Financial Services

Corporate Finance Associates

1999 Richmond Road
STE 500
Lexington, KY 40502

Mr. Patrick S. Powell

(859) 963-2400

Member Since: 2011

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Alpha Financial Partners, LLC

710 E Main St
Suite 110
Lexington, KY 40502

Tracy Hulberg

(859) 785-2660

Member Since: 2021

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Independence Bank

Stacy Berge

(859) 967-1776

Member Since: 2021

Long before the days of government bailouts, Independence Bank sought to create a banking revolution.

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Oberlander Financial Services, PLLC

997 Governors Lane, Ste 150
Lexington, KY 40513

Brad Oberlander, CPA

(859) 552-3342

Member Since: 2020

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Acuity Wealth Management Advisors

444 East Main Street
Suite 202
Lexington, KY 40507

Nathan Slyh

(859) 492-7405

Member Since: 2024

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Joule Financial

1216 S. Broadway
Lexington, KY 40504

Mr. Quint Tatro

(859) 881-0777

Member Since: 2011

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Park Community Credit Union

2217 War Admiral Way
Lexington, KY 40509

Rachel McMahan

(502) 968-3681

Member Since: 2024

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HSLC (The Home Savings & Loan Co.)

345 Ruccio Way
Lexington, KY 40503

Brad Wilson

(859) 440-1008

Member Since: 2024

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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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Mobile Tax Resolutions Inc

PO Box 55445
Lexington, KY 40555

(530) 828-3553

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Bank of America

3850 Fountain Blue Lane
Lexington, KY 40513

(859) 231-5000

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Community Trust and Investment Company

100 East Vine Street
Suite 501
Lexington, KY 40507

Mr. Andy Waters

(859) 389-5300

Member Since: 2012

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LeTicia Preacely, Edward Jones

504 North Main St., Suite E
Nicholasville, KY 40356

LeTicia Preacely

(859) 881-8246

Member Since: 2024

As a fully licensed advisor, I have dedicated my career to delivering the personalized and comprehensive planning services my clients deserve.

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Moneyline Wealth Management

220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517

(859) 271-8694

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Bank of America

4023 Finn Way
Lexington, KY 40517

Tracy Taylor

(859) 629-3713

Member Since: 2023

Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen

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Merrill, a Bank of America Company

4023 Finn Way
Lexington, KY 40517

Rebecca Hern

(859) 231-5204

Member Since: 2021

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Russell Capital Management, LLC

476 E High Street
Lexington, KY 40507

Yvonne Matheny

(859) 254-5225

Member Since: 2017

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Aurora Financial Consultants

424 Lewis Hargett Circle, Suite 250
Lexington, KY 40503

Genevie (Geni) Osborn

(859) 514-6045

( ) -

Member Since: 2008

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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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Powerful Legacy Insurance & Financial Services

3260 Blazer Pkwy
Suite 100
Lexington, KY 40509

Kristina Ping Kepperling

(859) 893-5099

Member Since: 2021

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Brewer Private Wealth of Atlanta Consulting Group

340 S Broadway
Lexington, KY 40508

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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Morgan Stanley

444 East Main Street
Suite 111
Lexington, KY 40507

(859) 231-9500

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New York Life

449 Lin Wal Road
Lexington, KY 40505

Albert Stobbe

(502) 382-7351

Member Since: 2025

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J.J.B. Hilliard, W. L. Lyons LLC

100 W Main Street Suite 500
Lexington, KY 40507

Thomas Kessinger

(859) 219-2460

Member Since: 2010

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Baird

100 W. Main St.
Suite 500
Lexington, KY 40507

Stephen Grossman

(859) 255-9681

Member Since: 1965

At Baird, we provide comprehensive wealth management services and customized advice. Our focus on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.

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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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City National Bank

318 East Main Street
Lexington, KY 40507

Mr. Bill Craycraft

(859) 367-3707

Member Since: 2015

City has been delivering innovative, superior financial solutions for 60 years, proudly serving business and retail customers across West Virginia, Kentucky, Virginia and Ohio.

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Legacy Wealth Management

2525 Harrodsburg Road
Suite 100
Lexington, KY 40504

John Davis

(859) 296-1200

(877) 296-1201

Member Since: 2010

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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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Fidelity Investments

161 Lexington Green Circle
Suite 195
Lexington, KY 40503

Chris Tischner

(859) 469-7304

Member Since: 2023

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Triple Crown Advisors/Ameriprise Financial

1000 Monarch St.
Suite 250
Lexington, KY 40513

Jake Fink

(859) 260-1820

(888) 604-7526

Member Since: 2013

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Raymond James/Central Bank

43 North Maple St.
Winchester, KY 40391

Coos Ockers

(859) 745-7626

(800) 367-5938

Member Since: 2011

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HSLC (The Home Savings & Loan Co.)

2452 Sir Barton Way
Lexington, KY 40509

Chris Jones

(859) 440-1008

Member Since: 2020

Getting a home loan has never been a more stress-free experience than it is with HSLC - Lexington Loan Production Office.

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JT Davis Asset Managment

444 East Main Street
Lexington, KY 40507

Armine Hutchens

(859) 608-6594

Member Since: 2023

The team at JT Davis Asset Management believes in a client-based approach that translates the complicated realm of retirement planning into something easily understandable.

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Northwestern Mutual

330 East Main St.
3rd Floor
Lexington, KY 40507

(859) 523-8700

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American Trust Wealth

2525 Harrodsburg Road
Suite 300
Lexington, KY 40504

Kevin Avent

(859) 422-0483

(859) 422-0481

Member Since: 2007

Helping people retire is our business, it’s what we do.

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Lexington Postal Community Credit Union

124 Louie Place
Lexington, KY 40511

Sharon Stafford

(859) 252-5151

Member Since: 2017

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Merrill, a Bank of America Company

300 W Vine Street
Suite 1000
Lexington, KY 40507

Mollie Brennan

(859) 231-5000

Member Since: 1980

Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.

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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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Farm Credit Mid America & Rural 1st

1201 Providence Place Pkwy
Lexington, KY 40511 8315

Paige Schneider

(859) 254-2741

Member Since: 2022

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Jim Mischner – "Hard Money" Private Lender

PO Box 22481
Lexington, KY 40522 2481

Mr. Jim Mischner

(859) 806-1932

Member Since: 2015

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Courtesy Acura

3701 Nicholasville Road
Lexington, KY 40503

Mr. Dan Glass

(859) 272-8900

Member Since: 2013

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Family Wealth Group

2704 Old Rosebud Road
Suite 180
Lexington, KY 40509

Brian Staples

(859) 309-0349

Member Since: 2010

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OneCommonwealth Financial Group

139 West Short Street
Suite 200
Lexington, KY 40507

Kimberly Johnson

(859) 971-9479

Member Since: 2021

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Bank of America

520 W New Circle Rd
Lexington, KY 40511

Tony Guynn

(859) 963-3059

Member Since: 2023

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Bank of America

1808 Alysheba Way
Lexington, KY 40507

Christopher Howard

(859) 629-3660

Member Since: 2023

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Field & Main Bank

369 E. Main Street
Suite 100
Lexington, KY 40507

Lesley A. Fluke

(859) 554-9663

(859) 397-5026

Member Since: 2013

Field & Main Bank is your Kentucky-chartered community bank dedicated to serving Kentucky and Indiana with strong leadership, convenient banking facilities and new modern craft banking.

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