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.

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.