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.

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.

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.

Jayme Nelson is a financial advisor with Keystone Financial Group, LLC, holding a Series 66 designation and seven years of industry experience. Prior to joining Keystone and LPL Financial in 2024, Jayme worked at Edward Jones for six years and spent thirteen years at Janssen Biotech, a division of Johnson & Johnson. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm combines model portfolios, third-party managers, and advisor-led implementation, leveraging technology and custodial relationships to manage approximately $1.86 billion in assets across more than 6,400 clients.

Lauren Hazard is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years before joining Meridian in 2023. 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, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and alternative investments.

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.

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.

Brent King is a financial advisor with Archer Investment Corporation, holding a Series 65 designation and over one year of industry experience. He has a background in accounting, operating Brent R King CPA PLLC since 2006 and previously working at Commonwealth Kentucky for 19 years. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies, emphasizing diversified allocations and regular account reviews.

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.