Keith Day is a Series 65-licensed advisor at Russell Capital Management, LLC with four years of industry experience. He has been with Russell Capital Management since 1995. 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 that combines diversified ETF modules with alternative mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

Catherine Salsman is a CFP® with 27 years of experience in the financial services industry. She is currently with Paragon Private Wealth Management LLC and has previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of her advisory role, she is involved with an investment-related business with a partner in Lexington, KY. 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 employs a combination of fundamental security analysis and Modern Portfolio Theory to tailor portfolios to client risk tolerance and objectives.

Jonathan Pliszka is a financial advisor at High Knoll Wealth Advisors, LLC with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morningstar Inc. before joining High Knoll. In addition to his advisory role, he serves as a lecturer and faculty advisor at the University of Kentucky, teaching finance courses and supporting student investment activities. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to individuals, families, businesses, foundations, endowments, and charitable organizations. The firm employs a fiduciary, long-term approach based on modern portfolio theory and asset allocation, and offers specialized retirement plan consulting and the ability to review private real estate and other complex investments.

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.

Jason Stelter is a financial advisor at Triple Crown Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked with Lexington Financial Advisors, LLC since 2017 and Lexington Financial, LLC since 2011, where he also serves as President. In addition to his advisory role, Stelter is a licensed insurance agent and dedicates significant time to managing insurance services for clients. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients. The firm combines fundamental and technical analysis to tailor portfolios according to client goals, with regular account reviews and options for written investment restrictions.

George Foster II is a financial advisor with Foster Investment Services in Lexington, KY. He holds a Series 65 designation and has three years of industry experience. Outside of finance, he has worked as a cattle farmer since 2020. Foster Investment Services provides discretionary portfolio management to individuals and institutional clients. The firm uses a value-oriented, bottom-up investment approach focusing on fundamental analysis and maintains a long-term holding horizon while allowing trading flexibility to meet client needs.

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.

Kenneth Littrell is a financial advisor at Equity Advisors of Kentucky Inc in Lexington, KY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Wendover Art Group and the University of Kentucky. Equity Advisors of Kentucky provides comprehensive financial planning and portfolio management services to individuals, trusts, estates, and business entities, focusing on strategic asset allocation, tax‑focused investing, and long‑term market exposure. The firm integrates tax and accounting services into its advisory offerings and serves high-net-worth clients with a combination of features uncommon among similarly supported advisers.

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.

James Gray II is a financial advisor at Wealth Management of the Bluegrass, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Ameriprise Financial Services, Inc., Investment Professionals, Inc., and Kentucky Bank. Wealth Management of the Bluegrass serves individuals, high-net-worth clients, trusts, corporations, and state government agencies, offering discretionary portfolio management, financial planning, ERISA plan consulting, and investment advisory services. The firm employs various investment strategies tailored to client objectives and risk profiles, managing approximately $186.7 million in discretionary assets across about 153 client relationships.

John Charalambakis is a financial advisor at BlackSummit Financial Group, Inc. in Nicholasville, KY, holding a Series 65 license with 14 years of industry experience. He has been with BlackSummit since 2010 and serves as an adjunct professor of economics at the University of Kentucky’s Patterson School of Diplomacy and International Commerce. Outside of advising, he is involved in business consulting and investment holding through several private entities and oversees a business research software company. BlackSummit Financial Group serves individuals, trusts, estates, retirement plans, and corporate clients, offering asset management, financial planning, pension consulting, and third-party money manager referrals. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio management, with a notable focus on client education, published research, and performance-based compensation arrangements for certain investors.

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.

Charles Buckley is a CFP® with 31 years of industry experience, currently serving at Spectrum Financial Alliance, Ltd., L.L.C. since 1995. He also has a 26-year tenure with Falcon Harley Ltd., L.L.C. Spectrum Financial Alliance provides individualized financial planning and discretionary asset management for a diverse client base, including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs 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 across roughly 674 clients.

Joshua Buckman is a financial advisor with E.S. Barr & Company in Lexington, KY, holding Series 63 and Series 65 credentials and having seven years of industry experience. He has previously worked at Deutsche Bank Securities Inc. and MJX Asset Management LLC. E.S. Barr & Company provides discretionary investment management to individuals, trusts, estates, retirement plans, foundations, and business entities through separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on business economics, margin of safety, and liquidity, with equity and fixed-income selections tailored to client objectives.

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.

Jeffrey Sheppard is a financial advisor at FWG Investments, LLC with eight years of industry experience. He holds a Series 65 designation and has been with FWG Investments since 2016. Outside of advisory work, he is involved in retail ice cream shops through Daddy Yo's Frozen Desserts and is a member/owner of Jeff Sheppard Apparel LLC, a commercial real estate rental business. FWG Investments provides advisory services to individuals, trusts, small businesses, and retirement plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients with educational seminars and newsletters.