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 at Meridian Wealth Management, LLC in Lexington, KY, with 12 years of industry experience. He holds a Series 65 designation and has worked previously with Thoroughbred Diagnostics and Flowonix Medical Inc. Norden is also co-owner and operator of A&M Solutions LLC, a medical distribution business. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, focusing on IPS-driven, tailored advice with regular portfolio monitoring and rebalancing.

Jack Roberts is a financial advisor at Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at LPL Financial, Abound Wealth Management, Avant-Garde Wealth, Cap Wealth, and Houchens Insurance Group. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm uses a mix of in-house models, third-party managers, and technology-driven platforms to deliver both discretionary and non-discretionary portfolio management.

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 Series 65-licensed financial advisor with 16 years of industry experience, currently with MCF Advisors, LLC since 2015. Prior to joining MCF Advisors, he worked at wealthMD Corporation from 2010 to 2015 and is affiliated with Aiden's Angels since 2010. He is also a licensed insurance agent providing support for life, health, disability, and long-term care insurance products. MCF Advisors 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 services, discretionary portfolio management, and in-house tax, accounting, and CFO services, employing a tactical asset allocation approach and various third-party platforms for portfolio implementation and monitoring.

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® professional with 27 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2017 and previously held roles at Morgan Stanley and Merrill. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers integrated wealth management services, including accounting, tax preparation, outsourced CFO services, and advisory roles for affiliated private funds.

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 serving at Keystone Financial Group, LLC since 2014. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He also sells life, disability, and long-term care insurance through direct arrangements with national providers. Keystone Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team approach, utilizing a combination of in-house models, third-party managers, and technology-driven solutions to deliver portfolio management and supervisory services.

Matthew Rose is a CFP® and holds a Series 66 with six years of industry experience. He has worked at several firms, including FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University, and has been with MCF Advisors, LLC since 2021. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for affiliated private funds, utilizing a tactical asset allocation approach supported by third-party platforms and integrated cross-disciplinary client solutions.

George Barker is a Series 65-licensed financial advisor with MCF Advisors, LLC in Lexington, KY. He joined MCF Advisors in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for a diverse client base, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles alongside investment advice.

Grover Mollineaux is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Keystone since 2014 and previously at LPL Financial and Edward Jones. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities, employing a multi-team approach with discretionary and non-discretionary management. The firm utilizes a combination of in-house models, third-party managers, and digital platforms, managing over $2.3 billion for approximately 6,600 clients through 33 advisors.

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 previously worked at Acuity Wealth Management Advisors and Kring Ray Farley & Riddle PSC. Outside of advising, he has experience in event furniture and lounge rentals. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients' objectives and risk tolerances.

Shannon Christensen is a financial advisor with Ally Invest Advisors in Lexington, KY, holding a Series 66 designation and five years of industry experience. Prior to joining Ally Invest Advisors, Christensen worked at Raymond James Financial Services and Gratz Park Private Wealth. Outside of advisory work, Christensen supports customers at Ally Bank in a client service role focused on deposit products and account maintenance. Ally Invest Advisors serves a diverse retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios grounded in Modern Portfolio Theory and combines passive and actively managed ETFs, with a distinctive integration of banking and brokerage services.

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.