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.

Ronald Ridings Jr. is a CFP® professional with four years of industry experience, currently with MCF Advisors, LLC. He has previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. MCF Advisors is a multi-team, SEC-registered advisory firm managing approximately $4.68 billion for around 3,440 clients. The firm serves individuals, small businesses, pension plans, and pooled investment vehicles, offering comprehensive wealth management, discretionary portfolio management, and integrated tax, accounting, and CFO services.

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® affiliated with Advisory Services Network, based in Lexington, KY, with 11 years of industry experience. His prior roles include positions at Wealth Management Advisors and Kring Ray Farley Riddle, PSC. In addition to his advisory work, Vaughn operates Vaughn Hall, PLLC, a CPA and accounting firm. Advisory Services Network provides comprehensive investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning solutions tailored to clients’ objectives and risk tolerances.

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 Jr. is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with MCF Advisors in various capacities since 2004. Outside of his advisory role, Harris serves as chairman of Seven Stones Farm, LLC, and holds board positions with Worldwide Equipment Enterprises, Inc. and the University of Pikeville. MCF Advisors is a multi-team, SEC-registered firm managing approximately $4.68 billion for around 3,440 clients, including individuals, small businesses, and pension plans. The firm employs a tactical asset allocation strategy and integrates investment management with accounting, tax preparation, CFO services, and affiliated private fund advisory.

Louis Haggin IV is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding a Series 63 designation and bringing 37 years of industry experience. Prior to joining Sunbelt Securities in 2019, he spent 29 years with Lexington Investment Company, Inc. He is associated with LexInvest Wealth Advisors, a DBA under Sunbelt Securities. Sunbelt Securities, Inc. provides investment advisory and related services to individual, including high-net-worth, and institutional clients through a network of investment adviser representatives. The firm offers a range of portfolio management approaches and financial planning services, including wrap-fee programs and third-party money manager referrals.

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 Company in Lexington, Kentucky, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Ohio National Financial Services and The O.N. Equity Sales Company since 2015, and previously at IFS Financial Services and Touchstone Securities, Inc. He is also the owner of Envisage Wealth Advisors LLC. ON Investment Management Company is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, providing financial planning, portfolio management, and retirement-plan advisory services to a wide range of clients, including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model with broker-dealer activity.

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.

Phillip Elliott is a financial advisor with Sunbelt Securities, Inc. in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously worked at Lexington Investment Company for 14 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 through a network of investment adviser representatives. The firm offers portfolio management, financial planning, and access to third-party money managers, with a focus on discretionary account management.

Casey Bright is a CFP® with 12 years of experience in the financial industry. He is currently with FourStar Wealth Advisors, LLC and previously worked at LPL Financial and Edward Jones. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, discretionary portfolio management, and retirement-plan consulting, using a combination of fundamental and technical analysis to tailor portfolios primarily on a discretionary basis according to client risk tolerance and time horizon.