Rex Yantz is a financial advisor at Keystone Financial Group, LLC, holding a Series 65 designation with one year of industry experience. He previously attended Transylvania University and was a student for six years prior to that. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm uses a combination of in-house models, third-party managers, and platform-based programs to offer discretionary and non-discretionary portfolio management, leveraging technology and a multi-team structure to serve a broad client base.

Evan Boling is a CFP® with four years of industry experience, currently affiliated with StoneX Advisors Inc. He has held roles at IM Wealth Partners, LPL Financial, and Northwestern Mutual, among others. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services through a combination of independent advisors and an in-house Private Client Group. The firm employs multiple investment platforms and strategies, including proprietary models and third-party money managers.

Andrew Durant is a Series 65-licensed financial advisor with one year of industry experience, currently with BlueSpring Wealth Management, LLC. His prior roles include positions at Kestra Financial Inc., Joule Financial, LLC, and Storage Asset Management, as well as academic work at the University of Kentucky. BlueSpring Wealth Management serves a range of clients including individuals, business owners, and pension plans, providing investment management, financial planning, and retirement plan consulting. The firm uses a customized investment process overseen by an Investment Committee and offers specialized strategies such as option overlays and hedging for concentrated positions.

James Morrison is a financial advisor at Keystone Financial Group, LLC with 36 years of industry experience. He holds a Series 63 designation and has been with Keystone and LPL Financial since 2014. He is also involved with Town Square Investments, a business unrelated to investment advisory. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, and trusts. The firm employs a multi-team approach, utilizing a combination of in-house portfolios, third-party managers, and technology-driven solutions supported by LPL’s Strategic Wealth Management platform.

Gregory Couch is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with Meridian since 2009. Outside of advisory work, he serves on the boards of several nonprofit and agricultural organizations and manages private aviation ventures. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, and retirement-plan services using a variety of investment strategies tailored to client risk profiles.

Andrew Buchanan is a financial advisor at AssuredPartners Investment Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Kestra Advisory Services, Fifth Third Bank, and Fidelity Investments. 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.

Jacob Buckley is a financial advisor with ON Investment Management Company, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. He previously worked at Family Financial Partners and Spectrum Financial Alliance. Buckley is also the owner of New Beginnings Divorce Financial Solutions LLC, which provides neutral divorce-related financial planning. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm employs a dual-registration model, offering both discretionary and non-discretionary investment solutions through third-party programs and affiliated broker-dealer activities.

Jason Totedo is a CFA® charterholder with 21 years of industry experience. He is currently an advisor at Meridian Wealth Management, LLC, where he has worked since 2026. His prior experience includes roles at Mutual Advisors, LLC and Ameriprise Financial Service, Inc. Outside of his advisory work, Mr. Totedo is involved as a ski instructor with a nonprofit ski school. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning services, emphasizing IPS-driven, tailored advice primarily managed on a discretionary basis using a range of investment strategies including equities, ETFs, and fixed income.

Eddie Cox is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 63 designation and 25 years of industry experience. He has been with Keystone since 2014 and also has a longstanding affiliation with LPL Financial LLC since 2009. 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 range of model portfolios, third-party managers, and technology-driven solutions to deliver scalable portfolio management and retirement-plan consulting.

Thomas Poskin is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with 11 years of industry experience. He has been with Meridian since 2013. Outside of his advisory role, he serves as a board member for Fayette Alliance, a nonprofit focused on land use advocacy, and Lexington Challenger Tennis Charity, which promotes a USTA pro tennis tournament. 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 clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services using a variety of investment vehicles and conducts regular portfolio reviews.

Michael Kretz is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Keystone since 2014, with prior experience at LPL Financial and Edward Jones. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm combines discretionary and non-discretionary portfolio management using a mix of in-house models, third-party managers, and technology-driven platforms.

Ryan Petrunyak is a financial advisor with ON Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at ONIMCO and its affiliates since 2020 and has prior experience in hospitality and management roles. Outside of his advisory work, he hosts the "In My Day Podcast," which covers general financial topics without investment recommendations. ON Investment Management Company is a multi-team firm serving individuals, families, trusts, charitable organizations, businesses, and plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers access to third-party investment programs and manages assets through a combination of discretionary and non-discretionary advisory relationships.

James Schwendeman is a CFP® and ChFC® with nine years of industry experience, currently serving as a financial advisor at Ritholtz Wealth Management since 2023. He previously worked at Nationwide Investment Services Corp, Fifth Third Securities, and Fifth Third Bank. Ritholtz Wealth Management serves individual and institutional clients, including high-net-worth individuals, retirement plans, and trusts, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a goal-based investment process centered on asset allocation and behavioral finance, utilizing diversified low-cost ETFs, tactical overlays, structured products, and alternative investments, alongside digital platforms for automated risk profiling and tax-loss harvesting.

James Moore is a financial advisor at Wedbush Securities Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously been affiliated with Bank of America, Merrill, LPL Financial, and Citizens National Bank. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets solutions. The firm supports discretionary and non-discretionary portfolio management and administers various managed account programs through its asset management group.

Jordan Wilson is a CFP® with 14 years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC. His prior roles include positions at Baird and Truist Advisory Services. He is a board member of Junior Achievement of the Bluegrass, a nonprofit focused on promoting entrepreneurship and business knowledge among K-12 students. 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 clients. The firm offers tailored portfolio management, financial planning, and retirement-plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Brian Davis is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds the Series 66 designation and has four years of industry experience. Prior to joining Keystone, he worked at LPL Financial LLC, Fifth Third Bank, and also has experience as a self-employed advisor and in construction. Davis is also registered as a notary and operates a separate business entity, Davis Advising LLC, for tax and investment purposes. Keystone Financial Group provides investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team model with 33 advisors, managing over $2.3 billion using a blend of discretionary and non-discretionary strategies, including in-house models, third-party managers, and technology-driven platforms.

Amy Spivey is a financial advisor at Keystone Financial Group, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank, N.A. Amy is co-owner of two non-investment related businesses, Crown Oilfield Services, Inc. and COSI, LLC. Keystone Financial Group serves individual investors, retirement plans, trusts, estates, and business entities by providing asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm integrates program-based solutions and technology to deliver portfolio management across a large client base through multiple platforms and third-party managers.

Kenneth Swansegar is a financial advisor with Capital Analysts in Lexington, KY, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor and third-party manager arrangements.

James Reitenbach is a financial advisor with Keystone Financial Group, LLC in Lexington, KY. He holds Series 65 and Series 66 licenses and began his advisory career in 2025 after nine years at Toyota Motor Corporation. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines asset management, financial planning, and fiduciary services with a technology-driven delivery model, supporting a high client-to-advisor ratio through program-based solutions and third-party managers.

Sean Melican is a financial advisor with Keystone Financial Group, LLC, holding a Series 66 designation and six years of industry experience. His career includes roles at LPL Financial, Lincoln Investment Planning, Ameriprise Financial Services, and prior to finance, he worked at Frank Otte Nursery. Outside of his advisory work, he is a co-owner of SandS Shipping in Louisville, 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, and fiduciary management, utilizing a combination of model portfolios, third-party managers, and technology-driven solutions to manage approximately $1.86 billion in assets across over 6,400 clients.