Jeremy Wallace is a financial advisor at Wallace Hart Capital Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2013 to 2017 before joining Wallace Hart Capital Management in 2017. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles, offering discretionary and non-discretionary portfolio management along with limited financial planning services. The firm employs fundamental analysis and a range of investment strategies, including long/short equity approaches focused on mid- and large-cap companies.

Brandon Smith is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds the Series 65 designation and has previously worked at Total Quality Logistics and Speedway. Wallace Hart Capital Management serves individual investors, retirement and employer-sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and limited financial planning services, employing a fundamental analysis approach with a focus on mid- and large-cap equities through long/short strategies.

Edward Barr is a financial advisor at E. S. Barr & Company in Lexington, KY, holding a Series 63 designation with 32 years of industry experience. He has been with E. S. Barr & Company since 1992. E. S. Barr & Company provides discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, endowments, and other entities, managing nearly $2.0 billion across separately managed accounts. The firm employs a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically investing in companies with market capitalizations above $400 million.

Michael Hart is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with 13 years of industry experience. He worked at UBS Financial Services Inc. from 2012 to 2017 before joining Wallace Hart Capital Management, where he has been since 2017. Wallace Hart Capital Management serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management along with limited financial planning, using fundamental analysis and a range of strategies including long/short equity approaches for its private pooled funds.

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.

Kyle Steele is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 9 years of industry experience. His prior work includes roles at Robert Baird & Co. and Hilliard Lyons. Outside of his advisory work, he owns KCS Group LLC, through which he provides investment advice. Benjamin F. Edwards Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension plans, trusts, and institutional entities. The firm offers discretionary investment management, financial planning, and customized consulting, implementing portfolios using a variety of internal and third-party resources.

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.

Larry Crosthwaite is a financial advisor with Benjamin F. Edwards Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Robert W. Baird & Co. Incorporated and J.J.B. Hilliard, W.L. Lyons, LLC. He is also the majority owner of Elkhorn Private Wealth, LLC, an investment advisory firm based in Lexington. Benjamin F. Edwards Wealth Management serves a diverse client base, including individuals, retirement plans, trusts, and organizations, offering discretionary investment management, financial planning, and consulting services. The firm operates on a multi-custodian platform and combines proprietary and third-party investment solutions to manage accounts.

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 Sr. is a financial advisor with First Kentucky Securities Corporation, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Ross, Sinclaire & Associates, LLC and Merrill. Outside of advisory work, he is involved in 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 develops individualized investment policies and offers both discretionary and non-discretionary management through various account structures while maintaining dual registration as an investment adviser and broker-dealer.

Darren Williams is a financial advisor at Wallace Hart Capital Management in Lexington, KY, holding a Series 66 designation with one year of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Westpoint Financial Group. Outside of his advisory work, he coaches baseball at Sayre School. Wallace Hart Capital Management serves individual investors, retirement and employer-sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs a primarily equities-focused, long/short investment approach and provides discretionary and non-discretionary portfolio management alongside limited financial planning services.

Denise Rodriguez is a financial advisor with Dupree Financial Group, LLC in Lexington, KY. She holds a Series 65 designation and has three years of industry experience. Prior to joining Dupree Financial Group, Denise worked for seven years at Peoples Exchange Bank and also spent seven years at Tolly Ho Restaurant. Dupree Financial Group provides discretionary portfolio management and asset-management services primarily to individuals, including high-net-worth clients, and institutional accounts, with an emphasis on retirees and those planning for retirement. The firm uses a modified value-focused, bottom-up investment approach that integrates individual equity and fixed-income selection with broad and sector ETFs.

Erich Castillo is a ChFC®-designated advisor with 29 years of industry experience, currently serving at Southland Equity Partners, LLC since 2014. He also has a long-standing association with FSC Securities Corporation dating back to 2007. Outside of his advisory roles, Castillo is the head lacrosse coach at Douglass High School and serves on the board of The Well of Lexington, a nonprofit supporting women impacted by sex trafficking. Southland Equity Partners advises individuals, pension/profit-sharing plans, and businesses with financial planning, asset management, and retirement consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and offers clients flexible investment and billing options.

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.

John Cheshire III is a financial advisor at Asio Capital, LLC with 12 years of industry experience. Before joining Asio Capital in 2018, he worked for Dividend Assets Capital, LLC from 2014 to 2018. He holds Series 63 and Series 65 licenses and serves on the board of Kentucky Retirement Systems, assisting with oversight of the retirement system. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets for around 280 client relationships. The firm offers individualized portfolio management for both non-high-net-worth and high-net-worth individuals, retirement plan sponsors, and participant account services through a third-party platform, using a fundamental analysis-driven investment process overseen by an Investment Committee.

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.

Coleman Whitmill is a financial advisor at FWG Investments, LLC with a Series 65 credential and one year of industry experience. Prior to joining FWG Investments, he worked at Witt Financial Group and has been involved with the University of Kentucky in various roles. Outside of finance, he has experience working at Bear Trace at Cumberland Mountain Golf Course and Stone Memorial High School. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm uses model-driven investment strategies and offers a range of services including retirement, tax, and real estate planning, supported by ongoing portfolio monitoring and client education initiatives.