River Road Asset Management, LLC ("River Road") is an institutional investment management firm committed to being a leading world-class provider of value-oriented equity asset management services. The firm was founded in 2005, with a history that dates back to 1998, by a team previously employed by Commonwealth Trust Company and SMC Capital Inc., subsidiaries of Kentucky-based Commonwealth Bancshares. As of December 31, 2022, we manage more than $10.2 B in total assets* for a diverse mix of institutional clients. We offer separate accounts and sub-advised collective investment vehicles that allow us to serve clients around the globe. Our investment philosophy is based on our proprietary Absolute Value approach initially developed by the firm’s co-founders. The objective of Absolute Value investing is to provide attractive, sustainable, low volatility returns over the long term. At River Road, we believe integral to this objective is an emphasis on positive return consistency and, correspondingly, minimizing downside portfolio risk. *Total assets combine River Road’s (1) total firm assets (as defined by GIPS®) and (2) advisory-only assets (no control over implementation of investment decisions and no trading authority). Total assets provided as supplemental information and advisory-only assets are reported on a one-month lag. DISCLOSURE: River Road has no editorial control over the people (including employees) or firms which link to our corporate information page. Any links to our firm information should not be considered a positive reflection of the investment advisory services offered by River Road or an endorsement from the firm. Visitors to this page, or pages that link to it, must avoid posting positive reviews of their experiences with the adviser or its services as such testimonials are prohibited under state and federal securities laws and may not reflect the experience of all clients of River Road.

First Kentucky Securities Corporation (“FKSC”) was founded in 1977 by Donald E. Bradshaw, former State of Kentucky Finance Secretary, and Ralph G. Nall. From its inception, FKSC was instrumental in the formation of initial and enabling legislation for many of the municipal bond issuing agencies and programs in the State of Kentucky. The Firm has continually played a principal role in the Kentucky municipal bond market, serving as Fiscal Adviser and Underwriter for major issuers including the Kentucky Housing Corporation, the Kentucky Higher Education Student Loan Corporation, the Kentucky Turnpike Authority, various Kentucky universities, school districts, water and sewer districts and municipal financing agencies. The principals and associates of FKSC are dedicated to providing diverse and innovative concepts for the municipal marketplace. Our Public Finance Department boasts a combined experience of over 90 years in the industry. This experience has resulted in the issuance of billions of dollars in municipal bonds. In addition to the public finance and investment banking capabilities, FKSC’s trading operations provide access to municipal markets in Kentucky and the financial centers of the United States. Our commitment to our customers, on either a buy or sell basis, is to consummate the trade at the best market price and provide the highest level of service. To further provide localized service for our clients, FKSC opened additional offices in Lexington (February, 2002) and in Louisville (August, 2005). FKSC is dedicated to providing the highest level of excellence to all our clients: institutions, individuals, corporations and municipalities. We are Kentuckians striving to serve Kentucky, its citizens and its communities.

PCS is a full-service, RIA-friendly Broker Dealer and SEC Registered Investment Advisor. We are growing by dually registering like-minded, hybrid RIA's/IAR's. We are solely focused on servicing the needs of successful, independent advisors and reps allowing you the time to grow your profits. Let our independence ignite yours! PCS is licensed as a Broker Dealer in all 50 states. Our headquarters is in Louisville, KY. We have more than 70 branch offices coast-to-coast.

Stegner Investment Associates, Inc. (SIA) is an independent, fee-only investment consultant committed to assisting clients as a fiduciary in achieving their investment objectives through the use of mutual and collective funds. Our client base consists of endowments, foundations, corporate retirement plans, and high net worth individuals. We are an employee-owned firm and we are proud to have served clients since 1994. At SIA, we are committed to developing a diversified and disciplined strategy that helps clients'​ investments plans reach their full potential. At the same time, we are dedicated to establishing a lifelong relationship with each of our clients that goes well beyond what you might expect from an investment firm.  Ultimately, our success is measured by our performance relative to a client's investment objectives. It is our goal not just to meet, but to exceed, expectations. Through strategic planning, regular communication and ongoing benchmarking, you will not find a more accountable and performance-oriented partner than SIA.

Family Wealth Management professionals helping our client families focus on what matters most by offering a suite of family office services.

Axiom Financial Strategies Group is a full-service wealth planning and investment advisory firm, serving HNW and UHNW clients. Utilizing an open architecture platform, decades of combined expertise and an emphasis on consistent learning, Axiom has made it its mission to provide a comprehensive approach to working with clients and strategic partners. This helps clients to gain clarity around their goals, develop a tangible plan to move from point A to point B, monitor progress and then implement necessary changes. We get to know our clients on a personal level and use this connection to craft a custom plan for you. We view the entire landscape of your financial life, assess your immediate and long-term goals and then match you with the most appropriate member of our team to help you realize those objectives. Service • Integrity • Accountability • Growth • Innovation Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Axiom Financial Strategies Group, LLC an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state. The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security. Axiom cannot guarantee the accuracy of information from third parties.

Your legacy is an unparalleled gift to those you love. Whether you are actively living out your legacy today, or planning for the impactful legacy you will leave in the future, we are here to bring clarity to financial planning and peace of mind to financial decisions, so that your legacy gift is wrapped up beautifully.

• Organized client data and had weekly discussions with clients regarding their portfolios • Analyzed daily and historical financial performances of fifty various companies’ stocks• Participated in weekly committee investment meetings focused on portfolio performance and analyses of the market

Assisted in creation of marketing materials, event management, and overall marketing strategy.

Financial planning and investment management services for individuals, institutions, endowments and foundations from a true fiduciary

Sortino Advisory Partners, LLC is a veteran-owned registered investment adviser firm based in Louisville, Kentucky, The firm currently manages over $170 million in regulatory assets under management in its Family Wealth practice and provides fiduciary consulting services on another $110 million in corporate retirement plan assets through the Fiduciary Consulting practice. We prepare clients for critical events in life and the capital markets using a financial planning-based, goal-driven investment management process designed to align portfolios with the goals and values that shape each client's life. Sortino Advisory Partners, LLC (“SAP” or the “Firm”) is an SEC registered investment adviser that maintains a principal place of business in the Commonwealth of Kentucky. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SAP’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.