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 in Lexington, KY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Private Client Services, FSM Wealth, and Lowes, as well as teaching positions at University of Southern Indiana and local schools. AssuredPartners Investment Advisors provides portfolio management, financial planning, consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities, managing several billion in discretionary assets through a multi-office team. The firm offers both discretionary and non-discretionary portfolio management using model and custom portfolios and provides plan fiduciary services alongside participant education.

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.

Ronald Ridings Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC. He previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers comprehensive wealth management, financial planning, and non-investment services including tax preparation and estate-planning support.

Abraham Kawaja III is a financial advisor at Meridian Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meridian since 2016. Outside of his advisory role, he serves as board chair of The Salvation Army of Central Kentucky, a charitable organization providing food and shelter to those in need. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on IPS-driven, tailored advice across a range of asset classes with routine monitoring and rebalancing.

Robert Bunting III is a financial advisor with BlueSpring Wealth Management, LLC in Lexington, KY, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kestra Financial Inc., Joule Financial, EMB Mortgage Group, Bluestone Title, and a period of self-employment. Vector serves individuals, business owners, trusts, estates, and retirement plans by offering discretionary and limited non-discretionary investment management, financial planning, and retirement plan consulting. The firm utilizes a customized investment process developed with clients through its Sojourn™ application and provides specialized strategies including custom option overlays and hedging for concentrated positions.

Jeremy Vaughn is a CFP® professional with 10 years of industry experience, currently affiliated with Advisory Services Network. His prior roles include positions at Vaughn Hall, PLLC, Wealth Management Advisors, and Kring Ray Farley Riddle, PSC. Outside of his advisory work, he is involved in accounting and tax consulting through his ownership and management of several CPA and accounting firms. Advisory Services Network serves individuals, families, corporations, charitable organizations, and retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting, utilizing a variety of strategies and investment vehicles to align portfolios with client objectives.

Richard Lyons is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2023. Lyons owns Lyonheart Landscaping Ministries LLC, a non-financial services business. Meridian Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

David Harris is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with MCF Advisors since 2004. Outside of his advisory role, Harris serves as chairman of Seven Stones Farm, a farming operation, and holds board positions with Worldwide Equipment Enterprises, a heavy trucks dealer, and the University of Pikeville. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Louis Haggin IV is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 36 years of industry experience. He worked at Lexington Investment Company, Inc. for 29 years before joining Sunbelt Securities in 2019. Sunbelt Securities serves a diverse client base including individual investors, charitable organizations, and corporate clients, managing approximately $2.0 billion across several thousand relationships. The firm provides portfolio management, financial planning, and consulting services primarily through its network of investment adviser representatives.

Mason Stockham is a CFP® with three years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC in Lexington, KY. He has worked at Meridian Wealth Management since 2021 and has prior experience in various roles including positions at Donatos, Grubhub, UberEats, and the University of Kentucky. Meridian Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities, 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 diversified set of investment strategies.

Grant Ostrander is a financial advisor at Keystone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked concurrently as Director of Operations in legal services at Harris Federal Law Firm since 2007. 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.

Timothy Jenkins is a CFP® professional with 20 years of experience in financial advising. He has been with Keystone Financial Group, LLC since 2014 and has also worked with LPL Financial LLC since 2008. Outside of his advisory work, he coaches youth soccer teams in Lexington, KY. 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, leveraging technology and program-based solutions to manage assets across multiple custodial platforms.

Rebecca Faulkner is a CFP® with four years of industry experience, currently advising at The Welch Group, LLC. Her background includes roles at T.D. Ameritrade and work at the University of Alabama. The Welch Group serves individual investors, trusts, business entities, and retirement plans, offering discretionary portfolio management, financial planning, and consulting services. The firm incorporates a mix of fundamental and technical analysis and provides family office–style and concierge services, emphasizing tailored portfolio design and ongoing supervision.

Christopher Watts is a financial advisor at Blueprint Financial Advisors in Lexington, KY, holding Series 63 and Series 65 credentials with 19 years of industry experience. His prior roles include positions at Maplewood Investments, Keystone Financial Group, and LPL Financial. Blueprint Financial Advisors is a multi-advisor firm providing portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in client assets using a proprietary strategic-and-tactical framework that integrates global diversification and trend-following investment rules.

Joseph Mc Farland is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Meridian, he held positions in the food service industry and attended The Ohio State University. 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 portfolio management, financial planning, and retirement-plan services, employing both fundamental and technical analysis with a tailored investment approach.

Jorgena Collias is a financial advisor at Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation with 16 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities, as well as service with Lexington Fayette Government. She has been with Keystone Financial Group since 2018. 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 services. The firm utilizes a combination of model portfolios, third-party managers, and technology-driven solutions to deliver portfolio management across multiple LPL-sponsored platforms.

Adam Howard is a financial advisor with On Investment Management CO in Lexington, KY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Ohio National Financial Services and related firms since 2015. Outside of his advisory role, he is the owner of Envisage Wealth Advisors LLC. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a combination of fee-based planning, access to multiple third-party investment programs, and retirement plan advisory services, with a majority of assets managed on a non-discretionary basis.

Donna Barnhill is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions with MSI Financial Group, Transamerica Financial Advisors, and One Life America, where she also engages in Medicare product sales. She is the owner of Bookworm Bookkeeping Services, LLC, which provides bookkeeping and payroll services. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, financial planning, and retirement plan advisory services through a network of independent investment adviser representatives. The firm employs a top-down, macroeconomic asset-allocation process and integrates alternative investments through platforms like CAIS.

Nathan Slyh is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Advisory Services Network since 2024. His prior experience includes roles at Wealth Management Advisors, Kring Ray Farley & Riddle PSC, and TIAA. Outside of advisory work, he is a member of Sagacity Holdings, LLC, a holding company based in Lexington, KY. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of over 240 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services using diverse securities and flexible engagement models.