Asio Capital, LLC

Bryce Goldbach is a CFA® charterholder with 10 years of industry experience. He is currently with Asio Capital LLC, where he has worked since 2022, following seven years at Goldman Sachs & Co. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses fundamental analysis and customized asset-allocation ranges to build portfolios, employing a quarterly-reviewed approved security universe and monitoring accounts with ongoing rebalancing and client-focused reviews.

Ryan Osborne is a financial advisor at Asio Capital LLC in Lexington, KY, holding Series 65 and Series 66 licenses with 16 years of industry experience. He worked at Community Trust and Investment Company for 14 years before joining Asio Capital in 2018. Osborne serves on the advisory board of Forcht Bank, providing strategic input on a monthly basis. Asio Capital offers discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and custom asset-allocation ranges, with an Investment Committee overseeing the approved security universe and ongoing portfolio monitoring.

John Cheshire is a financial advisor at Asio Capital LLC in Lexington, KY, with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Asio Capital since 2018, following four years at Dividend Assets Capital, LLC. Cheshire serves as a board member for the Kentucky Retirement Systems and acts as an investment advisor and trustee for the Ann Hail Irrevocable Trust. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and customized asset allocation, managing portfolios that include equities, fixed income, mutual funds, and ETFs, with ongoing monitoring and periodic reviews aligned with client objectives.

Ryan Gray is a financial advisor with Asio Capital LLC in Lexington, KY, holding Series 63 and Series 65 licenses and accumulating seven years of industry experience. He has been with Asio Capital since 2018 and also has a concurrent role at Community Trust and Investment Co. since 2016. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and custom asset-allocation ranges, with an Investment Committee overseeing the approved security universe quarterly.

Erin Serrate is a financial advisor at Asio Capital, LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Community Trust & Investment Co. from 2012 to 2018. Outside of her advisory role, Serrate is a minority owner of a restaurant and serves on the Board of Trustees for Lexington Catholic High School. Asio Capital provides discretionary investment management to both individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm employs fundamental analysis and custom asset-allocation strategies, with ongoing portfolio monitoring and periodic reviews aligned with client objectives.

Jason Ayers is a CFP® and holds a Series 66 license with over a year of experience in financial advising. He joined Asio Capital, LLC in 2024 and has prior experience at Stock Yards Bank & Trust, Community Trust Bank, Progressive Insurance, and Farm Credit Mid America. Asio Capital provides discretionary investment management to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm uses fundamental analysis and customized asset allocation, with oversight by an Investment Committee, and offers ongoing portfolio monitoring and rebalancing.