Meridian Wealth Management, LLC

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Matthew Stockham is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 credential and 20 years of industry experience. He has been with Meridian since 2015. Outside of his advisory role, he serves as vice president on the board of directors for Southeastern Cal Ripken, a local youth baseball league, and is an assistant baseball coach at Sayre School. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternatives.

David Furmanski is a financial advisor with Meridian Wealth Management, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Bank of America, Merrill, and UBS Financial Services. Outside of advising, he is a 50% owner of Empire Pizza and manages a real estate rental business through Define Properties, LLC. Meridian Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services. The firm uses tailored investment strategies involving equities, ETFs, mutual funds, fixed income, and alternative investments, supported by ongoing portfolio monitoring and periodic reviews.

Jake Blumenthal is a financial advisor at Meridian Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at Meridian since 2022. Outside of his advisory role, he contributes market and economy articles to Seeking Alpha independently of Meridian Wealth Management. Meridian Wealth Management, LLC is an SEC-registered firm serving individual and high-net-worth clients, pension plans, charitable organizations, and businesses. The firm offers customized portfolio management, financial planning, and retirement-plan services, utilizing a range of investment vehicles and conducting regular portfolio reviews.

Tyler Bailey is a financial advisor at Meridian Wealth Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Meridian since 2016. Outside of his advisory role, he serves as president of Bailey Capital, LLC, a non-investment related business entity. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering tailored, IPS-driven advice and managing most client relationships on a discretionary basis.

Suzanne Powell is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Meridian since 2016 and previously at Wells Fargo Advisors from 2012 to 2016. Powell serves as board chair of Arbor Youth Services, a nonprofit providing emergency shelter for minors, and is a contributing author of a book focused on financial education for women over 50. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach with ongoing portfolio monitoring and reviews.

Drake Cooper is a financial advisor at Meridian Wealth Management, LLC in Mandeville, LA, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Meridian, he worked at Northwestern Mutual and International Paper. He is also involved as an insurance agent through a related advisory and insurance business. Meridian Wealth Management serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement plan services, primarily using an IPS-driven approach across various asset classes with routine account monitoring and rebalancing.

Justin Sautter is a financial advisor with Meridian Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Russell Capital Management, LLC for seven years before joining Meridian in 2020. Outside of his advisory role, he serves on the boards of two local nonprofits focused on equine heritage and historical preservation. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a variety of investment strategies.

Jenna White is a financial advisor at Meridian Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Greenbrier Golf and Country Club and Olive Garden. Outside of her advisory role, she serves as a brand ambassador for Goodboy Vodka, participating in golf sporting events during the summer. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment strategies and ongoing portfolio monitoring.

James Davis is a financial advisor at Meridian Wealth Management, LLC with eight years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Northwestern Mutual Wealth Management Company and affiliated entities for six to eight years. Outside of his advisory role, he serves as a board member and manager for Affirm, a nonprofit organization focused on serving women in crisis, and is also an author. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies and regularly monitors and rebalances accounts.

Christopher Reagan is a financial advisor at Meridian Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at PRUCO Securities, The Prudential Insurance Company of America, Mass Mutual Investors Services, and Metropolitan Life Insurance Company. Reagan is also involved with Meridian Insurance LLC, where he sells life insurance and fixed annuities. Meridian Wealth Management, LLC serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, employing a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Michael Burchett is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding Series 65 and Series 66 credentials with one year of industry experience. Prior to joining Meridian, he held academic positions at the University of Houston, Fordham University, and West Virginia University. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, using a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and occasional alternative investments.

Jackie Goulas is a Series 65-credentialed advisor with 22 years of industry experience. She is currently with Meridian Wealth Management, LLC and previously worked at Integrity RIA LLC, Arete Wealth Management LLC, and Dupre Carrier Godchaux. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven, tailored advice primarily through a supervised network of Investment Adviser Representatives.

Darold Brooks is a CFP® professional with 22 years of industry experience, currently serving at Meridian Wealth Management, LLC since 2022. His prior experience includes roles at Livingston Group Asset Management Company and Oppenheimer. Outside of his advisory work, he manages real estate activities through several entities, including acting as a broker for properties purchased for himself or family members. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with discretionary portfolio management, financial planning, and retirement-plan services. The firm emphasizes IPS-driven, tailored advice and manages most client relationships on a discretionary basis using a range of investment strategies.

Abraham Kawaja III is a financial advisor at Meridian Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Meridian since 2016. Outside of his advisory role, he serves as board chair of The Salvation Army of Central Kentucky, a charitable organization providing food and shelter to those in need. Meridian Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on IPS-driven, tailored advice across a range of asset classes with routine monitoring and rebalancing.