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City
Joule Financial
_
1216 S. Broadway
Lexington
,
KY
40504
Mr. Quint Tatro
(859) 881-0777
Member Since: 2011
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
Thomas Dupree
(859) 233-0400
(800) 509-0105
Member Since: 2016
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Morgan Stanley
_
444 East Main Street
Suite 111
Lexington
,
KY
40507
Christy Brown
(859) 231-9500
Member Since: 2022
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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
William Howell
(859) 523-2600
(855) 261-7512
Member Since: 2013
At WealthSouth, we consider you and your family’s financial welfare our responsibility. Our Private Wealth Management Services are built upon a foundation of objective fiduciary service to our clients.
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Ballast, Inc.
_
400 East Vine Street
Suite 400
Lexington
,
KY
40507
Mr. Brian Burton
(859) 226-0625
Member Since: 2016
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iVisionary dba Strategic Advisors
_
Lexington
,
KY
40502
Stephen Dawahare
Member Since: 2022
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Brewer Private Wealth of Atlanta Consulting Group
_
450 Old Vine St
Suite 310
Lexington
,
KY
40507
Rob Brewer
(859) 551-0171
Member Since: 2023
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Elkhorn Private Wealth
_
771 Corporate Dr.
Suite 605
Lexington
,
KY
40503
Mr. Larry Crosthwaite
(859) 402-0080
Member Since: 2021
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Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington
,
KY
40509
Ms. Diane Verhalen
(859) 977-6006
Member Since: 2015
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Keystone Financial Group
_
527 Wellington Way Ste 225
Lexington
,
KY
40503
Mike Kretz
(859) 317-8316
Member Since: 2017
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About
Message from the Board Chair
President's Message
Top Investors
Board of Directors
Racial Equity Pledge
Staff Directory
Find Our Offices | Parking
NEWS
Do Business
Business Directory
Economic Development
Minority Business Development
>
Minority Business Directory
Procurement Opportunities
Business & Education Network
Resources
>
Start a Business
Relocate a Business
Funding & Financing
Publications
Live & Work
Relocation Guide
Job Board
Getting Around
Demographics
Cost of Living
Lexington History
Lexington Rankings
Education
>
Public Education
Private Education
Health Care
Advocacy
About Public Policy
Regional Plan
Your Government
>
Local
State
Federal
Policy Statements & Key Issues
Membership
Member Benefits
Member Discounts
Member News
Sponsorship Opportunities
JOIN
Events
Events Calendar
Submit an Event
An Evening With Commerce Lexington
International Trip
Leadership Visit
>
Past Trips
>
Salt Lake City 2024
Grand Rapids 2023
Tampa-St. Pete 2022
Austin 2021
Raleigh 2019
Impact
Regional Summit
>
Regional Summit Agenda
Washington Fly-In
Salute to Small Business
>
Past Award Winners
Connect
Become a Member
Peer Programming
>
Business Owners Advisory Boards (BOAB)
Peer Groups
Emerging Leaders of the Bluegrass
Leadership Development
>
Leadership Lexington
>
Leadership Lexington Alumni Association
Projects 2024-25
2025-2026 Class Roster
Leadership Central Kentucky
>
Class Roster 2025-2026
LCK Alumni
Ambassador Program
FOUNDATION