Mary Lockwood is a financial advisor with Paragon Private Wealth Management LLC in Lexington, KY, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her prior roles include positions at Meridian Wealth Management and Morgan Stanley Private Bank. Outside of advisory work, she manages a business entity related to investment advisory tax purposes and oversees payroll for childcare through a separate household management entity. Paragon Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and government entities with financial planning, consulting, investment management, and wealth management services. The firm employs an investment process combining fundamental analysis and asset allocation based on Modern Portfolio Theory, incorporates ESG screening upon request, and provides specialized cash management and treasury services for public sector clients.

Joel Fay is a financial advisor at Cambridge Financial Advisors, LLC with five years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to entering financial advising, Fay worked in roles at Campari Americas and General Electric, including in renewable energy and lighting divisions. He volunteers as an endowment sub-committee member for Christ Church Cathedral Episcopal Church, assisting with investment oversight. Cambridge Financial Advisors is a fee-only firm serving individuals, trusts, estates, and charitable organizations with tailored financial planning and investment advisory services. The firm follows a passive, buy-and-hold investment approach, focusing on low-cost mutual funds and ETFs, and structures fees through fixed annual or project rates rather than asset-based charges.

Harry Russell Jr. is a financial advisor with Russell Capital Management, LLC in Lexington, KY, holding a Series 63 designation and bringing 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 advisory services, he has been involved in managing aviation and property rental businesses. Russell Capital Management provides discretionary investment advisory services to individuals, retirement plans, charitable organizations, and corporate clients. The firm uses a Modular Portfolio Construction approach, combining multiple strategies and asset types, including alternative mutual funds and ETFs, with discretionary account management and ongoing monitoring.

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 with Alpha Financial Partners LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the boards of Asbury University, the Blue Grass Institute for Public Policy Solutions, and the Henry Clay Memorial Foundation. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program, managing client accounts on a discretionary basis with regularly monitored and tailored strategies.

Michael Elder is a financial advisor with ABRI LLC in Lexington, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining ABRI LLC in 2025, he worked at First Southern National Bank for five years and JPMorgan Chase Bank, N.A. for one year. He is also licensed as a life and health insurance agent in Richmond, KY. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes individualized asset allocation and proprietary model portfolios, integrating financial planning and coordinating tax services for qualifying clients.

Griffin Hester is a financial advisor at Dew Wealth Management in Lexington, KY, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining Dew Wealth Management in 2025, he worked at Edward Jones and Fidelity Investments. Outside of finance, he has experience in diverse roles including positions at Amazon and Vail Resorts. Dew Wealth Management serves individuals and high-net-worth clients, including business owners and charitable organizations, offering a comprehensive range of wealth services from family office assessments to investment management and retirement plan consulting. The firm combines financial planning with investment oversight and coordination of outside professionals to serve its clients.

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 worked at Raymond James Financial and Raymond James Financial Services prior to joining Dupree Financial Group in 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 that combines equity, fixed-income, and ETF selection, and manages approximately $404 million in client assets.

Johnathon Davis is a financial advisor at American Capital Management, Inc. in Lexington, KY, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Retirement Tax Advisory Group and Investment Advisors International, Inc. In addition to his advisory role, he is involved in independent life and annuity insurance sales. American Capital Management serves a diverse client base, including high-net-worth individuals, retirement plans, and nonprofit institutions. The firm provides discretionary portfolio management and financial planning, using a range of in-house and third-party managed programs tailored to clients’ goals.

Michaela Dowdy is a financial advisor at Wiser Wealth Management, Inc. in Lexington, KY, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Dowdy Financial Group and positions outside the financial industry at Clarksville Country Club, Walmart Inc., and Samford University. Wiser Wealth Management serves individual and high-net-worth clients, as well as retirement plans, trusts, estates, charities, and private businesses, providing discretionary wealth management, comprehensive financial planning, and retirement plan advisory services. The firm constructs tax-aware model portfolios primarily using exchange-traded funds, with an in-house Investment Committee guiding portfolio management and rebalancing.

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 III is a CFP® with 24 years of industry experience, currently serving as an advisor at Ballast, Inc. since 2010. He previously worked at APW Capital, Inc., LPL Financial, and BB&T Asset Management. Outside of advising, he is a board member of the Markey Cancer Foundation, serves on the Board of Governors and Executive Committee of Idle Hour Country Club, and participates on The Lexington School Endowment Committee. Ballast, Inc. serves individual, high-net-worth, corporate, and retirement-plan clients, managing approximately $751 million through a team of eight advisors. The firm offers discretionary investment management, financial planning, pension and retirement consulting, and specialized plan-level fiduciary services with a focus on customized portfolios and an institutional client base.

Brian Burton is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Ballast, Inc. for the entirety of his career, currently working as part of their six-advisor team in Lexington, KY. Ballast, Inc. provides investment and planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach combined with fundamental and technical analysis, and it offers specialized services in retirement-plan consulting and participant advisory for public-sector and municipal plan sponsors.

Catherine Richmond is a Series 65-licensed advisor at Ballast, Inc. with one year of industry experience. Prior to joining Ballast, she spent ten years at Kaplan, Inc. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes customized portfolios with a primarily long-term investment approach and offers plan-level consulting and participant advisory services, managing over $625 million with a six-advisor team.