Yano Touma, CTFA
Senior Vice President | Director, Wealth and Family Office
Yano Touma, CTFA
Senior Vice President | Director, Wealth and Family Office
Yano has more than 18 years of experience in the industry, focusing on all aspects of wealth management.
Yano holds a bachelor’s degree in economics from Denison University and an MBA from Bellarmine University. He has also earned Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association. Yano is also Series 7, 66, and insurance licensed. Yano is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, TX, VA, VT, WA.
Kathy Harrison
Senior Vice President and Relationship Manager
Kathy Harrison
Senior Vice President and Relationship Manager
Kathy has more than 40 years of experience in the wealth management and trust industry. Her experience includes fiduciary tax, trust operations, compliance and risk management, mutual funds marketing, product development, portfolio management, and most recently, relationship management.

Kathy attended the University of Louisville and over her years in the industry has participated in and completed several educational opportunities provided through the ABA. She is Series 7 and 66 licensed. Kathy is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, VA.
Rob Crady, CTFA
Senior Vice President and Relationship Manager
Rob Crady, CTFA
Senior Vice President and Relationship Manager
Rob has over 18 years of experience in the wealth management and trust industry where he has served in various roles including Trust Administration and Client Advisor.

Rob graduated from the University of Kentucky with a degree in economics and has received the Certified Trust and Financial Advisor (CTFA) designation from Americans Bankers Association. He is also Series 7, 66, and insurance licensed. Rob is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, TX, VA.
Gus Pickerill, CTFA
Senior Vice President and Trust Specialist III
Gus Pickerill, CTFA
Senior Vice President and Trust Specialist III
Gus has over 25 years of experience in the industry including fiduciary income tax, estate and gift tax, and individual income tax returns and administering estate plans for families comprising several generations.

Gus is a graduate of the University of Kentucky with a B.S. degree in accounting. He is an honors graduate of Cannon Trust School and holds the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association.
Bryan Sperry, CTFA
Senior Vice President and Relationship Manager
Bryan Sperry, CTFA
Senior Vice President and Relationship Manager
Bryan has over 18 years of experience in the wealth management and trust industry. He also spent seven years as a Consultant with the accounting firm Coopers & Lybrand and two years with the tax department at General Electric, where he focused on international tax issues.

Bryan holds a bachelor’s degree in accounting from Bellarmine University and earned his JD from the University of Louisville, Brandeis School of Law. He has also earned the Certified Trust and Financial Advisor (CTFA) designation from the American Bankers Association and is Series 7 and 66 licensed. Brian is registered in the following states: AL, AZ, CA, FL, GA, HI, IL, IN, KS, KY, NC, NV, OH, OR, SC, TN, VA.

Tony Swindall
Senior Vice President and Portfolio Manager
Tony Swindall
Senior Vice President and Portfolio Manager
With over 30 years in wealth management, Tony has a variety of experience in the field, including institutional asset management as well as fiduciary asset management. He currently manages taxable and tax-exempt bond portfolios for high-net-worth clients. Tony also manages fixed-income assets for institutional customers such as endowment funds and pension/profit-sharing plans.

Tony is a graduate of Western Kentucky University and did postgraduate work there, as well as at the University of Louisville. He is also Series 7 and 66 licensed.
Chase Speiden, CFP®
Vice President and Relationship Manager
Chase Speiden, CFP®
Vice President and Relationship Manager
Chase joined Hilliard Lyons Wealth and Family Office in 2016. He has 16 years of experience in the wealth management industry including relationship management and private banking.

Chase is a Certified Financial Planner®, and he is Series 7 and Series 66 securities licensed. Chase received a B.A degree from University of Kentucky and an MBA from the University of Louisville. Chase is registered in the following states: KY.
Joel R. Wilson
Vice President and Trust Administrator
Joel R. Wilson
Vice President and Trust Administrator
Joel has 15 years of experience in the wealth management and trust industry including estate settlement.

Joel is a member of the Kentucky and Louisville Bar Associations and the Estate Planning Council of Louisville. He received a B.A. degree from Indiana University and a J.D. degree from the University of Louisville, Brandeis School of Law. Joel serves on the Metro United Way Program Review Team. He joined Hilliard Lyons in 2014.
Janet Masterson
Senior Trust Associate
Janet Masterson
Senior Trust Associate
Janet has more than 25 years of experience in client services and trust administration. Her vast knowledge and experience in the trust and banking industry inform her role with Hilliard Lyons.

Janet joined Hilliard Lyons Wealth and Family Office in 2009 and works with Nita Zahnd as one of our administrative professionals responsible for all administrative and trust services for our clients.