Financial Services

Corporate Finance Associates

1999 Richmond Road
Lexington, KY 40502

(859) 963-2400

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Powerful Legacy Insurance & Financial Services

3260 Blazer Pkwy
Lexington, KY 40509

(859) 893-5099

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OneCommonwealth Financial Group

139 West Short Street
Lexington, KY 40507

(859) 971-9479

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Northwestern Mutual

330 East Main St.
Lexington, KY 40507

(859) 523-8700

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Fidelity Investments

161 Lexington Green Circle
Lexington, KY 40503

Chris Tischner

(859) 469-7304

Member Since: 2023

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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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Accredited Wealth Management

4938 Brownsboro Road • Suite 201
Louisville, KY 40222

Brad Fisher

(502) 290-1905

Member Since: 2019

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Aurora Financial Consultants

2333 Alexandria Dr
Lexington, KY 40504

Genevie M. Osborn

(859) 514-6045

( ) -

Member Since: 2008

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Community Trust and Investment Company

100 East Vine Street
Lexington, KY 40507

(859) 389-5300

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HSLC (The Home Savings & Loan Co.)

345 Ruccio Way
Lexington, KY 40503

(859) 440-1008

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Baird

100 W. Main St.
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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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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Acuity Wealth Management Advisors

444 East Main Street
Lexington, KY 40507

Nathan Slyh

(859) 492-7405

Member Since: 2024

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SETERIOS Wealth Advisors, LLC

2151 Meeting Street
Lexington, KY 40509

(941) 744-7993

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Mobile Tax Resolutions Inc

PO Box 55445
Lexington, KY 40555

(530) 828-3553

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Bank of America

4023 Finn Way
Lexington, KY 40517

Carolyn Stafford

(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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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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Family Wealth Group

2704 Old Rosebud Road
Lexington, KY 40509

Brian Staples

(859) 309-0349

Member Since: 2010

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Ascension Funding Group

4401 Tates Creek Centre Dr
Lexington, KY 40517

David Hayes

(866) 778-8078

Member Since: 2023

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Elkhorn Private Wealth

771 Corporate Dr.
Lexington, KY 40503

Mr. Larry Crosthwaite

(859) 402-0080

Member Since: 2021

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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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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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Morgan Stanley

444 East Main Street
Lexington, KY 40507

(859) 231-9500

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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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Keystone Financial Group

527 Wellington Way Ste 225
Lexington, KY 40503

(859) 317-8316

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Moneyline Wealth Management

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

(859) 271-8694

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Merrill, a Bank of America Company

4023 Finn Way
Lexington, KY 40517

(859) 231-5204

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Park Community Credit Union

2217 War Admiral Way
Lexington, KY 40509

(502) 968-3681

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American Trust Wealth

2525 Harrodsburg Road
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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Field & Main Bank

369 E. Main Street
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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FinFit Life

4190 Spears Rd
Lexington, KY 40515

Catrina South

(513) 926-8985

Member Since: 2023

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WealthSouth

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

(859) 523-2600

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Thoroughbred Asset Management

809 Morton Ave
Bardstown, KY 40004

(866) 566-0460

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Raymond James/Central Bank

43 North Maple St.
Winchester, KY 40391

(859) 745-7626

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Ballast, Inc.

400 East Vine Street
Lexington, KY 40507

Mr. Brian Burton

(859) 226-0625

Member Since: 2016

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Lexington Postal Community Credit Union

124 Louie Place
Lexington, KY 40511

(859) 252-5151

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Merrill, a Bank of America Company

300 W Vine Street
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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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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Legacy Wealth Management

2525 Harrodsburg Road
Lexington, KY 40504

(859) 296-1200

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Joule Financial

1216 S. Broadway
Lexington, KY 40504

(859) 881-0777

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Triple Crown Advisors/Ameriprise Financial

1000 Monarch St.
Lexington, KY 40513

(859) 260-1820

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

100 W Main Street Suite 500
Lexington, KY 40507

(859) 219-2460

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JT Davis Asset Managment

444 East Main Street
Lexington, KY 40507

Armine Hutchens

(859) 608-6594

Member Since: 2024

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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Jim Mischner – "Hard Money" Private Lender