Gregory Couch is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with Meridian since 2009. Outside of advisory work, he serves on the boards of several nonprofit and agricultural organizations and manages private aviation ventures. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, and retirement-plan services using a variety of investment strategies tailored to client risk profiles.

Thomas Poskin is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with 11 years of industry experience. He has been with Meridian since 2013. Outside of his advisory role, he serves as a board member for Fayette Alliance, a nonprofit focused on land use advocacy, and Lexington Challenger Tennis Charity, which promotes a USTA pro tennis tournament. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services using a variety of investment vehicles and conducts regular portfolio reviews.

James Schwendeman is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. He previously worked at Nationwide Investment Services Corp, Fifth Third Securities, and Fifth Third Bank. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, utilizing diversified low-cost ETFs, tactical overlays, structured products, and alternative investments, alongside digital platforms for automated risk profiling and tax-loss harvesting.

James Moore is a financial advisor at Wedbush Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Wedbush Securities in 2024, he worked at Bank of America, Merrill, LPL Financial, and Citizens National Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and capital markets functions. The firm combines broker-dealer operations with custody, clearing, and prime services, supporting a range of managed account and commission-based arrangements.

Jordan Wilson is a CFP® with 14 years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC. His prior roles include positions at Baird and Truist Advisory Services. He is a board member of Junior Achievement of the Bluegrass, a nonprofit focused on promoting entrepreneurship and business knowledge among K-12 students. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Karen Mcintyre is a financial advisor at Meridian Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at Unified Trust Company for nine years. Outside of her advisory role, she serves as treasurer for the Kentucky Craft History & Education Association, a nonprofit focused on conserving the history of crafts in Kentucky. Meridian Wealth Management is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

James Downing is a CFP® with 14 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Baigin Reynolds is a Series 66-licensed advisor at Meridian Wealth Management, LLC with four years of industry experience. Prior to joining Meridian Wealth Management in 2024, he worked at Merrill and the Teacher Retirement System of Texas. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services, focusing on IPS-driven, tailored advice primarily using equities, ETFs, mutual funds, fixed income, and selective alternative strategies.

David Dowell is a financial advisor at Meridian Wealth Management, LLC with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at APW Capital, Inc. and Russell Capital Management, Inc. Outside of his advisory role, he serves as an executor and trustee overseeing estate investments and administration. Meridian Wealth Management is an SEC-registered firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and retirement-plan services, utilizing a mix of equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and periodic reviews.

Jeffrey Jennings is a CFP® professional with 16 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2012. He holds a Series 66 license and operates out of Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to clients’ goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

William Montell is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, with 11 years of industry experience. He has been with Meridian since 2017 and previously worked at Farmers National Bank of Danville, N.A. from 2015 to 2017. Montell holds the Series 65 and Series 66 licenses. Outside of his advisory role, he is the managing member of Spalding Smails Consulting LLC, a consulting business focused on identifying and introducing potential customers to product suppliers. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, utilizing an IPS-driven approach with a range of investment strategies overseen by a network of investment adviser representatives.

Richard Broadbent V is a CFP® professional with five years of industry experience, currently serving at Meridian Wealth Management, LLC. His prior experience includes roles at Kentucky Bank and WealthSouth. He is a board member of Ronald McDonald House Charities of the Bluegrass, a nonprofit organization supporting programs for children and families in medical need. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services, employing tailored investment strategies and ongoing portfolio monitoring.

Patricia Breeze is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Meridian Wealth Management, LLC. She previously worked at Accurate Wealth Management, LLC and SeaCure Advisors LLC. Breeze is the managing member of Breeze Financial LLC, an insurance and employee benefits company, and serves as a board member of the Center for Women, Children, and Families, where she provides insurance solutions. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, delivering IPS-driven, tailored advice primarily on a discretionary basis using a range of investment strategies.

Charles Norden is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation and 11 years of industry experience. Prior to his current role, he worked at Flowonix Medical Inc and Thoroughbred Diagnostics. Outside of advising, he co-owns and operates A&M Solutions LLC, a medical distribution business. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension plans, charitable organizations, and businesses, offering portfolio management, financial planning, and retirement-plan services. The firm employs a tailored investment approach using equities, ETFs, mutual funds, fixed income, and alternative investments, with ongoing monitoring and a network model that includes both employees and independent contractors.

Hunter Nighbert is a financial advisor at MCF Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with MCF Advisors since 2015. Outside of his advisory role, he is a licensed insurance agent supporting life, health, disability, and long-term care insurance products. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Jacob Tamme is a financial advisor at Meridian Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Meridian since 2019. Outside of advising, he is co-owner of Fieldstone Properties, LLC and Tamme Valley Farm, LLC, and serves as a board member for Champions Blue, a University of Kentucky athletics organization. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and retirement-plan services using a range of investments and employs a network model that includes both employees and independent contractors.

Stephen Wright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to joining MCF Advisors, he worked at Morgan Stanley in various capacities from 2009 to 2017, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Ricky Fisher is a financial advisor with WesBanco Securities, Inc. in Lexington, KY, holding Series 63 and Series 66 licenses and having 17 years of industry experience. He has worked at WesBanco Trust Investments since 2025 and WesBanco Securities since 2024, following eight years at Nancy Barron & Associates, Inc. WesBanco Securities, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers customized financial planning and portfolio management through non-discretionary wrap accounts and access to externally managed portfolios, emphasizing tailored investment strategies based on client objectives and risk tolerance.

Matthew Rose is a CFP® professional with six years of industry experience. He is currently with MCF Advisors, LLC, where he has worked for five years. His prior experience includes roles at FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University. MCF Advisors serves individual and institutional clients with wealth management, financial planning, portfolio management, and various non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy emphasizing risk management and offers discretionary management through third-party platforms.

George Barker is a financial advisor at MCF Advisors, LLC, holding a Series 65 designation. He joined the firm in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.