Joshua Buckman is a financial advisor at E.S. Barr & Company in Lexington, KY, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at E.S. Barr & Company since 2019 and previously held roles at Deutsche Bank Securities Inc. and MJX Asset Management LLC. E.S. Barr & Company provides discretionary investment management services to individuals, trusts, estates, retirement plans, and other entities, focusing on a research-driven fundamental value approach. The firm manages separately customized accounts, emphasizes liquidity and margin of safety, and engages in side-by-side management that includes participation in a related private partnership.

Caswell Fuller is a financial advisor at E. S. Barr & Company with a Series 65 designation and no prior industry experience. Before joining E. S. Barr & Company in 2026, he held roles at Berkeley Research Group and PricewaterhouseCoopers. E. S. Barr & Company provides discretionary investment management to individuals, trusts, estates, retirement plans, foundations, and other entities, employing a patient, research-driven fundamental value approach focused on business economics, margin of safety, and liquidity. The firm manages portfolios with a focus on publicly traded companies above $400 million in market capitalization and shorter-duration fixed-income instruments, and it operates alongside a private partnership with specific conflict-mitigation practices.

Edward Barr is a financial advisor at E. S. Barr & Company in Lexington, KY, holding a Series 63 designation with 32 years of industry experience. He has been with E. S. Barr & Company since 1992. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically investing in companies with market capitalizations above $400 million.

Joseph Kelsch is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been with E. S. Barr & Company since 2014. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm follows a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically managing customized portfolios with individual equities and fixed-income securities.

Jake Keys is a financial advisor at E. S. Barr & Company with three years of industry experience. He holds a Series 65 designation and has worked at several firms, including Appalaches Capital, LLC, Point 72 Asset Management, L.P., and Aristides Capital LLC. Prior to his advisory career, he was involved in full-time education for several years. E. S. Barr & Company provides discretionary investment management services to individuals, trusts, retirement plans, foundations, and business entities. The firm employs a research-driven fundamental value approach, focusing on publicly traded companies with market capitalizations above $400 million and favoring shorter-duration, liquid fixed-income instruments.