisor team. Joule Financial serves individuals, trusts, high-net-worth clients, and small businesses by providing discretionary portfolio management and financial planning. The firm employs defined asset-allocation models and uses a combination of technical and fundamental analysis across various investment strategies.

William Tatro is a financial advisor with Joule Financial, LLC in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He is also president and part-owner of YBVentures LLC, a manufacturing company, and contributes as a guest on CNBC and local radio, as well as a writer for Forbes.com. Additionally, he serves as an adjunct finance professor at the University of Kentucky. Joule Financial advises individuals, trusts, high-net-worth clients, and small businesses, offering discretionary portfolio management and financial planning. The firm employs defined asset-allocation models with a blend of technical and fundamental analysis and utilizes various investment strategies, including derivatives and leverage, to manage client portfolios.

Logan Gilland is a CFP® with five years of industry experience, currently serving as a financial advisor at Joule Financial, LLC since 2020. Prior to joining Joule Financial, he worked at GE Aviation and the University of Kentucky. Joule Financial advises individuals, trusts, high-net-worth clients, and small businesses by providing discretionary portfolio management and financial planning services. The firm uses defined asset-allocation models and a combination of technical and fundamental analysis across various investment strategies.

Allison Howard is a financial advisor at Joule Financial, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining Joule Financial in 2023, she worked at Radwan, Brown, & Company from 2021 to 2023 and spent seven years at Chick-fil-A. Joule Financial advises individuals, trusts, high-net-worth clients, and small businesses, offering discretionary portfolio management and financial planning services. The firm employs defined asset-allocation models and a combination of charting, technical, and fundamental analysis across various investment strategies.