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 industry experience, currently serving as a financial advisor at FourStar Wealth Advisors, LLC. Prior to joining FourStar in 2024, he worked at LPL Financial for one year and spent ten years at Edward Jones. FourStar Wealth Advisors provides investment management, comprehensive financial planning, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management using mutual funds, ETFs, individual securities, options, and independent managers, combining fundamental and technical analysis tailored to clients’ risk tolerances and objectives.

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.

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 Private Client Services, Kestra Advisory Services, Kestra Investment Services, Fifth Third Bank, and Fidelity Investments. AssuredPartners Investment Advisors provides portfolio management, financial planning and consulting, 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 offers both discretionary and non-discretionary portfolio management using model and custom portfolios, serving clients through a nationwide team of advisors.

Jacob Buckley is a financial advisor with On Investment Management CO in Lexington, KY, holding Series 65 and Series 63 licenses and eight years of industry experience. He previously worked at Family Financial Partners and Spectrum Financial Alliance. Outside of advisory work, Buckley owns New Beginnings Divorce Financial Solutions LLC, which provides neutral divorce financial planning. ONIMCO is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary programs and maintains a dual-registration model with broker-dealer activities.

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 with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Keystone since 2014 and has also worked at LPL Financial LLC since 2008. Outside of his advisory role, he offers non-variable insurance products, including a funeral expense trust through NGL Life Insurance. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm provides asset management, financial planning, retirement-plan consulting, and fiduciary management services, leveraging model portfolios, third-party managers, and technology-driven platforms to manage approximately $1.86 billion in assets across more than 6,400 clients.

Ryan Petrunyak is a financial advisor with On Investment Management Company in Lexington, KY, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at O.N. Investment Management Company since 2025 and has been affiliated with related firms including The O.N. Equity Sales Company and Ohio National Financial Services since 2020. Outside his advisory work, he hosts the In My Day Podcast, which covers general financial topics. On Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, utilizing both discretionary and non-discretionary investment programs.

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 designations. Prior to joining Wedbush Securities in 2024, he worked at Bank of America, Merrill, LPL Financial, and Citizens National Bank. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering both brokerage and SEC-registered investment advisory services across multiple asset classes and capital markets functions. The firm combines broker-dealer operations with custody, clearing, and prime services, supporting a range of managed account and commission-based arrangements.

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 a Series 66 designation and has three years of industry experience. His prior work includes roles at LPL Financial LLC, Fifth Third Bank, and the University of Kentucky. Davis also operates Davis Advising LLC, a separate business entity for tax and investment purposes. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm uses a mix of in-house model portfolios, third-party managers, and technology-driven programs to deliver both discretionary and non-discretionary portfolio management.

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.

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.