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City
Corporate Finance Associates
_
1999 Richmond Road
STE 500
Lexington
,
KY
40502
(859) 963-2400
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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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Keystone Financial Group
_
527 Wellington Way Ste 225
Lexington
,
KY
40503
(859) 317-8316
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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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Lexington Postal Community Credit Union
_
124 Louie Place
Lexington
,
KY
40511
(859) 252-5151
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Thoroughbred Asset Management
_
809 Morton Ave
Suite 202
Bardstown
,
KY
40004
(866) 566-0460
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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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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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Joule Financial
_
1216 S. Broadway
Lexington
,
KY
40504
(859) 881-0777
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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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Elkhorn Private Wealth
_
771 Corporate Dr.
Suite 605
Lexington
,
KY
40503
Mr. Larry Crosthwaite
(859) 402-0080
Member Since: 2021
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Jack Lehman, Financial Advisor
_
3217 Summit Square Pl
Suite 200
Lexington
,
KY
40509
(270) 312-3365
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Courtesy Acura
_
3701 Nicholasville Road
Lexington
,
KY
40503
(859) 272-8900
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Northwestern Mutual
_
330 East Main St.
3rd Floor
Lexington
,
KY
40507
(859) 523-8700
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Triple Crown Advisors/Ameriprise Financial
_
1000 Monarch St.
Suite 250
Lexington
,
KY
40513
(859) 260-1820
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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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FinFit Life
_
4190 Spears Rd
Lexington
,
KY
40515
Catrina South
(513) 926-8985
Member Since: 2023
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Bank of America
_
1808 Alysheba Way
Lexington
,
KY
40507
Christopher Howard
(859) 629-3660
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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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
(859) 523-2600
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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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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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Merrill, a Bank of America Company
_
4023 Finn Way
Lexington
,
KY
40517
(859) 231-5204
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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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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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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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OneCommonwealth Financial Group
_
139 West Short Street
Suite 200
Lexington
,
KY
40507
Kimberly Johnson
(859) 971-9479
Member Since: 2021
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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
Suite 400
Lexington
,
KY
40507
Mr. Brian Burton
(859) 226-0625
Member Since: 2016
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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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Aurora Financial Consultants
_
2333 Alexandria Dr
Lexington
,
KY
40504
Genevie M. Osborn
(859) 514-6045
( ) -
Member Since: 2008
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SETERIOS Wealth Advisors, LLC
_
2151 Meeting Street
Unit 10112
Lexington
,
KY
40509
(941) 744-7993
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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
_
520 W New Circle Rd
Lexington
,
KY
40511
Tony Guynn
(859) 963-3059
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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Morgan Stanley
_
444 East Main Street
Suite 111
Lexington
,
KY
40507
(859) 231-9500
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Alpha Financial Partners, LLC
_
710 E Main St
Suite 110
Lexington
,
KY
40502
(859) 785-2660
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Mobile Tax Resolutions Inc
_
PO Box 55445
Lexington
,
KY
40555
(530) 828-3553
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Powerful Legacy Insurance & Financial Services
_
3260 Blazer Pkwy
Suite 100
Lexington
,
KY
40509
(859) 893-5099
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Jim Mischner – "Hard Money" Private Lender
_
PO Box 22481
Lexington
,
KY
40522 2481
(859) 806-1932
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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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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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Legacy Wealth Management
_
2525 Harrodsburg Road
Suite 100
Lexington
,
KY
40504
(859) 296-1200
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Russell Capital Management, LLC
_
476 E High Street
Lexington
,
KY
40507
(859) 254-5225
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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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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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Park Community Credit Union
_
2217 War Admiral Way
Lexington
,
KY
40509
(502) 968-3681
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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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Family Wealth Group
_
2704 Old Rosebud Road
Suite 180
Lexington
,
KY
40509
Brian Staples
(859) 309-0349
Member Since: 2010
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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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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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Ascension Funding Group
_
4401 Tates Creek Centre Dr
Suite 150-313
Lexington
,
KY
40517
David Hayes
(866) 778-8078
Member Since: 2023
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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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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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About
Message from the Board Chair
President's Message
Top Investors
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Find Our Offices | Parking
NEWS
Do Business
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>
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>
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Your Government
>
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State
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Policy Statements & Key Issues
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JOIN
Events
Events Calendar
Submit an Event
An Evening With Commerce Lexington
International Trip
EMERGE
Leadership Visit
>
Past Trips
>
Salt Lake City 2024
Grand Rapids 2023
Tampa-St. Pete 2022
Austin 2021
Raleigh 2019
Impact
Regional Summit
>
Regional Summit Agenda
Washington Fly-In
Salute to Small Business
>
Past Award Winners
Connect
Become a Member
Peer Programming
>
Business Owners Advisory Boards (BOAB)
Peer Groups
Emerging Leaders of the Bluegrass
Leadership Development
>
Leadership Lexington
>
Leadership Lexington Alumni Association
Leadership Lexington Projects 2024-25
Leadership Central Kentucky
>
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LCK Alumni
Ambassador Program
FOUNDATION