Zachary Allen Ross

John Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, holding a Series 65 credential with approximately four years of experience in the financial services industry. His prior roles include positions at When On The Way and Maryville University. Outside of his advisory work, he has been involved with Warren County Inline Hockey. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning, emphasizing non-discretionary management using fundamental analysis and a mix of investment strategies. The firm manages approximately $246 million for over 1,000 clients with three advisors and maintains an ownership affiliation with an accounting firm.

Clark Hayden is a CFP® professional with ten years of industry experience, currently serving at Lockshield Partners, Inc. since 2017. He has prior experience with LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory role, he tutors English to Chinese children aged 6 to 13 and is involved in tax preparation and bookkeeping through a local accounting firm. Lockshield Partners, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on fee-based, non-commission investment strategies that blend long- and short-term approaches with options and margin. The firm supports a large client base through a four-person team and manages approximately $291 million on a non-discretionary basis.

Jeremiah Harston is a financial advisor with Lockshield Partners, Inc. in Glasgow, KY, holding the Series 63 and Series 65 licenses and with 15 years of industry experience. He has been with Lockshield Partners since 2015 and also operates a small duck hunting club in Arkansas through Wildcat Duck Club, LLC. Lockshield Partners serves individual and high-net-worth clients, providing comprehensive portfolio management, financial planning, and consulting through a fee-based, asset-under-management model. The firm employs fundamental analysis with a combination of long- and short-term strategies, including options and margin, and manages a relatively large number of client relationships per advisor.

Daniel Klein is a financial advisor at Lockshield Partners, Inc. in Glasgow, KY, with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory role, Klein is an author of investment-related content. Lockshield Partners serves individual and high-net-worth clients with fee-based comprehensive portfolio management and financial planning. The firm manages assets on a non-discretionary basis using fundamental analysis and a mix of long- and short-term strategies, and it maintains an ownership affiliation with an accounting firm.

Samuel Dickinson is a financial advisor with Robert W. Baird & Co. in Glasgow, KY, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Robert W. Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1992. Dickinson serves as a board member and treasurer of the G Club and is involved with the Rotary Scout Reservation Foundation as a board member and on its investment and finance committee. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including traditional and non-traditional investments, and provides municipal advisory and public finance services alongside its investment capabilities.

Thomas Houchens is a CFP® professional with three years of industry experience, currently serving at Robert W. Baird & Co. in Glasgow, KY. His background includes roles at Fox Hollow Golf Course and Houchens Industries prior to joining Robert W. Baird. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The team offers a range of consulting and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.