Keystone Financial Group, LLC

Jonathan Upton is a CFP® professional with 22 years of experience in the financial services industry. He has worked with LPL Financial, LLC and Lamkin Wealth Management before joining Keystone Financial Group, LLC in 2024. Upton also maintains a personal LLC for tax purposes. 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 through a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial platforms.

Adam Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Keystone and LPL Financial since 2014. Outside of advisory work, he is involved in automobile restorations through Simple & Rich LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses, providing asset management, financial planning, and fiduciary services. The firm utilizes technology and multiple LPL-sponsored platforms to deliver scalable portfolio management and integrates program-based solutions with traditional advisory services.

Joel Godby is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Keystone since 2017 and has prior experience with LPL Financial Services and Traditional Bank. Godby is also involved as a silent partner in an insurance agency. 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, utilizing a mix of model portfolios, third-party managers, and technology-driven solutions to support a high client-to-advisor ratio.

Richard Slade is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Keystone since 2013 and also associated with LPL Financial since 2010. Outside of his advisory work, Slade owns and operates a farm business focused on hay and cattle. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led strategies supported by technology and custodial platforms.

James Young is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Keystone since 2017, with prior experience at LPL Financial LLC and Linsco Private Ledger Corp. Outside of his advisory role, he co-owns Young Brothers Farms LLC, a family farm established to protect inherited property. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.

Eugene Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Keystone Financial Group and affiliated with LPL Financial since 2014. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, retirement-plan consulting, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led strategies across multiple platforms to deliver continuous portfolio management, supported by technology and custodial relationships to scale its services.

Gregory Smith is a CFP® professional with 40 years of industry experience, currently serving at Keystone Financial Group, LLC. He has been with Keystone since 2024 and also maintains a role at LPL Financial since 2010. Outside of his advisory work, he manages a walnut tree farm through Walnut Farm LLC. 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 technology-driven delivery model and a mix of model portfolios, third-party managers, and advisor-led implementation to manage approximately $1.86 billion in assets across more than 6,400 clients.

Joseph Smith is a CFP® professional with 28 years of experience in the financial services industry. He is currently with Keystone Financial Group, LLC and previously worked at Stratos Wealth Partners, Ltd., Horizon Wealth Management, LLC, and LPL Financial. He also provides financial planning and consulting services through Horizon Wealth Management, LLC. Keystone Financial Group offers investment advisory and financial planning services to individuals, retirement plans, trusts, and other entities. The firm employs a multi-team approach, using a combination of in-house models, third-party managers, and technology-driven platforms to deliver portfolio management and supervisory services.

Grant Ostrander is a financial advisor at Keystone Financial Group, LLC with one year of industry experience. He holds a Series 65 designation and has worked concurrently as Director of Operations in legal services at Harris Federal Law Firm since 2007. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.

Timothy Jenkins is a CFP® professional with 20 years of experience in financial advising. He has been with Keystone Financial Group, LLC since 2014 and has also worked with LPL Financial LLC since 2008. Outside of his advisory work, he coaches youth soccer teams in Lexington, KY. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, leveraging technology and program-based solutions to manage assets across multiple custodial platforms.

Jorgena Collias is a financial advisor at Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation with 16 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and JP Morgan Securities, as well as service with Lexington Fayette Government. She has been with Keystone Financial Group since 2018. 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 services. The firm utilizes a combination of model portfolios, third-party managers, and technology-driven solutions to deliver portfolio management across multiple LPL-sponsored platforms.

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.

Rex Yantz is a financial advisor at Keystone Financial Group, LLC, holding a Series 65 designation with one year of industry experience. He previously attended Transylvania University and was a student for six years prior to that. Keystone Financial Group provides investment advisory and financial planning services to individual clients, retirement plans, trusts, and other entities. The firm uses a combination of in-house models, third-party managers, and platform-based programs to offer discretionary and non-discretionary portfolio management, leveraging technology and a multi-team structure to serve a broad client base.

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.

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.