Ballast, Inc.

Trent Lakes is a CFP® with three years of industry experience, currently serving as a financial advisor at Ballast, Inc. in Lexington, KY. He has been with Ballast since 2022 and previously attended the University of Kentucky. Ballast, Inc. serves a diverse client base including individuals, high-net-worth clients, corporate entities, and retirement-plan sponsors, managing approximately $751 million through a team of eight advisors. The firm offers customized portfolio management and comprehensive retirement plan consulting, with a notable institutional footprint advising pension plans and governmental clients.

Cameron Hamilton is a CFP® and Series 66-registered advisor with Ballast, Inc. in Lexington, KY, bringing 11 years of industry experience. He previously worked at APW Capital, INC. for seven years and has been with Ballast since 2013. Outside of his advisory role, Hamilton serves on multiple nonprofit boards, including Life Plan of Kentucky, Ashland Terrace, and Bike4Alz, and owns a part-time BBQ business that donates its net profits to a charitable cause. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing a long-term investment approach tailored through fundamental and technical analysis. The firm manages over $625 million with a six-advisor team and offers plan-level advisory services, including ERISA Section 3(21) consulting for public-sector and municipal retirement plans.

John Boardman is a CFP® with 23 years of industry experience, currently serving at Ballast, Inc. since 2010. He previously worked at APW Capital, Inc. from 2010 to 2021. Outside of his advisory role, Boardman is an insurance agent specializing in fixed insurance products and serves on the boards of the Markey Cancer Foundation, Idle Hour Country Club (where he is also Treasurer), and The Lexington School Endowment Committee. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans. The firm employs a primarily long-term investment approach combined with both fundamental and technical analysis and offers plan-level advisory services, managing over $625 million with a six-adviser team.

Brian Burton is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Ballast, Inc. for the entirety of his career, currently working as part of their six-advisor team in Lexington, KY. Ballast, Inc. provides investment and planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes a long-term investment approach combined with fundamental and technical analysis, and it offers specialized services in retirement-plan consulting and participant advisory for public-sector and municipal plan sponsors.

Catherine Richmond is a Series 65-licensed advisor at Ballast, Inc. with one year of industry experience. Prior to joining Ballast, she spent ten years at Kaplan, Inc. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans. The firm emphasizes customized portfolios with a primarily long-term investment approach and offers plan-level consulting and participant advisory services, managing over $625 million with a six-advisor team.

Jeffrey Lehmann is a financial advisor at Ballast, Inc. in Lexington, KY, holding a Series 65 designation with four years of industry experience. Prior to joining Ballast, he worked at Russell Capital Management for five years. Ballast, Inc. serves individuals, corporations, charitable organizations, and retirement plans with investment management, financial planning, and consulting services. The firm employs a primarily long-term investment approach combined with fundamental and technical analysis, and it emphasizes plan-level advisory work, including ERISA Section 3(21) services for public-sector and municipal plans.

Andrew Reynolds is a CFP® professional with 16 years of experience currently serving at Ballast, Inc. He has worked at Ballast and APW Capital, Inc., and maintains an outside insurance business. Reynolds volunteers as a board member of the Blue Grass Community Foundation and serves on the University of Kentucky MBA Advisory Council, contributing to program development and candidate mentorship. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing a long-term investment approach combined with personalized client contact. The firm manages over $625 million with a team of six advisers and offers services including discretionary investment management, financial planning, retirement-plan consulting, and participant advisory services.

Frank Yozwiak is a CFP® and Series 65 licensed advisor with eight years of industry experience. He has worked at Ballast, Inc. since 2017 and previously at Stidham & Associates, P.S.C. from 2015 to 2017. Outside of his advisory role, he is a minority owner and consultant for Sorbothane, Inc. and Sorbo Holdings, LLC, both manufacturing businesses, and serves as vice president and finance committee member of the Park Early Childhood Center board. Ballast, Inc. provides investment and planning services to individuals, corporations, charitable organizations, and retirement plans, emphasizing customized portfolios with a long-term investment approach. The firm also specializes in plan-level advisory services for public-sector and municipal clients, managing over $625 million with a six-advisor team.