Jonathan Upton is a CFP® professional with 22 years of experience in the financial services industry. He has worked with LPL Financial, LLC and Lamkin Wealth Management before joining Keystone Financial Group, LLC in 2024. Upton also maintains a personal LLC for tax purposes. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services through a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial platforms.

Adam Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Keystone and LPL Financial since 2014. Outside of advisory work, he is involved in automobile restorations through Simple & Rich LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses, providing asset management, financial planning, and fiduciary services. The firm utilizes technology and multiple LPL-sponsored platforms to deliver scalable portfolio management and integrates program-based solutions with traditional advisory services.

Joel Godby is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Keystone since 2017 and has prior experience with LPL Financial Services and Traditional Bank. Godby is also involved as a silent partner in an insurance agency. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management, utilizing a mix of model portfolios, third-party managers, and technology-driven solutions to support a high client-to-advisor ratio.

Richard Slade is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Keystone since 2013 and also associated with LPL Financial since 2010. Outside of his advisory work, Slade owns and operates a farm business focused on hay and cattle. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led strategies supported by technology and custodial platforms.

James Young is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Keystone since 2017, with prior experience at LPL Financial LLC and Linsco Private Ledger Corp. Outside of his advisory role, he co-owns Young Brothers Farms LLC, a family farm established to protect inherited property. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.

Eugene Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Keystone Financial Group and affiliated with LPL Financial since 2014. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led strategies across multiple platforms to deliver continuous portfolio management, supported by technology and custodial relationships to scale its services.

Gregory Smith is a CFP® professional with 40 years of industry experience, currently serving at Keystone Financial Group, LLC. He has been with Keystone since 2024 and also maintains a role at LPL Financial since 2010. Outside of his advisory work, he manages a walnut tree farm through Walnut Farm LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a technology-driven delivery model and a mix of model portfolios, third-party managers, and advisor-led implementation to manage approximately $1.86 billion in assets across more than 6,400 clients.

Joseph Smith is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Keystone Financial Group, LLC and previously worked at Stratos Wealth Partners, Ltd., Horizon Wealth Management, LLC, and LPL Financial. He also provides financial planning and consulting services through Horizon Wealth Management, LLC. Keystone Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team approach, using a combination of in-house models, third-party managers, and technology-driven platforms to deliver portfolio management and supervisory services.

Grant Ostrander is a financial advisor at Keystone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked concurrently as Director of Operations in legal services at Harris Federal Law Firm since 2007. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.

Timothy Jenkins is a CFP® professional with 20 years of experience in financial advising. He has been with Keystone Financial Group, LLC since 2014 and has also worked with LPL Financial LLC since 2008. Outside of his advisory work, he coaches youth soccer teams in Lexington, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, leveraging technology and program-based solutions to manage assets across multiple custodial platforms.

Jorgena Collias is a financial advisor at Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation with 16 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities, as well as service with Lexington Fayette Government. She has been with Keystone Financial Group since 2018. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary services. The firm utilizes a combination of model portfolios, third-party managers, and technology-driven solutions to deliver portfolio management across multiple LPL-sponsored platforms.

Jayme Nelson is a financial advisor with Keystone Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Keystone and LPL Financial in 2024, Jayme worked at Edward Jones for six years and spent thirteen years at Janssen Biotech, a division of Johnson & Johnson. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines model portfolios, third-party managers, and advisor-led implementation, leveraging technology and custodial relationships to manage approximately $1.86 billion in assets across more than 6,400 clients.

Rex Yantz is a financial advisor at Keystone Financial Group, LLC, holding a Series 65 designation with one year of industry experience. He previously attended Transylvania University and was a student for six years prior to that. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm uses a combination of in-house models, third-party managers, and platform-based programs to offer discretionary and non-discretionary portfolio management, leveraging technology and a multi-team structure to serve a broad client base.

James Morrison is a financial advisor at Keystone Financial Group, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Keystone and LPL Financial since 2014. He is also involved with Town Square Investments, a business unrelated to investment advisory. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, and trusts. The firm employs a multi-team approach, utilizing a combination of in-house portfolios, third-party managers, and technology-driven solutions supported by LPL’s Strategic Wealth Management platform.

Eddie Cox is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 63 designation and 25 years of industry experience. He has been with Keystone since 2014 and also has a longstanding affiliation with LPL Financial LLC since 2009. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a range of model portfolios, third-party managers, and technology-driven solutions to deliver scalable portfolio management and retirement-plan consulting.

Michael Kretz is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Keystone since 2014, with prior experience at LPL Financial and Edward Jones. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm combines discretionary and non-discretionary portfolio management using a mix of in-house models, third-party managers, and technology-driven platforms.

Brian Davis is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds the Series 66 designation and has four years of industry experience. Prior to joining Keystone, he worked at LPL Financial LLC, Fifth Third Bank, and also has experience as a self-employed advisor and in construction. Davis is also registered as a notary and operates a separate business entity, Davis Advising LLC, for tax and investment purposes. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team model with 33 advisors, managing over $2.3 billion using a blend of discretionary and non-discretionary strategies, including in-house models, third-party managers, and technology-driven platforms.

Amy Spivey is a financial advisor at Keystone Financial Group, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Amy is co-owner of two non-investment related businesses, Crown Oilfield Services, Inc. and COSI, LLC. Keystone Financial Group serves individual investors, retirement plans, trusts, estates, and business entities by providing asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm integrates program-based solutions and technology to deliver portfolio management across a large client base through multiple platforms and third-party managers.

James Reitenbach is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after nine years at Toyota Motor Corporation. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines asset management, financial planning, and fiduciary services with a technology-driven delivery model, supporting a high client-to-advisor ratio through program-based solutions and third-party managers.

Sean Melican is a financial advisor with Keystone Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at LPL Financial, Lincoln Investment Planning, Ameriprise Financial Services, and prior to finance, he worked at Frank Otte Nursery. Outside of his advisory work, he is a co-owner of SandS Shipping in Louisville, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, and fiduciary management, utilizing a combination of model portfolios, third-party managers, and technology-driven solutions to manage approximately $1.86 billion in assets across over 6,400 clients.

Jack Roberts is a financial advisor at Keystone Financial Group, LLC in Lexington, KY, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include positions at LPL Financial, Abound Wealth Management, Avant-Garde Wealth, and Cap Wealth. Keystone Financial Group provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, and trusts. The firm employs a mix of discretionary and non-discretionary portfolio management strategies, leveraging both proprietary models and third-party platforms, and manages over $2.3 billion across approximately 6,600 clients.

Grant Truax is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LPL Financial LLC and ASPEN Financial Services Inc. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines technology-driven portfolio management with advisor-led strategies, managing approximately $1.86 billion in assets across more than 6,400 clients.

Austin Duvall is a CFP® professional with 12 years of industry experience, currently affiliated with Keystone Financial Group, LLC since 2017. He is also associated with J.R. Young Co., Inc. and LPL Financial, LLC, where he has worked since 2014 and 2002, respectively. In addition to his advisory roles, he operates Duvall Financial LLC, a business entity for tax and investment purposes. Keystone Financial Group provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and trusts. The firm employs a program- and technology-driven approach, offering both discretionary and non-discretionary portfolio management through a mix of in-house models, third-party managers, and digital platforms.

Ronald Brown II is a CFP® professional with 22 years of industry experience, currently affiliated with Keystone Financial Group, LLC since 2014. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also involved in selling life, disability, and long-term care insurance through direct arrangements with National Guardian Life Insurance Company and Crump Life Insurance Services. Keystone Financial Group serves a diverse clientele, including individual investors, retirement plans, and trusts, providing investment advisory and financial planning services. The firm employs a multi-team model with a technology-driven approach, managing over $2.3 billion across 6,600 clients through a combination of discretionary and non-discretionary strategies utilizing in-house models, third-party managers, and digital platforms.

Grover Mollineaux is a financial advisor at Keystone Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Keystone since 2014. Mollineaux also has a longstanding affiliation with LPL Financial LLC dating back to 2010. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services, leveraging technology and platform relationships to deliver scalable portfolio management solutions.

John Morton is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work history includes positions at Thrivent Financial and Thrivent Investment Management Inc. since 2017, he has worked concurrently with Keystone Financial Group and LPL Financial. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team, technology-driven approach combining in-house model portfolios, third-party managers, and digital platforms to serve approximately 6,600 clients with over $2.3 billion in assets under management.

Danielle Gerbracht is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2017 to 2023. Outside of her advisory work, she is involved in equestrian activities. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, and trusts. The firm uses a mix of discretionary and non-discretionary management strategies, incorporating in-house models, third-party managers, and technology-driven platforms to serve approximately 6,600 clients with 33 advisors.

Bruce Lindsay is a financial advisor at Keystone Financial Group, LLC with 43 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Keystone in 2024, he worked at Lamkin Wealth Management and LPL Financial LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation, supported by technology and custodial relationships to deliver scalable portfolio management.

James Templin is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 12 years before joining Keystone Financial Group and LPL Financial in 2017. Outside of his advisory role, he owns billboard properties on acreage in Kentucky and Tennessee. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementations, supported by technology and custodial relationships, to manage approximately $1.86 billion in assets for over 6,400 clients.

Michael Hobbs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keystone Financial Group, LLC since 2019. He has previously worked with LPL Financial and Kentucky Trust Company and maintains a legal practice through Webb and Hobbs PSC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation across multiple platforms to manage approximately $1.86 billion in assets.

Tobin Jenkins is a CFP® with 22 years of experience in the financial industry. He has worked at Keystone Financial Group, LLC since 2013 and has been affiliated with LPL Financial since 2008. Jenkins is based in Lexington, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial platform relationships.

Gary Anderson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Keystone since 2014 and also maintains an affiliation with LPL Financial since 2009. Anderson serves as president and a board member of Kentucky Rugby Inc., a nonprofit organization. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a mix of model portfolios, third-party managers, and advisor-led implementation with a technology-driven approach to scale its services.

Bernard Totty is a financial advisor at Keystone Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keystone since 2014. Totty also maintains a business entity, B. Seward Totty, LLC, which focuses on tax and investment purposes. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by custodial and technology platforms.