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Hunter N

Series 65

Lexington, KY

MCF Advisors, LLC

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.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Jacob T

Series 65

Lexington, KY

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Stephen W

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

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.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Ricky F

Series 63, Series 66

Lexington, KY

Wesbanco Securities, Inc.

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.

Options & derivatives strategies Active portfolio management ESG / Sustainable investing
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Matthew R

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

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.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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George B

Series 65

Lexington, KY

MCF Advisors, LLC

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.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Tyler C

Series 65

Lexington, KY

Advisory Services Network

Tyler Cleveland is a financial advisor with Advisory Services Network holding a Series 65 designation and two years of industry experience. He has previously worked with Acuity Wealth Management Advisors and Kring Ray Farley & Riddle PSC. Outside of finance, he has experience in event furniture and lounge rentals. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of portfolio management and consulting services, employing diverse investment strategies and maintaining a large platform with over 200 advisors and more than $10 billion in discretionary assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Todd M

CFP®, Series 63, Series 66

Lexington, KY

Facet

Todd Macaulay is a CFP® with 13 years of industry experience, currently advising at Facet in Lexington, KY. His prior roles include positions at Facet Wealth, Wrenne Financial Planning, and the University of Kentucky. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm delivers holistic advice through a Total Financial Life Resources framework and uses discretionary asset-allocation programs primarily based on ETFs, with a focus on fixed subscription fees rather than percentage-based investment charges.

Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Retirement income strategy
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Andrew S

CFP®, Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Andrew Sathe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has worked at MCF Advisors since 2010, with a three-year period at Lion Street Financial, LLC from 2014 to 2017. 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 risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Harrison D

Series 65

Lexington, KY

MCF Advisors, LLC

Harrison Dean is a financial advisor at MCF Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining MCF Advisors in 2022, he held positions at the United Postal Service, The University of Toledo, and Cooper Tire & Rubber Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax and accounting/CFO capabilities and employs attorneys for estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Barry C

Series 65

Lexington, KY

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Leslie R

Series 63, Series 65

Lexington, KY

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Peter B

CFP®, CFA®, Series 65

Lexington, KY

MCF Advisors, LLC

Peter Bryans is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. 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, tailoring strategies to client goals and risk tolerance, and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Christopher C

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with MCF Advisors since 2005. 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 risk tolerance and offers in-house tax, accounting, and estate planning support alongside traditional advisory services.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Sean L

CFP®

Lexington, KY

MCF Advisors, LLC

Sean Lamanna is a CFP® professional with six years of experience at MCF Advisors, LLC, located in Lexington, KY. Prior to joining MCF Advisors, he worked at Conduent for two years. 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.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Benjamin M

Series 65

Lexington, KY

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Robert S

ChFC®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

Robert Sathe is a ChFC® credentialed financial advisor with 25 years of industry experience, currently serving at MCF Advisors, LLC since 2004. He holds board membership positions at Corporex Family of Companies, a commercial real estate firm, and is a member of Roebling Capital Partners, a private placement entity. 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 and offers a range of services including financial planning, portfolio management, tax preparation, and pension consulting.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Ben K

CFP®, ChFC®, Series 63

Lexington, KY

Harbour Investments, Inc.

Ben Kaufmann is a financial advisor with Harbour Investments, Inc. in Lexington, KY, holding the CFP® and ChFC® designations and possessing 47 years of industry experience. He has been with Harbour Investments since 2009 and is also owner of the Ben Kaufmann Agency, an independent insurance agency. Kaufmann serves as a director of the Bank of Hindman and is a board member providing business advice at UHAPS. Harbour Investments offers investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm employs a combination of fundamental and technical analysis to create customized portfolios using a range of investment instruments, with ongoing monitoring and periodic reviews.

Annuities Options & derivatives strategies
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William P

Series 65

Lexington, KY

Meridian Wealth Management, LLC

William Powell is a financial advisor at Meridian Wealth Management, LLC with seven years at the firm and two years of industry experience. He holds a Series 65 designation and previously worked at Integrity One Technologies - Xerox for five years. 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, delivering IPS-driven, tailored advice primarily on a discretionary basis across a range of asset classes.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Kyle D

Series 65, Series 63

Lexington, KY

Beacon Global Advisor Network, LLC

Kyle Davis is a financial advisor with Beacon Global Advisor Network, LLC in Lexington, KY, holding Series 65 and Series 63 credentials with one year of industry experience. He also holds a position as Practice Lead at Aerotek, a role he has maintained for over a decade. Kyle is a licensed insurance agent and occasionally offers clients insurance products. Beacon Global Advisor Network, LLC serves individuals, businesses, pension and profit-sharing plans, and trusts, providing customized asset management and financial planning services. The firm is noted for its formal pension-transfer services for U.K. nationals and operates as a network of independent advisory representatives offering layered service arrangements.

Wealth management Founder/Business Owner Expats
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