Edward Scott Fitz Gerald

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 14 years of industry experience. She is the principal of Fire Wealth Management, LLC and also operates Focused Tax Partners, LLC, a tax preparation business. Her prior work includes over a decade at Fox & Company Wealth Management. Fire Wealth Management, LLC is a fee-only advisory serving individuals, pension and profit-sharing plans, corporations, and business entities, with a focus on medical professional families. The firm emphasizes long-term, passive investment strategies primarily using mutual funds and ETFs, and offers specialized 401(k) liaison services for small business clients.

Jamison Imhoff is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Elite Marketing Group and Cetera Advisor Networks. Outside of his advisory roles, he is the owner and creator of an internet podcast focused on gaming and entertainment called URGE (Under Raided Gaming Entertainment). HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers, model portfolios, and AI tools for operational efficiency, serving a diverse client base including institutional and intermediary relationships.

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

Patrick Flanary is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2018 and previously was with INVEST Financial Corp. from 2016 to 2018. In addition to his advisory role, he is involved with Community Financial Services Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and technology-driven solutions.

Kayla Barrett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 12 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, Barrett owns an LLC that leases a former office property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through client collaboration and supported by extensive research and asset-allocation analysis.

Rodney Nance is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is a musician who sings and plays guitar in a local band in Springville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.