Lexington, KY Office

Jeffrey Sheppard is a financial advisor at FWG Investments, LLC with eight years of industry experience. He holds a Series 65 designation and has been with FWG Investments since 2016. Outside of advisory work, he is involved in retail ice cream shops through Daddy Yo's Frozen Desserts and is a member/owner of Jeff Sheppard Apparel LLC, a commercial real estate rental business. FWG Investments provides advisory services to individuals, trusts, small businesses, and retirement plans, offering financial planning and discretionary asset management. The firm uses a goals-based, household-level approach and supports clients with educational seminars and newsletters.

Ashton Lanham is a financial advisor at FWG Investments, LLC in Lexington, KY, holding a Series 66 designation with five years of industry experience. Prior to joining FWG Investments, he worked at Transamerica Financial Advisors and City of Lebanon. FWG Investments offers advisory services to individuals, trusts, small businesses, and pension plans, providing financial planning across investment, retirement, tax, insurance, education, and real estate topics. The firm employs a goals-based, household-level approach and uses model portfolios sub-advised by AE Wealth Management.

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.

Chase Rosche is a financial advisor at FWG Investments, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Independent Financial Partners, J. Hagan Capital, and Strategic Wealth Designers LLC. Before his financial advisory career, he worked in several other industries including hospitality and healthcare. FWG Investments provides advisory services to individuals, trusts, small businesses, and retirement plans, offering financial planning and discretionary asset management. The firm employs a goals-based, household-level approach and supports clients with educational seminars and newsletters.

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.

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.