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Aaron S

Series 65

Lexington, KY

Triple Crown Wealth Management

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.

Wealth management
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Jason S

Series 65

Lexington, KY

Triple Crown Wealth Management

Jason Stelter is a financial advisor at Triple Crown Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked with Lexington Financial Advisors, LLC since 2017 and Lexington Financial, LLC since 2011, where he also serves as President. In addition to his advisory role, Stelter is a licensed insurance agent and dedicates significant time to managing insurance services for clients. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients. The firm combines fundamental and technical analysis to tailor portfolios according to client goals, with regular account reviews and options for written investment restrictions.

Wealth management
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