ADVISOR BIO

Blaise Joseph Schillace is an Investment Advisor Representative with Meridian Wealth Management, LLC. Blaise is registered with the state of Louisiana and has been in the industry for 11 years. Blaise holds a Series 65 and Series 6TO license. Blaise is also a registered insurance agent for Varsity Wealth.

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ADVISOR BIO

Blake Reszel Summarell is a registered representative with Edward Jones. Blake has been in the financial services industry since 2011 and is licensed to provide investment advice in 22 states. Blake holds the Series 66, Series 7 and SIE licenses and has a strong record of success in helping clients reach their financial goals. Blake is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.

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ADVISOR BIO

Blake Edward Houston is a financial advisor at Fidelity Personal And Workplace Advisors. Blake is licensed in Kentucky and Texas. Blake has been in the financial industry since 2015. Blake is a Series 66, 63, 7, and SIE licensed representative. Blake is also registered with the Securities and Exchange Commission. Fidelity Personal And Workplace Advisors provides financial planning and investment management services.

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ADVISOR BIO

Blake Yearry is a financial professional who has been in the industry for over a year. Blake Yearry is a registered representative with Concourse Financial Group Securities, Inc. and is licensed to provide investment advice in Kentucky. Blake Yearry specializes in providing financial advice and services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Blake Yearry is also an insurance producer for FNB Bank and offers fixed life and annuity insurance products to clients.

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ADVISOR BIO

Blake William Striker is a registered representative with Fidelity Personal and Workplace Advisors. Blake has been in the industry for over 2 years and is licensed to sell securities in 53 states and the District of Columbia. Blake is also registered as an investment advisor representative in Kentucky, Ohio, and Texas. Blake is a Series 7TO, Series 63, and Series 66 licensed professional, and is also qualified to offer financial planning, educational seminars, and selection of other advisers services to clients.

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ADVISOR BIO

Blake Phillips is a financial professional with experience in the financial services industry. Blake is currently registered with The Leaders Group, Inc., a firm headquartered in Louisville, Kentucky. Blake has a Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Bobbie Wiseman is an investment advisor representative currently registered with Robert W. Baird & Co. Inc. with an office in Paducah, KY. Bobbie Wiseman is also registered with the state of Kentucky. Bobbie Wiseman has been in the industry since 2011 and previously worked for J.J.B. HILLIARD, W.L. LYONS, LLC. Bobbie Wiseman holds the Series 66, Series 7 and SIE exams.

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ADVISOR BIO

Bobby Glenn Bright is a financial professional with over 8 years of experience in the industry. Bobby is currently registered with Osaic Wealth, Inc. and holds Series 6, 63, and 65 licenses. Bobby has a diverse background, including experience in the insurance industry.

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ADVISOR BIO

Bonnie West is a registered representative with Fidelity Brokerage Services LLC. Bonnie is licensed to provide securities advice and related services in Ohio and is registered with FINRA. Bonnie passed her Series 7, Series 63 and SIE exams in 2021.

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ADVISOR BIO

Boone Lewis is a financial advisor with Cerity Partners LLC. Boone is registered with the state of Kentucky. Boone has been in the financial services industry since 2016 and has experience working with various clients, including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. Boone holds a Series 6, Series 63, and Series 65 license and has expertise in various financial areas, including financial planning, portfolio management, pension consulting, and tax services. Before joining Cerity Partners LLC, Boone worked with NYLIFE Securities LLC.

SPECIALIZATIONS