FWG Investments, LLC

Jeffrey Sheppard is a Series 65-licensed financial advisor with FWG Investments, LLC in Lexington, KY, where he has worked since 2016. He has seven years of industry experience and is also affiliated with Family Wealth Group. Outside of finance, he is involved in retail ice cream shops under Daddy Yo’s Frozen Desserts and owns a commercial real estate rental business through Jeff Sheppard Apparel LLC. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies and sub-advisory arrangements to manage portfolios with a focus on growth and dividend income.

Ashton Lanham is a financial advisor at FWG Investments, LLC in Lexington, KY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Family Wealth Group and Transamerica Financial Advisors. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies overseen by professionals and executed through sub-advisers. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning, and supports clients with account establishment via the Fidelity Institutional Wealth Program.

Donald Bentley is a financial advisor at FWG Investments, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FWG Investments since 2016. Prior to that, he was affiliated with Family Wealth Group, LLC and Global Financial Private Capital, LLC. Outside of advisory work, Bentley is a co-owner of R&D Lots, LLC, which involves buying and selling residential lots. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven, discretionary strategies and offers services covering investment planning, retirement, insurance, tax, education, and real estate planning.

Coleman Whitmill is a financial advisor at FWG Investments, LLC with a Series 65 credential and one year of industry experience. Prior to joining FWG Investments, he worked at Witt Financial Group and has been involved with the University of Kentucky in various roles. Outside of finance, he has experience working at Bear Trace at Cumberland Mountain Golf Course and Stone Memorial High School. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm uses model-driven investment strategies and offers a range of services including retirement, tax, and real estate planning, supported by ongoing portfolio monitoring and client education initiatives.

Alexander Schnulo is a financial advisor with FWG Investments, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining FWG Investments in 2024, he worked at Northwestern Mutual in various roles from 2021 to 2024. Schnulo serves as Advisory Council President for The Salvation Army Boys & Girls Clubs of Charleston and as Chapter President of the BNI Power Chapter, engaging in nonprofit fundraising and business networking activities. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven strategies overseen by professionals and executed through sub-advisers, offering services that include investment planning, retirement, insurance, tax, education, and real estate planning.

Tina Culp is a financial advisor at FWG Investments, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Family Wealth Group since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors and Farmers National Bank. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven investment strategies overseen by professionals and executed by sub-advisers. The firm offers services including retirement, tax, education, and real estate planning, and supports clients through ongoing portfolio monitoring and educational workshops.

Jordan Short is a CFP® with eight years of industry experience, currently serving as an advisor at FWG Investments, LLC and Family Wealth Group, LLC since 2021. Prior to that, he worked at Investments & Financial Planning, LLC from 2017 to 2021 and was employed at Centre College from 2013 to 2017. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies overseen by professionals and executed by sub-advisers. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning, and supports clients through ongoing portfolio monitoring and educational seminars.

Edward Lockett is a financial advisor at FWG Investments, LLC with eight years of industry experience. He holds the Series 66 designation and has worked previously at firms including Thrivent Financial and Edward Jones. In addition to his advisory role, he serves as an elected State Representative for Kentucky’s 39th District. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients. The firm employs model-driven, discretionary investment strategies and offers services covering investment planning, retirement, insurance, tax, education, and real estate planning.

Sydney Millay is a financial advisor at FWG Investments, LLC in Lexington, KY, holding a Series 65 designation with three years of industry experience. Prior to joining FWG Investments, Sydney worked at Orange Theory Fitness and Northwestern Mutual. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven strategies and sub-advisory arrangements to manage portfolios through growth and dividend-income approaches. The firm offers a range of services including investment planning, retirement, insurance, tax, education, and real estate planning.