Gary Stratton is a financial advisor with Vistafront Partners Inc in Frankfort, KY, holding a Series 65 credential and five years of industry experience. He has an extensive academic background, serving as an Associate Professor of Economics and Finance at Kentucky State University since 2017, following over two decades at The University of Virginia's College at Wise. Outside of advising, he is involved with several community and philanthropic ventures, including roles as a consultant and registered agent for nonprofit initiatives supporting historically Black colleges and local business development. Vistafront Partners provides discretionary portfolio management primarily for individual clients, trusts, and business owners. The firm employs a combination of fundamental and technical analysis with a long-term buy-and-hold investment approach across stocks, bonds, mutual funds, ETFs, and REITs, managing around $650,000 across 24 client accounts.

Jacob Larue is a CFP® with seven years of industry experience, currently serving as a financial advisor at Savvy since 2025. He previously worked at Focus Financial and OSAIC, with a background that includes roles in financial planning and investment analysis. Larue is also involved in entrepreneurial activities through ownership of LaRue Financial Planning, LLC, and partnership in Perspective 6 Wealth Advisors LLC, where he manages administrative and tax-related functions. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, ERISA plans, charitable organizations, and corporations. The firm employs a blended investment approach combining index-based core strategies with tailored solutions such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models.

Craig Coker is a financial advisor at Silver Oak Securities, Incorporated with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to his current role, he has worked at Cantella & Co., Inc., Allstate Financial, and Independent Financial Group. Outside of advising, he is part owner of Autumn Shade Farm, where he contributes to general upkeep and maintenance. Silver Oak Securities serves individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets. The firm provides individualized portfolio management, financial planning, and third-party manager referrals, delivering investment advice primarily on a discretionary basis through a network of over 100 financial professionals.

Geoffrey Smarte is a Series 66-licensed financial advisor at Advisory Services Network with 17 years of industry experience. He previously worked at Fisher Investments for nine years before joining Advisory Services Network in 2020. Outside of his advisory role, he serves as chairman of Smarte Investments, a charitable organization providing donations and scholarships to students and families. Advisory Services Network is an independent enterprise serving individuals, families, corporations, and charitable organizations through a network of over 200 advisors. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Jason Hagen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has a diverse professional background that includes roles in the airline industry as well as leadership positions in multiple financial and real estate-related businesses. Outside of his advisory work, he serves as president of MSI Financial Group, a residential and commercial property and casualty company. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment management and offers a range of advisory and brokerage services through a large network of advisors and multiple program platforms.

Daniel Mcgowan is a Series 66-licensed financial advisor with 23 years of industry experience. He has been with PNC Wealth Management since 2010. Outside of his advisory role, he owns a vacation rental property in Smyrna Beach, Florida. PNC Wealth Management offers retail brokerage and advisory services, including a model-based digital portfolio program available by invitation to PNC Bank employees. The firm uses algorithm-driven strategies implemented through mutual funds and ETFs with annual rebalancing, and delegates portfolio execution and proxy voting to third-party providers.

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 Thomas is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. She holds a Series 66 designation and has worked previously at OSAIC Wealth Inc, Capital Financial Advisors, CTM Financial Group LLC, and Charles T. Mitchell Company PLLC. Outside of finance, she was involved with Candi's Closet for one year. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed accounts, financial planning, consulting, and lending solutions through a representative-driven advisory model.

Robert Groce is a CFP® with six years of industry experience, currently serving as a financial advisor at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., Wilkerson Financial, and LPL Financial. Outside of his advisory work, he owns and operates a cattle farm and serves on the boards of the Franklin County Community Fund and Josephine Sculpture Park, as well as participating on the finance committee of Hillcrest Baptist Church. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing over $12 billion in client assets, serving individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of services including managed account programs, financial planning, retirement plan consulting, and lending solutions, utilizing a representative-driven advisory model with access to diverse investment products and platforms.

Byron Patton is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has been with Transamerica Financial Advisors and the Floyd County Board of Education since 2012 and has been affiliated with World Financial Group, Inc. since 2010. Outside of his advisory work, Patton serves as the head assistant baseball coach at Floyd County Board of Education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a large advisor network and multiple program platforms, implementing its advisory model primarily through model portfolios and third-party managers.

David Wood is a financial advisor with Osaic Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 32 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Lincoln Financial, and ownership of Wood Financial Services, Inc. He is also involved with CTM Financial Group in advisory and insurance sales capacities. Osaic Advisory Services, LLC manages approximately $12.47 billion in client assets and serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of services such as managed account programs, financial planning, retirement plan consulting, and lending solutions, utilizing both in-house and external platforms to construct portfolios with various investment vehicles.

Sarah Green Robinson is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 designations and having 22 years of industry experience. Her prior roles include positions at Securities America, Inc., FSC Securities Corporation, and CTM Insurance Services. Outside of her advisory work, she serves as an assistant coach for the girls' basketball team at Westridge Elementary and provides bookkeeping services for her family's farm. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets and serving a diverse client base that includes individuals, charities, corporations, retirement plans, and institutional entities. The firm offers a range of services including managed account programs, financial planning, and retirement plan consulting, utilizing a representative-driven model with access to a broad array of investment options and platforms.

James Clouse is a financial advisor at Osaic Advisory Services, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America, Inc., and FSC Securities Corporation. Outside of his advisory work, he is the managing member of Charles T. Mitchell Company PLLC, a certified public accounting firm. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutions, offering a range of services such as managed accounts, financial planning, and retirement plan consulting through a representative-driven advisory model.

Michael Wilkerson II is a CFP® with 26 years of experience in the financial industry, currently serving at Osaic Advisory Services, LLC. His prior roles include positions at Arbor Point Advisors, Securities America, LPL Financial, and Commonwealth Financial Network. Wilkerson is also the mayor of Frankfort, KY, and serves as a board member of the Kentucky League of Cities Investment Pool. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering a range of managed account programs, consulting, financial planning, and lending solutions through a representative-driven advisory model.

Mark Winsor is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has a background in legal services as the owner of multiple law firms and is involved in real estate through ownership of Call Winsor Realty. Winsor also teaches real estate-related classes at a professional school for continued education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers through various program platforms, serving clients via a large advisor network and managing approximately $1.7 billion in regulatory assets.

Randall Block is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also operates Block Wealth Management Inc. outside of securities activities. Block’s experience includes a five-year tenure at Netlaw Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm delivers advisory services through model portfolios and third-party managers across multiple platforms, with approximately $1.7 billion in regulatory assets under management.

Phillip Sexton is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Raymond James & Associates and Dupree Financial Group. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Amzie Wenning is a Series 66-credentialed financial advisor with Edward Jones, based in Frankfort, KY, and has 17 years of industry experience. He has been with Edward Jones since 2008. Wenning serves as a board member of the Frankfort Bourbon Society, where he assists in planning social events, private distillery tours, and speaker engagements. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

William Kent is a financial advisor at Edward Jones in Frankfort, KY, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Boston Scientific from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products alongside fiduciary standard services.

Chasidy Yocum is a financial advisor at Edward Jones in Lawrenceburg, KY, with seven years of industry experience. She holds Series 63 and Series 65 designations. Yocum has prior experience with several firms including Transamerica Financial Advisors, Inc., and has co-ownership in Premier Spray Foam, LLC, an insulation services business. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jonathon Tilford is a financial advisor with Edward Jones in Versailles, KY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he serves as pastor and president of My Fathers House Church, a nonprofit organization in Versailles. Edward Jones is a full-service wealth management firm serving a wide range of clients, including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers a variety of investment strategies and affiliated financial services.

John Kline is a financial advisor with Cambridge Investment Research Advisors who holds a Series 66 designation and has seven years of industry experience. Prior to joining Cambridge in 2023, he worked at Money Concepts Capital Corp from 2019 to 2023. Outside of his advisory role, Kline serves as president of Advanced Financial Solutions Group, a tax services business, and Azure Advisory, a financial coaching firm. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services, utilizing multiple account platforms and third-party strategists.

James Gould is a financial advisor with Thrivent Investment Management in Versailles, KY. He holds the Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at VeBridge Holdings/Konica Minolta Business Solutions for nine years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning covering retirement, tax, estate, business continuation, divorce, and special needs topics, with services delivered on a one-time or ongoing basis.

Paul Slaughter is a financial advisor with LPL Financial based in Frankfort, KY, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior work includes roles at Robert Baird & Co., JJB Hilliard WL Lyons LLC, Hilliard Lyons, and Morgan Stanley. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions through a large network of investment adviser representatives.

Kenneth Clark is a CFP® with 19 years of industry experience and has been with LPL Financial since 2011. He operates under the DBA K.E. Clark & Associates Financial Services in Lawrenceburg, KY. 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 and a large network of investment adviser representatives.

Kyle Sanders is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to that, he held roles at Bryan Jackson State Farm Insurance, Kroger Corporation, and Regal Cinemas. 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 and operates a network of roughly 23,701 financial advisors and 15,121 branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Patrick Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Ohio National Life Insurance and THE O.N. Equity Sales Company for 19 years before joining LPL Financial in 2020. Kelly is also involved as a life, disability, and long-term care insurance agent through Kelly Capital Group. 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 investment solutions supported by an in-house research team and combines advisory operations with insurance and credit product offerings.

John Eccles is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior roles include positions at Avantax Advisory Services and Primerica Advisors, as well as ownership of Eccles Tax & Accounting LLC, where he provides tax preparation and accounting services. In addition to his advisory work, Eccles serves as an insurance licensing instructor and coach. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment options through its extensive network of investment adviser representatives and an in-house Research team that provides model portfolios and strategic guidance.

Thomas Current III is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds a Series 63 designation and has been with Raymond James Financial and its affiliates since 1996. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial planning and non-discretionary investment consulting, supported by extensive research and a broad affiliate network.

Justin Renner is a financial professional with Cetera, holding Series 63 and Series 65 credentials and three years of industry experience. He is also the managing partner of Woodford Financial PLLC, where he provides accounting, tax, financial planning, and investment services. His prior experience includes roles at Avantax Investment Services and the Kentucky Department of Revenue. 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, fiduciary, and retirement solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Austin Black is a CFP® professional with six years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Robert Baird & Co. and J.J.B. Hilliard W.L. Lyons. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Pamela Moore is a financial advisor with Primerica Advisors in Frankfort, KY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1982. Outside of advisory work, she is involved in sales of investment-related and other home-related products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, providing a range of strategic, tactical, tax-aware, and income distribution investment models.

Duncan Gardiner is a Series 66-licensed financial advisor with nine years of industry experience, currently with Thrivent Investment Management. His career includes over two decades at Kentucky Bank prior to joining Thrivent. He serves as an elder on the board of Journey Church in Versailles, Kentucky. Thrivent Investment Management provides Dedicated Planning Services to a range of clients, including individuals, families, businesses, and nonprofits. The firm offers holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services through its WealthPlan option.

David Current is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He has been with Raymond James Financial Services, Inc. since 2007. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research to develop tailored financial plans and recommendations.

James Mc Gary is a financial advisor with LPL Financial in Frankfort, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at German American Bank, CUNA Mutual Group, Allstate Insurance Company, and Mass Mutual. He maintains involvement with German American Investment Services Group and CCU Wealth Advisors, both entities related to his advisory business under LPL Financial. 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 investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product offerings such as insurance and credit services.

John Hibbard is a financial advisor with Edward Jones in Frankfort, KY, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as a JV head football coach and director of football operations for Fayette County Public Schools and is a candidate for public office in Franklin County. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is known for its extensive retail advisor and branch network as well as affiliated financial services beyond traditional advisory offerings.

Jennifer Wininger is a CFP® and Series 66 credentialed financial advisor with Edward Jones in Lawrenceburg, KY. She has 12 years of industry experience and has been with Edward Jones since 2013. Outside of her advisory role, she is involved as a member of an LLC managing commercial rental property. Edward Jones is a wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs with over $1 trillion in assets under management and operates through a large network of financial advisors and branch offices nationwide.