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 provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm offers both discretionary and non-discretionary portfolio management, including the selection and monitoring of third-party managers, and serves clients through a multi-office national presence with specialized plan fiduciary and third-party administrator capabilities.

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 at On Investment Management CO with Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, and Spectrum Financial Alliance. He is also a member of Annual Retirement Review, LLC, a marketing company focused on generating leads for financial advising services. On Investment Management CO is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary management through third-party investment programs and advisory relationships.

Venkata Alluri is a financial advisor at Wedbush Securities Inc. with eight years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and as a self-employed advisor at Arks Capital LLC. Wedbush Securities serves a diverse client base including individual investors, high-net-worth clients, foundations, and institutions, offering a range of brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, and capital markets. The firm manages approximately $5.68 billion in regulatory assets and provides both discretionary and non-discretionary managed account solutions alongside commission-based brokerage arrangements.

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 in Lexington, KY. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Prior to joining Meridian in 2020, he worked at Russell Capital Management, LLC for seven years. Outside of his advisory role, Justin serves on the boards of two local nonprofits focused on preserving regional heritage and supporting the Kentucky Horse Park. Meridian Wealth Management 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, using a tailored investment approach based on client profiles and ongoing portfolio monitoring.

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.