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Brittany H

Series 63, Series 65

Fort Worth, TX

MCF Advisors, LLC

Brittany Hiett is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with two years of industry experience. Her prior roles include positions at Northern Lights Distributors, Sierra Investment Management, and The Preiss Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Todd L

CFP®, Series 63

Cincinnati, OH

MCF Advisors, LLC

Todd Lyon is a CFP® and holds a Series 63 license. He is currently with MCF Advisors, LLC and has been in the financial industry since 2011, previously working 15 years at Wealth Planning Corporation. MCF Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm offers a tactical asset allocation approach with an emphasis on risk management and provides a range of services including wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, and estate-planning support through in-house attorneys.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Bradley F

CFP®, Series 66

Louisville, KY

MCF Advisors, LLC

Bradley Fisher is a CFP® professional with 21 years of experience in the financial services industry. He is currently with MCF Advisors, LLC and previously worked at Accredited Wealth Management, LLC and D. Scott Neal, Inc. Outside of his advisory role, no additional business activities were noted. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Nicholas N

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Nicholas Newell is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining MCF Advisors in 2017. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to individual client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Brittany M

CFP®

Lexington, KY

MCF Advisors, LLC

Brittany Manning is a CFP® professional with 11 years of experience in financial advising. She has been with MCF Advisors, LLC since 2012. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax, accounting, and estate planning support, tailoring investment strategies to client goals and risk tolerance through a tactical asset allocation process.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Ronald R

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

Ronald Ridings Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC. He previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers comprehensive wealth management, financial planning, and non-investment services including tax preparation and estate-planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Thomas H

Series 66

Cincinnati, OH

MCF Advisors, LLC

Thomas Hayden is a financial advisor at MCF Advisors, LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at MCF Advisors since 2013, including a prior role at Lion Street Financial LLC from 2014 to 2017. Outside of his advisory role, he serves as president of Midwest Benefits Consulting Group LLC, which provides insurance services. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by offering integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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David H

Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

David Harris is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with MCF Advisors since 2004. Outside of his advisory role, Harris serves as chairman of Seven Stones Farm, a farming operation, and holds board positions with Worldwide Equipment Enterprises, a heavy trucks dealer, and the University of Pikeville. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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William C

Series 65

Louisville, KY

MCF Advisors, LLC

William Clark is a financial advisor with MCF Advisors, LLC in Louisville, KY, holding a Series 65 designation and 12 years of industry experience. He worked at Accredited Wealth Management LLC for 11 years before joining MCF Advisors in 2025. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds, providing wealth management, financial planning, portfolio management, pension consulting, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach emphasizing risk management and offers a range of investment options alongside in-house legal and tax resources.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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James D

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

James Downing is a CFP® with 14 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Todd S

CFP®

Cincinnati, OH

MCF Advisors, LLC

Todd Steinbrink is a CFP® professional affiliated with MCF Advisors, LLC in Cincinnati, OH, with over 20 years of industry experience. Prior to joining MCF Advisors in 2026, he worked at Wealth Planning Corporation for two decades. MCF Advisors serves individuals, trusts, pension plans, corporations, and private investment funds, offering wealth management, financial planning, and portfolio management alongside non-investment services such as tax preparation, accounting, and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and manages diversified portfolios using multiple third-party platforms.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Jeffrey J

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Jeffrey Jennings is a CFP® professional with 16 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2012. He holds a Series 66 license and operates out of Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to clients’ goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Steven G

CFP®, CFA®, Series 65

Louisville, KY

MCF Advisors, LLC

Steven Giacobbe is a CFP®, CFA®, and Series 65-registered financial advisor with 11 years of industry experience. He currently works at MCF Advisors, LLC and was previously with Accredited Wealth Management, LLC for 11 years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to clients' goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Hunter N

Series 65

Lexington, KY

MCF Advisors, LLC

Hunter Nighbert is a financial advisor at MCF Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with MCF Advisors since 2015. Outside of his advisory role, he is a licensed insurance agent supporting life, health, disability, and long-term care insurance products. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Stephen W

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Stephen Wright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to joining MCF Advisors, he worked at Morgan Stanley in various capacities from 2009 to 2017, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Matthew R

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Matthew Rose is a CFP® professional with six years of industry experience. He is currently with MCF Advisors, LLC, where he has worked for five years. His prior experience includes roles at FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University. MCF Advisors serves individual and institutional clients with wealth management, financial planning, portfolio management, and various non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy emphasizing risk management and offers discretionary management through third-party platforms.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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George B

Series 65

Lexington, KY

MCF Advisors, LLC

George Barker is a financial advisor at MCF Advisors, LLC, holding a Series 65 designation. He joined the firm in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Glenn B

CFP®, Series 66

Newport, KY

MCF Advisors, LLC

Glenn Bujnoch is a CFP® with 15 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2026. His previous roles include positions at LPL Financial LLC and Lincoln Financial Advisors. Outside of his advisory role, he works as a non-variable insurance agent with Crump Agency. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a range of wealth management, financial planning, and non-investment services including tax preparation and estate-planning support through in-house attorneys.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Kristopher K

CFP®, CFA®, Series 63, Series 66

Covington, KY

MCF Advisors, LLC

Kristopher Kellinghaus is a CFP® and CFA® with 14 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has been with MCF Advisors since 2014 and also holds a position at Northern Kentucky University since 2020. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Patrick S

CFP®, CFA®, Series 63, Series 65

Cincinnati, OH

MCF Advisors, LLC

Patrick Scarborough is a CFP® and CFA® credentialed financial advisor with seven years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation for 15 years as well as at Securities America Advisors, Inc. and Curian Capital, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers a broad range of wealth management, financial planning, and non-investment services including tax preparation, accounting, and estate-planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Andrew S

CFP®, Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Andrew Sathe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has worked at MCF Advisors since 2010, with a three-year period at Lion Street Financial, LLC from 2014 to 2017. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Harrison D

Series 65

Lexington, KY

MCF Advisors, LLC

Harrison Dean is a financial advisor at MCF Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining MCF Advisors in 2022, he held positions at the United Postal Service, The University of Toledo, and Cooper Tire & Rubber Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax and accounting/CFO capabilities and employs attorneys for estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Peter B

CFP®, CFA®, Series 65

Lexington, KY

MCF Advisors, LLC

Peter Bryans is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach, tailoring strategies to client goals and risk tolerance, and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Christopher C

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with MCF Advisors since 2005. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation approach focused on risk management and offers wealth management, financial planning, pension consulting, and a range of non-investment services including tax preparation, accounting, and estate-planning support through in-house attorneys.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Sean L

CFP®

Lexington, KY

MCF Advisors, LLC

Sean Lamanna is a CFP® professional with six years of experience at MCF Advisors, LLC, located in Lexington, KY. Prior to joining MCF Advisors, he worked at Conduent for two years. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Noah S

CFP®

Cincinnati, OH

MCF Advisors, LLC

Noah Sayre is a CFP® professional currently with MCF Advisors, LLC in Cincinnati, OH. He has one year of experience at MCF Advisors and six years of prior experience at Wealth Planning Corporation. Before his advisory roles, he worked for four years at Thomas More University. MCF Advisors serves a range of clients including individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm uses a tactical asset allocation strategy with an emphasis on risk management and offers integrated wealth management, financial planning, portfolio management, and non-investment services such as tax preparation, accounting, CFO services, and estate-planning support through in-house attorneys.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Timothy G

CFP®

Louisville, KY

MCF Advisors, LLC

Timothy Gavin is a CFP® professional with 14 years of experience in financial advising. He has been with MCF Advisors, LLC since 2013 and currently works at their Lexington, KY office. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Gerald Y

CFP®, Series 63, Series 66

Cincinnati, OH

MCF Advisors, LLC

Gerald Yox is a CFP® professional with 24 years of industry experience. He is currently with MCF Advisors, LLC and previously worked at Wealth Planning Corporation and TIAA-CREF. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm combines wealth management and financial planning with portfolio management and non-investment services such as tax preparation and estate-planning support, employing a tactical asset allocation approach that emphasizes risk management and diversified portfolios.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Robert S

ChFC®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

Robert Sathe is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at MCF Advisors, LLC since 2004. He holds board membership positions at Corporex Family of Companies, a commercial real estate firm, and is a member of Roebling Capital Partners, a private placement entity. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach and offers a range of services including financial planning, portfolio management, tax preparation, and pension consulting.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Timothy D

CFP®, Series 63, Series 66

Cincinnati, OH

MCF Advisors, LLC

Timothy Dougherty is a CFP® professional with eight years of industry experience, currently serving as an advisor at MCF Advisors, LLC. His prior experience includes roles at Wealth Planning Corporation and Fidelity, where he held positions in both advisory and brokerage services. MCF Advisors serves a diverse client base including high-net-worth individuals, trusts, and institutional clients, offering comprehensive wealth management, financial planning, and non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy focused on risk management and portfolio diversification, utilizing discretionary management through third-party platforms.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Matthew P

Series 66

Charlotte, NC

MCF Advisors, LLC

Matthew Poulos is a financial advisor at MCF Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 15 years and Queen City Racquet Club for two years. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to individual client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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William B

CFP®

Newport, KY

MCF Advisors, LLC

William Backscheider is a CFP® with one year of industry experience. He is currently with MCF Advisors, LLC and previously worked at LPL Financial LLC, Truepoint Wealth Counsel, and Bartlett Wealth Management. Outside of his advisory role, he is a business owner of Relentless Challenge, LLC. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds by providing wealth management, financial planning, portfolio management, and additional services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation approach with an emphasis on risk management and offers discretionary management through third-party platforms.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Kristen K

Series 66

Covington, KY

MCF Advisors, LLC

Kristen Kirkwood is a financial advisor at MCF Advisors, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at IFS Financial Services, Touchstone Securities, Inc., and Ohio National Financial Services. Kirkwood serves as a board member of the Greater Cincinnati Mutual Fund Association, a networking group where she helps organize events and meetings. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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