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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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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
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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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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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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Moneyline Wealth Management
Moneyline Wealth Management
_
220 E. Reynolds Rd., Suite A-1
Lexington, KY 40517
Work Phone: (859) 271-8694(859) 271-8694
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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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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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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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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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Field & Main Bank
Field & Main Bank
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369 E. Main Street
Suite 100
Lexington, KY 40507
Lesley A. FlukeLesley A. Fluke
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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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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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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Mobile Tax Resolutions Inc
Mobile Tax Resolutions Inc
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PO Box 55445
Lexington, KY 40555
Work Phone: (530) 828-3553(530) 828-3553
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Bank of America
Bank of America
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3850 Fountain Blue Lane
Lexington, KY 40513
Work Phone: (859) 231-5000(859) 231-5000
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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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Merrill, a Bank of America Company
Merrill, a Bank of America Company
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300 W Vine Street
Suite 1000
Lexington, KY 40507
Mollie BrennanMollie Brennan
Work Phone: (859) 231-5000(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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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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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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Fidelity Investments
Fidelity Investments
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161 Lexington Green Circle
Suite 195
Lexington, KY 40503
Chris TischnerChris Tischner
Work Phone: (859) 469-7304(859) 469-7304
Member Since: 2023
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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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OneCommonwealth Financial Group
OneCommonwealth Financial Group
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139 West Short Street
Suite 200
Lexington, KY 40507
Kimberly JohnsonKimberly Johnson
Work Phone: (859) 971-9479(859) 971-9479
Member Since: 2021
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Alliance Financial Planning, LLC
Alliance Financial Planning, LLC
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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
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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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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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Bank of America
Bank of America
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4023 Finn Way
Lexington, KY 40517
Tracy TaylorTracy Taylor
Work Phone: (859) 629-3713(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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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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Alpha Financial Partners, LLC
Alpha Financial Partners, LLC
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710 E Main St
Suite 110
Lexington, KY 40502
Tracy HulbergTracy Hulberg
Work Phone: (859) 785-2660(859) 785-2660
Member Since: 2021
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Suite 100
Lexington, KY 40508
Rob BrewerRob Brewer
Work Phone: (859) 551-0171(859) 551-0171
Member Since: 2023
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Bank of America
Bank of America
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1808 Alysheba Way
Lexington, KY 40507
Christopher HowardChristopher Howard
Work Phone: (859) 629-3660(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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Morgan Stanley
Morgan Stanley
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444 East Main Street
Suite 111
Lexington, KY 40507
Work Phone: (859) 231-9500(859) 231-9500
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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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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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HSLC (The Home Savings & Loan Co.)
HSLC (The Home Savings & Loan Co.)
_
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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Elkhorn Private Wealth
Elkhorn Private Wealth
_
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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Bank of America
Bank of America
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520 W New Circle Rd
Lexington, KY 40511
Tony GuynnTony Guynn
Work Phone: (859) 963-3059(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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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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Lexington Postal Community Credit Union
Lexington Postal Community Credit Union
_
124 Louie Place
Lexington, KY 40511
Sharon StaffordSharon Stafford
Work Phone: (859) 252-5151(859) 252-5151
Member Since: 2017
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Oberlander Financial Services, PLLC
Oberlander Financial Services, PLLC
_
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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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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LeTicia Preacely, Edward Jones
LeTicia Preacely, Edward Jones
_
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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Merrill, a Bank of America Company
Merrill, a Bank of America Company
_
4023 Finn Way
Lexington, KY 40517
Rebecca HernRebecca Hern
Work Phone: (859) 231-5204(859) 231-5204
Member Since: 2021
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Courtesy Acura
Courtesy Acura
_
3701 Nicholasville Road
Lexington, KY 40503
Mr. Dan GlassMr. Dan Glass
Work Phone: (859) 272-8900(859) 272-8900
Member Since: 2013
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Northwestern Mutual
Northwestern Mutual
_
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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New York Life
New York Life
_
449 Lin Wal Road
Lexington, KY 40505
Albert StobbeAlbert Stobbe
Work Phone: (502) 382-7351(502) 382-7351
Member Since: 2025
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Aurora Financial Consultants
Aurora Financial Consultants
_
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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Independence Bank
Independence Bank
_
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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Upcoming Events:

Bank of Lexington Tornado Relief!

May 21, 20257:00 AM - 5:00 PM

The Wizard of Oz Presented by Woodford Theatre

May 25, 20252:00 PM - 4:30 PM

Lexington Legends Baseball Game

May 25, 20252:00 PM

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May 27, 20256:45 PM

Lexington Legends Baseball Game

May 27, 20256:45 PM

Life Adventure Center: Adventure Camp Session 1

May 27, 20258:00 AM - 5:00 PM

Emerging Leaders of the Bluegrass: Personal Productivity with Microsoft Tools

May 27, 20253:00 PM - 5:00 PM

Lexington Legends Baseball Game

May 28, 20256:45 PM

Lexington Legends Baseball Game

May 28, 20256:45 PM

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May 29, 20256:45 PM

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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
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  • FOUNDATION
  • Message from the Board Chair
  • President's Message
  • Top Investors
  • Board of Directors
  • Racial Equity Pledge
  • Staff Directory
  • Find Our Offices | Parking
  • NEWS
  • Business Directory
  • Economic Development
  • Minority Business Development >
    • Minority Business Directory
    • Procurement Opportunities
  • Business & Education Network
  • Resources >
    • Start a Business
    • Relocate a Business
    • Funding & Financing
    • Publications
  • Relocation Guide
  • Job Board
  • Getting Around
  • Demographics
  • Cost of Living
  • Lexington History
  • Lexington Rankings
  • Education >
    • Public Education
    • Private Education
  • Health Care
  • About Public Policy
  • Regional Plan
  • Your Government >
    • Local
    • State
    • Federal
  • Policy Statements & Key Issues
  • Member Benefits
  • Member Discounts
  • Member News
  • Sponsorship Opportunities
  • JOIN
  • Events Calendar
  • Submit an Event
  • An Evening With Commerce Lexington
  • International Trip
  • EMERGE >
    • EMERGE Sessions
  • 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
  • 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 >
      • Class Roster
      • LCK Alumni
  • Ambassador Program