Caleb Miracle is a financial advisor at Spectrum Financial Alliance, Ltd., L.L.C. He holds a Series 65 designation and has been in the industry since 2025. His prior experience includes roles at Gho Direct and the University of Kentucky. Spectrum Financial Alliance provides individualized financial planning and discretionary asset management for individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to implement strategies ranging from long-term holdings to option writing, managing approximately $813 million in discretionary assets for around 674 clients.

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 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.

James Thompson is a financial advisor at Invest Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services from 2013 to 2017. Outside of his advisory role, Thompson serves as president of Thompson Investment Management LLC, where he manages bookkeeping and payroll. Invest Inc. provides discretionary investment supervisory services and financial planning to a national clientele of individual and business clients, focusing on portfolio management for non-high-net-worth individuals. The firm employs a strategic asset allocation approach using actively managed mutual funds and global diversification, and it is notable for its affiliation with an accounting practice and focus on clients without account minimums.

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.

George Pierce is a financial advisor with Invest Inc. in Lexington, KY, holding a Series 63 designation and bringing 34 years of industry experience. He has been leading Pierce Financial Planning Inc. since 1997. Outside of investment advisory, he operates a seasonal tax preparation business as a sole proprietor, providing individual and business tax services. Invest Inc. offers discretionary investment supervisory services and financial planning to a national clientele, focusing on portfolio management for individual clients. The firm integrates tax, trust, and estate advice into its planning and employs a strategic asset allocation approach using actively managed mutual funds and global diversification.

Eric Taylor is an investment advisor with Southland Equity Partners, LLC, based in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at FSC Securities Corporation since 2008. Outside of his advisory role, he provides life, health, and long-term care insurance coverage through a sole proprietorship and is involved with Cornerstone Wealth Management. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a blend of fundamental and technical analysis to manage customized, primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Bryce Goldbach is a CFA® charterholder with 10 years of industry experience. He is currently with Asio Capital LLC, where he has worked since 2022, following seven years at Goldman Sachs & Co. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses fundamental analysis and customized asset-allocation ranges to build portfolios, employing a quarterly-reviewed approved security universe and monitoring accounts with ongoing rebalancing and client-focused reviews.

Ryan Osborne is a financial advisor at Asio Capital, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Community Trust and Investment Company for 14 years before joining Asio Capital in 2018. He serves as an advisory board member for Forcht Bank, providing strategic input unrelated to investments. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets across about 280 client relationships. The firm offers customized portfolio management for individuals, retirement plan sponsors, and participant accounts using a third-party platform, employing a fundamental analysis approach overseen by an Investment Committee.

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.