ADVISOR BIO

Mason Stockham is an investment advisor representative at Meridian Wealth Management, LLC in Lexington, Kentucky. Mason is licensed in Kentucky. Mason has been with the firm since June 2022. Mason also worked with the firm since March 2021. Mason has a Series 65 license. Mason has experience working with clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Mason specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Mason Strange is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Mason Strange is licensed to provide financial advice in 52 states and the District of Columbia. Mason Strange has been working in the financial industry since August 2022 and has a strong track record of success in providing financial planning, portfolio management, and other services.

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ADVISOR BIO

Mason Sexton is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Mason has been in the industry since August 14, 2022 and is licensed in 54 states. Mason has passed the Series 66, Series 7 and SIE exams. Mason is also registered in Texas and Kentucky as an Investment Advisor Representative. Mason specializes in providing financial planning, educational seminars, and selection of other advisors to clients.

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ADVISOR BIO

Mason Denton is a registered representative with State Farm Investment Management Corp. Mason Denton is also a registered investment advisor representative in Illinois and Kentucky. Mason Denton has been in the securities industry for over 2 years and has passed the Series 63, Series 65, and Series 6TO exams. Mason Denton is licensed to provide investment advisory services to individuals and investment companies. Mason Denton has two other businesses, Mason Denton Insurance Agency and CrossFit Dig Deep.

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ADVISOR BIO

Mathew Koole is an investment advisor representative with J. Hagan Capital, Inc. Mathew has been in the industry since 2015. Mathew is registered to provide investment advisory services in Indiana, Kentucky and Louisiana. The advisor's specialties are in financial planning, selection of other advisors and portfolio management for individuals.

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ADVISOR BIO

Mathew Scott Warner is a registered representative with Edward Jones. Mathew has been in the financial services industry since April 2007 and is currently registered with Edward Jones in Louisville, KY. Mathew is registered to provide securities and investment advisory services in 19 states and the District of Columbia.

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ADVISOR BIO

Matt Joseph Heimann is a financial advisor who is registered with Fidelity Brokerage Services LLC. Matt has been in the industry since 2013 and has passed the Series 7, Series 63, Series 7TO, and SIE exams. Matt is currently registered with FINRA and is active in 53 states. Matt has previously worked at Fidelity Brokerage Services LLC in Smithfield, RI.

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ADVISOR BIO

Matt Williams is a financial advisor with J.p. Morgan Securities LLC. Matt has been in the financial services industry since 1997. Matt is a registered representative in Kentucky and Texas. Matt has a strong track record of providing financial advice to individuals, businesses and institutions.

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ADVISOR BIO

Matt Glenn Kuerzi is an Investment Advisor Representative at Morgan Stanley. Matt has been in the financial industry since 2002 and holds the Series 7 and Series 66 licenses. Matt's previous experience includes Citigroup Global Markets Inc. and A. G. Edwards & Sons, Inc.. Matt is registered with FINRA and is licensed in 26 states. In addition to his investment advisor work, Matt is a member of the Board of Directors of the St. Matthews Little League and is on the Investment Committee of the Ursuline Society and Academy of Education.

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ADVISOR BIO

Matthew Allen is a financial advisor at Northwestern Mutual Investment Services, LLC. Matthew has been in the financial industry since May 16, 2008, and is registered in 19 states. Matthew's main office is located at 140 Whittington Pkwy in LOUISVILLE, KY.

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