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.

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.

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.

Kyle Davis is a financial advisor with Beacon Global Advisor Network, LLC in Lexington, KY. He holds Series 63 and Series 65 designations and has one year of experience in the financial industry. Prior to joining Beacon, he has worked at Aerotek since 2013, where he currently serves as Practice Lead. He is also 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, offering asset management, financial planning, retirement consulting, and specialized pension advice for U.K. expatriates. The firm customizes portfolios using a range of third-party models and investment vehicles, often managing accounts on a discretionary basis through unified managed account platforms.

Cody Smith is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and IronGuide LLC. 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, managing most client relationships on a discretionary basis with a strategy guided by investment policy statements.

Shawn Defoe is a financial advisor at Meridian Wealth Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Integrity Financial, LLC for 16 years. He is also an independent insurance agent for various independent insurance companies. 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 portfolio management, financial planning, and retirement-plan services, utilizing a network model with both employee and independent contractor advisors.

Peter Mcfarland is a financial advisor at Meridian Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for UBS Financial Services Inc. from 2013 to 2023. Outside of his advisory role, he is involved in race horse ownership and racing. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and conducting regular portfolio reviews.