Kerry Cowan Jr.

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.

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.

Justin Thompson is a financial advisor with Truist Advisory Services in Somerset, KY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, BB&T Securities, and Edward Jones. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

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.

Crystal Davis is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Somerset Advisors LLC, LPL Financial, and Keystone Financial Group. 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 under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jordan Polston is a financial advisor with Avantax Planning Partners, Inc., holding a Series 66 license and four years of industry experience. Prior to joining Avantax Planning Partners, he worked at Evans, Harville, Atwell & Company, CPAs, PLLC for nine years. Outside of his advisory role, he serves as Worship Director at Science Hill Church of the Nazarene, where he leads the music ministry. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and insurance entities.