Stephen Wright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to joining MCF Advisors, he worked at Morgan Stanley in various capacities from 2009 to 2017, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Ricky Fisher is a financial advisor with WesBanco Securities, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at WesBanco Trust Investments since 2025 and WesBanco Securities since 2024, following eight years at Nancy Barron & Associates, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to externally managed portfolios, emphasizing tailored investment strategies based on client objectives and risk tolerance.

Ronald Brown II is a CFP® professional with 22 years of industry experience, currently affiliated with Keystone Financial Group, LLC since 2014. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also involved in selling life, disability, and long-term care insurance through direct arrangements with National Guardian Life Insurance Company and Crump Life Insurance Services. Keystone Financial Group serves a diverse clientele, including individual investors, retirement plans, and trusts, providing investment advisory and financial planning services. The firm employs a multi-team model with a technology-driven approach, managing over $2.3 billion across 6,600 clients through a combination of discretionary and non-discretionary strategies utilizing in-house models, third-party managers, and digital platforms.

Matthew Rose is a CFP® professional with six years of industry experience. He is currently with MCF Advisors, LLC, where he has worked for five years. His prior experience includes roles at FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University. MCF Advisors serves individual and institutional clients with wealth management, financial planning, portfolio management, and various non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy emphasizing risk management and offers discretionary management through third-party platforms.

George Barker is a financial advisor at MCF Advisors, LLC, holding a Series 65 designation. He joined the firm in 2025 after a 14-year tenure at the University of Kentucky. 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 process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Grover Mollineaux is a financial advisor at Keystone Financial Group, LLC with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Keystone since 2014. Mollineaux also has a longstanding affiliation with LPL Financial LLC dating back to 2010. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services, leveraging technology and platform relationships to deliver scalable portfolio management solutions.

John Morton is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work history includes positions at Thrivent Financial and Thrivent Investment Management Inc. since 2017, he has worked concurrently with Keystone Financial Group and LPL Financial. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team, technology-driven approach combining in-house model portfolios, third-party managers, and digital platforms to serve approximately 6,600 clients with over $2.3 billion in assets under management.

Tyler Cleveland is a financial advisor with Advisory Services Network holding a Series 65 designation and two years of industry experience. He has previously worked with Acuity Wealth Management Advisors and Kring Ray Farley & Riddle PSC. Outside of finance, he has experience in event furniture and lounge rentals. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining a large platform with over 200 advisors and more than $10 billion in discretionary assets.

Danielle Gerbracht is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and nine years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC from 2017 to 2023. Outside of her advisory work, she is involved in equestrian activities. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, and trusts. The firm uses a mix of discretionary and non-discretionary management strategies, incorporating in-house models, third-party managers, and technology-driven platforms to serve approximately 6,600 clients with 33 advisors.

Todd Macaulay is a CFP® professional with 14 years of industry experience currently serving at Facet. His work history includes roles at Wrenne Financial Planning, University of Kentucky, Commonwealth Financial Network, Manulife Investment Management, John Hancock Investment Management, and Fidelity. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, utilizing technology-driven, model-based asset allocations primarily through ETFs. The firm emphasizes a flat subscription fee model and integrates planning through a multi-advisor platform.

Warren Howard is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked at Lexington Financial Service since 2004, The O.N. Equity Sales Company since 1985, and Ohio National Life Insurance since 1981. Outside of advisory roles, he is involved in medical and life insurance sales through his business, Lexington Financial Services. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm provides financial planning, portfolio management, and retirement-plan advisory services, offering both discretionary and non-discretionary investment programs including third-party managers.

Bruce Lindsay is a financial advisor at Keystone Financial Group, LLC with 43 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Keystone in 2024, he worked at Lamkin Wealth Management and LPL Financial LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, providing asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation, supported by technology and custodial relationships to deliver scalable portfolio management.

Andrew Sathe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has worked at MCF Advisors since 2010, with a three-year period at Lion Street Financial, LLC from 2014 to 2017. 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 process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Harrison Dean is a financial advisor at MCF Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining MCF Advisors in 2022, he held positions at the United Postal Service, The University of Toledo, and Cooper Tire & Rubber Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax and accounting/CFO capabilities and employs attorneys for estate planning support.

Stanley Kerrick is a Series 63 licensed financial advisor with over 50 years of industry experience. He has worked at Sunbelt Securities, Inc. since 2019 and previously spent nearly three decades at Lexington Investment Company, Inc. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients. The firm manages approximately $2.0 billion through a network of investment adviser representatives, offering portfolio management, financial planning, and access to third-party money managers.

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.

Peter Bryans is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. 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, tailoring strategies to client goals and risk tolerance, and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with MCF Advisors since 2005. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation approach focused on risk management and offers wealth management, financial planning, pension consulting, and a range of non-investment services including tax preparation, accounting, and estate-planning support through in-house attorneys.

Gianna Vennari is a Series 65-licensed financial advisor with Gradient Advisors, LLC, and has three years of industry experience. She has worked at Gradient Advisors since 2023 and also serves as President and Investment Advisor Representative at Five Star Life & Wealth LLC, a position she has held since 2018. Outside of her advisory roles, she is involved in property management through ownership of a college rental house. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.