Lockshield Partners, Inc.

John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® professional with ten years of industry experience, currently serving at Lockshield Partners, Inc. since 2017. He has prior experience with LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory role, he tutors English to Chinese children aged 6 to 13 and is involved in tax preparation and bookkeeping through a local accounting firm. Lockshield Partners, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on fee-based, non-commission investment strategies that blend long- and short-term approaches with options and margin. The firm supports a large client base through a four-person team and manages approximately $291 million on a non-discretionary basis.

Jeremiah Harston is a financial advisor at Lockshield Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and worked at LPL Financial from 2011 to 2015 before joining Lockshield Partners in 2015. Outside of his advisory role, he operates a small duck hunting club in Arkansas. Lockshield Partners serves individual and high-net-worth clients, offering comprehensive portfolio management and financial planning with a fee-based, asset-under-management model. The firm employs fundamental analysis and a mix of long- and short-term investment strategies, emphasizing prior client approval for trades and generally holding cash in conservative, short-term instruments.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Uvest Financial Services Group. Klein is also an author. Lockshield Partners serves individual and high-net-worth clients, offering portfolio management alongside financial planning and consulting. The firm uses a fee-based, asset-under-management model and employs fundamental analysis with a combination of long- and short-term strategies, including options and margin, primarily providing non-discretionary management with client trade approval.