James Mullins is a financial advisor at Investments & Financial Planning, LLC in Lexington, KY, with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Securities America, Inc., Securities Service Network, Inc., and WFG Investments Inc. In addition to his advisory role, he owns and manages JEM Financial Planning, LLC. Investments & Financial Planning, LLC provides portfolio management and financial planning services primarily to individual and high net worth clients, as well as charitable organizations. The firm utilizes no-load mutual funds and exchange-traded funds, applying both fundamental and technical analysis with long- and short-term strategies.

Melody Townsend is a CFP® professional with 15 years of experience, currently serving as an advisor at Townsend Financial Planning since 2006. She is the managing member of Mountain Sage Holdings, LLC, a commercial property management business in Mt. Sterling, Kentucky. Townsend Financial Planning is an SEC-registered, fee-only fiduciary firm that provides financial planning and investment management services to individuals, families, and small businesses. The firm employs a long-term, buy-and-hold investment strategy using diversified, low-cost mutual funds and ETFs, and offers a range of engagement types including trustee services and retirement-plan consulting.

Aaron Combs is a financial advisor at Q2 Wealth Management in Lexington, KY, with one year of industry experience. He holds a Series 65 license and previously worked at Amazon and the University of Kentucky. Combs is also involved with Q2 Wealth Insurance LLC in a fixed insurance sales role. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm uses a range of model portfolios and emphasizes a holistic planning process that integrates written investment policy guidance with portfolio management.

Raymond Backers is a CFP® professional with 10 years of experience in financial advisory. He is currently with Q2 Wealth Management in Lexington, KY, where he has worked since 2019, following roles at RITE Financial Group and Hurricane Financial Corp. Outside of advisory work, he manages Q2 Wealth Insurance LLC, an insurance sales business. Q2 Wealth Management provides investment management and financial planning services to individuals, families, high-net-worth clients, and related trusts and businesses. The firm employs a range of model portfolios and integrates planning with portfolio management, serving approximately three advisors and managing around $108 million in assets.

Jessica Bedell is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 17 years of industry experience. She holds the Series 66 designation and has worked at Wallace Hart since 2017, following a decade at UBS Financial Services. Wallace Hart Capital Management serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management as well as limited financial planning. The firm uses fundamental analysis to guide investments across mutual funds, ETFs, and equities, and sponsors private pooled funds employing a long/short equities strategy.

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.

Jeremiah Creech is a financial advisor at Townsend Financial Planning with a Series 65 designation and two years of industry experience. Prior to joining Townsend in 2022, he worked at Citizens Guaranty Bank and Kentucky Auto Parts and Service. Townsend Financial Planning is an SEC-registered, fee-only fiduciary that serves individuals, families, and small-business clients with financial planning and investment management. The firm employs a long-term, buy-and-hold strategy using diversified, low-cost mutual funds and ETFs, and emphasizes client education and outreach through newsletters, seminars, and workshops.

Logan Foster is a financial advisor at Foster Investment Services with 12 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at WealthSouth/Farmers National Bank of Danville from 2013 to 2016. Outside of advising, he is the owner and manager of a farming business. Foster Investment Services provides discretionary investment management to individuals and institutional clients, including pension plans and charitable institutions. The firm employs a value-based, bottom-up approach focused on capital preservation and tailors investment decisions to each client’s objectives without imposing account minimums.

Jeremy Wallace is a financial advisor at Wallace Hart Capital Management in Lexington, KY, with 24 years of industry experience. He holds a Series 66 designation and has worked at Wallace Hart since 2017, following four years at UBS Financial Services Inc. Wallace Hart Capital Management serves individuals, pension and profit-sharing plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm employs fundamental analysis and a range of strategies including long/short equity positions and options, managing both discretionary and non-discretionary portfolios as well as private pooled funds.

Harrison Bailey is a CFP® and holds a Series 65 license, with six years of experience in financial advising. He has been with Townsend Financial Planning since 2016, following a brief tenure at Springleaf Financial and a period at Morehead State University. Townsend Financial Planning is an SEC-registered, fee-only fiduciary serving individuals, families, and small businesses with financial planning and wealth management services. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using diversified, low-cost mutual funds and ETFs tailored to client objectives.