Kellie is one of a small number of advisors who has earned the designation as a Private Wealth Advisor.

John serves as First Vice President of the Generations Private Wealth Management Team at UBS Financial Services. As a Certified Financial Planner (CFP®) and Certified Exit Planning Advisor (CEPA), he helps the team’s clients design and implement customized strategies to manage their most important financial asset: their business.

Patrick T. Schmidt is a member in the Louisville firm of Tilford, Dobbins, & Schmidt, PLLC where he practices in the areas of business law and transactions, real estate, tax, and estate planning. Patrick received his B.S. in Accounting in 1989 and J.D. in 1992 from the University of Kentucky. He is a member of the Kentucky and American Bar Associations, the American Institute of Certified Public Accountants and the Kentucky Society of Certified Public Accountants. Patrick was named one of the Top Lawyers in Louisville in business and corporate law by Louisville Magazine multiple times. He has an AV peer rating from Martindale-Hubbell. He has consistently been recognized annually as a Kentucky Super Lawyer.

Lewis Rudy is Founder and President of Rudy and Associates. He works with business owners and their teams to build strong, intentional business growth.  He identifies, isolates and eliminates the root causes of margin compression and under performance.  He has worked with dozens of regional, national, and international companies to redefine and add real value to the organization.  Prior to founding R&A Lewis was the President of Louisville Bedding Co. and CEO of his family business AHF located in Montreal which he navigated through a turnaround after the untimely passing of one of the founders, and a decade later a successful transaction of the company. Lewis actively facilitates a number of CEO and Senior Leadership round tables, he teaches Business Accumen courses for the Delphi center at U of L and 1Si’s MMA.. His first book “On your own terms” building a sustainable and value creating business was released in 2017.

Scott Lurding is a co-founder and partner with Altus Investment Banking, where he advises founders and family business owners on middle-market mergers and acquisitions and private placements across multiple industries. His financial advisory and transactional work helps entrepreneurs grow their business, prepare for transitions, and exit their businesses. Scott is the founder of Altus Advisory Partners, a financial advisory firm serving higher education where he counsels colleges and universities on complex financial matters. Scott is the author of a Harvard Business School case study about an entrepreneurial healthcare company and has been a guest lecturer at the McDonough School of Business at Georgetown University. Scott received a BA in English from Indiana University, where he graduated Phi Beta Kappa, and an MBA from Harvard Business School. He is FINRA registered Series 7, 24, and 63.

Lance has more than 18 years of experience providing assurance, risk management, internal audit, and business advisory services for entities in a variety of industries ranging from healthcare to
manufacturing. In addition to providing traditional audit and compliance related services, he serves as a business advisor and CFO for middle-market companies, assisting them with everything from budgeting, strategic planning, and financial management to risk advisory services, including governance, regulatory compliance, internal audit, due diligence, insurance, fraud investigations and internal control assessments and design.

In addition, Lance serves on our litigation consulting team as a Certified Fraud Examiner. In that role, he performs forensic investigations, provides litigation support services, and assists companies in designing internal controls to prevent and detect fraudulent behavior. He also manages whistleblower/
ethics hotlines.

Greg Carroll is a native of Indianapolis, IN and a 1982 graduate of Indiana University where he received his Bachelor of Science in Finance. Greg has spent the majority of his 40-year career in Louisville, KY with PNC and then First Financial Bank.

Greg has spent his career working with long-time middle market relationships.  These companies range from service companies, manufacturers and distributors that are primarily locally or ESOP owned.

Linda Ruffenach, the founder and chief strategist of Execuity Value Advisors, is driven by her passion for advising owners on how to scale, grow and successfully navigate major transitions in their business. Working directly with entrepreneurs to identify and address their unique challenges, her strategic guidance is focused on aligning business objectives with purpose and passion, ensuring that every decision made contributes to sustainable growth and long-term success. With over 20 years of experience in C-level positions, Linda possesses an intimate understanding of the daily challenges faced by business owners. Having served as CEO of a $100 million international enterprise, she has weathered the storms of rapid growth, faced the pressures of rapid decline, and guided companies through complete transformations. She is a Certified Exit Planning Advisor and has appeared as an expert speaker for WBENC, IBBA, NAWBO, Women’s Presidents Organization, Goering Center for Family & Private Business ,WIFS Women in Insurance and Financial Services and the Exit Planning Institute. She currently serves as Entrepreneur in Residence for the University of Louisville’s Forcht Center of Entrepreneurship and in 2023 was recognized as a Business First Enterprising Woman.

Weston Burchett is a Co-Founder and CEO at Vantage Innovative, a leading technology consultancy. With nearly a decade of experience, he has helped numerous companies and executives modernize their organizations by introducing cutting-edge technology, reducing costs, improving efficiency, and creating exceptional customer experiences. Weston specializes in bringing companies to modern standards, automating processes, and providing actionable data insights. His unique ability to think beyond immediate needs and identify opportunities for improvement has made him a trusted advisor to CEOs and C-suite executives. Weston’s collaborative approach, strong leadership, and commitment to results have solidified his reputation as an expert in digital transformation and business optimization.

With over 30 years of experience, Kerry W. Pulliam has made a mark in the financial industry through his expertise and commitment to securing financial futures. As a Wealth Strategy Consultant, he has spent the majority of his career collaborating with the top tax, legal, and financial teams across the United States, providing invaluable assistance to closely-held and family-owned businesses.