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.

Jeremy Chase is a Series 66-credentialed financial advisor at Meridian Wealth Management, LLC with 16 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and J.J.B. Hilliard, W.L. Lyons, LLC. Outside of his advisory work, he is involved in racehorse ownership. 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, focusing on IPS-driven, tailored advice and routinely monitored portfolios using a broad range of investment strategies.

Robert May is a Series 63 licensed financial advisor at Jaffe Tilchin Investment Partners, LLC with 35 years of industry experience. He previously worked at Trent Capital Management for 35 years before joining his current firm in 2025. Jaffe Tilchin Investment Partners serves both individual and institutional clients, providing investment advisory, financial planning, and institutional consulting services. The firm offers discretionary and non-discretionary account management, private placement due diligence, and operates a pooled investment vehicle with performance-based fees.

Jason Veinot is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including prior roles at Enhanced Capital, BrokersXpress, and Ameritas Investment Company. He is also licensed as an independent insurance agent and serves as president of Veinot & Associates, Inc., which provides fixed insurance products. Advisory Services Network offers investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent adviser representatives. The firm provides a range of portfolio management, financial planning, and consulting services, utilizing diversified investment strategies tailored to clients’ objectives and risk tolerances.

Susan Potter is a financial advisor at Truist Advisory Services with 15 years of industry experience. She holds a Series 66 designation and has worked within various Truist and BB&T entities since 2010. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm offers a range of services including asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing both discretionary and non-discretionary approaches supported by third-party platforms and AI-enabled research tools.

Christopher Brasher is a Series 65-licensed financial advisor with Creative Planning in Lexington, KY, where he has worked since 2014. He has eight years of industry experience. Outside of his advisory role, he owns and oversees an e-commerce business operating on the Walmart platform. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning-led investment approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and affiliated non-investment businesses such as an affiliated law firm and trust company.

Michael Esenbock is a financial advisor at Commonwealth Financial Network with 17 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Morgan Stanley, Bank of America, Merrill Lynch, Transamerica Capital Inc, Amerisave, and Tata Consultancy Services. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Kyle Kinzig is a financial advisor with FIFTH THIRD SECURITIES, Inc. in Lexington, KY, holding Series 63 and Series 65 designations and 14 years of industry experience. He has been with Fifth Third Securities since 2011 and FIFTH THIRD BANK since 2010. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate and business clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account programs combining third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, and is notable for its municipal-advisor registration and affiliation with Fifth Third Bank.

Travis Christian is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fifth Third Securities since 2024, following five years at Fifth Third Bank and nine years at Joseph A Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and combines third-party portfolio managers, strategist portfolios, and advisor-managed sleeves, with features such as direct indexing and tax-overlay services.

Lawrence Bender Jr. is a financial advisor with Truist Advisory Services in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously spent seven years at BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of discretionary and non-discretionary management strategies, supported by AI-enabled research tools and inter-affiliate integration with Truist’s broader financial services.

Ryan Butler is a financial advisor with Eagle Strategies (NY Life) based in Lexington, KY. He holds Series 63 and Series 65 licenses and has five years of industry experience. His prior work includes roles with NYLIFE Securities LLC, New York Life Insurance Co., Zyla Life Sciences, Benco Dental Company, and Enterprise Rent-A-Car. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, with a substantial portion of assets managed on a non-discretionary basis.

Rowena Ruff is a financial advisor at Independent Advisor Alliance, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial, LLC and Traditional Bank. She is involved with Cadence Investments, LLC, a business entity established for tax purposes. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to brokerage services through LPL Financial and advanced technology platforms for portfolio management and estate planning.

Anthony Pooler is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014, with an additional year at OneAmerica Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.

David Claytor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Fifth Third Securities, Inc. and Fifth Third Bank in Lexington, KY. His prior work includes roles at Thrivent Financial and experience in both academic and corporate settings. Fifth Third Securities, Inc. serves individual and institutional clients through investment advisory and brokerage services, offering a variety of program types via its Passageway Managed Account platform. The firm operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, managing approximately $10.9 billion in assets.

Christian Erickson is a financial advisor at Independent Advisor Alliance, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with firms including Citigroup Global Markets, Morgan Stanley, Russell Capital Management, LLC, LPL Financial, and Independent Financial Partners. Outside of his advisory work, Erickson is a co-owner of a vacation home in Sun Valley, Idaho. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, wealth coaching, and retirement plan consulting. The firm combines a network model of independent advisory representatives with access to third-party managers and technology platforms to deliver a range of portfolio management and planning services.