Daniel Griggs is a financial advisor at Griggs Capital LLC in Lexington, KY, holding a Series 65 designation with 12 years of industry experience. He previously worked at Buchanan Griggs Inc. from 2015 to 2017 and was involved with Griggs Homes Inc. for over three decades. Griggs Capital LLC provides discretionary investment supervisory services primarily to high-net-worth and accredited individual investors. The firm focuses on equity investments using fundamental analysis and long-term trading strategies, with portfolio reviews conducted quarterly and regular reporting through client custodians.

David Dedman is a financial advisor at Pulse Wealth in Lexington, KY, with 32 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to founding Pulse Wealth, he worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2015 to 2022. Pulse Wealth offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm builds customized portfolios primarily using ETFs and diversified mutual funds, combining fundamental and technical analysis with a long-term focus while allowing shorter-term trades when appropriate.

Chad Kobes is a financial advisor at BRK Wealth Management LLC in Lexington, KY, with 18 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wallace Hart Capital Management and TIAA-CREF Individual & Institutional Services. BRK Wealth Management LLC provides investment advisory and financial planning services to individual and high-net-worth clients, using tailored strategies that incorporate asset allocation, technical analysis, and both long- and short-term investment approaches. The firm primarily delivers one-time financial plans and manages accounts on discretionary and non-discretionary bases.

I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.

Marcelo Fuenzalida is the sole advisor at BBFN Wealth Management LLC in Lexington, KY. He holds a Series 65 designation and has 11 years of experience as an independent investor prior to founding the firm in 2024. BBFN Wealth Management LLC is a state-registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm offers financial planning and investment management through separately managed accounts, using a blend of fundamental, technical, and cyclical analysis with a range of investment options tailored to client objectives.

Mikhail Potapov is a CFA charterholder and principal advisor at Burl Investment Management, LLC with 18 years of industry experience. He previously worked at E. S. Barr & Company for 15 years and has served as a community volunteer. Outside of his advisory role, Mr. Potapov is active in nonprofit organizations related to land conservation and urban forestry, serving in leadership positions such as treasurer and president of local nonprofits. Burl Investment Management provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, and institutions. The firm employs an active, focused, long-term investment strategy emphasizing fundamental analysis and macroeconomic factors, managing portfolios with a concentrated equity sleeve and a capital preservation–oriented fixed-income sleeve.

James Vermillion is a financial advisor with Vermillion Private Wealth in Lexington, KY, holding a Series 66 designation and eight years of industry experience. He previously worked at R.W. Baird, Renovus Property Group LLC, and Hilliard Lyons. Outside of his advisory role, he is involved in non-investment businesses including distributing single barrel bourbon through Age International and producing natural wax candles with Wixology Candle Company. Vermillion Private Wealth manages approximately $13.5 million for about 42 clients, offering personalized portfolio management and comprehensive financial planning to individuals, high-net-worth clients, corporations, and small businesses. The firm employs a combination of strategic and tactical asset allocation with fundamental and technical analysis, incorporating alternative exposures and derivatives as part of its tailored investment approach.

Timothy Brown is a financial advisor at Four Quarters Capital in Lexington, KY, with six years of industry experience. He holds a Series 65 credential and has worked at firms including Mutual of Omaha Investment Services and Money Concepts Advisory Services. He also serves as an independent insurance agent, providing life and health insurance services focused on long-term disability and Medicare supplements. Four Quarters Capital offers investment management and ongoing financial planning to individuals, families, trusts, and charitable organizations. The firm employs long-term, asset-allocation driven strategies based on modern portfolio theory, with investment selections that include mutual funds, ETFs, equities, fixed income, and private real estate.

Josh Ackerman is a CFP® and ChFC® with 14 years of experience in financial advising. He is the principal of Context Financial LLC in Lexington, KY, where he has worked since 2006. He also serves as an instructor in the Finance & Quantitative Methods program at the Gatton College of Business and Economics, University of Kentucky. Context Financial provides portfolio management and financial planning services to individual clients, including high-net-worth individuals. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, with all assets managed on a non-discretionary basis to ensure clients retain final trade approval.

Matthew Pierce is a CFA® charterholder with six years of industry experience. He is currently with Austin Wealth Management, LLC, where he has worked since 2021. Prior to that, he was with The Wealth Consulting Group and LPL Financial, LLC. Austin Wealth Management, LLC provides financial planning and investment advisory services to individuals, high-net-worth clients, trusts, estates, and small-business retirement plans. The firm manages approximately $766 million in client assets and employs a team of ten advisors, offering a planning-first approach that integrates comprehensive financial plans with ongoing wealth management and diversified, model-based portfolio strategies.

Jake Keys is a financial advisor at Appalaches Capital, LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to founding Appalaches Capital, he worked at Point 72 Asset Management and Aristides Capital LLC, and spent several years in full-time education at Gatton College of Business. Appalaches Capital offers discretionary portfolio management through its Appalaches Core LO strategy, serving individual and high-net-worth clients as well as providing consulting services to other advisers and pooled vehicles. The firm employs a long-only equity approach that combines fundamental and quantitative analysis to construct concentrated, diversified portfolios targeting less efficient market segments.

Christopher Chamberlain is the sole advisor at Keepsake Management Inc. in Lexington, KY, holding Series 63 and Series 65 designations with 15 years of industry experience. He has been with Keepsake Management since 2000. Keepsake Management Inc. provides investment supervisory services and consulting to both non-high-net-worth and high-net-worth individuals, employing a range of strategies including long-term holdings, short-term trading, options, margin transactions, and short sales tailored to client objectives. The firm offers discretionary and non-discretionary account management as well as focused consulting engagements such as estate and retirement planning.

Adam Davey is a financial advisor with Dean Dorton Wealth Management, LLC in Lexington, KY. He holds a Series 65 designation and has two years of industry experience. Prior to joining Dean Dorton Wealth Management, he has been associated with Von Lehman & Co., Inc. since 1994. Outside of his advisory role, he serves as a director of VL Private Wealth, LLC, a financial planning firm, and is a partner and director at Dean Dorton Allen Ford, PLLC, a CPA and consulting firm. Dean Dorton Wealth Management provides investment management, financial planning, and employee benefit retirement plan advisory services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm serves both non-high-net-worth and high-net-worth clients using long-term, asset-allocation strategies based on Modern Portfolio Theory and integrates advisory services with affiliated CPA and healthcare revenue-cycle businesses.

Dylan Jones is a financial advisor at Paragon Private Wealth Management LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Raymond James & Associates, Morgan Stanley, and City National Bank of West Virginia. Outside of his advisory work, Jones serves as a basketball coach at Lexington Catholic High School through the Roman Catholic Diocese of Lexington. Paragon Private Wealth Management provides financial planning, consulting, investment management, and comprehensive wealth management services to individuals, trusts, estates, business entities, and government clients. The firm employs an investment approach that combines fundamental security analysis with Modern Portfolio Theory, tailoring portfolios to client risk tolerance and objectives.

Robert Gillispie is a financial advisor at Yes Life Financial with one year of industry experience and a Series 65 designation. Prior to his advisory role, he has worked for the US Forest Service since 2016 and served with the US Army Corps of Engineers from 2015 to 2016. Outside of advising, he is a partner in a real estate venture. Yes Life Financial provides portfolio management and comprehensive financial planning services primarily to individual clients, using passive investment strategies with low-cost index funds and ETFs. The firm offers virtual coaching and group education courses alongside one-on-one investment management.

Robert Hammond is a CFP® professional with 11 years at Moneywatch Advisors, Inc. and a total of 5 years in the financial industry. He also works as a horse racing consultant, advising on racing and farm operations. Moneywatch Advisors serves individuals, retirement plans, trusts, estates, and charitable organizations, focusing primarily on individual clients across multiple states. The firm emphasizes long-term portfolio management through fundamental analysis, income and growth asset allocation, and periodic rebalancing, while developing individualized financial plans and favoring lower-cost mutual funds and ETFs.

Brian Wood is a financial advisor at High Knoll Wealth Advisors, LLC in Lexington, KY. He holds a Series 65 designation and has recently entered the industry, with prior work experience at Delaware North. High Knoll Wealth Advisors provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, families, businesses, foundations, and charitable organizations. The firm follows a fiduciary, long-term investment approach based on modern portfolio theory and asset allocation, and offers specialized services such as ERISA fiduciary retirement plan consulting and guidance on less-liquid or tax-complex investments.

Stephen Byars is a CFP® professional with six years of experience at Moneywatch Advisors, Inc. in Lexington, KY. Prior to joining Moneywatch Advisors in 2017, he worked at the University of Kentucky for 12 years. Moneywatch Advisors serves individuals, retirement plans, trusts, estates, and charitable organizations, focusing primarily on individual clients across multiple states. The firm emphasizes long-term portfolio management through fundamental analysis, income and growth asset allocation, and periodic rebalancing, offering comprehensive financial planning and ongoing portfolio management.

Brian Mckeown is a financial advisor at Russell Capital Management, LLC with 39 years of industry experience. He has been with Russell Capital Management since 1994. Russell Capital Management, LLC is an SEC-registered advisory firm managing approximately $251.5 million for individuals, high-net-worth clients, retirement plan participants, charitable organizations, and corporate clients. The firm employs a Modular Portfolio Construction approach combining diversified ETF modules and alternative no-load mutual funds and ETFs, offering discretionary portfolio management, model portfolios, and consulting services.

James Cooper is a Series 65-licensed advisor with three years of experience at Seterios Wealth Advisors, LLC. He previously worked for seven years at The LIMA-COOPER Group, Coldwell Banker, and operated James Cooper & Company for 37 years. Seterios Wealth Advisors LLC is a boutique firm serving high-net-worth individuals, families, trusts, estates, charitable organizations, and corporations. The firm focuses on discretionary portfolio and investment management with an active approach to aggressive-growth portfolios and a passive-income component, using fundamental and technical analysis to construct diversified allocations.