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Michael E

Series 65, Series 63

Lexington, KY

ABRI LLC

Michael Elder is a financial advisor with ABRI LLC in Lexington, KY, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining ABRI, he worked five years at First Southern National Bank and one year at JPMorgan Chase Bank, N.A. He is also licensed as a life and health insurance agent. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs individualized and strategic asset allocation strategies, utilizing proprietary model portfolios and discretionary trading to manage client investments.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Nickolas P

Series 65

Lexington, KY

ABRI LLC

Nickolas Pidgorodetskiy is a financial advisor with ABRI LLC in Lexington, KY, holding a Series 65 designation and two years of industry experience. Prior to joining ABRI LLC, he attended Asbury University and has worked as an insurance agent. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation combined with proprietary model portfolios and discretionary trading authority to manage client portfolios.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Thomas H

Series 65

Lexington, KY

ABRI LLC

Thomas Haggard is a financial advisor with ABRI LLC in Lexington, KY. He holds a Series 65 designation and has experience working at firms including Spectrum Financial Alliance and Tailor Made Compounding. He is also licensed as a life and health insurance agent. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and specialty services. The firm uses individualized and strategic asset allocation methods, proprietary model portfolios, and integrates financial planning into ongoing client engagements.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Victoria W

CFP®, Series 66

Lexington, KY

ABRI LLC

Victoria Watson is a CFP® with seven years of industry experience, currently serving at ABRI LLC since 2025. She previously worked at Edward Jones from 2019 to 2025 and has experience as a self-employed advisor. Outside of financial advising, she is involved in investment-related insurance sales on a part-time basis. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, retirement plan consulting, and specialized financial planning services. The firm employs individualized and strategic asset allocation, using proprietary model portfolios and integrates financial planning into ongoing client engagements.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Morgan M

CFP®, Series 66

Lexington, KY

ABRI LLC

Morgan Murray is a CFP® with five years of industry experience, currently serving at ABRI LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has experience with nonprofit and educational organizations including Heart of Kentucky United Way and Campbellsville University. Murray holds a license to sell life and health insurance in Kentucky and Florida. ABRI LLC serves individual and high-net-worth households, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of individualized and strategic asset allocation approaches supported by proprietary model portfolios and discretionary trading authority.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Logan J

CFP®, Series 65

Lexington, KY

ABRI LLC

Logan Johnson is a CFP® and Series 65-registered advisor with ABRI LLC, based in Lexington, KY, with three years of industry experience. He previously worked at MiddleGround Capital and Toyota Motor Manufacturing Kentucky. Outside of advising, he is involved in accounting and finance operations for a roofing company. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs strategic asset allocation and proprietary model portfolios with a focus on integrating financial planning and providing a range of specialty services.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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Zackary W

CFP®, Series 63, Series 65

Lexington, KY

ABRI LLC

Zackary Wallace is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at ABRI LLC since 2021. Prior to joining ABRI, he worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of financial advising, he holds an executive leadership role in a Lexington-based roofing company. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation approaches with proprietary model portfolios and integrates financial planning into client engagements.

General retirement planning Retirement income strategy Income planning General estate planning guidance College savings (529s, UTMA, etc.)
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