Investment Banking/Management Services

Corporate Finance Associates

1999 Richmond Road Ste 500
Lexington, KY 40502

Mr. Patrick S. Powell

(859) 963-2400

Member Since: 2011

Corporate Finance Associates (CFA) is an international mergers and acquisition (M&A) firm that has completed over 3500 transactions since 1956.

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Cumberland Valley National Bank

1721 Nicholasville Rd.
Lexington, KY 40503

Rockie Mason

(859) 268-1189

(800) 999-3126

Member Since: 2006

CVNB has been Central and Southeastern Kentucky’s community bank since 1904. For more than 100 years, we’ve been dedicated to helping our communities and customers grow, thrive, and achieve their financial goals.

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MCF Advisors

333 West Vine St.
Suite 1740
Lexington, KY 40507

(859) 967-0999

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Russell Capital Management, LLC

476 E High Street
Lexington, KY 40507

(859) 254-5225

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Dupree Financial Group

237 East Main Street
Lexington, KY 40507

(859) 233-0400

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American Trust

2353 Alexandria Drive
Suite 100
Lexington, KY 40504

Kevin Avent

(859) 422-0483

(859) 422-0481

Member Since: 2007

Unified Trust Company has a thirty-plus-year track record for breaking new ground in order to improve the financial outcomes of its investors and partners.

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WealthSouth

106 W. Vine St., Suite 600
Lexington, KY 40507

(859) 523-2600

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Baird

300 W. Vine St., Suite 1100
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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RSA Advisors, LLC