Tamara Williams is a CFP® with 27 years of industry experience, currently serving as an advisor at Archer Investment Corporation since 2018. She previously worked at HD Vest for 15 years and has operated her own accounting and tax preparation business as a CPA since 2002. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies through separately managed accounts and proprietary mutual funds. The firm employs a comprehensive investment process that includes personalized financial assessments and diversified portfolio construction across multiple asset classes.

Timothy Rayburn is a financial advisor with Money Concepts Capital Corp in Grayson, KY, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Money Concepts Capital Corp and Whitley Gahm & Rayburn CPAs PLLC since 2011. Outside of his advisory role, he is involved with Growing Lucasville Opportunities Inc, a charitable organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a variety of managed programs and investment strategies, combining model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Barbra Kitchen is a financial advisor at Robert Baird & Co. with one year of industry experience. She holds the Series 66 designation and has been with Baird since 2015. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group provides tailored financial planning and portfolio management services, employing a range of investment strategies and overlay services to meet client goals and risk tolerances.

James Norris III is a financial advisor at Robert Baird & Co. with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Robert Baird since 2019, following over three decades at J.J.B. Hilliard, W.L. Lyons, Inc. and IA J. C. Bradford & Co. Outside of his advisory role, Norris serves on the investment committee of First Presbyterian Church in Ashland, KY, and is involved with local organizations including a country club board and a finance committee for a nonprofit. 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 group offers tailored financial planning and portfolio management services, utilizing a range of investment approaches including separately managed accounts and overlay strategies.

Stephanie Mc Knight is a financial advisor with Robert Baird & Co. in Ashland, KY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at Robert Baird & Co. since 2019 and previously at J.J.B. Hilliard, W.L. Lyons, Inc. and Hilliary Lyons since 1997. She also serves as a trustee of family-related and relative’s trusts, overseeing assets and assisting with distributions. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and other clients through tailored financial planning and portfolio management services, including discretionary and non-discretionary management and a range of investment strategies.

Victoria Wellman is a financial advisor with Robert Baird & Co., holding a Series 66 designation. She has been with Baird Private Wealth Management since 2024. Prior to joining Baird, she worked at Paul J Alvarado PC and The Ticket Clinic. The DDK Group at Robert W. Baird & Co. advises individuals, families, pensions, corporations, and charitable organizations, providing customized financial planning and portfolio management services. The team employs a range of strategies including traditional and non-traditional allocations, using both in-house and third-party managers to meet client goals.

Harry Lucke is a financial advisor at Robert Baird & Co. with Series 63 and Series 65 credentials and 41 years of industry experience. He has worked at Robert Baird since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 1984. Outside of his advisory role, he is a limited partner in an oil and natural gas well in LaSalle County, Texas. 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 group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers to implement a range of traditional and complex investment strategies.

Jayson Capling is a financial advisor at Wells Fargo Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in a home-based construction and roofing referral business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with investment and financial planning services, offering a broad range of specialized planning options. Advisors use Wells Fargo’s research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Valoria Bailey is a financial advisor with Robert Baird & Co., holding Series 63 and Series 65 credentials and 26 years of industry experience. She has worked at Robert Baird & Co. since 2019 and concurrently with J.J.B. Hilliard, W.L. Lyons, LLC since 2009. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, including discretionary management, separately managed accounts, and both traditional and non-traditional investment strategies.

Robert Roar Jr. is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 20 years of industry experience. He previously worked at LPL Financial, LLC, and U.S. Bancorp Investments, Inc. Outside of his advisory role, he is involved in sales activities unrelated to investment and serves as a notary public. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services tailored to specific client needs.

Mickey Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His career includes roles at Avantax Advisory Services and Avantax Investment Services, as well as a longstanding partnership at Fraley Miller & Co CPAs, PLLC. Outside of financial advising, he is involved as a general partner in Dionysus Beverage Sales, LLLP. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, employing a mix of advisor-managed accounts, model portfolios, and third-party managed strategies.

Ryan Reames is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Robert Baird since 2019, following earlier experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he serves as mayor of Bellefonte, Kentucky, and is a board member of the Ashland Alliance, a local chamber of commerce chapter. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group provides customized portfolio and consulting services, including discretionary and non-discretionary management, using a variety of investment strategies and overlays.

Andrew Hughes is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked at Lawrence and Associates and Reed Law Firm, and has a background that includes legal education at Northern Kentucky Chase School of Law. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement strategies aligned with client goals and risk tolerances.