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

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

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 Cooper is a financial advisor in Lexington, Kentucky, with over 18 years of experience in the financial services industry. James has a wide range of experience in the financial services industry, including roles at PNC Investments, NatCity Investments, Inc., and Waddell & Reed, Inc.. James is currently registered with Fifth Third Securities, Inc. and holds licenses for securities and investment advisory services. James Cooper is a dedicated and experienced financial advisor who is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James Wheeler is a registered investment advisor representative with Fifth Third Securities, Inc., and has been in the industry for over 5 years. James holds Series 6, Series 63, Series 65, and SIE licenses and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. James is also an active participant in the firm's sponsor wrap fee program, and has a strong track record of serving the needs of clients in the Lexington, Kentucky area.

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ADVISOR BIO

James Wesley Vermillion is an Investment Advisor Representative at Vermillion Private Wealth, a firm he founded in 2020. Prior to founding Vermillion Private Wealth, James worked as a Financial Advisor for Robert W. Baird & Co. Incorporated and J.J.B. Hillard, W.L. Lyons, LLC. James has over 10 years of experience in the financial services industry and is passionate about providing his clients with personalized financial advice.

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ADVISOR BIO

James Master is an investment advisor representative at Robert W. Baird & Co. Inc. James has been in the industry for over 29 years and has been registered with the firm since October 2019. Previously, James was registered with J.J.B. HILLIARD, W.L. LYONS, LLC. James holds the Series 7, Series 63 and SIE licenses and is registered in 27 states. James offers portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. James also provides financial planning, pension consulting, educational seminars, and selection of other advisors. James is currently the treasurer of Eastwood Maintenance Association, a homeowners association.

SPECIALIZATIONS