Lockshield Partners, Inc.

John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® with nine years of industry experience, currently serving as an advisor at Lockshield Partners, Inc. since 2017. His previous roles include positions at LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory work, he tutors Chinese children aged 6 to 13 in English and performs tax preparation and bookkeeping during tax season. Lockshield Partners serves individual and high-net-worth clients with fee-based portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it is notable for its client-to-advisor ratio and affiliation with an accounting firm.

Jeremiah Harston is a financial advisor at Lockshield Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory work, he operates a small duck hunting club in Arkansas. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a combination of long- and short-term strategies, including options, and generally invests cash balances in conservative vehicles while monitoring portfolios for alignment with client objectives.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory role, Klein is an author of investment-related content. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it maintains an ownership affiliation with an accounting firm.