Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Q2 Wealth Management, he worked at Amazon and the University of Kentucky. He is also involved with Q2 Wealth Insurance LLC, where he contributes part-time in a clerical capacity. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and business entities. The firm offers discretionary and non-discretionary portfolio management using primarily ETFs and mutual funds, supported by a variety of customizable model portfolios, and provides educational workshops along with affiliated insurance services.

Raymond Backers is a CFP® with 11 years of experience in financial advisory services. He is currently with Q2 Wealth Management, where he has worked since 2018, and also owns Q2 Wealth Insurance LLC, an affiliated insurance agency. His prior experience includes roles at RITE Financial Group LLC and Hurricane Financial Corp. Q2 Wealth Management provides investment management and financial planning to individuals, families, high-net-worth clients, and related trusts and business entities. The firm uses a range of customizable model portfolios implemented primarily through ETFs and mutual funds, and offers educational classes and workshops for clients and the public.

Jessica Bedell is a financial advisor at Wallace Hart Capital Management with 18 years of industry experience. She holds the Series 66 designation and worked previously at UBS Financial Services, Inc. from 2007 to 2017 before joining Wallace Hart in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management and limited financial planning, relying on fundamental analysis and employing a range of investment strategies including long/short equity approaches focused on mid- and large-cap companies.

Adam Davey is a financial advisor with Dean Dorton Wealth Management, LLC in Lexington, KY. He holds a Series 65 designation and has two years of industry experience. Prior to joining Dean Dorton Wealth Management, he has been associated with Von Lehman & Co., Inc. since 1994. Outside of his advisory role, he serves as a director of VL Private Wealth, LLC, a financial planning firm, and is a partner and director at Dean Dorton Allen Ford, PLLC, a CPA and consulting firm. Dean Dorton Wealth Management provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm serves both non-high-net-worth and high-net-worth clients using long-term, asset-allocation strategies based on Modern Portfolio Theory and integrates advisory services with affiliated CPA and healthcare revenue-cycle businesses.

Lawrence York is a financial advisor with ProActive Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with ProActive Advisors since 2008. Outside of his advisory role, Mr. York owns interest in multiple limited liability companies, including those involved in business consulting, financial management, and investment-related activities such as a substance abuse treatment clinic and land acquisition companies. ProActive Advisors serves individuals, families, trusts, small-business owners, retirement plans, and companies, managing approximately $56.8 million across fewer than 100 clients. The firm employs a proprietary "360Portfolios" methodology combining top-down market analysis with bottom-up security selection, utilizing active management and tactical asset allocation strategies.

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.

Kenta Ito is a financial advisor with Investments & Financial Planning, LLC in Lexington, KY. He holds a Series 65 designation and has one year of industry experience. Prior to joining the firm, he held roles at Alight Solutions, BlackBeltHelp, and Twitch Interactive, Inc. He has been involved with the Unitarian Universalist Fellowship of Madison County and the Richmond Area Arts Council. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual and charitable clients. The firm’s approach focuses on diversified portfolios using American Funds mutual funds and ETFs, offering discretionary management and leveraging third-party technology for account monitoring and client billing.

Dylan Jones is a financial advisor at Paragon Private Wealth Management LLC in Lexington, KY, holding a Series 66 license with two years of industry experience. His previous roles include positions at Raymond James & Associates, Morgan Stanley, and City National Bank of West Virginia. Outside of finance, he serves as a basketball coach at Lexington Catholic High School through the Roman Catholic Diocese of Lexington. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities by providing financial planning, investment management, and consulting services. The firm combines fundamental analysis with an asset-allocation approach based on Modern Portfolio Theory and offers ongoing account monitoring and ESG screening upon client request.

Logan Foster is a financial advisor at Foster Investment Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Foster Investment Services since 2017, following a prior role at WealthSouth/Farmers National Bank of Danville. Outside of his advisory work, he is the owner and manager of a farming business. Foster Investment Services is a registered investment adviser serving individual and institutional clients with discretionary portfolio management. The firm employs a value-oriented, bottom-up investment approach focused on fundamental analysis and manages approximately $89.9 million across 265 accounts.

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2017 before joining Wallace Hart Capital Management in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management along with limited financial planning services. The firm employs fundamental analysis and a range of investment strategies, including long/short equity approaches focused on mid- and large-cap companies.

Brandon Smith is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds the Series 65 designation and has previously worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves individual investors, retirement and employer-sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and limited financial planning services, employing a fundamental analysis approach with a focus on mid- and large-cap equities through long/short strategies.

Brian Wood is a financial advisor at High Knoll Wealth Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has recently entered the industry, with prior work experience at Delaware North. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, businesses, foundations, and charitable organizations. The firm follows a fiduciary, long-term investment approach based on modern portfolio theory and asset allocation, and offers specialized services such as ERISA fiduciary retirement plan consulting and guidance on less-liquid or tax-complex investments.

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.

Stephen Byars is a CFP® professional with six years of experience at Moneywatch Advisors, Inc. in Lexington, KY. Prior to joining Moneywatch Advisors in 2017, he worked at the University of Kentucky for 12 years. Moneywatch Advisors serves individuals, retirement plans, trusts, estates, and charitable organizations, focusing primarily on individual clients across multiple states. The firm emphasizes long-term portfolio management through fundamental analysis, income and growth asset allocation, and periodic rebalancing, offering comprehensive financial planning and ongoing portfolio management.

William Conner is a financial advisor with iTrust Asset Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with iTrust and LPL Financial since 2012 and has prior experience at Aarons Sales & Lease Ownership. Conner is also co-owner of a family business, Catahoula Land Plantation, Inc. iTrust Asset Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, and state or municipal entities. The firm provides asset management, financial planning, and pension consulting, employing both fundamental and technical analysis to manage discretionary portfolios with a range of investment strategies and continuous account supervision.

David Short is a financial advisor with Investments & Financial Planning, LLC in Lexington, KY, holding the CFP® and ChFC® designations and possessing 26 years of industry experience. Prior to his current role, he worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. Outside of advising, he is also involved in fixed insurance sales and manages an LLC established for tax reporting purposes. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual clients, including high net worth individuals, and charitable organizations. The firm employs no-load mutual funds and exchange-traded funds, using both fundamental and technical analysis, and conducts at least annual account reviews.

Jeffrey Ziemann is a CFP® professional with four years of industry experience, currently serving at Q2 Wealth Management in Lexington, KY. His work history includes roles at RITE Financial Group LLC and Hurricane Financial Corp, as well as involvement in a local business, Bubble Suit Rentals Central Kentucky. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and business entities. The firm uses a range of model portfolios primarily composed of ETFs and mutual funds and offers educational classes and workshops alongside comprehensive advisory support.

John Gettler Jr is a financial advisor at iTrust Asset Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with iTrust Asset Management and LPL Financial LLC since 2012. Outside of his advisory role, he is also an independent insurance agent. iTrust Asset Management is a three-advisor registered investment adviser managing approximately $174 million for around 426 clients, including individuals, pension and profit-sharing plans, and business entities. The firm offers discretionary asset management, financial planning, and pension consulting, utilizing a variety of investment strategies and participating in multiple LPL-sponsored platforms and wrap fee programs.

Buford Lankford is a financial advisor at Russell Capital Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at Russell Capital Management since 2010, following eight years at Comprehensive Asset Management & Servicing, Inc. Lankford serves as Treasurer on the Board of Directors for the Central Kentucky Planned Giving Council. Russell Capital Management is an SEC-registered advisory firm managing approximately $251.5 million for individuals, high-net-worth clients, retirement plan participants, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach combining diversified ETFs and alternative no-load mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

Bruce Hanks is a financial advisor with Wealth Management of Kentucky, Inc. in Lexington, KY. He holds Series 63 and Series 66 licenses and has 28 years of industry experience, including 23 years with his current firm. In addition to his advisory role, he is a licensed insurance agent involved in estate planning. Wealth Management of Kentucky, Inc. provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension plans, and small businesses. The firm utilizes various analytical methods and investment strategies, including options and structured products, and manages approximately $42.9 million in client assets.