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 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 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.

Chase Rosche is a financial advisor at FWG Investments, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Independent Financial Partners, J. Hagan Capital, and Strategic Wealth Designers LLC. Before his financial advisory career, he worked in several other industries including hospitality and healthcare. FWG Investments provides advisory services to individuals, trusts, small businesses, and retirement plans, offering financial planning and discretionary asset management. The firm employs a goals-based, household-level approach and supports clients with educational seminars and newsletters.

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 35 years of industry experience. He previously led Pierce Financial Planning Inc. for 25 years. Outside of advisory work, Pierce operates a seasonal tax-preparation business focusing on individual and business returns. Invest Inc. provides investment supervisory services, portfolio management, and financial planning to a national client base, managing approximately $164.6 million in discretionary assets. The firm uses a strategic asset allocation approach with actively managed mutual funds, equities, ETFs, and fixed income, and is notable for its operational affiliation with an accounting firm and multiple advisors with accounting backgrounds.

Eric Taylor is an investment advisor at Southland Equity Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at FSC Securities Corporation. Taylor also provides life, health, and long-term care insurance coverage through his sole proprietorship and Cornerstone Wealth Management. Southland Equity Partners serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets as of December 2025.

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 credentials and has worked previously at Community Trust and Investment Company and Cetera Investment Services LLC. Osborne serves as an advisory board member for Forcht Bank, providing strategic input. Asio Capital manages approximately $805 million in discretionary client assets for around 280 client relationships, offering individualized portfolio management for both non-high-net-worth and high-net-worth individuals as well as retirement plan services. The firm’s investment approach is based on fundamental analysis and customized portfolio construction 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.

Caswell Fuller is a financial advisor at E. S. Barr & Company with a Series 65 designation and no prior industry experience. Before joining E. S. Barr & Company in 2026, he held roles at Berkeley Research Group and PricewaterhouseCoopers. E. S. Barr & Company provides discretionary investment management to individuals, trusts, estates, retirement plans, foundations, and other entities, employing a patient, research-driven fundamental value approach focused on business economics, margin of safety, and liquidity. The firm manages portfolios with a focus on publicly traded companies above $400 million in market capitalization and shorter-duration fixed-income instruments, and it operates alongside a private partnership with specific conflict-mitigation practices.

Ralph Scearce is a CFP® with over 21 years of industry experience and is based in Lexington, KY. He is affiliated with Invest Inc., a five-advisor team, and previously operated Scearce Services, Inc. (dba Cambridge Financial) for 35 years. Outside of financial advising, he serves as president of Scearce Financial Services, Inc., a consulting and landscaping business. Invest Inc. offers investment supervisory services, portfolio management, and financial planning to individual and corporate clients nationwide, managing approximately $164.6 million in discretionary assets. The firm focuses on strategic asset allocation using actively managed mutual funds, equities, ETFs, and fixed income, and maintains an operational affiliation with an accounting firm to provide tax-preparation services.

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.