James Mullins is a financial advisor at Investments & Financial Planning, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. In addition to his advisory role, he owns and manages JEM Financial Planning, LLC. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual and high net worth clients, as well as charitable organizations. The firm utilizes no-load mutual funds and exchange-traded funds, applying both fundamental and technical analysis with long- and short-term strategies.

Melody Townsend is a CFP® professional with 15 years of experience, currently serving as an advisor at Townsend Financial Planning since 2006. She is the managing member of Mountain Sage Holdings, LLC, a commercial property management business in Mt. Sterling, Kentucky. Townsend Financial Planning is an SEC-registered, fee-only fiduciary firm that provides financial planning and investment management services to individuals, families, and small businesses. The firm employs a long-term, buy-and-hold investment strategy using diversified, low-cost mutual funds and ETFs, and offers a range of engagement types including trustee services and retirement-plan consulting.

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, with one year of industry experience. He holds a Series 65 license and previously worked at Amazon and the University of Kentucky. Combs is also involved with Q2 Wealth Insurance LLC in a fixed insurance sales role. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm uses a range of model portfolios and emphasizes a holistic planning process that integrates written investment policy guidance with portfolio management.

Raymond Backers is a CFP® professional with 10 years of experience in financial advisory. He is currently with Q2 Wealth Management in Lexington, KY, where he has worked since 2019, following roles at RITE Financial Group and Hurricane Financial Corp. Outside of advisory work, he manages Q2 Wealth Insurance LLC, an insurance sales business. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm employs a range of model portfolios and integrates planning with portfolio management, serving approximately three advisors and managing around $108 million in assets.

Jessica Bedell is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 17 years of industry experience. She holds the Series 66 designation and has worked at Wallace Hart since 2017, following a decade at UBS Financial Services. Wallace Hart Capital Management serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management as well as limited financial planning. The firm uses fundamental analysis to guide investments across mutual funds, ETFs, and equities, and sponsors private pooled funds employing a long/short equities strategy.

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.

Jeremiah Creech is a financial advisor at Townsend Financial Planning with a Series 65 designation and two years of industry experience. Prior to joining Townsend in 2022, he worked at Citizens Guaranty Bank and Kentucky Auto Parts and Service. Townsend Financial Planning is an SEC-registered, fee-only fiduciary that serves individuals, families, and small-business clients with financial planning and investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds and ETFs, and emphasizes client education and outreach through newsletters, seminars, and workshops.

Logan Foster is a financial advisor at Foster Investment Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at WealthSouth/Farmers National Bank of Danville from 2013 to 2016. Outside of advising, he is the owner and manager of a farming business. Foster Investment Services provides discretionary investment management to individuals and institutional clients, including pension plans and charitable institutions. The firm employs a value-based, bottom-up approach focused on capital preservation and tailors investment decisions to each client’s objectives without imposing account minimums.

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 24 years of industry experience. He holds a Series 66 designation and has worked at Wallace Hart since 2017, following four years at UBS Financial Services Inc. Wallace Hart Capital Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs fundamental analysis and a range of strategies including long/short equity positions and options, managing both discretionary and non-discretionary portfolios as well as private pooled funds.

Harrison Bailey is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Townsend Financial Planning since 2016, following a brief tenure at Springleaf Financial and a period at Morehead State University. Townsend Financial Planning is an SEC-registered, fee-only fiduciary serving individuals, families, and small businesses with financial planning and wealth management services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost mutual funds and ETFs tailored to client objectives.

Brandon Smith is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Wallace Hart, he worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, limited financial planning, and advises private pooled investment vehicles using fundamental analysis and an equities-based long/short approach.

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.

David Short is a financial advisor with Investments & Financial Planning, LLC in Lexington, KY, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. Prior to his current role, he worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. Outside of advising, he is also involved in fixed insurance sales and manages an LLC established for tax reporting purposes. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual clients, including high net worth individuals, and charitable organizations. The firm employs no-load mutual funds and exchange-traded funds, using both fundamental and technical analysis, and conducts at least annual account reviews.

Jeffrey Ziemann is a CFP® with four years of industry experience, currently serving as an advisor at Q2 Wealth Management in Lexington, KY. His prior work includes roles at RITE Financial Group LLC and Hurricane Financial Corp. Outside of his advisory duties, he is involved with Q2 Wealth Insurance LLC, focusing on fixed insurance sales. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and their related trusts and businesses. The firm uses a range of model portfolios and integrates planning with portfolio management through a holistic process that includes written investment policy guidance.

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.

George Foster II is a financial advisor at Foster Investment Services in Lexington, KY, holding a Series 65 designation with six years at the firm and three years of industry experience. Prior to his advisory role, he has worked in various sectors including food service and agriculture, and he remains involved with Foster Farms LLC, a family farming operation. Foster Investment Services provides discretionary investment management to individuals and institutional clients, employing a value-based, bottom-up investment approach across a diversified range of securities. The firm manages approximately $80.3 million in assets and serves a broad retail client base without imposing account minimums.

Jeffrey Sheppard is a Series 65-licensed financial advisor with FWG Investments, LLC in Lexington, KY, where he has worked since 2016. He has seven years of industry experience and is also affiliated with Family Wealth Group. Outside of finance, he is involved in retail ice cream shops under Daddy Yo’s Frozen Desserts and owns a commercial real estate rental business through Jeff Sheppard Apparel LLC. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies and sub-advisory arrangements to manage portfolios with a focus on growth and dividend income.

Ashton Lanham is a financial advisor at FWG Investments, LLC in Lexington, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Family Wealth Group and Transamerica Financial Advisors. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies overseen by professionals and executed through sub-advisers. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning, and supports clients with account establishment via the Fidelity Institutional Wealth Program.

Donald Bentley is a financial advisor at FWG Investments, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FWG Investments since 2016. Prior to that, he was affiliated with Family Wealth Group, LLC and Global Financial Private Capital, LLC. Outside of advisory work, Bentley is a co-owner of R&D Lots, LLC, which involves buying and selling residential lots. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven, discretionary strategies and offers services covering investment planning, retirement, insurance, tax, education, and real estate planning.

Coleman Whitmill is a financial advisor at FWG Investments, LLC with a Series 65 credential and one year of industry experience. Prior to joining FWG Investments, he worked at Witt Financial Group and has been involved with the University of Kentucky in various roles. Outside of finance, he has experience working at Bear Trace at Cumberland Mountain Golf Course and Stone Memorial High School. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm uses model-driven investment strategies and offers a range of services including retirement, tax, and real estate planning, supported by ongoing portfolio monitoring and client education initiatives.