Stephen Du Barry

Tj Binkowski is a financial advisor at Narrow Road Financial Planning LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Raymond James Financial Services Advisors, Inc., and served six years in the U.S. Army. Narrow Road Financial Planning LLC offers discretionary investment management and comprehensive financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a combination of strategic passive allocation and tactical asset-allocation strategies using quantitative models, with portfolios managed on a discretionary basis and regular risk monitoring.

Trevor Coe is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Kestra Advisory and Kestra Investment Services and also serves as a director for the Kelly Russell Scholarship Fund. Coe manages a self-storage business through his own LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a variety of managed account platforms. The firm serves large investors, including sovereign wealth funds, and supports complex investment products within a comprehensive supervisory framework.

Javier Canales Bullock is a financial advisor at Kestra Advisory with a Series 66 designation and two years of industry experience. He has worked at Kestra Investment Services since 2021 and previously held roles in various organizations including Big Lots and Western Kentucky University. Outside of advising, he is involved with insurance-related business activities supporting advisors and owns a rental property. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients from large institutional investors to individual plans.

Keith Batchelor is a CFP® professional with 22 years of experience in the financial services industry, all with Edward Jones since 2004. He is based in Russellville, KY, and holds Series 63 and Series 66 licenses. Outside of his advisory role, Batchelor is a part owner of Batchelor Farms, where he assists with year-end tax distributions and participates in operations related to a beef cattle business. Edward Jones is a wealth management firm serving over four million individual and institutional clients through a nationwide network of roughly 23,701 financial advisors. The firm offers a variety of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ellen Boortz is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2019, previously working at Carpenter Company from 2013 to 2019. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Richard Shepherd is a financial advisor with Edward Jones in Russellville, KY, holding a Series 66 designation 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 a range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs and investment strategies through a large nationwide network of advisors and branches.