ADVISOR BIO

Stephen Wilkinson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Stephen Wilkinson has been in the financial services industry since December 9, 2008. Stephen Wilkinson is registered to offer securities and investment advisory services in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kansas, Kentucky, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wyoming. Stephen Wilkinson is also registered with FINRA.

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ADVISOR BIO

Stephen Clay Holbrook is a financial advisor with Fifth Third Securities, Inc. Stephen has been in the financial industry since 2003 and is registered with the state of Kentucky. Stephen has experience with a variety of financial products and services, including securities, investment advisory, and financial planning. Stephen has a Series 7 and Series 66 license, along with the SIE exam. Stephen also has the Certified Financial Planner designation. Stephen's office is located in Louisville, Kentucky.

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ADVISOR BIO

Stephen Horn is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since September 28, 2004. Stephen has a Series 7 and Series 66 license. Stephen also has a Securities Industry Essentials (SIE) exam. Stephen Horn is registered to provide investment advisory services in Florida, Georgia, Indiana, Kentucky, Michigan, New Hampshire, Ohio, South Carolina, Tennessee, and Virginia. Stephen Horn is also registered to provide investment advisory services in Kentucky and Ohio. Stephen Horn is a co-owner of the Ameriprise business and is also a member of the Board of Directors of Horn.

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ADVISOR BIO

Stephen Dunaway is a registered representative with Fidelity Brokerage Services LLC. Stephen is licensed to sell securities in 53 states and the District of Columbia. Stephen has been in the securities industry since February 2023.

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ADVISOR BIO

Stephen Robertson is a financial advisor with Edward Jones. Stephen has been in the financial services industry since June 2012. Stephen is registered in 23 states and holds the Series 7, Series 66 and SIE licenses. Stephen can provide investment advice and financial planning services to individuals, families, businesses, and institutions. Stephen's current office location is in Lexington, Kentucky.

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ADVISOR BIO

Stephen Christopher Pompilio is a financial professional registered with Fidelity Brokerage Services LLC. Stephen Christopher Pompilio is licensed to provide securities advice and sell securities in 53 states and territories. Stephen Christopher Pompilio is a registered representative with FINRA. Stephen Christopher Pompilio is active in the broker-dealer space but is not currently registered as an Investment Advisor Representative.

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ADVISOR BIO

Stephen McKay is a financial professional with over 14 years of experience in the financial services industry. Stephen is currently registered with Robert W. Baird & Co. Inc. in the state of Kentucky and several other states. Stephen is also a registered principal with the firm, which means that he has a high level of expertise and experience in the financial services industry.

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Stephen Larry Watkins is a financial advisor associated with Osaic Wealth, Inc. in Louisville, KY. Stephen Watkins is a registered investment advisor representative and holds a Series 7TO, SIE, and Series 66.

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ADVISOR BIO

Stephen Caron is a financial professional with over 7 years of experience in the financial services industry. Stephen is currently registered with Fidelity Brokerage Services LLC. Stephen's current registration is active and he holds FINRA Series 7, Series 63 and SIE licenses. Stephen was previously registered with Fidelity Brokerage Services LLC from January 7, 2015 to March 29, 2018. Stephen is based out of Covington, Kentucky.

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ADVISOR BIO

Stephen Hamilton is a registered representative with Concourse Financial Group Securities, Inc. Stephen has been in the securities industry for over 16 years and is licensed to provide investment advice in multiple states. Stephen is a highly experienced financial professional who is dedicated to helping clients achieve their financial goals. Prior to joining Concourse Financial Group Securities, Inc., Stephen worked with Cantella & Co., Inc. and Legend Equities Corporation.

SPECIALIZATIONS