Alpha Financial Partners LLC

Aaron Ammerman is a financial advisor with Alpha Financial Partners LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. He serves on the boards of Asbury University, the Blue Grass Institute for Public Policy Solutions, and the Henry Clay Memorial Foundation. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program, managing client accounts on a discretionary basis with regularly monitored and tailored strategies.

Emily Nelson is a CFP® with three years of industry experience, currently serving at Alpha Financial Partners LLC. She previously worked at Sanctuary Advisors, LLC and MCF Advisors, LLC, and has experience in the equine industry, including positions at The Jockey Club and NYRA. Alpha Financial Partners LLC offers customized investment advisory and portfolio management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program and manages client accounts on a discretionary basis, employing strategies tailored to client goals and risk tolerance.

Evan Enerlich is a financial advisor with Alpha Financial Partners LLC in Lexington, KY, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Alpha Financial Partners, he worked in logistics and moving services, including roles at Corman Moving and Transportation and Total Quality Logistics. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, families, trusts, estates, businesses, and retirement plans. The firm sponsors its own wrap fee program, managing client accounts on a discretionary basis with a focus on ETFs and equities, and discloses its bundled fee structure and related conflicts of interest.

Joseph Fusco is a Series 65-registered advisor at Alpha Financial Partners LLC with one year of industry experience. Before joining Alpha Financial Partners, he worked at Peterson Law Office and has been involved with the Lexington Country Club since 2022, where he serves as a caddy. Alpha Financial Partners provides customized investment advisory and portfolio management services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing accounts on a discretionary basis through its proprietary wrap fee program.

Marc Cobane is a financial advisor at Alpha Financial Partners LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. and UBS Financial Services Inc. Outside of his advisory role, he spends a portion of his time involved in insurance sales. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and designs client strategies based on specific investment goals, time horizons, and risk tolerances, utilizing a broad range of investment instruments.

Gregory Turcotte is a CFP® with 16 years of industry experience, currently serving as an investment advisor representative at Alpha Financial Partners LLC and a registered representative at Purshe Kaplan Sterling Investments, Inc. He previously worked at UBS Financial Services from 2015 to 2020. Turcotte is involved in several nonprofit organizations, including serving on the boards of the Gilbert Bunnell Foundation and Refuge for Women, as well as holding the position of President-Elect on the Transylvania University Pioneer Club Advisory Council. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program, constructing client strategies based on individual goals, time horizons, and risk tolerance, utilizing a broad range of investment instruments.