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Financial Services

Financial Services

 
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Corporate Finance Associates
Corporate Finance Associates
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1999 Richmond Road
STE 500
Lexington, KY 40502
Mr. Patrick S. PowellMr. Patrick S. Powell
Work Phone: (859) 963-2400(859) 963-2400
Member Since: 2011
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Farm Credit Mid America & Rural 1st
Farm Credit Mid America & Rural 1st
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1201 Providence Place Pkwy
Lexington, KY 40511 8315
Paige SchneiderPaige Schneider
Work Phone: (859) 254-2741(859) 254-2741
Member Since: 2022
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HSLC (The Home Savings & Loan Co.)
HSLC (The Home Savings & Loan Co.)
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2452 Sir Barton Way
Lexington, KY 40509
Chris JonesChris Jones
Work Phone: (859) 440-1008(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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Legacy Wealth Management
Legacy Wealth Management
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2525 Harrodsburg Road
Suite 100
Lexington, KY 40504
John DavisJohn Davis
Work Phone: (859) 296-1200(859) 296-1200
(877) 296-1201(877) 296-1201
Member Since: 2010
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Lexington Postal Community Credit Union
Lexington Postal Community Credit Union
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124 Louie Place
Lexington, KY 40511
Sharon StaffordSharon Stafford
Work Phone: (859) 252-5151(859) 252-5151
Member Since: 2017
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Joule Financial
Joule Financial
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1216 S. Broadway
Lexington, KY 40504
Mr. Quint Tatro Mr. Quint Tatro
Work Phone: (859) 881-0777(859) 881-0777
Member Since: 2011
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Elkhorn Private Wealth
Elkhorn Private Wealth
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771 Corporate Dr.
Suite 605
Lexington, KY 40503
Mr. Larry CrosthwaiteMr. Larry Crosthwaite
Work Phone: (859) 402-0080(859) 402-0080
Member Since: 2021
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City National Bank
City National Bank
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318 East Main Street
Lexington, KY 40507
Mr. Bill CraycraftMr. Bill Craycraft
Work Phone: (859) 367-3707(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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Baird
Baird
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100 W. Main St.
Suite 500
Lexington, KY 40507
Stephen GrossmanStephen Grossman
Work Phone: (859) 255-9681(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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Independence Bank
Independence Bank
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Stacy BergeStacy Berge
Work Phone: (859) 967-1776(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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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
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100 W Main Street Suite 500
Lexington, KY 40507
Thomas KessingerThomas Kessinger
Work Phone: (859) 219-2460(859) 219-2460
Member Since: 2010
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WealthSouth
WealthSouth
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106 W. Vine St., Suite 600
Lexington, KY 40507
William HowellWilliam Howell
Work Phone: (859) 523-2600(859) 523-2600
(855) 261-7512(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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Family Wealth Group
Family Wealth Group
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2704 Old Rosebud Road
Suite 180
Lexington, KY 40509
Brian StaplesBrian Staples
Work Phone: (859) 309-0349(859) 309-0349
Member Since: 2010
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
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450 Old Vine St
Suite 310
Lexington, KY 40507
Rob BrewerRob Brewer
Work Phone: (859) 551-0171(859) 551-0171
Member Since: 2023
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LeTicia Preacely, Edward Jones
LeTicia Preacely, Edward Jones
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504 North Main St., Suite E
Nicholasville, KY 40356
LeTicia PreacelyLeTicia Preacely
Work Phone: (859) 881-8246(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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Raymond James/Central Bank
Raymond James/Central Bank
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43 North Maple St.
Winchester, KY 40391
Coos OckersCoos Ockers
Work Phone: (859) 745-7626(859) 745-7626
(800) 367-5938(800) 367-5938
Member Since: 2011
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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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319 Cedar St.
Suite 201
Lexington, KY 40508
Emily NelsonEmily Nelson
Work Phone: (859) 785-2660(859) 785-2660
Member Since: 2021
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Ballast, Inc.
Ballast, Inc.
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400 East Vine Street
Suite 400
Lexington, KY 40507
Mr. Brian BurtonMr. Brian Burton
Work Phone: (859) 226-0625(859) 226-0625
Member Since: 2016
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Moneyline Wealth Management
Moneyline Wealth Management
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220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517
Mr. Mike BidarianMr. Mike Bidarian
Work Phone: (859) 271-8694(859) 271-8694
Member Since: 2012
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Jim Mischner – "Hard Money" Private Lender
Jim Mischner – "Hard Money" Private Lender
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PO Box 22481
Lexington, KY 40522 2481
Mr. Jim MischnerMr. Jim Mischner
Work Phone: (859) 806-1932(859) 806-1932
Member Since: 2015
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Aurora Financial Consultants
Aurora Financial Consultants
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424 Lewis Hargett Circle, Suite 250
Lexington, KY 40503
Genevie (Geni) OsbornGenevie (Geni) Osborn
Work Phone: (859) 514-6045 (859) 514-6045
(   )    -( ) -
Member Since: 2008
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HSLC (The Home Savings & Loan Co.)
HSLC (The Home Savings & Loan Co.)
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345 Ruccio Way
Lexington, KY 40503
Brad WilsonBrad Wilson
Work Phone: (859) 440-1008(859) 440-1008
Member Since: 2024
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Field & Main Bank
Field & Main Bank
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369 E. Main Street
Suite 100
Lexington, KY 40507
Stephen MalloryStephen Mallory
Work Phone: (859) 554-9663(859) 554-9663
(859) 397-5026(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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Keystone Financial Group
Keystone Financial Group
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527 Wellington Way Ste 225
Lexington, KY 40503
Mike KretzMike Kretz
Work Phone: (859) 317-8316(859) 317-8316
Member Since: 2017
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Park Community Credit Union
Park Community Credit Union
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2217 War Admiral Way
Lexington, KY 40509
Rachel McMahanRachel McMahan
Work Phone: (502) 968-3681(502) 968-3681
Member Since: 2024
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JT Davis Asset Managment
JT Davis Asset Managment
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444 East Main Street
Lexington, KY 40507
Armine  HutchensArmine Hutchens
Work Phone: (859) 608-6594(859) 608-6594
Member Since: 2023
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New York Life
New York Life
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449 Lin Wal Road
Lexington, KY 40505
Brandon HagyBrandon Hagy
Work Phone: (502) 382-7351(502) 382-7351
Member Since: 2025
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Community Trust and Investment Company
Community Trust and Investment Company
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100 East Vine Street
Suite 501
Lexington, KY 40507
Mr. Andy WatersMr. Andy Waters
Work Phone: (859) 389-5300(859) 389-5300
Member Since: 2012
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Northwestern Mutual
Northwestern Mutual
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330 East Main St.
3rd Floor
Lexington, KY 40507
Christian SchnabelChristian Schnabel
Work Phone: (859) 523-8700(859) 523-8700
Member Since: 2011
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Powerful Legacy Insurance & Financial Services
Powerful Legacy Insurance & Financial Services
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3260 Blazer Pkwy
Suite 100
Lexington, KY 40509
Kristina Ping KepperlingKristina Ping Kepperling
Work Phone: (859) 893-5099(859) 893-5099
Member Since: 2021
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Triple Crown Advisors/Ameriprise Financial
Triple Crown Advisors/Ameriprise Financial
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1000 Monarch St.
Suite 250
Lexington, KY 40513
Jake FinkJake Fink
Work Phone: (859) 260-1820(859) 260-1820
(888) 604-7526(888) 604-7526
Member Since: 2013
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Morgan Stanley
Morgan Stanley
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444 East Main Street
Suite 111
Lexington, KY 40507
Christy BrownChristy Brown
Work Phone: (859) 231-9500(859) 231-9500
Member Since: 2022
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American Trust Wealth
American Trust Wealth
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2525 Harrodsburg Road
Suite 300
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington, KY 40509
Ms. Diane VerhalenMs. Diane Verhalen
Work Phone: (859) 977-6006(859) 977-6006
Member Since: 2015
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Russell Capital Management, LLC
Russell Capital Management, LLC
_
476 E High Street
Lexington, KY 40507
Yvonne MathenyYvonne Matheny
Work Phone: (859) 254-5225(859) 254-5225
Member Since: 2017
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Oberlander Financial Services, PLLC
Oberlander Financial Services, PLLC
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997 Governors Lane, Ste 150
Lexington, KY 40513
Brad Oberlander, CPABrad Oberlander, CPA
Work Phone: (859) 552-3342(859) 552-3342
Member Since: 2020
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Dupree Financial Group
Dupree Financial Group
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237 East Main Street
Lexington, KY 40507
Thomas DupreeThomas Dupree
Work Phone: (859) 233-0400(859) 233-0400
(800) 509-0105(800) 509-0105
Member Since: 2016
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Copyright © 2025 Commerce Lexington Inc., all rights reserved.
COMMERCE LEXINGTON® and the Commerce Lexington logo are registered trademarks of Commerce Lexington.
330 East Main Street, Suite 100, Lexington, Kentucky, 40507
Phone: (859) 254-4447
  • About
    • Message from the Board Chair
    • President's Message
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    • Board of Directors
    • Racial Equity Pledge
    • Staff Directory
    • Find Our Offices | Parking
    • NEWS
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