Alpha Financial Partners LLC

Aaron Ammerman is a financial advisor at Alpha Financial Partners LLC in Lexington, KY, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services Inc. and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory work, Ammerman serves on the Board of Trustees at Asbury University, chairs the Blue Grass Institute for Public Policy Solutions, and is a board member of the Henry Clay Memorial Foundation. Alpha Financial Partners provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers wealth management and financial planning with a focus on tailored client strategies and sponsors its own wrap fee program.

Emily Nelson is a CFP® and holds a Series 65 license with two years of industry experience. She is currently with Alpha Financial Partners LLC and previously worked at Sanctuary Advisors, LLC, and MCF Advisors, LLC. Prior to her financial advisory career, she was involved with The Jockey Club and the New York Racing Association. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and constructs client strategies based on individual investment goals, time horizons, and risk tolerance.

Joseph Fusco is a financial advisor at Alpha Financial Partners LLC with a Series 65 designation and no prior industry experience. Before joining Alpha Financial Partners, he worked at Peterson Law Office and is currently involved with the Lexington Country Club as a caddy. Alpha Financial Partners provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and develops client strategies using a broad range of investment instruments tailored to clients’ goals and risk tolerance.

Marc Cobane is a financial advisor at Alpha Financial Partners LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments, Inc. and UBS Financial Services Inc. Outside of his advisory role, he spends a portion of his time involved in insurance sales. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program and designs client strategies based on specific investment goals, time horizons, and risk tolerances, utilizing a broad range of investment instruments.

Gregory Turcotte is a CFP® with 16 years of industry experience, currently serving as an investment advisor representative at Alpha Financial Partners LLC and a registered representative at Purshe Kaplan Sterling Investments, Inc. He previously worked at UBS Financial Services from 2015 to 2020. Turcotte is involved in several nonprofit organizations, including serving on the boards of the Gilbert Bunnell Foundation and Refuge for Women, as well as holding the position of President-Elect on the Transylvania University Pioneer Club Advisory Council. Alpha Financial Partners LLC provides customized investment advisory and discretionary portfolio management services to individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm sponsors its own wrap fee program, constructing client strategies based on individual goals, time horizons, and risk tolerance, utilizing a broad range of investment instruments.