Matthew Stockham is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 credential and 20 years of industry experience. He has been with Meridian since 2015. Outside of his advisory role, he serves as vice president on the board of directors for Southeastern Cal Ripken, a local youth baseball league, and is an assistant baseball coach at Sayre School. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternatives.

Tyler Bailey is a financial advisor at Meridian Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Meridian since 2016. Outside of his advisory role, he serves as president of Bailey Capital, LLC, a non-investment related business entity. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering tailored, IPS-driven advice and managing most client relationships on a discretionary basis.

Suzanne Powell is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Meridian since 2016 and previously at Wells Fargo Advisors from 2012 to 2016. Powell serves as board chair of Arbor Youth Services, a nonprofit providing emergency shelter for minors, and is a contributing author of a book focused on financial education for women over 50. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach with ongoing portfolio monitoring and reviews.

Justin Sautter is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Meridian in 2020, he worked at Russell Capital Management, LLC for seven years. Outside of his advisory role, Justin serves on the boards of two local nonprofits focused on preserving regional heritage and supporting the Kentucky Horse Park. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach based on client profiles and ongoing portfolio monitoring.

Jenna White is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Greenbrier Golf and Country Club and Olive Garden. Outside of her advisory role, she serves as a brand ambassador for Goodboy Vodka, participating in golf sporting events during the summer. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and ongoing portfolio monitoring.

James Davis is a financial advisor at Meridian Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities for six to eight years. Outside of his advisory role, he serves as a board member and manager for Affirm, a nonprofit organization focused on serving women in crisis, and is also an author. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies and regularly monitors and rebalances accounts.

Abraham Kawaja III is a financial advisor at Meridian Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meridian since 2016. Outside of his advisory role, he serves as board chair of The Salvation Army of Central Kentucky, a charitable organization providing food and shelter to those in need. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on IPS-driven, tailored advice across a range of asset classes with routine monitoring and rebalancing.

Richard Lyons is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2023. Lyons owns Lyonheart Landscaping Ministries LLC, a non-financial services business. Meridian Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Mason Stockham is a CFP® with three years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC in Lexington, KY. He has worked at Meridian Wealth Management since 2021 and has prior experience in various roles including positions at Donatos, Grubhub, UberEats, and the University of Kentucky. Meridian Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a diversified set of investment strategies.

Joseph Mc Farland is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Meridian, he held positions in the food service industry and attended The Ohio State University. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers portfolio management, financial planning, and retirement-plan services, employing both fundamental and technical analysis with a tailored investment approach.

Lauren Hazard is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years before joining Meridian in 2023. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and alternative investments.

Gregory Couch is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with Meridian since 2009. Outside of advisory work, he serves on the boards of several nonprofit and agricultural organizations and manages private aviation ventures. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, and retirement-plan services using a variety of investment strategies tailored to client risk profiles.

Thomas Poskin is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with 11 years of industry experience. He has been with Meridian since 2013. Outside of his advisory role, he serves as a board member for Fayette Alliance, a nonprofit focused on land use advocacy, and Lexington Challenger Tennis Charity, which promotes a USTA pro tennis tournament. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services using a variety of investment vehicles and conducts regular portfolio reviews.

Jordan Wilson is a CFP® with 14 years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC. His prior roles include positions at Baird and Truist Advisory Services. He is a board member of Junior Achievement of the Bluegrass, a nonprofit focused on promoting entrepreneurship and business knowledge among K-12 students. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Karen Mcintyre is a financial advisor at Meridian Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Unified Trust Company for nine years. Outside of her advisory role, she serves as treasurer for the Kentucky Craft History & Education Association, a nonprofit focused on conserving the history of crafts in Kentucky. Meridian Wealth Management is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Baigin Reynolds is a Series 66-licensed advisor at Meridian Wealth Management, LLC with four years of industry experience. Prior to joining Meridian Wealth Management in 2024, he worked at Merrill and the Teacher Retirement System of Texas. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services, focusing on IPS-driven, tailored advice primarily using equities, ETFs, mutual funds, fixed income, and selective alternative strategies.

David Dowell is a financial advisor at Meridian Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at APW Capital, Inc. and Russell Capital Management, Inc. Outside of his advisory role, he serves as an executor and trustee overseeing estate investments and administration. Meridian Wealth Management is an SEC-registered firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and retirement-plan services, utilizing a mix of equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and periodic reviews.

William Montell is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, with 11 years of industry experience. He has been with Meridian since 2017 and previously worked at Farmers National Bank of Danville, N.A. from 2015 to 2017. Montell holds the Series 65 and Series 66 licenses. Outside of his advisory role, he is the managing member of Spalding Smails Consulting LLC, a consulting business focused on identifying and introducing potential customers to product suppliers. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, utilizing an IPS-driven approach with a range of investment strategies overseen by a network of investment adviser representatives.

Richard Broadbent V is a CFP® professional with five years of industry experience, currently serving at Meridian Wealth Management, LLC. His prior experience includes roles at Kentucky Bank and WealthSouth. He is a board member of Ronald McDonald House Charities of the Bluegrass, a nonprofit organization supporting programs for children and families in medical need. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services, employing tailored investment strategies and ongoing portfolio monitoring.

Patricia Breeze is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. She previously worked at Accurate Wealth Management, LLC and SeaCure Advisors LLC. Breeze is the managing member of Breeze Financial LLC, an insurance and employee benefits company, and serves as a board member of the Center for Women, Children, and Families, where she provides insurance solutions. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, delivering IPS-driven, tailored advice primarily on a discretionary basis using a range of investment strategies.

Charles Norden is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation and 11 years of industry experience. Prior to his current role, he worked at Flowonix Medical Inc and Thoroughbred Diagnostics. Outside of advising, he co-owns and operates A&M Solutions LLC, a medical distribution business. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement-plan services. The firm employs a tailored investment approach using equities, ETFs, mutual funds, fixed income, and alternative investments, with ongoing monitoring and a network model that includes both employees and independent contractors.

Jacob Tamme is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Meridian since 2019. Outside of advising, he is co-owner of Fieldstone Properties, LLC and Tamme Valley Farm, LLC, and serves as a board member for Champions Blue, a University of Kentucky athletics organization. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a range of investments and employs a network model that includes both employees and independent contractors.

Barry Cooper is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 license with 12 years of industry experience. He has been with Meridian Wealth Management since 2013. Outside of his advisory role, he serves as a board member of Kentucky Alpha Prison Ministries, a nonprofit focused on mentoring inmates and supporting their reintegration into society. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing tailored investment strategies that include equities, ETFs, mutual funds, fixed income, and alternative investments.

Leslie Rion is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Meridian since 2015. Outside of advisory services, Leslie is involved in consulting and selling life and long-term care insurance products through Meridian Insurance LLC. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Benjamin Marrs Jr. is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Keeneland Association and The Jockey Club. Outside of advisory work, he serves as an ambassador for Southern Tide, engaging in promotional social media activities. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, emphasizing IPS-driven, tailored advice and routinely monitors and rebalances client accounts.

William Powell is a financial advisor at Meridian Wealth Management, LLC with seven years at the firm and two years of industry experience. He holds a Series 65 designation and previously worked at Integrity One Technologies - Xerox for five years. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven, tailored advice primarily on a discretionary basis across a range of asset classes.

Cody Smith is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 63 licenses with five years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and IronGuide LLC. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven, tailored advice across a range of investment strategies.

Shawn Defoe is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Integrity Financial, LLC for 16 years. He is also an independent insurance agent for various independent insurance companies. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing a network model with both employee and independent contractor advisors.

Peter Mcfarland is a financial advisor at Meridian Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services Inc. from 2013 to 2023. Outside of his advisory role, he is involved in race horse ownership and racing. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and conducting regular portfolio reviews.

Jeremy Chase is a financial advisor at Meridian Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services from 2011 to 2023. Outside of his advisory role, he is a racehorse owner. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing both fundamental and technical analysis with a tailored investment approach.