ADVISOR BIO

Jack B Roberts is an investment advisor representative with Keystone Financial Group, LLC. Jack has been in the financial industry since 2014. Jack is registered with the state of Kentucky. Jack provides investment advisory services through Keystone Financial Group, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial.

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ADVISOR BIO

Jack Lehman is a financial advisor with Osaic Wealth, Inc. who has been in the industry since 2022. Jack holds the Series 66, Series 7, and SIE licenses. Jack is registered to provide investment advice in Kentucky, Florida, Kansas, Michigan, Minnesota, Ohio, and Texas. Jack specializes in financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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ADVISOR BIO

Jacob Francis Tamme is an investment advisor representative at Meridian Wealth Management, LLC, registered with the state of Kentucky since February 8, 2019. Jacob also holds a Series 65 license. Jacob has experience in the financial services industry, working with a variety of clients including individuals, corporations, charities and pension plans. Jacob is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Jacob Hammons is a financial advisor registered with Cetera Investment Advisers LLC. Jacob has been in the financial services industry since 2020. Jacob specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Jacob has experience working with a variety of client types, including individuals, high-net-worth individuals, corporations, and charitable organizations. Jacob is licensed to provide investment advice in Kentucky.

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ADVISOR BIO

Jacob Buckley is an investment advisor representative registered with ON Investment Management Co.. Jacob has been in the financial services industry since July 3, 2018. Jacob Buckley is licensed to provide advisory services in Alabama, Arkansas, Florida, Illinois, Indiana, Kentucky, Ohio, South Carolina, Texas and West Virginia.

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ADVISOR BIO

Jacqueline Griggs is a Certified Financial Planner® with Wrenne Financial Planning LLC. Jacqueline has been in the financial services industry since 2012, and has experience working with individuals and families. Jacqueline is registered with the state of Colorado and Texas to provide investment advice.

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ADVISOR BIO

James Tyson Davis is a financial advisor with Truist Advisory Services, Inc., located in Lexington, KY. James has over 20 years of experience in the financial services industry. James is a registered representative with FINRA and holds Series 7, 63, and 65 securities licenses. James's experience includes working with high-net-worth individuals, corporations, and charitable organizations. James specializes in providing financial planning, portfolio management, and wealth management services.

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ADVISOR BIO

James Taylor Davis is a financial advisor with Meridian Wealth Management, LLC. James has been in the financial industry since 2017 and holds Series 6, 7TO, 63 and 65 licenses. James is a Registered Investment Advisor in Kentucky. James provides financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management services to individuals, corporations and charitable organizations. James is also a 100% owner of Transformed Coaching, a non-business related venture that coaches Northwestern Mutual reps on abundance mindset.

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ADVISOR BIO

James Morrison is an active investment advisor representative with Keystone Financial Group, LLC. James is licensed to provide financial advice in Alabama, California, Florida, Georgia, Indiana, Kentucky, Maryland, Minnesota, Missouri, New York, Ohio, South Carolina, Tennessee, Virginia, and West Virginia. James has been in the financial industry since 1990 and has a strong track record of helping clients achieve their financial goals. James is committed to providing personalized financial advice and working with clients to develop a plan that meets their unique needs.

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ADVISOR BIO

James Anthony Richardson is a financial advisor with over 35 years of experience in the industry. James is currently registered with Morgan Stanley in Lexington, KY. James has a wide range of experience in the financial industry, including previous roles with Fifth Third Securities, Citigroup Global Markets Inc., and Merrill Lynch. James holds Series 7, 31, and 63 licenses, as well as the Series 65 and SIE exams. James also holds the Certified Financial Planner designation.

SPECIALIZATIONS