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 at Dupree Financial Group, LLC in Lexington, KY, holding a Series 65 credential with one year of industry experience. Prior to joining Dupree Financial Group, he worked in various roles including positions at iHeart Media and multiple logistics companies. He was previously a 50% owner of SoYum Candle Company, LLC, a retail candle business that closed in 2025. Dupree Financial Group provides discretionary portfolio management and asset-management services to individuals, including high-net-worth clients, and institutional accounts, focusing particularly 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 investment management and retirement account administration rather than standalone financial planning.

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.

Darren Williams is a financial advisor at Wallace Hart Capital Management with two years of industry experience. He holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of finance, he coaches baseball seasonally at Sayre School in Lexington, KY. Wallace Hart Capital Management serves individual investors, retirement plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm focuses on fundamental analysis and employs a long/short equities strategy across mid- and large-cap companies, managing both individual accounts and private pooled funds.

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 financial advisor with Southland Equity Partners, LLC, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. He has worked with FSC Securities Corporation, VOYA Financial Advisors, Inc., and Ameriprise prior to joining Southland Equity Partners in 2014. Outside of his advisory role, Castillo serves as the head lacrosse coach at Douglass High School and is a board member of The Well of Lexington, a nonprofit supporting women affected by sex trafficking. Southland Equity Partners advises individuals—including high-net-worth clients—pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios tailored to client needs.

Evan Enerlich is a financial advisor with Alpha Financial Partners LLC in Lexington, KY, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Alpha Financial Partners, he worked in logistics and moving services, including roles at Corman Moving and Transportation and Total Quality Logistics. 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 a focus on ETFs and equities, and discloses its bundled fee structure and related conflicts of interest.

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.

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.

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.

Kristoffer Arnold is a CFP® with 25 years of experience in financial advising, currently serving at Van Leeuwen Retirement & Investment Services since 2017. He has also been affiliated with LPL Financial, LLC since 2001. Outside of his advisory work, he is involved with Elevate Land and Realty Group in North Carolina. Van Leeuwen Retirement and Investment Services provides financial planning and investment management focused on retirement decision-making. The firm primarily serves individual clients, including high-net-worth individuals and business owners, using an open-architecture Strategic Wealth Management approach with diversified asset allocation and portfolio management tailored to client objectives.

Joseph Kelsch is a CFP® and holds a Series 65 license, with 11 years of industry experience. He has been with E. S. Barr & Company since 2014. 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 follows a patient, research-driven fundamental value approach focused on intrinsic value and capital preservation, typically managing customized portfolios with individual equities and fixed-income securities.