James Clayton Mcconnell

Carter Rose is a financial advisor at Five Talent Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was self-employed and has experience in agriculture and nonprofit sectors, including work with Dulous Farms and the Murray State Foundation. Five Talent Financial LLC provides advisory services to individuals, business owners, high-net-worth families, trusts, and small businesses. The firm offers comprehensive financial planning, portfolio management, and integrated tax services through an in-house CPA, with a holistic, goal-based investment approach and a selective options income strategy for accredited investors.

Logan Foster is a financial advisor with Markowski Investments in Murray, KY, holding Series 65 and Series 66 licenses and two years of industry experience. Prior to joining Markowski Investments, he worked at Murray Wealth Management LLC and has also managed sales and marketing for Murray Sporting Goods. He is the sole owner of Murray Property Management LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to a broad client base, including individuals, families, and charitable organizations, managing approximately $473.9 million in assets. The firm’s investment approach combines strategic asset allocation with tactical adjustments based on various analyses and offers comprehensive planning that covers tax, retirement, and estate considerations.

Diana Thomason is a Series 66-credentialed financial advisor with 20 years of industry experience. She has been with Intercarolina Financial Services, Inc. since 2010. Outside of her advisory role, she hosts a local radio breakfast show in Murray, KY. Intercarolina Financial Services, Inc. provides investment advisory and retirement plan consulting to individual clients, including high-net-worth individuals, as well as qualified retirement plans. The firm employs fundamental, technical, and cyclical analysis to create individualized investment policies and manages accounts on both discretionary and non-discretionary bases.

Lance Cherry is a financial advisor with Markowski Investments in Murray, KY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes roles at Truth of Investing, Caitlin John, LLC, and Curian Capital, LLC. He is also the owner of Cherry Wealth Management. Markowski Investments provides personal financial planning and discretionary portfolio management to a diverse client base, including individuals, families, trusts, and small businesses, managing approximately $474 million in assets. The firm combines strategic asset allocation with tactical adjustments based on fundamental, technical, and cyclical analysis, maintaining a predominantly long-term investment approach.

Mark Vinson is a financial advisor at Money Concepts Capital Corp with 32 years of industry experience. He has been with Money Concepts since 2004 and also holds a position at Heritage Bank. He holds Series 63 and Series 65 credentials. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and integrates fundamental and technical analysis with modern portfolio theory to manage assets for approximately 14,700 clients.

Byron Peacher is a financial advisor with Empower Advisory Group in Murray, KY, holding Series 63 and Series 65 licenses and 13 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and GWFS Equities. Outside of his advisory work, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.