ADVISOR BIO

Clayton Carter is an Investment Adviser Representative with Cetera Investment Advisers LLC, working in the Lexington, KY area. Clayton has been in the financial industry since April 2011. They hold licenses for both securities and investment advising, with Series 6, 63, and 65 licenses. Clayton is also a licensed Registered Representative with the firm. Their previous experience includes working for Foresters Financial Services, Inc. in Lexington, KY. Clayton has several specializations, including Financial Planning, Pension Consulting, Educational Seminars, and more.

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ADVISOR BIO

Clyde W Pelton is a financial advisor who has been in the industry since 1994. Clyde is currently registered with Morgan Stanley in Lexington, KY. Clyde previously worked at UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Clyde holds several licenses including Series 3, 7, 9, 10, 63 and 65.

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ADVISOR BIO

Corey Zacher is a financial advisor with Charles Schwab & CO., Inc. Corey has been in the financial services industry since 2015 and has a strong background in providing financial advice to clients. Corey has a Series 7TO and a SIE, and is registered in Kentucky. Corey is committed to helping clients achieve their financial goals through personalized financial planning and investment management services.

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ADVISOR BIO

Curren Khadey is a registered representative with LPL Financial LLC in Louisville, Kentucky. Curren has been in the industry since July 2023 and has a total of 3 licenses and registrations. Curren is also a registered investment advisor with the state of Kentucky. In addition to their work with LPL Financial LLC, Curren also works with Moneyline Wealth Management. Curren is dedicated to providing clients with comprehensive financial advice and guidance.

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ADVISOR BIO

Dale Stewart Ditto is a financial advisor who has been working in the industry since September 7, 2000. Dale is currently registered with Robert W. Baird & Co. Inc. in Kentucky, Texas and Florida and has previously been registered with J.J.B. HILLIARD, W.L. LYONS, LLC and UBS FINANCIAL SERVICES INC. Dale has a broad range of experience and holds the Series 7, Series 31, Series 63, and Series 65 licenses, along with the SIE exam. Dale is also a Certified Financial Planner.

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ADVISOR BIO

Dale Cordell White is a registered representative with Sunbelt Securities, Inc. based in Lexington, Kentucky. Dale has been in the securities industry since 1971 and has experience with various financial services, including financial planning, portfolio management for businesses and individuals, and selection of other advisers. Dale is also a registered investment advisor representative in Kentucky. Dale's previous roles include working with Lexington Investment Company, Inc. and Thomson McKinnon Securities Inc.

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ADVISOR BIO

Dale Ditto is a financial advisor at Robert W. Baird & Co. Inc. Dale has been in the industry since 2020 and is registered to offer investment advice in 26 states. Dale holds the Series 66, Series 7TO, and SIE licenses, as well as the necessary registrations to provide investment advice in Kentucky and Florida. Dale's experience includes previous roles with the Kentucky Science and Technology Corporation, the Commonwealth of Kentucky, and the University of Kentucky.

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ADVISOR BIO

Daniel Joseph Czulno is a financial professional with over 13 years of experience in the industry. Daniel is a Certified Financial Planner and holds the Series 65 license. Daniel is currently registered with Joule Financial, LLC in Kentucky and Texas. Joule Financial, LLC is a firm based in Lexington, Kentucky, and serves a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Joule Financial, LLC offers a range of services, including financial planning, portfolio management for individuals, and pension consulting. Daniel and Joule Financial, LLC are committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Daniel Crockett is a financial advisor with over 24 years of experience in the financial services industry. Daniel is registered to provide investment advice in Kentucky and Texas through Wells Fargo Clearing Services, LLC. Prior to joining Wells Fargo Clearing Services, LLC, Daniel worked at J.P. MORGAN SECURITIES LLC, FIFTH THIRD SECURITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., PRUCO SECURITIES CORPORATION, and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Daniel holds Series 7, 24, 63, and 66 licenses and specializes in retirement planning, education planning, investment management, and estate planning.

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ADVISOR BIO

Daniel Talbot Von koschembahr is an investment advisor representative with LPL Financial LLC. Daniel has been in the securities industry for over 18 years and has a Series 7, Series 63, and Series 65 license. Daniel previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY SMITH BARNEY. Daniel specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans.

SPECIALIZATIONS