Robbie Perry

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

David Morris is a financial advisor with Kingswood Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., United Financial Services, and TRANSAMERICA Agency Network. In addition to his advisory work, he is involved in insurance sales, assisting clients with life, disability, long-term care, and Medicare supplement insurance. Kingswood Wealth Advisors serves a diverse client base including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach, tailoring strategies to client goals and risk tolerance while providing portfolio management, ERISA plan consulting, and oversight of third-party managers.

James Garner Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 38 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of finance, he owns Garner Productions, an audio/video theatrical scriptwriting business where he works as a writer, producer, actor, director, and host. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations. The firm offers a range of advisory programs and employs a mix of firm-developed and third-party investment strategies with ongoing oversight from an Investment Strategy Committee.

Natalie Burkhead is a financial advisor with PNC Wealth Management, holding a Series 66 designation and one year of industry experience. She has worked with PNC Investments LLC since 2022 and was previously employed by PNC Bank from 2011 to 2022. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including an employee-only discretionary model account that uses algorithmic risk assessments and invests in mutual funds and ETFs with annual rebalancing.

Jerry Smothers is a financial advisor with Edward Jones in Danville, KY, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,700 financial advisors.

Josiah Robbins is a CFP® with three years of industry experience, currently serving as a financial advisor at Cetera. He has worked with Avantax and McDaniel Wealth Management, where he also provides tax preparation and accounting services. Robbins has held teaching positions at Liberty University and the University of the Cumberlands. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.