Tony Luckhardt, MBA, CFP® and Thom Guidi, CFA who became the firm's newest shareholders on January 1, 2012. Tony joined the firm in September 2007 as a Financial Planner. He is a graduate of Xavier University. Thom joined the firm in September 2005 as the firm’s securities trader, and was promoted to Portfolio Manager in January 2007. He is a graduate of the University of Kentucky.