John Shannon Saunier

Jordan Biery is a CFP® professional with nine years of industry experience, currently affiliated with Raymond James Financial in Lexington, KY. His prior experience includes roles at Robert W. Baird & Co. Inc. (Hilliard Lyons) and JP Morgan Chase Bank. He is also involved with Vine Street Private Wealth & Family Office, where he supports business development activities. Raymond James Financial Services Advisors, Inc. serves a diverse clientele ranging from individual investors to institutional and municipal entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans and a primarily non-discretionary advisory approach supported by extensive firm research and an affiliate network.

James Mullins is a financial advisor at Investments & Financial Planning, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. In addition to his advisory role, he owns and manages JEM Financial Planning, LLC. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual and high net worth clients, as well as charitable organizations. The firm utilizes no-load mutual funds and exchange-traded funds, applying both fundamental and technical analysis with long- and short-term strategies.

Melody Townsend is a CFP® professional with 15 years of experience, currently serving as an advisor at Townsend Financial Planning since 2006. She is the managing member of Mountain Sage Holdings, LLC, a commercial property management business in Mt. Sterling, Kentucky. Townsend Financial Planning is an SEC-registered, fee-only fiduciary firm that provides financial planning and investment management services to individuals, families, and small businesses. The firm employs a long-term, buy-and-hold investment strategy using diversified, low-cost mutual funds and ETFs, and offers a range of engagement types including trustee services and retirement-plan consulting.

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Q2 Wealth Management, he worked at Amazon and held various roles in education and healthcare. Q2 Wealth Management serves individuals, families, and high-net-worth clients by providing investment management, financial planning, and consulting services. The firm employs a range of model portfolios and offers both discretionary and non-discretionary management, with additional services including implementation for annuities and donor-advised funds.

Raymond Backers is a CFP® professional with 11 years of industry experience, currently serving at Q2 Wealth Management in Lexington, KY. His prior roles include positions at Aber Point LLC and RITE Financial Group LLC. He is also an owner and manager at Q2 Wealth Insurance LLC, engaging in fixed insurance sales. Q2 Wealth Management serves individuals, families, and high-net-worth clients, providing investment management, financial planning, and consulting services. The firm employs a range of model portfolios and offers both discretionary and non-discretionary management, alongside educational classes and access to projection software.

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.