ABRI LLC

Michael Elder is a financial advisor at ABRI LLC in Lexington, KY, holding Series 63 and Series 65 licenses. He has prior experience at First Southern National Bank and JPMorgan Chase Bank, N.A., and previously worked at Tates Creek Presbyterian Church. Elder is also licensed as a life and health insurance agent. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities with financial planning, portfolio management, and retirement plan consulting. The firm employs individualized and strategic asset allocation approaches, uses proprietary model portfolios, and integrates custodial and software tools into its services.

Nickolas Pidgorodetskiy is a financial advisor at ABRI LLC in Lexington, KY, holding a Series 65 designation with two years of industry experience. Prior to joining ABRI LLC, he was a student at Asbury University and held a brief period of unemployment. Outside of his advisory role, he is also licensed as an insurance agent and spends time on insurance sales. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs individualized and strategic asset allocation strategies, proprietary model portfolios, and integrates custodial and software tools into its workflow.

Thomas Haggard is a financial advisor at ABRI LLC in Lexington, KY, holding a Series 65 credential with one year of industry experience. Prior to joining ABRI LLC, he worked at Spectrum Financial Alliance and eCampus.com. He is also licensed as a life and health insurance agent in Nicholasville, KY, working fewer than five hours per week in that capacity. ABRI LLC provides financial planning, portfolio management, retirement plan consulting, and tax-related services to individuals, high-net-worth clients, and other entities. The firm employs individualized and strategic asset allocation approaches, proprietary model portfolios, and integrates custodial and software tools for portfolio management and reporting.

Victoria Watson is a CFP® and holds the Series 66 designation, with six years of industry experience. She is currently with ABRI LLC, where she has worked since 2025, following six years at Edward Jones. Outside of her advisory role, she spends time on insurance sales related to variable life, variable annuity, and health insurance. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses individualized and strategic asset allocation approaches, proprietary model portfolios, and integrates custodial and software tools to support its services.

Morgan Murray is a CFP®-designated financial advisor with four years of industry experience. He has worked at ABRI LLC since 2024 and previously held roles at Edward Jones and Heart of Kentucky United Way. Morgan is also licensed to sell life and health insurance in Kentucky and Florida. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities by providing financial planning, discretionary portfolio management, and retirement plan consulting. The firm uses individualized asset allocation and proprietary model portfolios, integrating custodial and software tools to support its planning and reporting processes.

Logan Johnson is a financial advisor at ABRI LLC with three years of industry experience. He holds a Series 65 credential and has worked at MiddleGround Capital and Toyota Motor Manufacturing Kentucky. Outside of advising, he is involved in accounting and finance operations for a roofing company, The Middleswest Roofing Company, LLC. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities by providing financial planning, discretionary portfolio management, retirement plan consulting, and related tax and bookkeeping services. The firm employs individualized asset allocation strategies and proprietary model portfolios, integrating custodial and software tools to support its planning and reporting processes.

Zackary Wallace is a CFP® with 10 years of industry experience, currently serving as a financial advisor at ABRI LLC since 2021. He previously worked at Northwestern Mutual in various roles from 2015 to 2021. Outside of financial advising, he holds a leadership role in The Middleswest Roofing Company, a roofing business based in Lexington, KY. ABRI LLC serves individuals, high-net-worth clients, retirement plans, and other entities, offering financial planning, discretionary portfolio management, and retirement plan consulting. The firm employs individualized and strategic asset allocation approaches, utilizes proprietary model portfolios, and integrates custodial and software tools to support its advisory services.