Justin Kyle Thompson

David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Jordan Polston is a financial advisor with Avantax Planning Partners, Inc. based in Somerset, KY. He holds the Series 66 designation and has five years of industry experience. Prior to joining Avantax, he worked as a staff accountant at Evans, Harville, Atwell & Company, CPAs, PLLC. Outside of his advisory role, Polston serves as the Worship Director at Science Hill Church of the Nazarene, where he leads weekly music services and manages the music department. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, managing approximately $7.57 billion in assets as of the end of 2025.

Seth Atwell is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ credential and a Series 66 license, and has 20 years of industry experience. He has previously worked at 1ST Global Advisors, Inc. and has been a partner at Evans, Harville, Atwell & Company, CPAs, PLLC since 2005. He serves as a board member and treasurer for the Somerset Pulaski County Economic Development Authority, a nonprofit focused on promoting economic development in the local community. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan platforms to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers services primarily through a network of CPA firms and registered Advisor Representatives and employs tax-intelligent investment strategies with discretionary management.

Mark Clark is a Series 66-registered advisor with Wealth Management, LLC in Somerset, KY, where he has worked since 2008. He has 22 years of industry experience and has operated as a self-employed CPA since 1993. Outside of his advisory role, Clark serves as president of a CPA firm and treasurer of a nonprofit religious organization. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Jon Harville is a financial advisor at Avantax Planning Partners, Inc. with 21 years of industry experience. He holds the PFS™ designation and Series 66 license. His prior experience includes roles at 1ST Global Advisors, Inc. and Cetera Wealth Services, LLC. He serves on several boards, including the Morehead State University Foundation and various management corporations in Ormond Beach, Florida. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers these services primarily through CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets across about 164 advisors and 7,500 clients.

Eric Warren is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and operates out of Somerset, KY. Outside of his advisory role, he is involved in online resale activities on eBay. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, supported by a combination of third-party portfolio managers and in-house management, and is affiliated with Fifth Third Bank.