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.

Jeffrey Lehmann is a financial advisor at Ballast, Inc. in Lexington, KY, holding a Series 65 designation with four years of industry experience. Prior to joining Ballast, he worked at Russell Capital Management for five years. Ballast, Inc. serves individuals, corporations, charitable organizations, and retirement plans with investment management, financial planning, and consulting services. The firm employs a primarily long-term investment approach combined with fundamental and technical analysis, and it emphasizes plan-level advisory work, including ERISA Section 3(21) services for public-sector and municipal plans.

Andrew Reynolds is a CFP® professional with 16 years of experience currently serving at Ballast, Inc. He has worked at Ballast and APW Capital, Inc., and maintains an outside insurance business. Reynolds volunteers as a board member of the Blue Grass Community Foundation and serves on the University of Kentucky MBA Advisory Council, contributing to program development and candidate mentorship. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing a long-term investment approach combined with personalized client contact. The firm manages over $625 million with a team of six advisers and offers services including discretionary investment management, financial planning, retirement-plan consulting, and participant advisory services.

David Kemp is an advisor with Dupree Financial Group, LLC in Lexington, KY. He holds a Series 65 designation and has been with Dupree Financial Group since 2025. Prior to his current role, he worked in various positions including at iHeart Media and was self-employed. Kemp was previously a 50% owner of a retail candle company, SoYum Candle Company, LLC, which closed in 2025. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals and institutional accounts, with a focus 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 emphasizes long-term holdings based on valuation metrics and dividend history.

Victoria Watson is a CFP® with seven years of industry experience, currently serving at ABRI LLC since 2025. She previously worked at Edward Jones from 2019 to 2025 and has experience as a self-employed advisor. Outside of financial advising, she is involved in investment-related insurance sales on a part-time basis. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, retirement plan consulting, and specialized financial planning services. The firm employs individualized and strategic asset allocation, using proprietary model portfolios and integrates financial planning into ongoing client engagements.

Frank Yozwiak is a CFP® and Series 65 licensed advisor with eight years of industry experience. He has worked at Ballast, Inc. since 2017 and previously at Stidham & Associates, P.S.C. from 2015 to 2017. Outside of his advisory role, he is a minority owner and consultant for Sorbothane, Inc. and Sorbo Holdings, LLC, both manufacturing businesses, and serves as vice president and finance committee member of the Park Early Childhood Center board. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing customized portfolios with a long-term investment approach. The firm also specializes in plan-level advisory services for public-sector and municipal clients, managing over $625 million with a six-advisor team.

Bradley Pickrell is a financial advisor with First Kentucky Securities Corporation, holding a Series 66 designation and 22 years of industry experience. He has worked at First Kentucky Securities Corporation and Ross, Sinclaire & Associates, LLC during his career. Outside of advising, he is involved with commercial real estate investing through Fund4me LLC and High5 LLC and serves on the Board of Directors for the Lexington Club. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm offers portfolio management, financial planning, municipal advisory services, and institutional equity research, operating as both an investment adviser and broker-dealer.

Denise Rodriguez is a financial advisor with Dupree Financial Group, LLC in Lexington, KY. She holds a Series 65 designation and has two years of industry experience. Prior to joining Dupree Financial Group, she worked at Peoples Exchange Bank for seven years and was involved in the restaurant industry at Tolly Ho Restaurant for seven years. Dupree Financial Group is a seven-advisor team that manages discretionary portfolios and asset-management services for 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 equity and fixed-income selection with ETFs and emphasizes valuation metrics and dividend history for long-term holdings.

Christina Harrison is a CFP® with 39 years of industry experience, currently serving as an advisor at First Kentucky Securities Corporation since 2001. She holds the Series 63 designation and operates out of Lexington, KY. Outside of her advisory role, she owns a retail business called Willa's Fabulous Finds, which operates through a Peddler mall and an Etsy shop under the name H2F. First Kentucky Securities Corporation provides investment advisory and related services to a diverse client base, including individual investors, pension plans, charitable organizations, and government entities. The firm develops individualized investment policies and offers a range of portfolio management, financial planning, and municipal advisory services, supported by its dual registration as both an investment adviser and broker-dealer.

Evan Enerlich is a financial advisor with Alpha Financial Partners LLC in Lexington, KY. He holds Series 65 and Series 63 designations and has one year of experience in the industry. Prior to joining Alpha Financial Partners, he worked in various roles including positions at Corman Moving and Transportation and Total Quality Logistics. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program and manages client accounts on a discretionary basis, using ETFs and equities while tailoring strategies to clients’ goals, time horizons, and risk tolerance.

Raymond Kramer Jr. is a financial advisor with First Kentucky Securities Corporation, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with First Kentucky Securities Corporation since 1985. Outside of his advisory role, he serves as President of Presbyterian Housing Corp., a nonprofit that operates low-income housing. First Kentucky Securities Corporation offers investment advisory and related services to a diverse client base, including individuals, pension plans, charitable organizations, corporations, and government entities. The firm provides customized investment policies implemented through various account types and manager programs, and it maintains dual registrations as an investment adviser and broker-dealer, as well as municipal advisory and insurance agency licensures.

Kirsten Kramer is a financial advisor with First Kentucky Securities Corporation in Louisville, KY. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, all with First Kentucky Securities since 2009. Outside of her advisory role, she is listed as an officer of a moving business owned by her husband but is not active in its operations. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers a range of services such as portfolio management, financial planning, municipal advisory, and securities research, utilizing both discretionary and non-discretionary accounts and third-party manager programs.

Joseph Fusco is a Series 65-registered advisor at Alpha Financial Partners LLC with one year of industry experience. Before joining Alpha Financial Partners, he worked at Peterson Law Office and has been involved with the Lexington Country Club since 2022, where he serves as a caddy. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing accounts on a discretionary basis through its proprietary wrap fee program.

Marc Cobane is a financial advisor at Alpha Financial Partners LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. and UBS Financial Services Inc. Outside of his advisory role, he spends a portion of his time involved in insurance sales. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and designs client strategies based on specific investment goals, time horizons, and risk tolerances, utilizing a broad range of investment instruments.

Morgan Murray is a CFP® with five years of industry experience, currently serving at ABRI LLC since 2024. He previously worked at Edward Jones from 2021 to 2024 and has experience with nonprofit and educational organizations including Heart of Kentucky United Way and Campbellsville University. Murray holds a license to sell life and health insurance in Kentucky and Florida. ABRI LLC serves individual and high-net-worth households, providing wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses a combination of individualized and strategic asset allocation approaches supported by proprietary model portfolios and discretionary trading authority.

Daniel Wrenne is a CFP® with 19 years of industry experience and has been with Wrenne Financial Planning LLC since 2014. He holds the Series 66 designation and is the owner of Finance for Physicians, LLC, a podcast focused on financial planning. Additionally, he serves as Board Treasurer for the Commonwealth Center for Fathers & Families, a nonprofit organization in Lexington, KY. Wrenne Financial Planning LLC is an SEC-registered advisory firm with six advisors managing approximately $231 million for around 400 clients, including individual, high-net-worth, corporate, and business clients. The firm follows a primarily passive investment approach with diversified portfolios of index mutual funds and ETFs, offering comprehensive financial planning and discretionary portfolio management.

Ruth Webb is a financial advisor at First Kentucky Securities Corporation with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with First Kentucky Securities since 2012. Outside of her advisory role, she provides legal services including contract review, wills, probate, and deeds, and is actively involved in community organizations such as the University of Kentucky Women & Philanthropy, Presbyterian Child Welfare agency, Buckhorn Children & Family Services, 2nd Presbyterian Church, and the Harrodsburg Tree Board. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, corporations, and government entities. The firm offers a range of services including portfolio management, financial planning, municipal advisory, and securities research, implementing customized investment policies through discretionary and non-discretionary accounts and third-party manager programs.

Logan Johnson is a CFP® and Series 65-registered advisor with ABRI LLC, based in Lexington, KY, with three years of industry experience. He previously worked at MiddleGround Capital and Toyota Motor Manufacturing Kentucky. Outside of advising, he is involved in accounting and finance operations for a roofing company. ABRI LLC serves individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm employs strategic asset allocation and proprietary model portfolios with a focus on integrating financial planning and providing a range of specialty services.

Gregory Turcotte is a CFP® with 16 years of industry experience, currently serving as an investment advisor representative at Alpha Financial Partners LLC and a registered representative at Purshe Kaplan Sterling Investments, Inc. He previously worked at UBS Financial Services from 2015 to 2020. Turcotte is involved in several nonprofit organizations, including serving on the boards of the Gilbert Bunnell Foundation and Refuge for Women, as well as holding the position of President-Elect on the Transylvania University Pioneer Club Advisory Council. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program, constructing client strategies based on individual goals, time horizons, and risk tolerance, utilizing a broad range of investment instruments.

Zackary Wallace is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at ABRI LLC since 2021. Prior to joining ABRI, he worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of financial advising, he holds an executive leadership role in a Lexington-based roofing company. ABRI LLC serves primarily 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 approaches with proprietary model portfolios and integrates financial planning into client engagements.