Kyrk Davis is a financial advisor with ON Investment Management Company in Lexington, KY, holding a Series 66 license and nine years of industry experience. He has worked with The O.N. Equity Sales Company and Ohio National Life Insurance since 2017, and Family Financial Partners since 2016. In addition to his financial career, Davis serves as an infantry officer in the Kentucky Army National Guard, where he leads and supervises approximately 38 soldiers. ON Investment Management Company is a SEC-registered adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a mix of discretionary and non-discretionary management options and utilizes third-party investment programs alongside IAR-directed strategies.

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.

Michael Haney is a financial advisor at Gradient Securities, LLC with 42 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Silver Oak Securities and PlanMember Securities Corporation. Haney is also the owner of Haney Financial Associates, where he conducts life and health insurance sales. Additionally, he serves as treasurer for the Wellington Townhome Association. Gradient Securities, LLC, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals, businesses, and institutional clients. The firm combines advisory and broker-dealer services, frequently utilizing third-party managers and offering a range of investment and insurance products.

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.

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.

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.

James Hammond is a financial advisor with Regal Investment Advisors LLC, holding Series 65 and Series 63 credentials and 23 years of industry experience. Prior to joining Regal in 2024, he worked at Regulus Financial Group, American Equity Investment Corporation, and Fifth Third Securities. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management primarily to unaffiliated advisers who serve individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.

Nathan Steely is a Series 66-licensed financial advisor with AlphaStar Capital Management, bringing one year of industry experience. Prior to joining AlphaStar, he worked at Abundant Life Wealth Management and Cetera. He has also held roles outside of traditional advisory work, including involvement with The Saucy Crab. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs strategic and tactical investment models and provides ERISA-related plan services, managing approximately $2.5 billion in assets across more than 8,400 client relationships.

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.

Ross Clements is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lexington Investment Company, Inc. for 26 years before joining Sunbelt Securities in 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion through a network of 68 investment advisor representatives. The firm emphasizes discretionary portfolio management, financial planning, and referrals to third-party money managers.

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.

Scott Zavitz is an advisor at ON Investment Management Company with Series 63 and Series 65 credentials. He has worked in related fields since 2015, including roles at The O.N. Equity Sales Company, McClatchy LLC, Premier Sotheby's, and Sunlit Realty. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of discretionary and non-discretionary strategies, frequently utilizing third-party investment programs.

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.

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.

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.

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.

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.