Zackary Wallace is a CFP®-certified financial advisor with 11 years of industry experience, currently serving at ABRI LLC since 2021. Prior to joining ABRI, he worked at Northwestern Mutual in various capacities from 2015 to 2021. Outside of financial advising, he holds an executive leadership role in a Lexington-based roofing company. ABRI LLC serves primarily individual and high-net-worth households, offering wealth management, discretionary investment management, financial planning, and retirement plan consulting. The firm uses individualized and strategic asset allocation approaches with proprietary model portfolios and integrates financial planning into client engagements.

Jason Ayers is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at Asio Capital, LLC and has previous experience at Stock Yards Bank & Trust, Community Trust Bank, and Progressive Insurance. Asio Capital is an SEC-registered advisory team managing approximately $805 million in discretionary assets for around 280 client relationships. The firm provides customized portfolio management for individuals and retirement plan sponsors, utilizing fundamental analysis and an Investment Committee to oversee portfolio construction and ongoing monitoring.

Derek Merkler is a CFP® with nine years of industry experience, currently serving as an advisor at Nectarine. His prior work history includes roles at Trophy Point Financial Planning, LLC, XYPN Invest, Greenheck Group, Borg Warner, Parsonex Advisory Services, Inc., and eight years in the U.S. Army. Outside of financial advising, he manages a thoroughbred horse breeding and racing operation through Trophy Point Thoroughbreds, LLC. Nectarine serves individual and high-net-worth clients by providing consultative financial planning through a fee-for-service model. The firm emphasizes long-term asset allocation using low-cost, index-based funds and offers a proprietary financial-aggregation app, with advice focused on planning topics rather than portfolio management.

Austin Flatt is a financial advisor at First Kentucky Securities Corporation with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at First Kentucky Securities since 2018. Prior to that, he was employed at the University of Kentucky and Challenger. Flatt also operates a business under the name H2F. First Kentucky Securities Corporation serves a diverse client base including individual investors, pension plans, charitable organizations, and government entities. The firm offers a range of services such as portfolio management, financial planning, municipal advisory, and institutional equity research, combining investment advisory and broker-dealer capabilities.

Matthew Stockham is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 credential and 20 years of industry experience. He has been with Meridian since 2015. Outside of his advisory role, he serves as vice president on the board of directors for Southeastern Cal Ripken, a local youth baseball league, and is an assistant baseball coach at Sayre School. Meridian Wealth Management, LLC 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, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternatives.

Jonathan Upton is a CFP® professional with 22 years of experience in the financial services industry. He has worked with LPL Financial, LLC and Lamkin Wealth Management before joining Keystone Financial Group, LLC in 2024. Upton also maintains a personal LLC for tax purposes. 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 services through a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial platforms.

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.