James Moore is a financial advisor at Wedbush Securities Inc. in Lexington, KY, with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, LPL Financial, and Citizens National Bank. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a range of services such as wealth management, fixed income, commodities, securities lending, and capital markets, employing tailored portfolio management strategies aligned with client objectives and risk tolerances.

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 bringing 39 years of industry experience. His career includes roles at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves individual and institutional clients, providing portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management from an in-house team with non-discretionary services via advisors and third-party managers.

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.

James Downing is a CFP® professional with 14 years of industry experience. He has worked at MCF Advisors, LLC since 2015 and previously spent four years at ON Investment Management CO. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers a range of services such as wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for affiliated private funds.

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® with 16 years of industry experience. He has worked at MCF Advisors, LLC since 2012 and previously spent three years at Wells Fargo Clearing. Jennings holds the Series 66 designation and is based in Lexington, KY. MCF Advisors, LLC is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as accounting, tax preparation, and outsourced CFO support.

James Hammond is a financial advisor at Regal Investment Advisors LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously 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 services primarily to unaffiliated SEC- and state-registered advisers and their individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets. The firm offers a range of proprietary and third-party investment strategies while allowing primary advisors to maintain client relationships and suitability oversight.

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 with Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials and 11 years of industry experience. He has worked at Meridian Wealth Management since 2014, with a brief tenure at Farmers National Bank of Danville and OSAIC. Outside of his advisory role, Montell is the managing member of Spalding Smails Consulting LLC, a consulting business focused on connecting potential customers to product suppliers. 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 variety of investment vehicles, including equities, ETFs, mutual funds, and fixed income.

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 holding Series 63 and Series 65 licenses. He has worked at The O.N. Equity Sales Company since 2026 and has prior experience at McClatchy LLC, Premier Sotheby's, and Sunlit Realty. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.