Lexington, KY 100 W Main Street Office

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.

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 at Meridian Wealth Management, LLC with 22 years of industry experience. She has worked at Meridian since 2016, previously holding roles at Wells Fargo Clearing and Chase Investment Services Corp. Outside of her advisory role, Powell serves as the board chair for Arbor Youth Services, a nonprofit providing emergency shelter for minors, and is a contributing author of a book aimed at educating women over 50 about managing finances after divorce or the death of a spouse. Meridian Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning services with a focus on IPS-driven, tailored advice, managing most client relationships on a discretionary basis.

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.

Jackson Finney is a Series 65 licensed advisor at Meridian Wealth Management, LLC with one year of industry experience. He joined Meridian in 2026 after roles at Brinks Home and Eastern Kentucky University. 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 advice primarily through equities, ETFs, mutual funds, and fixed income 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.

Richard Lyons is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2023. Lyons owns Lyonheart Landscaping Ministries LLC, a non-financial services business. Meridian Wealth Management serves individual and high-net-worth clients, pension plans, charitable organizations, and corporate 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 alternative investments.

Mason Stockham is a CFP® with three years of industry experience, currently serving as an advisor at Meridian Wealth Management, LLC in Lexington, KY. He has worked at Meridian Wealth Management since 2021 and has prior experience in various roles including positions at Donatos, Grubhub, UberEats, and the University of Kentucky. Meridian Wealth Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities, 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 diversified set of investment strategies.

Joseph Mc Farland is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with one year of industry experience. Prior to joining Meridian, he held positions in the food service industry and attended The Ohio State University. Meridian Wealth Management 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 portfolio management, financial planning, and retirement-plan services, employing both fundamental and technical analysis with a tailored investment approach.

Lauren Hazard is a financial advisor at Meridian Wealth Management, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked for UBS Financial Services Inc. for 10 years before joining Meridian in 2023. 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, using a range of investment strategies that include equities, ETFs, mutual funds, fixed income, and alternative investments.

Gregory Couch is a financial advisor with Meridian Wealth Management, LLC in Lexington, KY, holding a Series 66 designation and 20 years of industry experience. He has been with Meridian since 2009. Outside of advisory work, he serves on the boards of several nonprofit and agricultural organizations and manages private aviation ventures. Meridian Wealth Management is an SEC-registered advisory firm serving individual and high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, and retirement-plan services using a variety of investment strategies tailored to client risk profiles.

Jason Totedo is a CFA® charterholder with 21 years of industry experience. He is currently with Meridian Wealth Management, LLC and previously worked at Mutual Advisors, LLC and Ameriprise Financial Service, Inc. Outside of his advisory role, he is a ski instructor with Mohan Ski School, a nonprofit organization. Meridian Wealth Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement plan services, tailoring investment strategies primarily through equities, ETFs, mutual funds, and fixed income.

Thomas Poskin is a financial advisor at Meridian Wealth Management, LLC in Lexington, KY, holding a Series 65 designation with 11 years of industry experience. He has been with Meridian since 2013. Outside of his advisory role, he serves as a board member for Fayette Alliance, a nonprofit focused on land use advocacy, and Lexington Challenger Tennis Charity, which promotes a USTA pro tennis tournament. Meridian Wealth Management 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 tailored portfolio management, financial planning, and retirement-plan services using a variety of investment vehicles and conducts regular portfolio reviews.