Broker Check

Our Team

Financial Advisers - Louisville Office

Andrew Hanlein

President, Registered Supervisory Principal, Investment Adviser, Managing Partner

(502) 736-1336

Andy joined AIS in 1993.  For 27 years, he worked in electronics and life sciences manufacturing; then later in sales and marketing management for medical start-ups.  His professional licenses include FINRA Series 7, 24, 63, and life, health, and variable annuity.  He has a BS from Fordham University and a MBA in Finance from the University of Pittsburgh.  Andy served many years on the benevolence committee of his church and performs services for local charities serving the homeless.  He is past President of the National Christian Foundation, Kentucky Chapter.

Brad Stillwagon

Registered Representative, Investment Adviser

(502) 736-1347

Brad joined AIS in 2012 and partners with Rusty Wells. His experience includes twenty years as a wholesaler and Regional Vice President for a major mutual fund company. His professional licenses include FINRA Series 7, 26, 63, and life, health, and variable annuity.  He has a BS in Business Administration from Ohio State University.

Michael Hanlein

Registered Supervisory Principal, Investment Advisor

(502) 736-1341

Michael joined AIS in 2017 and partners with Andrew Hanlein.  As a college senior in 2016, he helped manage, along with a group of his peers, a portion of Xavier University’s endowment fund.  His professional licenses include FINRA Series 7, 24, 66, and life, health, and variable annuity.  Michael graduated summa cum laude with a BS in Finance from Xavier University.  He is active in his church and participates in steroid-free power lifting, holding several records in his weight class.

Bob Meek

Registered Representative, Investment Adviser, Compliance Manager

(502) 736-1351

Bob joined the AIS team full-time in 2018 but his association with the firm spans more than 25 years.  His experiences include teaching at both the high school and college levels, working as a computer programmer, serving as a Division IT Manager for a Fortune 50 company, and running his own technology consulting business.  His professional certifications include FINRA Series 7, 66, life, health, and variable annuity.  He has a BA in Mathematics from the University of Louisville, a MAEd in Mathematics & Computer Science from Eastern Kentucky University, and a MBA from Vanderbilt University.  Bob is an Eagle Scout and former Scoutmaster.  He currently serves on the Advisory Board of the Salvation Army Louisville Area Command.

Rusty Wells

Chief Financial Officer, Registered Supervisory and Financial Principal, Managing Partner

(502) 736-1340

Rusty joined AIS in 1983.  In addition to over 30 years in the securities industry, he has experience in real estate investment & management, corporate board service, and has held public office.  He remains active in real estate and board service.  Rusty's professional licenses include FINRA Series 7, 24, 27, 63, and life, health, and variable annuity.  He has a BS in Economics from DePauw University.

Craig Wilson

Vice President Human Resources, Municipal Securities Principal, Investment Adviser, Managing Partner

(502) 736-1343

Craig joined AIS in 1987.  He previously worked as a broker for a national investment firm.  His professional licenses include FINRA Series 7, 53, 63, and life, health, and variable annuity. He has a BS in Finance from the University of Kentucky.  Besides the securities industry, he is also involved in thoroughbred ownership.

John Frymire

Registered Supervisory Principal, Investment Adviser

(502) 736-1346

John joined AIS in 2009.  He previously served 11 years as a financial adviser with a national brokerage firm.  Prior to entering the securities industry, he worked in banking and bank consulting where he gained extensive experience in audit, compliance, and regulatory assistance.  John's professional designations include CFP (Certified Financial Planner), ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter).  His professional licenses include FINRA Series 7, 24, 31, 63, 65, and life, health, and variable annuity.  John has a BA from Centre College.

Financial Advisers - Harlan Office

Rick Fox

Vice President Sales, Chief Compliance Officer, Registered Supervisory Principal, Investment Adviser, Managing Partner

(606) 573-1374

Rick joined AIS in 1984.  His professional licenses include FINRA Series 7, 24, 63, and life, health, and variable annuity.  He has a BS from Morehead State University.  Rick served two terms as a State Representative in the Kentucky House of Representatives.  He remains very involved in the Harlan community and Tri-State area, including ongoing board service with the Cawood Ledford Boys & Girls Club.

Wayne Collett

Registered Supervisory Principal, Investment Adviser

(606) 573-1374

Wayne joined AIS in 1986. His securities industry experience was preceded by 13 years in coal mining performing supervision, compliance management, and safety training.  His professional licenses include FINRA Series 7, 24, 63, and life, health, and variable annuity.  Wayne has a BS from Lincoln Memorial University.

Drew Adams

Registered Representative, Investment Adviser

(606) 573-1374

Drew joined AIS in 2010 and partners with Rick Fox.  He formerly served in a sales and marketing capacity with an international life sciences firm.  His professional licenses include FINRA Series 6, 7, 63, and life, health, and variable annuity.  Drew has a BS in Agricultural Economics and Business from the University of Kentucky.  Among his community activity roles are board service with the Harlan Chamber of Commerce and the Cawood Ledford Boys & Girls Club. 

Ryan Collett

Registered Representative, Investment Adviser

(606) 269-5460

Ryan joined AIS in 2018.  He previously worked as a broker for a national investment company.  His professional licenses include FINRA Series 7, 66, life, health, and variable annuity.  He has a BS in Finance from Eastern Kentucky University.

Staff - Louisville Office

Beverly Hall

Administrative Assistant

Bev joined AIS in 2015 and provides administrative support for Andrew Hanlein and Michael Hanlein.  She has 13 years of experience in financial services.  Bev maintains the firm's investment advisory platform, including client billing, while coordinating the administrative management of client brokerage and advisory accounts.

Charla Raap

Administrative Assistant & Retirement Plan Specialist

Charla joined AIS in 1989.  In addition to providing administrative support to Rusty Wells and Brad Stillwagon, she works extensively with plan sponsors regarding retirement plan administration, Form 5500 filings, and ERISA and DOL compliance.

Irina Gnativ

Administrative Assistant

Irina joined AIS in 2008.  In addition to providing administrative support to Craig Wilson, she has broad experience in account service and client relationship management.  She has a BA in Business Administration from Bellarmine University.

Larry Edwards, CPA

Accounting & Tax Consultant

Larry joined AIS in 1996.  In addition to being a licensed CPA, he has extensive experience in FINRA, SEC, and ERISA regulatory compliance.  He has a BS in accounting from Western Kentucky University.  Larry retired from being a full-time employee in December 2017 but remains a consultant to the company for matters related to accounting, taxation, and compliance.

Shawna Whitworth

Bookkeeper & Retirement Plan Specialist

Shawna joined AIS in 2017.  Her previous experience included work in sales & customer service with a major manufacturer of office equipment.  At AIS, her duties include bookkeeping, accounts payable, and retirement plan administration.

Sheila Heckel

Administrative Assistant & Retirement Plan Specialist

Sheila joined AIS in 2005.  In addition to providing administrative support to John Frymire, she works extensively with plan sponsors regarding retirement plan administration, Form 5500 filings, and ERISA and DOL compliance.

Staff - Harlan Office

Carissa Caudill

Administrative Assistant

Carissa joined AIS in 2001.  In addition to providing administrative support to all the Registered Representatives and Investment Advisers in the company's Harlan office, she has broad experience in account service and client relationship management.  Prior to joining AIS, she worked for a major regional company in retail sales.

Heather Cress

Administrative Assistant & Retirement Plan Specialist