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.

Kristoffer Arnold is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Van Leeuwen Retirement & Investment Services since 2017. He has a long tenure with LPL Financial, LLC, dating back to 2001. Outside of his advisory role, he is involved with Elevate Land and Realty Group in a part-time capacity. Van Leeuwen Retirement and Investment Services is an independent, SEC-registered wealth management firm that provides investment management and comprehensive financial planning primarily for individual clients, including high-net-worth individuals and business owners. The firm focuses on retirement-centered strategies and manages portfolios on a discretionary basis through a variety of advisory programs and a Strategic Wealth Management overlay.

Tina Culp is a financial advisor at FWG Investments, LLC with six years of industry experience. She holds a Series 66 designation and has worked at Family Wealth Group since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors and Farmers National Bank. FWG Investments provides financial planning and discretionary asset management primarily for individual and high-net-worth clients, utilizing model-driven investment strategies overseen by professionals and executed by sub-advisers. The firm offers services including retirement, tax, education, and real estate planning, and supports clients through ongoing portfolio monitoring and educational workshops.

Mark Vanleeuwen is a financial advisor with Van Leeuwen Retirement & Investment Services in Richmond, KY, holding a Series 63 designation and over 40 years of industry experience. He has been with Van Leeuwen Retirement & Investment Services since 2017 and has also maintained a long-term affiliation with LPL Financial since 1998. Van Leeuwen Retirement and Investment Services is an independent, SEC-registered wealth management firm serving primarily individual clients, including high-net-worth individuals and business owners. The firm focuses on retirement-centered financial planning and discretionary portfolio management, utilizing a range of investment options and LPL Financial–sponsored advisory programs.

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.

George Ridings is a financial advisor with Eagle Strategies (NY Life) based in Richmond, KY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2006 and has a longstanding career with New York Life Insurance Company and affiliated entities dating back to 1993. Ridings is active in community and historical organizations, serving as president of the Battle of Richmond Association and holding board positions related to Civil War history and regional development, as well as serving as the 2024 president of the Kentucky State NAIFA. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm operates through a large network of advisers and emphasizes client-directed solutions using third-party managers and model portfolios, managing over $25 billion in regulatory assets as of the end of 2024.

Jonathan Daniels is a financial advisor with PNC Wealth Management in Richmond, KY. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Mass Mutual and Metlife Securities Inc. before joining PNC Investments in 2017. PNC Wealth Management offers retail brokerage and advisory services through several model-based programs, including a discretionary online model account available as an invitation-only pilot for employees. The firm uses algorithm-driven model selection and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

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.

Charles Goldie is a financial advisor with LPL Financial in Harrodsburg, KY, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

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.

Russell Mc Alister is a CFP®-designated financial advisor with Edward Jones in Richmond, Kentucky, where he has worked for 29 years. He holds Series 63 and Series 66 licenses and has 28 years of industry experience. Outside of his advisory role, he owns and operates a farming business called McAlister Entertainment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies and affiliated financial services under a fiduciary standard.

Barry Steele is a financial advisor with Raymond James Financial who holds the ChFC® and Series 66 designations and has 21 years of industry experience. He has worked with Farmers National Bank and Raymond James Financial Services since 2012. Outside of his advisory role, he is an associate and investment executive at FNB Investment Services in Harrodsburg, KY. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through risk profiling and firm research, with a significant portion of assets managed on a non-discretionary basis.

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.

Justin Priode is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Duncan is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Citizens National Bank for four years before joining Edward Jones in 2019. He is also the owner and proprietor of an Edward Jones office in Stanford, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Robbie Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and United Financial Services. Outside of advising, he has entrepreneurial experience including partial ownership of a Subway restaurant. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm offers financial planning, access to model portfolios, and third-party asset management programs.

Timothy Mcdaniel is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera in Lexington, KY. His prior roles include ownership of McDaniel Wealth Management, PLLC, and a long tenure with Avantax Advisory Services. Outside of financial advising, he operates as an independent insurance agent specializing in health insurance. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors, offering portfolio management, financial planning, and fiduciary services. The firm employs a combination of advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its broad institutional platform.

Christopher Dick is a financial advisor with Edward Jones in Stanford, KY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Avantax Planning Partners, Avantax Advisory Services, Regions Bank, and Edward Jones, among others. He has also been involved with the Republican Party of Kentucky and the Somerset Pulaski County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Teresa Smothers is a Series 66 licensed financial advisor with Edward Jones in Danville, KY, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a large network of advisors and branch offices.