Emily Johns is a financial advisor with Paragon Private Wealth Management LLC in Lexington, KY, holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and has experience with Kate and Brandon Salsman as well as the University of Kentucky. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm uses a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios according to client risk tolerance and objectives, offering both discretionary and non-discretionary mandates.

Ramsey Bova is a CFP® professional with 12 years of experience at Moneywatch Advisors, Inc. in Lexington, KY. He has been with the firm since 1998. 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, asset allocation, and periodic rebalancing, while providing comprehensive financial planning and favoring lower-cost mutual funds and ETFs.

Mary Lockwood is a financial advisor at Paragon Private Wealth Management LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Meridian Wealth Management and Morgan Stanley Private Bank. Outside of her advisory role, she manages a business entity related to investment advisory tax purposes and oversees payroll for childcare through a family LLC. Paragon Private Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, business entities, and governmental clients. The firm employs a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios, offering both discretionary and non-discretionary management, and maintains a distinctive municipal cash-management practice.

Joel Fay is a financial advisor at Cambridge Financial Advisors, LLC with the ChFC® designation and four years of industry experience. Prior to his current role, he worked at Campari Americas and General Electric in various capacities. He serves as a volunteer member of the endowment sub-committee at Christ Church Cathedral Episcopal Church, advising on investment performance for the church’s endowment. Cambridge Financial Advisors is a fee-only firm that provides comprehensive financial planning and investment consultation to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a passive, buy-and-hold investment approach with periodic rebalancing, typically recommending low-cost, passively managed mutual funds and ETFs.

Harry Russell Jr. is a financial advisor with Russell Capital Management, LLC in Lexington, KY, holding a Series 63 designation and over 58 years of industry experience. He has worked at Russell Capital Management since 1991 and previously spent 12 years at APW Capital, Inc. Outside of advising, he was managing partner and sole owner of an aviation business that rented and maintained a Cirrus SR20 aircraft. Russell Capital Management serves individuals, high-net-worth clients, retirement accounts, foundations, and other entities by providing portfolio management, investment consulting, and supervisory services. The firm offers discretionary and nondiscretionary money management alongside tax and estate planning consultation, publishes performance results, and conducts educational seminars for clients.

Michael Dawahare is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining Dupree Financial Group, he spent ten years as a senior consultant. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts, focusing on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual securities and ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

Thomas Dupree Jr. is a financial advisor at Dupree Financial Group, LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Dupree Financial Group in various capacities since 2003. Outside of his advisory role, he is a partner in Dupree Energy Resources, LLC, a company involved in selling electricity produced by Gridfox 1020 systems. Dupree Financial Group provides discretionary portfolio and asset management services to individuals, including high-net-worth clients, and institutional accounts, with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach using individual equities, fixed income, and ETFs, and emphasizes valuation metrics and dividend history for long-term holdings.

Aaron Ammerman is a financial advisor at Alpha Financial Partners LLC in Lexington, KY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, Ammerman serves on the Board of Trustees at Asbury University, chairs the Blue Grass Institute for Public Policy Solutions, and is a board member of the Henry Clay Memorial Foundation. Alpha Financial Partners provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management and financial planning with a focus on tailored client strategies and sponsors its own wrap fee program.

Michael Elder is a financial advisor with ABRI LLC in Lexington, KY, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining ABRI, he worked five years at First Southern National Bank and one year at JPMorgan Chase Bank, N.A. He is also licensed as a life and health insurance agent. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs individualized and strategic asset allocation strategies, utilizing proprietary model portfolios and discretionary trading to manage client investments.

Griffin Hester is a financial advisor at Dew Wealth Management with five years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Fidelity Investments. Outside of finance, he has experience in diverse roles including with TRU Deliveries LLC and Amazon. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations through family-office style programs, financial planning, retirement consulting, and investment management. The firm offers both discretionary and non-discretionary services and coordinates with other client professionals as part of its multi-faceted advisory approach.

Emily Nelson is a CFP® with three years of industry experience, currently serving at Alpha Financial Partners LLC. She previously worked at Sanctuary Advisors, LLC and MCF Advisors, LLC, and has experience in the equine industry, including positions at The Jockey Club and NYRA. Alpha Financial Partners LLC offers customized investment advisory and portfolio management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program and manages client accounts on a discretionary basis, employing strategies tailored to client goals and risk tolerance.

Micheal Johnson is a financial advisor at Dupree Financial Group, LLC with 19 years of industry experience. He holds a Series 66 designation and has been associated with Raymond James Financial and Raymond James Financial Services since 2006. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts with a focus on retirees and those planning for retirement. The firm employs a modified value-focused, bottom-up investment approach combining individual equity and fixed-income selection with ETFs, emphasizing valuation metrics and dividend history for long-term holdings.

Johnathon Davis is a financial advisor at American Capital Management, Inc. in Lexington, KY, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Capital Management since 2015. In addition to his advisory work, Davis engages in independent life and annuity insurance sales. American Capital Management serves a diverse client base including individuals, retirement plans, and charitable institutions. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, with investment strategies tailored to individual client goals.

Michaela Dowdy is a financial advisor at Wiser Wealth Management, Inc. in Marietta, GA, holding a Series 65 designation with one year of industry experience. Her prior work includes roles at Dowdy Financial Group and Samford University. Wiser Wealth Management serves individuals, retirement plans, trusts, charitable organizations, and businesses with comprehensive financial planning and discretionary portfolio management. The firm uses diversified model portfolios based on Modern Portfolio Theory and offers specialized services such as retirement-plan advisory and a wrap-fee program for smaller accounts.

Nickolas Pidgorodetskiy is a financial advisor with ABRI LLC in Lexington, KY, holding a Series 65 designation and two years of industry experience. Prior to joining ABRI LLC, he attended Asbury University and has worked as an insurance agent. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation combined with proprietary model portfolios and discretionary trading authority to manage client portfolios.

Trent Lakes is a CFP® with three years of industry experience, currently serving as a financial advisor at Ballast, Inc. in Lexington, KY. He has been with Ballast since 2022 and previously attended the University of Kentucky. Ballast, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate entities, and retirement-plan sponsors, managing approximately $751 million through a team of eight advisors. The firm offers customized portfolio management and comprehensive retirement plan consulting, with a notable institutional footprint advising pension plans and governmental clients.

Cameron Hamilton is a CFP® and Series 66-registered advisor with Ballast, Inc. in Lexington, KY, bringing 11 years of industry experience. He previously worked at APW Capital, INC. for seven years and has been with Ballast since 2013. Outside of his advisory role, Hamilton serves on multiple nonprofit boards, including Life Plan of Kentucky, Ashland Terrace, and Bike4Alz, and owns a part-time BBQ business that donates its net profits to a charitable cause. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing a long-term investment approach tailored through fundamental and technical analysis. The firm manages over $625 million with a six-advisor team and offers plan-level advisory services, including ERISA Section 3(21) consulting for public-sector and municipal retirement plans.

Thomas Haggard is a financial advisor with ABRI LLC in Lexington, KY. He holds a Series 65 designation and has experience working at firms including Spectrum Financial Alliance and Tailor Made Compounding. He is also licensed as a life and health insurance agent. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and specialty services. The firm uses individualized and strategic asset allocation methods, proprietary model portfolios, and integrates financial planning into ongoing client engagements.

James Dupree is a Series 65-licensed financial advisor at Dupree Financial Group, LLC with one year of industry experience. He has been with Dupree Financial Group since 2024 and has a background as a student from 2014 onward. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individual and institutional clients, focusing on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach combining equity, fixed income, and ETFs, and it manages approximately $404 million in client assets.

John Boardman is a CFP® with 23 years of industry experience, currently serving at Ballast, Inc. since 2010. He previously worked at APW Capital, Inc. from 2010 to 2021. Outside of his advisory role, Boardman is an insurance agent specializing in fixed insurance products and serves on the boards of the Markey Cancer Foundation, Idle Hour Country Club (where he is also Treasurer), and The Lexington School Endowment Committee. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combined with both fundamental and technical analysis and offers plan-level advisory services, managing over $625 million with a six-adviser team.