Kelli Nicole Newman

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.

Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.

David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.

Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.

Eugene Castle is a CFP® and Series 63-registered financial advisor with 18 years of industry experience. He has operated Moneywise, Inc., an independent advisory firm based in Lexington, KY, since 1996. Prior to his financial advisory career, he was a licensed dentist. Moneywise, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, qualified retirement plans, and small businesses. The firm’s investment approach focuses on asset allocation and mutual fund/ETF selection through fundamental analysis and Morningstar screening, combining long-term and shorter-term trading strategies with quarterly portfolio reviews.

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.