David Worley is a financial advisor at Visionary Horizons, LLC with four years of industry experience. He holds a Series 65 designation and has been with Visionary Horizons since 2021. In addition to his advisory role, he operates as an independent insurance agent specializing in health and life insurance. Visionary Horizons, LLC serves individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, and business entities with discretionary portfolio management and financial planning services. The firm employs tailored investment plans and utilizes a combination of fundamental, technical, and quantitative analysis to manage client portfolios.

Mark Clark is a Series 66-registered advisor with Wealth Management, LLC in Somerset, KY, where he has worked since 2008. He has 22 years of industry experience and has operated as a self-employed CPA since 1993. Outside of his advisory role, Clark serves as president of a CPA firm and treasurer of a nonprofit religious organization. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as retirement plan sponsors. The firm employs a modern portfolio theory approach, primarily using passively managed mutual funds and ETFs, and offers integrated advisory and administrative services for retirement plans.

Justin Thompson is a financial advisor with Truist Advisory Services in Somerset, KY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, BB&T Securities, and Edward Jones. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary solutions that integrate model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Eric Warren is a CFP® with 20 years of industry experience, currently serving at Fifth Third Securities, Inc. since 2014. He holds Series 63 and Series 65 licenses and operates out of Somerset, KY. Outside of his advisory role, he is involved in online resale activities on eBay. Fifth Third Securities, Inc. provides brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm offers multiple discretionary managed-account options, including advisor-directed models and direct indexing, supported by a combination of third-party portfolio managers and in-house management, and is affiliated with Fifth Third Bank.

Crystal Davis is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 20 years of industry experience. Her prior roles include positions at Somerset Advisors LLC, LPL Financial, and Keystone Financial Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Jordan Polston is a financial advisor with Avantax Planning Partners, Inc., holding a Series 66 license and four years of industry experience. Prior to joining Avantax Planning Partners, he worked at Evans, Harville, Atwell & Company, CPAs, PLLC for nine years. Outside of his advisory role, he serves as Worship Director at Science Hill Church of the Nazarene, where he leads the music ministry. Avantax Planning Partners provides investment advice and planning services primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and insurance entities.

Jessica Asman is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Innovative Business Concepts. Outside of her advisory role, she has performed office cleaning services at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Seth Atwell is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 20 years of industry experience. He has worked with firms including Avantax and 1ST Global Advisors and is also a partner at Evans, Harville, Atwell & Company, CPAs, PLLC. He serves as a Board Member and Treasurer for the Somerset Pulaski County Economic Development Authority, a nonprofit organization focused on local economic development. Cetera Investment Advisers serves a diverse client base including individual, 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 advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with retirement and fiduciary capabilities integrated into its institutional platform.

Jennifer Tindall is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Henderson is a financial advisor with LPL Financial in Somerset, KY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at LPL Financial since 2011 and concurrently serves at Forcht Bank since 2007. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Kimberly Hudson is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones and its affiliated entities since 1999. Outside of her advisory role, she is involved in sales of cosmetic products through Mary Kay. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Kerry Cowan Jr. is a CFP® professional with 22 years of industry experience, currently serving as an advisor at LPL Financial since 2011. He holds Series 63 and Series 66 licenses and is based in Somerset, KY. Outside of his advisory role, he is involved in an automotive care business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Frederick Doll is a financial advisor at Edward Jones with 27 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lowell Washam is a CFP® professional with 24 years of industry experience, currently serving at Edward Jones since 2001. He is based in Somerset, KY, and holds Series 63 and Series 66 licenses. Outside of financial advising, Washam works as a football and basketball color commentator for Forcht Broadcasting Somerset 106 and serves as a Harbor Commission member for the City of Red Wing, MN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Steven Booth is a CFP® professional with 22 years of industry experience. He has worked at Edward Jones since 2020 and previously held roles at Spectrum Financial Alliance, Ameriprise Financial Services, Investment Professionals, Community Trust Bank, and Linsco Private Ledger. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Harville is a financial advisor with Avantax Planning Partners, Inc. based in Somerset, KY, holding the PFS™ designation and Series 66 license. He has 21 years of industry experience, including prior roles at Cetera Wealth Services, Avantax Advisory Services, and 1ST Global Advisors. Outside of his advisory work, he serves on the board of the Morehead State University Foundation and holds several board and treasurer positions with organizations in Ormond Beach, FL. Avantax Planning Partners provides investment advice and financial planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm offers discretionary portfolio management using model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, operating within a larger corporate group that includes affiliated broker-dealer and insurance entities.

David Cothron is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2013. Outside of his advisory role, he is involved with Cothron Financial Services LLC, a business entity used for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of non-advisory financial products.

Brent Harpster is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Middlesboro, KY. His prior roles include positions at Charles Schwab and operating a sole proprietorship under Lawrence J. Botzman CFP®. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and combines advisory operations with non-advisory product activities.

Warren Thompson is a financial advisor with Edward Jones in Somerset, KY, holding Series 63 and Series 66 credentials and possessing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a shareholder in a hunting land and hobby farm business and owns interests in a retail pharmacy and a boat storage warehouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and features a large national network of financial advisors and branch offices.

Charles Sobieck is a financial advisor with Edward Jones in Somerset, KY, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is involved as a manager in a commercial real estate business, ATCB, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

William Parkey is a financial advisor with Advocacy Wealth Management, LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at multiple firms, including Meridian Wealth Management and Panoptic Financial Group. Outside of financial advising, Parkey serves as president of Zipliens Companies, a medical lien resolution business, and holds leadership roles in structured settlements and legal technology companies. Advocacy Wealth Management is a multi-team firm with 28 advisors that provides wealth management services, serving clients with a collaborative approach.