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 five years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to his advisory role, he worked at Conduent from 2015 to 2017. 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 offers comprehensive wealth management and financial planning, discretionary portfolio management, and integrated accounting, tax, and CFO services, employing a tactical asset allocation approach supported by third-party platforms and cross-disciplinary solutions.

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® professional with 18 years of experience currently serving at Keystone Financial Group, LLC since 2019. He previously worked at LPL Financial for 11 years and Kentucky Trust Company for 10 years. Hobbs also practices as an attorney at Webb and Hobbs PSC, combining his financial and legal expertise. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team approach using a mix of in-house models, third-party managers, and platform-based programs, supported by technology-driven solutions.

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 Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He has been with MCF Advisors, LLC since 2004 and previously worked at Mid Central Financial Advisors, Inc. from 2000 to 2004. Outside of advisory work, he serves on the board of directors for Corporex Family of Companies, a commercial real estate firm, and is a member of Roebling Capital Partners, a private placement entity. MCF Advisors is a multi-team firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services, using a tactical asset allocation approach supported by third-party platforms and cross-disciplinary 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. He holds Series 63 and Series 65 designations and has one year of experience in the financial industry. Prior to joining Beacon, he has worked at Aerotek since 2013, where he currently serves as Practice Lead. He is also 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, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios using a range of third-party models and investment vehicles, often managing accounts on a discretionary basis through unified managed account platforms.

Cody Smith is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IronGuide LLC. 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, managing most client relationships on a discretionary basis with a strategy guided by investment policy statements.

Bernard Totty is a financial advisor at Keystone Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Keystone since 2014. Totty also maintains a business entity, B. Seward Totty, LLC, which focuses on tax and investment purposes. 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 combination of model portfolios, third-party managers, and advisor-led implementation supported by custodial and technology platforms.

Shawn Defoe is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Integrity Financial, LLC for 16 years. He is also an independent insurance agent for various independent insurance companies. 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 portfolio management, financial planning, and retirement-plan services, utilizing a network model with both employee and independent contractor advisors.

Peter Mcfarland is a financial advisor at Meridian Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services Inc. from 2013 to 2023. Outside of his advisory role, he is involved in race horse ownership and racing. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and conducting regular portfolio reviews.

Jeremy Chase is a Series 66-credentialed financial advisor at Meridian Wealth Management, LLC with 16 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in racehorse ownership. 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 and routinely monitored portfolios using a broad range of investment strategies.

Robert May is a Series 63 licensed financial advisor at Jaffe Tilchin Investment Partners, LLC with 35 years of industry experience. He previously worked at Trent Capital Management for 35 years before joining his current firm in 2025. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operates a pooled investment vehicle with performance-based fees.

Jason Veinot is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Advisory Services Network since 2013. In addition to his advisory role, he is licensed as an independent insurance agent and serves as president of Veinot & Associates, Inc., a firm involved in the sale and service of fixed insurance products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting with a range of implementation options tailored to client objectives.