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Lexington, KY Office

Team
Updated today

Client AUM

$2,572,398,302

Clients

3,440

Advisors

16

Of 33 advisors across 8 offices

Location

333 West Vine Street, Suite 1740

Lexington KY 40507

Advisors at this office

16

Advisors at this office

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Nicholas N

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Nicholas Newell is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 licenses with 10 years of industry experience. He previously worked at Fidelity Brokerage Services LLC from 2015 to 2017 before joining MCF Advisors in 2017. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to individual client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Brittany M

CFP®

Lexington, KY

MCF Advisors, LLC

Brittany Manning is a CFP® professional with 11 years of experience in financial advising. She has been with MCF Advisors, LLC since 2012. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax, accounting, and estate planning support, tailoring investment strategies to client goals and risk tolerance through a tactical asset allocation process.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Ronald R

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

Ronald Ridings Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC. He previously worked at Northwestern Mutual Wealth Management Company and Fidelity Investments. MCF Advisors serves individuals, trusts, pension and profit-sharing plans, corporations, and private investment funds. The firm employs a tactical asset allocation strategy focused on risk management and offers comprehensive wealth management, financial planning, and non-investment services including tax preparation and estate-planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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David H

Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

David Harris is a financial advisor at MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with MCF Advisors since 2004. Outside of his advisory role, Harris serves as chairman of Seven Stones Farm, a farming operation, and holds board positions with Worldwide Equipment Enterprises, a heavy trucks dealer, and the University of Pikeville. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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James D

CFP®, Series 63, Series 66

Lexington, KY

MCF Advisors, LLC

James Downing is a CFP® with 14 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2015. He holds Series 63 and Series 66 licenses and is based in Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Jeffrey J

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Jeffrey Jennings is a CFP® professional with 16 years of industry experience, currently serving as an advisor at MCF Advisors, LLC since 2012. He holds a Series 66 license and operates out of Lexington, KY. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation process tailored to clients’ goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Hunter N

Series 65

Lexington, KY

MCF Advisors, LLC

Hunter Nighbert is a financial advisor at MCF Advisors, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with MCF Advisors since 2015. Outside of his advisory role, he is a licensed insurance agent supporting life, health, disability, and long-term care insurance products. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning capabilities.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Stephen W

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Stephen Wright is a CFP® with 26 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC since 2017. Prior to joining MCF Advisors, he worked at Morgan Stanley in various capacities from 2009 to 2017, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Matthew R

CFP®, Series 66

Lexington, KY

MCF Advisors, LLC

Matthew Rose is a CFP® professional with six years of industry experience. He is currently with MCF Advisors, LLC, where he has worked for five years. His prior experience includes roles at FWG Investments, Family Wealth Group, Bank of America, Merrill, and Lipscomb University. MCF Advisors serves individual and institutional clients with wealth management, financial planning, portfolio management, and various non-investment services such as tax preparation and estate-planning support. The firm employs a tactical asset allocation strategy emphasizing risk management and offers discretionary management through third-party platforms.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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George B

Series 65

Lexington, KY

MCF Advisors, LLC

George Barker is a financial advisor at MCF Advisors, LLC, holding a Series 65 designation. He joined the firm in 2025 after a 14-year tenure at the University of Kentucky. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Andrew S

CFP®, Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Andrew Sathe is a CFP® with 15 years of industry experience, currently serving as a financial advisor at MCF Advisors, LLC in Lexington, KY. He has worked at MCF Advisors since 2010, with a three-year period at Lion Street Financial, LLC from 2014 to 2017. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation process tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Harrison D

Series 65

Lexington, KY

MCF Advisors, LLC

Harrison Dean is a financial advisor at MCF Advisors, LLC with a Series 65 designation and three years of industry experience. Prior to joining MCF Advisors in 2022, he held positions at the United Postal Service, The University of Toledo, and Cooper Tire & Rubber Company. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm combines traditional advisory services with in-house tax and accounting/CFO capabilities and employs attorneys for estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Peter B

CFP®, CFA®, Series 65

Lexington, KY

MCF Advisors, LLC

Peter Bryans is a CFP®, CFA®, and holds a Series 65 license with 10 years of industry experience. He has been with MCF Advisors, LLC since 2015. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach, tailoring strategies to client goals and risk tolerance, and combines traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Christopher C

Series 63, Series 65

Lexington, KY

MCF Advisors, LLC

Christopher Cochran is a financial advisor with MCF Advisors, LLC in Lexington, KY, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with MCF Advisors since 2005. MCF Advisors serves individuals, trusts, retirement plans, charitable institutions, and businesses by providing integrated wealth management and institutional advisory services. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance and offers in-house tax, accounting, and estate planning support alongside traditional advisory services.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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Sean L

CFP®

Lexington, KY

MCF Advisors, LLC

Sean Lamanna is a CFP® professional with six years of experience at MCF Advisors, LLC, located in Lexington, KY. Prior to joining MCF Advisors, he worked at Conduent for two years. MCF Advisors provides integrated wealth management and institutional advisory services to individuals, trusts, retirement plans, charitable institutions, and businesses. The firm employs a tactical asset allocation approach tailored to client goals and risk tolerance, combining traditional advisory services with in-house tax, accounting, and estate planning support.

Private / alternative investments Business exit / sale strategy General estate planning guidance Tax strategies for small businesses Founder/Business Owner Retired
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