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® with nine years of industry experience, currently serving as an advisor at Lockshield Partners, Inc. since 2017. His previous roles include positions at LPL Financial LLC and Thrivent Investment Management Inc. Outside of his advisory work, he tutors Chinese children aged 6 to 13 in English and performs tax preparation and bookkeeping during tax season. Lockshield Partners serves individual and high-net-worth clients with fee-based 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 is notable for its client-to-advisor ratio and affiliation with an accounting firm.

Jeremiah Harston is a financial advisor at Lockshield Partners, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lockshield Partners since 2015 and LPL Financial since 2011. Outside of his advisory work, he operates a small duck hunting club in Arkansas. 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 combination of long- and short-term strategies, including options, and generally invests cash balances in conservative vehicles while monitoring portfolios for alignment with client objectives.

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.

Sheila Perkins is a financial advisor with Edward Jones in Glasgow, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Strother is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 66 designation and has previously worked at VOYA Financial Advisors. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products. 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 and financial planning services, combining retirement and fiduciary capabilities with institutional resources.

Desmond Stock is a financial advisor with Robert Baird & Co., holding a Series 66 designation and one year of industry experience. Prior to joining Baird Private Wealth Management, he served in the U.S. Army with the 101st Airborne, 2BCT, Viper Company from 2016 to 2019. Outside of finance, he has been involved in the hospitality industry as part of Prestige Night Club & Lounge since 2019 and also works as a rideshare driver. He 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 tailored financial planning and portfolio management services, utilizing a range of investment strategies including traditional and non-traditional approaches.

Bryan Baysinger is a financial advisor at Robert Baird & Co. with 27 years of industry experience. He holds a Series 63 designation and has worked at Robert Baird since 2019, previously serving at J.J.B. Hilliard, W.L. Lyons, Inc. since 1998. Baysinger serves on the boards of two nonprofit organizations, Crossroads Life Center and the Glasgow Education Foundation, where he contributes to financial oversight and scholarship programs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a wide range of clients including individuals, families, and institutions. The group offers tailored financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Brad Korte is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Oscar Bates is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 11 years of industry experience. He has worked at Avantax Advisory Services and related entities since 2014 and has provided tax preparation services through Commonwealth Tax Professionals since 2009. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Barrett Metzger is a financial advisor at Robert Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at Robert Baird since 2019, following prior experience at JJB Hilliard WL Lyons LLC. Outside of his advisory role, he is involved with the Falls City Soccer Club. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing a range of investment strategies and management approaches tailored to client goals and risk tolerances.

James Harris is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he is involved with Pools and Leisure Construction. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.