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 at Meridian Wealth Management, LLC in Lexington, KY, with 12 years of industry experience. He holds a Series 65 designation and has worked previously with Thoroughbred Diagnostics and Flowonix Medical Inc. Norden is also co-owner and operator of A&M Solutions LLC, a medical distribution business. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, focusing on IPS-driven, tailored advice with regular portfolio monitoring and rebalancing.

Hunter Nighbert is a Series 65-licensed financial advisor with 16 years of industry experience, currently with MCF Advisors, LLC since 2015. Prior to joining MCF Advisors, he worked at wealthMD Corporation from 2010 to 2015 and is affiliated with Aiden's Angels since 2010. He is also a licensed insurance agent providing support for life, health, disability, and long-term care insurance products. MCF Advisors is a multi-team SEC-registered advisory firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management services, discretionary portfolio management, and in-house tax, accounting, and CFO services, employing a tactical asset allocation approach and various third-party platforms for portfolio implementation and monitoring.

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® professional with 27 years of experience in the financial services industry. He has worked at MCF Advisors, LLC since 2017 and previously held roles at Morgan Stanley and Merrill. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers integrated wealth management services, including accounting, tax preparation, outsourced CFO services, and advisory roles for affiliated private funds.

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® and holds a Series 66 with six years of industry experience. He has worked at several firms, including FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University, and has been with MCF Advisors, LLC since 2021. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and advisory roles for affiliated private funds, utilizing a tactical asset allocation approach supported by third-party platforms and integrated cross-disciplinary client solutions.

George Barker is a Series 65-licensed financial advisor with MCF Advisors, LLC in Lexington, KY. He joined MCF Advisors in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for a diverse client base, including high-net-worth individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated services such as tax preparation, accounting, and outsourced CFO roles alongside investment advice.

Tyler Cleveland is a financial advisor with Advisory Services Network, holding a Series 65 designation and two years of industry experience. He previously worked at Acuity Wealth Management Advisors and Kring Ray Farley & Riddle PSC. Outside of advising, he has experience in event furniture and lounge rentals. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing diverse investment strategies tailored to clients' objectives and risk tolerances.

Shannon Christensen is a financial advisor with Ally Invest Advisors in Lexington, KY, holding a Series 66 designation and five years of industry experience. Prior to joining Ally Invest Advisors, Christensen worked at Raymond James Financial Services and Gratz Park Private Wealth. Outside of advisory work, Christensen supports customers at Ally Bank in a client service role focused on deposit products and account maintenance. Ally Invest Advisors serves a diverse retail client base, including individual and high-net-worth clients, offering discretionary portfolio management through automated and advisor-led services. The firm utilizes model portfolios grounded in Modern Portfolio Theory and combines passive and actively managed ETFs, with a distinctive integration of banking and brokerage services.

Todd Macaulay is a CFP® professional with 14 years of industry experience currently serving at Facet. His work history includes roles at Wrenne Financial Planning, University of Kentucky, Commonwealth Financial Network, Manulife Investment Management, John Hancock Investment Management, and Fidelity. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients across a wide range of wealth levels, utilizing technology-driven, model-based asset allocations primarily through ETFs. The firm emphasizes a flat subscription fee model and integrates planning through a multi-advisor platform.

Andrew Sathe is a Certified Financial Planner® with 16 years of industry experience. He is currently with MCF Advisors, LLC, where he has worked since 2010, including a tenure at Lion Street Financial from 2014 to 2017. He holds Series 63 and Series 65 licenses. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated accounting, tax, and CFO services, employing a tactical asset allocation approach supported by third-party platforms and tools.

Harrison Dean is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding a Series 65 license with three years of industry experience. Prior to joining MCF Advisors, he held positions at United Postal Service, The University of Toledo, Interfinish, Cooper Tire & Rubber Company, and worked in academic roles at Bowling Green State University and Rhodes State College. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated accounting, tax, and legal services, utilizing tactical asset allocation and third-party platforms to implement and monitor client portfolios.

Barry Cooper is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 license with 12 years of industry experience. He has been with Meridian Wealth Management since 2013. Outside of his advisory role, he serves as a board member of Kentucky Alpha Prison Ministries, a nonprofit focused on mentoring inmates and supporting their reintegration into society. Meridian Wealth Management, LLC is an SEC-registered advisory 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, employing tailored investment strategies that include equities, ETFs, mutual funds, fixed income, and alternative investments.

Leslie Rion is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with Meridian since 2015. Outside of advisory services, Leslie is involved in consulting and selling life and long-term care insurance products through Meridian Insurance LLC. Meridian Wealth Management, LLC 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 a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Peter Bryans is a CFP®, CFA®, and Series 65-registered advisor with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management, discretionary portfolio management, tax and accounting services, and coordinated business consulting, employing a tactical asset allocation approach supported by third-party platforms and tools.

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with MCF Advisors since 2005 and previously worked at Mid Central Financial Advisors, Inc. in 2003. MCF Advisors is a multi-team SEC-registered firm managing approximately $4.68 billion for individuals, small businesses, and pension plans. The firm employs a tactical asset allocation approach and offers a range of services, including wealth management, tax and accounting support, and outsourced CFO services.

Sean Lamanna is a CFP® professional with five years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to his advisory role, he worked at Conduent from 2015 to 2017. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for over 3,400 clients, including individuals, small businesses, and pension plans. The firm offers comprehensive wealth management and financial planning, discretionary portfolio management, and integrated accounting, tax, and CFO services, employing a tactical asset allocation approach supported by third-party platforms and cross-disciplinary solutions.

Benjamin Marrs Jr. is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Keeneland Association and The Jockey Club. Outside of advisory work, he serves as an ambassador for Southern Tide, engaging in promotional social media activities. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, emphasizing IPS-driven, tailored advice and routinely monitors and rebalances client accounts.

Robert Sathe is a Chartered Financial Consultant (ChFC®) with 26 years of industry experience. He has been with MCF Advisors, LLC since 2004 and previously worked at Mid Central Financial Advisors, Inc. from 2000 to 2004. Outside of advisory work, he serves on the board of directors for Corporex Family of Companies, a commercial real estate firm, and is a member of Roebling Capital Partners, a private placement entity. MCF Advisors is a multi-team firm managing approximately $4.68 billion for individuals, small businesses, pension plans, and pooled investment vehicles. The firm offers comprehensive wealth management, discretionary portfolio management, and integrated tax and accounting services, using a tactical asset allocation approach supported by third-party platforms and cross-disciplinary consulting.