Patricia Ann Latimer

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 at Markowski Investments with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Truth of Investing and Caitlin John, LLC. Markowski Investments provides personal financial planning and discretionary portfolio management to individuals, families, trusts, estates, fiduciaries, charitable organizations, small businesses, and retirement plans. The firm manages approximately $474 million in client assets and employs a strategic investment approach combining asset allocation with tactical overlays, typically favoring long-term holdings.

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 having 12 years of industry experience. He has previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, he owns a rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm emphasizes long-term portfolio returns and annual rebalancing through a service integrated with Empower’s recordkeeping and administrative platforms.

Hearne Harralson is a financial advisor with Robert W. Baird & Company, Incorporated, holding Series 63 and Series 66 credentials and 23 years of industry experience. His career includes roles at First Southern National Bank, Caldwell County Schools, and Encompass Wealth Management. He also works as a contractor in supplemental insurance sales on a limited basis. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management, and custody and brokerage solutions, with notable capabilities in manager selection, tax management, and municipal advisory services.