ADVISOR BIO

Aaron Ammerman is a financial advisor with Alpha Financial Partners LLC. Aaron Ammerman has been a registered representative since 1995, and has experience in the industry. Aaron Ammerman specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alpha Financial Partners LLC is based in Lexington, KY. The firm primarily serves high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

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ADVISOR BIO

Aaron Ball is an investment advisor representative with Cetera Investment Advisers LLC in Lexington, Kentucky. Aaron has been in the securities industry since July 2012. Aaron is registered with the state of Kentucky. Aaron is also a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Abraham Kawaja is an investment advisor representative at Meridian Wealth Management, LLC in Lexington, Kentucky. Abraham has been in the financial services industry for over 20 years. Abraham has passed the Series 65, Series 7, Series 52, and SIE exams.

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ADVISOR BIO

Adam Lemley Howard is a registered representative with ON Investment Management Co. Adam has been in the financial industry since 2016. Currently, Adam is registered with the following states: Colorado, Florida, Indiana, Kentucky, Michigan, Ohio, New Mexico, Oregon, and West Virginia. Adam also has a Series 6 and Series 63 license as well as a Uniform Investment Adviser Law Examination. Adam has experience working with clients who are high-net-worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.

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ADVISOR BIO

Adam Michael Davey is an Investment Advisor Representative with Dean Dorton Wealth Management, LLC. Adam has been in the financial services industry since October 1994. Adam is registered with the state of Kentucky and has a Series 65 license. Adam is also a Certified Public Accountant and a Partner/Director at Dean Dorton Allen Ford, PLLC. Adam has experience in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisers. Adam has a strong commitment to helping clients achieve their financial goals.

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ADVISOR BIO

Albert Herman Kaplan is an active financial advisor registered with the state of Kentucky and holds a Series 7, Series 8, and Series 63 license. Albert has been in the industry since 1990 and has worked with LPL Financial LLC since 2019. Prior to that, Albert was registered with Triad Advisors LLC, A.G. Edwards & Sons, Inc., Prudential Securities Incorporated, and Edward D. Jones & Co., L.P.

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ADVISOR BIO

Alejandro Sensat Estevez is a registered representative with J.p. Morgan Securities LLC. Alejandro has been in the industry since 2021 and holds the Series 63, Series 6TO, and SIE licenses. Alejandro is based out of the Lexington, Kentucky branch office. The firm has a broad range of advisory services including financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Alexander S. Brown is a registered representative with Cuso Financial Services, LP. Alexander is a financial professional with over 6 years of experience in the industry, working with various clients, including high net worth individuals and corporations. Alexander holds the Series 7TO, Series 66, and SIE licenses, demonstrating knowledge in the securities industry. Alexander is dedicated to providing clients with financial guidance and personalized investment strategies that meet their needs.

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ADVISOR BIO

Alexander Newmark is a financial professional based in LEXINGTON, KY. Alexander is registered with J.p. Morgan Securities LLC and has been in the industry since 2022. Previously, Alexander was affiliated with NYLIFE SECURITIES LLC in LOUISVILLE, KY. Alexander is licensed to provide securities-related services in Kentucky. Alexander's specializations include securities, variable contracts, mutual funds, retirement plans, and investment advisory services.

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ADVISOR BIO

Alexander Roig is a financial advisor with ON Investment Management Co. Based in Lexington, Kentucky, Alexander has been in the financial services industry since 2003. Alexander has a broad range of experience and offers financial planning, portfolio management, and a selection of other advisors. Alexander is also a registered representative for the O.N. Equity Sales Company.

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