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

Whitney Greer

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

3120 Wall Street
Suite 310
Lexington, KY 40513

(859) 219-2460

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Community Trust and Investment Company

100 East Vine Street
Suite 501
Lexington, KY 40507

(859) 389-5300

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Dupree & Company, Inc.

125 South Mill Street
Suite 100
Lexington, KY 40507

(859) 254-7741

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MCF Advisors

333 West Vine St.
Suite 1740
Lexington, KY 40507

(859) 967-0999

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Charles Schwab Lexington-Hamburg

2344 Elkhorn Road
Suite 175
Lexington, KY 40509

(859) 629-3460

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Wells Fargo Financial Advisors

333 E. Main Street
Suite 120
Lexington, KY 40507

(859) 276-6166

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Russell Capital Management, LLC

476 E High Street
Lexington, KY 40507

(859) 254-5225

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Buzz Carmichael

4390 Clearwater Dr.
Suite 1602
Lexington, KY 40515

(859) 266-5757

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Unified Trust, A Division of American Trust Company

2353 Alexandria Drive
Suite 100
Lexington, KY 40504

Ms. Melissa Geertz

(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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D. Scott Neal, Inc.

3292 Eagle View Lane
Suite 290
Lexington, KY 40509

(859) 254-3036

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RSA Advisors, LLC

325 W. Main Street
Suite 300
Lexington, KY 40507

(859) 977-6600

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Baird

300 W. Vine St., Suite 1100
Lexington, KY 40507

Stephen Grossman

(859) 255-9681

Member Since: 1965

At Hilliard Lyons, 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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Asio Capital