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.

Sean Lamanna is a CFP® professional with six years of experience at MCF Advisors, LLC, located in Lexington, KY. Prior to joining MCF Advisors, he worked at Conduent for two years. 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.

Siegfreid Lauren is a financial advisor with Advisory Services Network, holding a Series 66 credential and 14 years of industry experience. His prior work includes roles at Acuity Wealth Management Advisors, Fidelity, and TIAA-CREF. Outside of his advisory work, he is involved with Alpha Projects, LLC, participating in research related to hardware development for smart devices. Advisory Services Network serves individuals, families, corporations, and retirement plans through a large network of independent investment adviser representatives. The firm offers a range of services including portfolio management, financial planning, and retirement plan consulting, utilizing various investment strategies and both discretionary and non-discretionary engagement models.

James Templin is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He previously worked at J.J.B. Hilliard, W.L. Lyons, Inc. for 12 years before joining Keystone Financial Group and LPL Financial in 2017. Outside of his advisory role, he owns billboard properties on acreage in Kentucky and Tennessee. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementations, supported by technology and custodial relationships, to manage approximately $1.86 billion in assets for over 6,400 clients.

Gregory Williamson is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 registration and bringing 45 years of industry experience. He previously worked for Lexington Investment Company Inc., both as a registered investment adviser and broker-dealer, from 1990 to 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2 billion through a network of investment adviser representatives. The firm provides portfolio management, financial planning, and consulting services, with a focus on discretionary asset management.

Michael Hobbs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keystone Financial Group, LLC since 2019. He has previously worked with LPL Financial and Kentucky Trust Company and maintains a legal practice through Webb and Hobbs PSC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation across multiple platforms to manage approximately $1.86 billion in assets.

Benjamin Marrs Jr. is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Keeneland Association and The Jockey Club. Outside of advisory work, he serves as an ambassador for Southern Tide, engaging in promotional social media activities. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, emphasizing IPS-driven, tailored advice and routinely monitors and rebalances client accounts.

Robert Sathe is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at MCF Advisors, LLC since 2004. He holds board membership positions at Corporex Family of Companies, a commercial real estate firm, and is a member of Roebling Capital Partners, a private placement entity. 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 and offers a range of services including financial planning, portfolio management, tax preparation, and pension consulting.

Ben Kaufmann is a financial advisor with Harbour Investments, Inc. in Lexington, KY, holding the CFP® and ChFC® designations and possessing 47 years of industry experience. He has been with Harbour Investments since 2009 and is also owner of the Ben Kaufmann Agency, an independent insurance agency. Kaufmann serves as a director of the Bank of Hindman and is a board member providing business advice at UHAPS. Harbour Investments offers investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized portfolios using a range of investment instruments, with ongoing monitoring and periodic reviews.

Tobin Jenkins is a CFP® with 22 years of experience in the financial industry. He has worked at Keystone Financial Group, LLC since 2013 and has been affiliated with LPL Financial since 2008. Jenkins is based in Lexington, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering 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 platform relationships.

Gary Anderson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 23 years of industry experience. He has been with Keystone since 2014 and also maintains an affiliation with LPL Financial since 2009. Anderson serves as president and a board member of Kentucky Rugby Inc., a nonprofit organization. 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, utilizing a mix of model portfolios, third-party managers, and advisor-led implementation with a technology-driven approach to scale its services.

William Powell is a financial advisor at Meridian Wealth Management, LLC with seven years at the firm and two years of industry experience. He holds a Series 65 designation and previously worked at Integrity One Technologies - Xerox for five years. 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, delivering IPS-driven, tailored advice primarily on a discretionary basis across a range of asset classes.

Kyle Davis is a financial advisor with Beacon Global Advisor Network, LLC in Lexington, KY, holding Series 65 and Series 63 credentials with one year of industry experience. He also holds a position as Practice Lead at Aerotek, a role he has maintained for over a decade. Kyle is a licensed insurance agent and occasionally offers clients insurance products. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives offering layered service arrangements.