Adam Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Keystone and LPL Financial since 2014. Outside of advisory work, he is involved in automobile restorations through Simple & Rich LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses, providing asset management, financial planning, and fiduciary services. The firm utilizes technology and multiple LPL-sponsored platforms to deliver scalable portfolio management and integrates program-based solutions with traditional advisory services.

Joel Godby is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Keystone since 2017 and has prior experience with LPL Financial Services and Traditional Bank. Godby is also involved as a silent partner in an insurance agency. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management, utilizing a mix of model portfolios, third-party managers, and technology-driven solutions to support a high client-to-advisor ratio.

Tyler Bailey is a financial advisor at Meridian Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Meridian since 2016. Outside of his advisory role, he serves as president of Bailey Capital, LLC, a non-investment related business entity. 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, delivering tailored, IPS-driven advice and managing most client relationships on a discretionary basis.

Andrew Mason is a CFP® currently with Ritholtz Wealth Management in Lexington, KY. He has one year of experience at Ritholtz and previously worked at American Trust Wealth for seven years. Ritholtz Wealth Management serves individual and institutional clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process focused on diversified, low-cost ETFs and behavioral finance principles, with additional digital platforms supporting model portfolio implementation and management.

Richard Slade is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Keystone since 2013 and also associated with LPL Financial since 2010. Outside of his advisory work, Slade owns and operates a farm business focused on hay and cattle. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led strategies supported by technology and custodial platforms.

Nicholas Newell is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining MCF Advisors in 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 individual client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Michael Heckert is a financial advisor with AssuredPartners Investment Advisors in Lexington, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Kestra Investment Services, Kestra Advisory Services, and Denham Blythe Co. Inc. He is a member and volunteer of MDRT, an independent association of financial services professionals and insurance brokers. AssuredPartners Investment Advisors offers portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets through a team of advisors and provides both discretionary and non-discretionary portfolio management, including ERISA plan services and participant education.

Suzanne Powell is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Meridian since 2016 and previously at Wells Fargo Advisors from 2012 to 2016. Powell serves as board chair of Arbor Youth Services, a nonprofit providing emergency shelter for minors, and is a contributing author of a book focused on financial education for women over 50. 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 a tailored investment approach with ongoing portfolio monitoring and reviews.

Dillon Harper is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Spectrum Financial Alliance. Outside of advising, he is involved with Annual Retirement Review, LLC, a marketing company that generates leads for financial advising services. ON Investment Management Company serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors by providing financial planning, portfolio management, and retirement-plan advisory services through a mix of discretionary and non-discretionary investment programs.

Venkata Alluri is a financial advisor at Wedbush Securities Inc. with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and operated his own firm, Arks Capital LLC. Wedbush Securities provides investment advisory and broker-dealer services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers a broad range of services such as wealth management, fixed income, commodities, and capital markets, with both discretionary and non-discretionary portfolio management.

Hunter Boyd is a financial advisor at Blueprint Financial Advisors with seven years of industry experience. He holds a Series 66 credential and has previously worked at Keystone Financial Group, LPL Financial, MML Investors Services, and MassMutual. Outside of his advisory role, Boyd has entrepreneurial experience with Boyd Orchards and Cheetah Clean Auto Wash. Blueprint Financial Advisors is an SEC-registered, multi-advisor firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets and employs a proprietary strategic-and-tactical investment framework that emphasizes price-driven trend-following and momentum rules across diversified global portfolios.

Justin Sautter is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Russell Capital Management, LLC for seven years before joining Meridian in 2020. Outside of his advisory role, he serves on the boards of two local nonprofits focused on equine heritage and historical preservation. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a variety of investment strategies.

James Young is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Keystone since 2017, with prior experience at LPL Financial LLC and Linsco Private Ledger Corp. Outside of his advisory role, he co-owns Young Brothers Farms LLC, a family farm established to protect inherited property. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.

Eugene Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Keystone Financial Group and affiliated with LPL Financial since 2014. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led strategies across multiple platforms to deliver continuous portfolio management, supported by technology and custodial relationships to scale its services.

Jenna White is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Greenbrier Golf and Country Club and Olive Garden. Outside of her advisory role, she serves as a brand ambassador for Goodboy Vodka, participating in golf sporting events during the summer. 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 discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and ongoing portfolio monitoring.

James Davis is a financial advisor at Meridian Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities for six to eight years. Outside of his advisory role, he serves as a board member and manager for Affirm, a nonprofit organization focused on serving women in crisis, and is also an author. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies and regularly monitors and rebalances accounts.

Gregory Smith is a CFP® professional with 40 years of industry experience, currently serving at Keystone Financial Group, LLC. He has been with Keystone since 2024 and also maintains a role at LPL Financial since 2010. Outside of his advisory work, he manages a walnut tree farm through Walnut Farm LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a technology-driven delivery model and a mix of model portfolios, third-party managers, and advisor-led implementation to manage approximately $1.86 billion in assets across more than 6,400 clients.

Brittany Manning is a CFP® professional with 11 years of experience in financial advising. She has been with MCF Advisors, LLC since 2012. 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, accounting, and estate planning support, tailoring investment strategies to client goals and risk tolerance through a tactical asset allocation process.

William Barczewski is a financial advisor at AssuredPartners Investment Advisors with one year of industry experience. He holds a Series 66 designation and has prior work history at FSM Wealth, Lowe's, and positions in education including at the University of Southern Indiana and Nashville schools. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and serves clients through a team of advisors across multiple offices.

Joseph Smith is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Keystone Financial Group, LLC and previously worked at Stratos Wealth Partners, Ltd., Horizon Wealth Management, LLC, and LPL Financial. He also provides financial planning and consulting services through Horizon Wealth Management, LLC. Keystone Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team approach, using a combination of in-house models, third-party managers, and technology-driven platforms to deliver portfolio management and supervisory services.