News & Media

Jun 16, 2026

AdvisorHub 400 Advisors to Watch Under $1B: Todd Mercer/Lexie Head

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Apr 24, 2026

AdvisorHub 200 Women Advisors to Watch: Lexie Head

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Mar 02, 2026

20 People to Know in Financial Services: Emmett Cosgrove

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Feb 17, 2026

InvestmentNews Who wins when the Magnificent 7 squares off against the anxious parent?

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Feb 04, 2026

Forbes 2026 Top Women Wealth Advisors Best-in-State

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Feb 01, 2026

Turn a tax break into a talent magnet: How bonus depreciation can help small businesses launch a 401(k)

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Nov 13, 2025

Louisville Business First’s List of Veteran-owned Businesses

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Oct 17, 2025

InvestmentNews Volatility over U.S.-China trade war has advisors navigating headline risk

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Sep 26, 2025

Louisville Business First 2025 Forty Under 40

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