James Moore is a financial advisor at Wedbush Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously been affiliated with Bank of America, Merrill, LPL Financial, and Citizens National Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports discretionary and non-discretionary portfolio management and administers various managed account programs through its asset management group.

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.

Brian Davis is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds the Series 66 designation and has four years of industry experience. Prior to joining Keystone, he worked at LPL Financial LLC, Fifth Third Bank, and also has experience as a self-employed advisor and in construction. Davis is also registered as a notary and operates a separate business entity, Davis Advising LLC, for tax and investment purposes. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team model with 33 advisors, managing over $2.3 billion using a blend of discretionary and non-discretionary strategies, including in-house models, third-party managers, and technology-driven platforms.

Amy Spivey is a financial advisor at Keystone Financial Group, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Amy is co-owner of two non-investment related businesses, Crown Oilfield Services, Inc. and COSI, LLC. Keystone Financial Group serves individual investors, retirement plans, trusts, estates, and business entities by providing asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm integrates program-based solutions and technology to deliver portfolio management across a large client base through multiple platforms and third-party managers.

Kenneth Swansegar is a financial advisor with Capital Analysts in Lexington, KY, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor and third-party manager arrangements.

James Reitenbach is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after nine years at Toyota Motor Corporation. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines asset management, financial planning, and fiduciary services with a technology-driven delivery model, supporting a high client-to-advisor ratio through program-based solutions and third-party managers.

Sean Melican is a financial advisor with Keystone Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at LPL Financial, Lincoln Investment Planning, Ameriprise Financial Services, and prior to finance, he worked at Frank Otte Nursery. Outside of his advisory work, he is a co-owner of SandS Shipping in Louisville, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, and fiduciary management, utilizing a combination of model portfolios, third-party managers, and technology-driven solutions to manage approximately $1.86 billion in assets across over 6,400 clients.

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.

Craig Coker is a financial advisor with Silver Oak Securities, Inc., holding the ChFC® and Series 66 designations and having 20 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Allstate Financial, and Wells Fargo Clearing. Outside of his advisory work, he is a part owner of Autumn Shade Farm, where he assists with general upkeep. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of about 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

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.